The purpose of estate tax planning is to maximize the assets you pass on to future generations by minimizing gift and estate taxes. Estate-tax strategies revolve around the use of irrevocable trusts. This article discusses the most common types of irrevocable trusts that are used to minimize gift and estate […]
Our goal is to be your one and only stop for actionable insights on income tax planning for your startup equity and other appreciated assets. To that end, over the past year, we’ve rolled out several tools to help you explore the potential gains from tax planning. This month, we’ve shipped another meaningful extension: A calculator that captures the returns from QSBS stacking. The new tool has several key features.
Simplified. It may come as a surprise that QSBS stacking — a strategy that can save you seven, eight, or even nine figures when you sell your equity — is actually one of the simplest tax-planning strategies available. But it is, and this calculator shows it: Simply enter your expected QSBS-eligible capital gains and your location, and we’ll show you the returns from a straightforward stacking plan.
Visual. The QSBS stacking story is simple: Will you end up with more money by stacking, or by simply paying your tax bill on gains greater than $10 million? Our calculator will show you the answer in two forms: As a detailed returns table, and as a time series chart. Whether you’re a math person or a visual learner (or both!) you’ll learn what you need to know on one or two screens.
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.
We hope this new tool is helpful. If you have an exit event coming up — if you’re selling your equity in a secondary sale, being acquired, or going public — and if you expect to have significant QSBS-eligible gains, consider making this your first stop. If you’re planning to reduce the taxes on other forms of income, meanwhile, check out our other tools: A calculator that demonstrates the returns from selling appreciated assets with a Charitable Remainder Trust; one that highlights the estate-tax savings from advance planning with a Grantor Retained Annuity Trust; and a guided planning tool that can help you identify the right strategy for your situation. 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.
We’ve built a platform to give everyone access to the tax and wealth-building tools typically reserved for wealthy individuals with a team of accountants and lawyers. We make it simple and seamless for our customers to take advantage of these hard-to-access tax-advantaged structures. With Valur, you can build your wealth more efficiently at less than half the cost of competitors.
From picking the best strategy to taking care of all the setup and ongoing overhead, we make things simple. The results are real: We have helped create more than $3 billion in additional wealth for our customers. If you would like to learn more, please feel free to explore our Learning Center. You can also see your potential tax savings with our online calculators or schedule a time to chat with us!
