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All estate tax articles

Start from the ground up. Review our primers, guides to specific structures, and detailed case studies

Estate tax video

Check out our video series on planning to reduce your estate tax

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...

Guide to Deferred Sales Trusts

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All Capital Gains articles

Start from the ground up. Review our primers, guides to specific structures, and detailed case studies

Capital Gains video

Check out our video series on planning to reduce your Capital Gains

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?

Guide to Solar Investment Tax Credits

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All Ordinary Income articles

Start from the ground up. Review our primers, guides to specific structures, and detailed case studies

Ordinary Income video

Check out our video series on planning to reduce your Ordinary Income

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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All QSBS articles

Start from the ground up. Review our primers, guides to specific structures, and detailed case studies

QSBS video

Check out our video series on planning to reduce your QSBS tax burden

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...

Case Study: An Advisor's Client Journey

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All Advisor articles

Start from the ground up. Review our primers, guides to specific structures, and detailed case studies

Advisor videos

Check out our video series on how advisors can work with Valur

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.

Tax Planning for Realized Gains and Ordinary Income

Tax planning strategies for realized gains and ordinary income

Charitable Remainder Trust Guide

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

Mani Mahadevan

Capital Gains, Featured Article, Ordinary Income

Tax Planning for Realized Gains and Ordinary Income

Tax planning strategies for realized gains and ordinary income

Mani Mahadevan

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

Mani Mahadevan

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.

Mani Mahadevan

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.

Mani Mahadevan

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 […]

Mani Mahadevan

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 […]

Mani Mahadevan

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 […]

Mani Mahadevan