Reduce your tax bill on future capital gains

If you haven't yet sold your assets, you're in luck: You have access to the tax planning strategies with the highest return on investment, by far: the Charitable Remainder Trust and the Qualified Small Business Stock Exemption.

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Keep more of your
hard-earned gains
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Thousands of users and use cases just like yours

Selling your business

Defer 100% of the capital gain taxes when you sell your business and reinvest the savings in your next venture, or for retirement.

Selling crypto

You've decided to take some gains off the table. Eliminate the taxes and redeploy 100% of your capital immediately.

Selling public stock

You made a smart bet, and it's paid off. Diversify your portfolio and eliminate the otherwise debilitating tax bill in the process.

Selling real estate

Write off the gains when you sell the family home, a rental unit, or a bigger property so you can take on the next project or diversify.

Selling startup equity

It's the biggest win you're likely to see. Keep more of it and make your hard-earned gains work for you.

High ordinary income

You're a high earner, and you no longer need much liquidity. Learn how you can write off up to 100% of your income this year.

Reducing estate tax

You've done well, for yourself and your family. Plan for the next generation today, and do it tax free.

The two best tax strategies around: Charitable Remainder Trusts and QSBS

Haven't sold yet?

The best fit for most assets: Charitable Remainder Trust

Do you own real estate, blue-chip stock, crypto, late-stage startup equity, or another asset that is not eligible for the QSBS Exemption?
Check out Charitable Remainder Trusts ->
QSBS Eligible?

The best tax break for startup equity

If your assets are eligible for the Qualified Small Business Stock Exemption
Check out QSBS Stacking Trusts->
Not sure?

If you don't know whether you are QSBS eligible

Keep more of your hard-earned capital gains with a CRUT

Simple, flexible plans for any asset

With a tax efficient Charitable Remainder Trust (CRUT) you can double (or more) what you take home from your asset sale over time. A CRUT is a tax exempt account that protects your sale from capital gains taxes.

DEFER 100% OF CAPITAL GAINS TAXES
Like an IRA or 401(k), a CRUT allows you to defer your state and federal capital gains taxes when you sell an appreciated asset, like company equity, a small business, or real estate. CRUT overview ->
FLEXIBLE, LONG-TERM PLAN
Choose the trust term that works for you, include the beneficiaries you want, and invest in virtually any assets you want. Flexible CRUT strategy ->
WIN WIN
You're not the only one who wins with a CRUT. After you've cashed out your additional earnings, whatever is left in the trust will go to the charity of your choice.
Talk to a Charitable Trust expert ->

Bottom line

Our clients have earned an extra 65%, on average, with Charitable Remainder Trusts

Enter a few data points and see the potential additional gains from a CRUT. The tool is customizable, too, so you can tell us more about your family and liquidity needs to get an even more accurate picture.

Calculate the gains

How to reduce or eliminate your capital gain taxes with a CRUT

The process is simple, and the benefits are huge. We'll be by your side from beginning to end.

1

Choose a strategy

Use our knowledge library and planning tools to evaluate the available strategies and choose the one that's right for you. And if you need guidance, we're just a Zoom call away.

2

Execute the documents & transfer assets

Answer a few questions — in 10 or 15 minutes — and we'll draft your fully compliant, lawyer-vetted documents and help you transfer your assets.

3

Pay no taxes

Here's the fun part: Your trust is 100% tax exempt. So when you sell your appreciated assets inside the trust, you'll owe zero taxes. Yes, you heard that right!

4

Invest how you want

You can invest out of your trust just as you would have from your personal accounts — in public equities, startups, crypto, real estate, and more.

5

Take distributions

Once your trust is up and running, you'll be entitled to annual distributions of between 5 and 15% — though you can defer those withdrawals if you want.

6

Contribute to a worthy cause

At the end of your trust's term (between 20 years and your lifetime, in most cases), whatever is left in the trust after your withdrawals will go to the charity of your choice.

Our approach: We win if you win

Different

No up-front cost

Because we've automated the process of forming a tax-advantaged trust, we can set up your account for free, and we only start charging if you decide to move your assets in.

Contingent

Minimal fixed fees

Once you move assets into your trust, we charge a reasonable, fixed fee to cover the costs of administration, like annual filings, accounting, and asset custody.

Aligned

We make money if you do

Our interests are aligned: You'll also pay us a small portion of the value of your trust assets every year, so our earnings only go up only if ours do. We're working for you.

From our series on CRUTs

Guide To Charitable Remainder Trusts

Charitable Remainder Trusts are a powerful tool for deferring or eliminating capital gains taxes when you sell assets. Here's how they work.

Read more ➞

Case Study: Startup IPO

Learn how an employee at a successful startup deferred 100% of the taxes on the sale of her equity with a Charitable Remainder Trust.

Read more ➞

Why Work With Valur?

We bring the entire services stack in house: Education, choosing a strategy, generating legal documents, and, critically, handling trust administration.

Read more ➞

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