Overpaying Taxes in the US? Advanced Strategies to Fix It
If you’re a high-income professional—earning significant salary, bonuses, or RSUs—and looking for smarter ways to reduce your tax burden, this session is designed for you.
Jeff Love from Valur will break down how the ultra-wealthy and top earners preserve their wealth and cut their taxes—strategies you can adopt too.
Jeff will cover practical, battle-tested approaches including:
Solar investment tax credits – Reduce taxable income by leveraging federal credits and accelerated depreciation.
Charitable Remainder Trusts (CRTs) – Defer taxes on highly appreciated assets while reinvesting pre-tax.
Oil & Gas partnerships – Take advantage of upfront deductions (including intangible drilling costs) and tax-free treatment of a portion of income.
Non-grantor trusts – Shift income to lower-tax brackets or avoid state taxes in high-tax jurisdictions.
Equity compensation planning – Manage RSU income spikes, time stock sales, and pair equity with donor-advised funds or other tax-advantaged vehicles.
Whether your challenge is reducing ordinary income, deferring capital gains, or planning for estate taxes, you’ll leave with actionable strategies to minimize tax drag and grow your after-tax net worth.
Hosted by
iNRI – Super-app for Global Indians — https://www.goinri.com
Valur – Advanced tax planning for high earners & equity holders — https://www.valur.com