FEATURED ARTICLE
Tax Planning for Realized Gains and Ordinary Income
Tax planning strategies for realized gains and ordinary income
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...
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Tax Deferral Strategy: Comparing the Big Three
You can defer capital gain taxes with a Charitable Remainder Trust, Opportunity Zone, or Exchange Fund. CRTs get the best returns. Which is right for you?
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Solar Tax Incentives vs. Oil and Gas Well Investments: A Comprehensive Comparison
Taking advantage of solar tax incentives and investing in oil and gas wells are two popular strategies for offsetting ordinary income tax. How do you know which one is right...
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SOLUTIONS
QSBS Stacking Options
The Qualified Small Business Stock exemption, or QSBS, is the best tax break around. As a result of Congress’s push early in the new millennium to encourage Americans to start...
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SOLUTIONS
How Valur Works With Advisors: A Client’s Journey
Valur can help advisors and their clients identify, understand and implement tax and estate-planning trusts to create more wealth.
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