What they publicly say they do
Online tax planning platform that sets up and administers trusts and facilitates solar project purchases; covers charitable remainder trusts, QSBS planning and solar tax credits.
Summary of public sources. Credentials: Tax planning software and trust administration platform (Valur, Inc.). Source for location and credentials.
Strategies offered
- Charitable Remainder Trusts Public record source
- Solar Investment Credits Public record source
- Qualified Small Business Stock (QSBS) Public record source
Sponsors this advisor works with
None listed. We list a sponsor relationship only when a public source or the sponsor confirms it.
How this listing was made
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