A calculator that demonstrates the tax savings, returns, and charitable aspects you gain from selling appreciated assets with a Charitable Remainder Trust. This tool has several key features.Customizable. You can now create personalized return scenarios by customizing key inputs ranging from your expected capital gain, annual income, tax filing status, future expected investment growth and dividend rate.

Detailed. It was always possible to view year-by-year data on different tax planning strategies. But we’ve made it much easier. Today, you can see how your results change depending on the timeline you choose and which tax exempt trust structure you choose. Read more about these decision points →Visual. The tax planning story is, in many ways, simple: Will you have more money after a certain amount of time with tax planning, or by simply paying your tax bill up front? But our goal is to make this real, in vivid detail. To that end, you now have two ways to visualize your results. The first is a chart showing the amount of money in your bank account over time with each strategy. The second is a table that allows you to see how the strategies compare across several variables, including total returns and liquidity at key intervals.

Shareable. We’re confident that you’ll see the light after using our tools. But what if you need to share the results with your family, your business partners, your financial advisor, or a client? We’ve rolled out downloadable custom reporting for just that purpose. Enter your email, and we’ll send you a short document that captures the numbers, as well as the quantitative and qualitative costs and benefits, of the tax planning strategies you’re exploring. (See the updated calculator here!)

 We hope this tool is helpful. If you have an exit event coming up — if you’re selling your company, public stock, cryptocurrency, real estate, or virtually any other appreciated asset — consider making this your first stop. And, as always, if you have questions about how to use our tools, or about tax planning in general, don’t hesitate to get in touch via email or set up a call with our team of experts.

About Valur

We’ve built a platform that makes advanced tax planning – once reserved for ultra-high-net-worth individuals – accessible to everyone. With Valur, you can reduce your taxes by six figures or more, at less than half the cost of traditional providers.

From selecting the right strategy to handling setup, administration, and ongoing optimization, we take care of the hard work so you don’t have to. The results speak for themselves: our customers have generated over $3 billion in additional wealth through our platform.

Want to see what Valur can do for you or your clients? Explore our Learning Center, use our online calculators to estimate your potential savings or schedule a time to chat with us today!