Show Notes Mani Mahadevan
Mani is the founder and CEO of Valur which takes the tax optimization and asset protection tools of the ultra-wealthy and makes them accessible to everyone. The United States has the most complex tax system in the world. That complexity hurts most Americans and helps only the few who can afford to hire an army of tax professionals to exploit it. At Valur, they believe that the tax planning tools necessary to grow wealth more efficiently should be available to more than the top 0.01%. To make that happen, we use technology to simplify and streamline those solutions and to make them affordable to all.
We talk about
What are the main types of strategies right now for tax mitigation and what are the pros and cons of each?
How does one plan differently for realized and unrealized gains?
What advantage for tax mitigation does the top .1% have that the rest of us do not?
What are the options or differences for picking a strategy if it is before a transaction is done vs if it is done after?
And much more
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