Reduce the tax bill on assets you've already sold

If you've already sold, it might seem too late to do anything about your taxes. But you're in luck: A Charitable Lead Annuity Trust could reduce your bill to $0 this year.

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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.

Have you sold your assets yet? Either way, we have a solution.

Already sold?

It's not too late

If you realized capital gains during this calendar year, we can help!
Check out Charitable Lead Trusts ->
High ordinary income or bonus?

We have a solution for high earners, too

Haven't sold yet?

You're in luck

Do you own real estate, blue-chip stock, crypto, startup equity, or another highly appreciated asset?
Check out Charitable Remainder Trusts ->

It's not too late to reduce your tax bill 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 capital gains income you earned when you sold your assets.

WRITE OFF 100% OF CAPITAL GAINS TAXES
Like an IRA or 401(k), a CLAT allows you to contribute earnings pre-tax, so you owe nothing this year. CLAT 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.
WIN WIN
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, retail investors, and others with already-realized capital gains deduct as much as 100% of their income, reducing their tax to $0, with a CLAT.

Bottom line

Our clients have earned an extra 35%, on average, with Charitable Remainder 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 capital gain taxes with a CLAT

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: You're entitled to a 100% deduction for any money you place in a CLAT, so you could owe as little as $0. 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

Contribute to a worthy cause

Once your trust is up and running, you'll make small annual donations to the charity of your choice.

6

Get 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 will go into your pocket.

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 CLATs

Guide To Realized Gains

Charitable Lead Trusts are a powerful tool for deferring or eliminating capital gains taxes on assets you've already sold. Here's how they work.

Read more ➞

Case Study: 0% Crypto Taxes

Learn how a young crypto investor employee deferred 100% of the taxes on the sale of his tokens with a Charitable Lead 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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