Capital Gains, Estate Tax, Featured Article
Guide To GRATs by Valur
Minimize your estate taxes by passing assets to your family with smart, simple tax planning and a Grantor Retained Annuity Trust.
Capital Gains, Featured Article, Ordinary Income
Tax Planning for Realized Gains and Ordinary Income
Tax planning strategies for realized gains and ordinary income
Capital Gains, Estate Tax, Featured Article, Ordinary Income, QSBS
Our Guided Tax Planning Tools: How & Why
“Why can’t tax planning be simpler?” It can. With Valur’s guided planning tool, you can reduce your capital gains and income taxes by 50% or more, and fast
Capital Gains, Featured Article
CRUT: A Charitable Remainder Unitrusts Guide
A Charitable Remainder Unitrust (CRUT) is a tax-exempt trust that provides significant tax benefits and higher returns compared to other charitable trusts. It allows asset owners to defer taxes, receive immediate charitable deductions, and make annual withdrawals. Various CRUT types offer flexibility in distributions and terms, benefiting both individuals and charities.
Capital Gains, Featured Article
Charitable Remainder Trust Guide
From the basics of how Charitable Remainder Trusts work, the different CRT options, when they make sense and case studies of people who have benefited
Featured Article, Ordinary Income
Solar Tax Benefits Guide
Key highlights: Renewable energy is experiencing a surge in popularity, both on the consumer market — how many houses on your street have installed rooftop solar panels over the past few years? — and among builders and solar purchasers. This is unsurprising; since 2022, Congress and the White House have […]
Capital Gains, Estate Tax, Featured Article
Intentionally Defective Grantor Trusts: A Guide
An intentionally defective grantor trust (“IDGT”) is a type of irrevocable trust that is optimized for estate tax savings. The key feature of IDGTs is that they are disregarded for income-tax purposes but not for gift and estate tax purposes. This article provides background on what intentionally defective grantor trusts […]
Capital Gains, Estate Tax, Featured Article, QSBS
Estate Tax Planning Trusts: A Comprehensive Guide
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 […]
