Valur
Valur offers a tax optimization platform that focuses on minimizing tax liabilities associated with ordinary income, capital gains, and estate planning, particularly for assets like startup equity, real estate, and cryptocurrency. The platform utilizes advanced strategies and technology to streamline tax management and automate the generation of necessary legal documents.
- Industry: Tax Structuring, TaxTech, Estate & Life Planning
- Location: Miami, Florida, United States
- Founded: 2020-01-01
- Total funding: 5000000
- Website: https://valur.com
Product & Features
- Valur offers advanced strategies to reduce taxes on high W-2 income through optimized planning and execution.
- The platform minimizes taxes on vested shares using smart timing and deferral tools for RSUs.
- Users can structure K-1 income to maximize tax efficiency and reduce liabilities for partnership income.
- Valur provides tailored planning to defer or reduce taxes on carried interest and passive income sources.
- The service helps clients maximize after-tax returns by lowering capital gains taxes on various asset sales.
- Valur leverages QSBS strategies to potentially eliminate up to 100% of capital gains on qualifying startup equity.
- Generational planning services assist in preserving wealth and minimizing estate taxes for future generations.
- The platform streamlines setup, documentation, and management of tax strategies, ensuring quick implementation.
Notable Customers
- UBS
- Fidelity
Founders & Team
- Mani Mahadevan — Founder
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Frequently Asked Questions
What is Valur?
Valur offers a tax optimization platform that focuses on minimizing tax liabilities associated with ordinary income, capital gains, and estate planning, particularly for assets like startup equity, real estate, and cryptocurrency. The platform utilizes advanced strategies and technology to…
What does Valur do?
Valur offers advanced strategies to reduce taxes on high W-2 income through optimized planning and execution. The platform minimizes taxes on vested shares using smart timing and deferral tools for RSUs. Users can structure K-1 income to maximize tax efficiency and reduce liabilities for partnership income.
Who are Valur's customers?
Valur's customers include UBS, Fidelity.
Who founded Valur?
Valur was founded by Mani Mahadevan.
What category does Valur fall under?
Valur is a legal technology company in the Tax Structuring, TaxTech, Estate & Life Planning category.
Where is Valur based?
Valur is based in Miami, Florida, United States.