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Case Studies

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Case Study: Warehouse Building

(317) 268-8880 Free In-Depth Tax Analysis Warehouse Building The Problem Gary was looking to sell an office building for a $1,200,000 Gain, but he was going to get hit with $342,200 in Transaction Taxes. The Solution CSS stepped in and incorporated tax-deferral strategies to completely eliminate this problem. On top of that, CSS was able to save…

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Case Study: Rental Properties

(317) 268-8880 Free In-Depth Tax Analysis Rental Properties The Problem Pastor Tim was paying $13,000,000 in unnecessary taxes for Real Estate in a C-Corp. The Solution CSS stepped in and incorporated tax-deferral strategies to completely eliminate this problem. On top of that, CSS was able to save all of the family’s assets and create a lasting plan for…

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Case Study: Plastic Molding Company

(317) 268-8880 Free In-Depth Tax Analysis Plastic Molding The Problem Mr. DeLong wanted to retire, but was looking at upwards of $3.5 Million in taxes upon selling is Land, S-Corp Stock, and Depreciated Equipment. The Solution CSS worked with the client all the way through his retirement to make sure he paid nothing in taxes. With CSS’s…

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Case Study: Office Building

(317) 268-8880 Free In-Depth Tax Analysis Office Building The Problem The client was looking to sell an office building for a $1,000,000 Gain, but he was going to get hit with $286,000 in Transaction Taxes. The Solution CSS was able to save him 100% of the money he would have lost to taxes. Now he has a structure…

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Case Study: Manufacturing

(317) 268-8880 Free In-Depth Tax Analysis Manufacturing The Problem The client was going to pay $6,000,000 in taxes on $12,000,000 in Capital Gains. The total amount for sale of the LLC Units was $36,000,000. The Solution CSS stepped in and incorporated tax-deferral strategies to completely eliminate this problem. The client left the sale keeping all $12,000,000 in…

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More Stories

Case Study: Plastic Molding Company

(317) 268-8880 Free In-Depth Tax Analysis Plastic Molding The Problem Mr. DeLong wanted to retire, but was looking at upwards of $3.5 Million in taxes upon selling is Land, S-Corp Stock, and Depreciated Equipment. The Solution CSS worked with the client all the way through his retirement to make sure he paid nothing in taxes. With CSS’s…

Read More

Case Study: Manufacturing

(317) 268-8880 Free In-Depth Tax Analysis Manufacturing The Problem The client was going to pay $6,000,000 in taxes on $12,000,000 in Capital Gains. The total amount for sale of the LLC Units was $36,000,000. The Solution CSS stepped in and incorporated tax-deferral strategies to completely eliminate this problem. The client left the sale keeping all $12,000,000 in…

Read More

Case Study: Warehouse Building

(317) 268-8880 Free In-Depth Tax Analysis Warehouse Building The Problem Gary was looking to sell an office building for a $1,200,000 Gain, but he was going to get hit with $342,200 in Transaction Taxes. The Solution CSS stepped in and incorporated tax-deferral strategies to completely eliminate this problem. On top of that, CSS was able to save…

Read More

Case Study: Office Building

(317) 268-8880 Free In-Depth Tax Analysis Office Building The Problem The client was looking to sell an office building for a $1,000,000 Gain, but he was going to get hit with $286,000 in Transaction Taxes. The Solution CSS was able to save him 100% of the money he would have lost to taxes. Now he has a structure…

Read More

Case Study: Rental Properties

(317) 268-8880 Free In-Depth Tax Analysis Rental Properties The Problem Pastor Tim was paying $13,000,000 in unnecessary taxes for Real Estate in a C-Corp. The Solution CSS stepped in and incorporated tax-deferral strategies to completely eliminate this problem. On top of that, CSS was able to save all of the family’s assets and create a lasting plan for…

Read More
Legacy Trust

Legacy Trust Case Study

(317) 268-8880 Free In-Depth Tax Analysis Legacy Trust Case Study Estate Plan Concerns Bill and Ann want to make sizable gifts to their children, but also would like for these gifts to benefit their grandchildren and later generations. ► Gifts Should Avoid Estate And Gift Taxes It is important to Bill and Ann that the…

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Private Foundation Case Study

Estate Plan Concerns Sam and Doris have been contributors to various charities for many years. They would like to pass on their spirit of giving to their children. Estate Plan Solution A private family foundation can accomplish this goal and enhance the overall estate planning for Sam and Doris. Private Foundation Trust Process Founder creates…

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Qualified Personal Residence Trust (click to enlarge)

Qualified Personal Residence Trust (QPRT) Case Study

(317) 268-8880 Free In-Depth Tax Analysis Qualified Personal Residence Trust Bill owns a vacation mountain home that his family has enjoyed for many years. After giving it some thought, Bill has decided that he would like to give the home to his children, now, rather than waiting to pass it on at his death. Estate…

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Sale For A Private Annuity

Sale for a Private Annuity Case Study

(317) 268-8880 Free In-Depth Tax Analysis Sale for a Private Annuity Case Study Estate Plan Concerns Susan owns an asset worth $1,000,000, which is expected to generate high levels of income and appreciation for the foreseeable future, resulting in a total after-tax annual return of 15%. ► Asset Generates Income; Would Use Entire Gift Exemption…

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Sale For Self-Cancelling Installment Note

Sale for Self-Cancelling Installment Note Case Study

(317) 268-8880 Free In-Depth Tax Analysis Sale of Self-Cancelling Installment Note Case Study Estate Plan Concerns Susan age 76 and in declining health, owns an asset worth $1,000,000. This asset is expected to generate high levels of income and appreciation for the foreseeable future, resulting in a total after-tax annual return of 14%. ► Asset…

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