Reduce your tax bill on high ordinary income

If you're a high earner, you've likely maxed out your traditional tax-advantaged accounts. Take the next step by writing off up to 60% of your total income with a Charitable Lead Annuity Trust.

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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.

Reduce your ordinary income taxes to $0.

Earn a 100% tax deduction with a CLAT

With a tax efficient Charitable Lead Annuity Trust (CLAT), you can write off 100% of the ordinary and bonus income you'll earn this year.

Like an IRA or 401(k), a CLAT allows you to contribute earnings pre-tax, so you owe nothing this year. CLAT overview ->
Choose the trust term that works for you, include the beneficiaries you want, and invest in virtually any assets you want.
You're not the only one who wins with a CLAT. In addition to collecting a lump sum at the end of the trust's term, you'll get to donate a small amount annually to the charity of your choice.
Talk to a Charitable Trust expert ->

We've helped tech workers, law firm partners, bankers, and others with high ordinary income deduct as much as 100%, reducing their tax to $0, with a CLAT.

Bottom line

Our clients have earned an extra 35%, on average, with Charitable Lead Trusts

Enter a few data points and see the potential additional gains from a CLAT. 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 ordinary income taxes with a CLAT

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


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.


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.


Pay no taxes

Here's the fun part: You're entitled to a 100% deduction on money you place in your trust, so you'll owe zero taxes on that income. Yes, you heard us right!


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.


Contribute to a worthy cause

Once your trust is up and running, you'll make small annual distributions to your chosen charity.


Receive a big check

At the end of your trust's term (between 20 and 30 years, in most cases), whatever is left in the trust after your donations will go straight to you.

Our approach: We win if you win


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.


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.


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 CLATs

Planning for Ordinary Income

Charitable Lead Annuity Trusts are a powerful tool for deferring or eliminating taxes on ordinary income and bonuses.

Read more ➞

Case Study: Law Firm Partner

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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