Case Studies

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Case Study: Warehouse Building

(317) 268-8880 Warehouse Building The Problem The client 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. Transaction Taxes $343,200 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 Read More

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Case Study: Rental Properties

(317) 268-8880 Rental Properties The Problem The client was paying $13,000,000 in unnecessary taxes for Real Estate in a C-Corp.Equipment. Transaction Taxes $4,000,000 Additional Income Taxes $3,000,000 Estate Taxes $6,000,000 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 Read More

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Case Study: Plastic Molding Company

(317) 268-8880 Plastic Molding The Problem The client wanted to retire, but was looking at upwards of $3.5 Million in taxes upon selling is Land, S-Corp Stock, and Depreciated Equipment. Transaction Taxes $1,400,000 Additional Income Taxes $175,000 Estate Taxes $2,000,000 The Solution CSS worked with the client all the way through his retirement to make sure he Read More

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Case Study: Office Building

(317) 268-8880 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. Transaction Taxes $286,000 The Solution CSS was able to save him 100% of the money he would have lost to taxes. Now he has a structure set Read More

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Case Study: Manufacturing

(317) 268-8880 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. Transaction Taxes $3,000,000 Additional Income Taxes $2,000,000 Estate Taxes $1,000,000 The Solution CSS stepped in and incorporated tax-deferral strategies to completely eliminate this problem. The client left Read More

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More Stories

Case Study: Plastic Molding Company

(317) 268-8880 Plastic Molding The Problem The client wanted to retire, but was looking at upwards of $3.5 Million in taxes upon selling is Land, S-Corp Stock, and Depreciated Equipment. Transaction Taxes $1,400,000 Additional Income Taxes $175,000 Estate Taxes $2,000,000 The Solution CSS worked with the client all the way through his retirement to make sure he Read More

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Case Study: Manufacturing

(317) 268-8880 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. Transaction Taxes $3,000,000 Additional Income Taxes $2,000,000 Estate Taxes $1,000,000 The Solution CSS stepped in and incorporated tax-deferral strategies to completely eliminate this problem. The client left Read More

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Case Study: Warehouse Building

(317) 268-8880 Warehouse Building The Problem The client 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. Transaction Taxes $343,200 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 Read More

Read More

Case Study: Office Building

(317) 268-8880 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. Transaction Taxes $286,000 The Solution CSS was able to save him 100% of the money he would have lost to taxes. Now he has a structure set Read More

Read More

Case Study: Rental Properties

(317) 268-8880 Rental Properties The Problem The client was paying $13,000,000 in unnecessary taxes for Real Estate in a C-Corp.Equipment. Transaction Taxes $4,000,000 Additional Income Taxes $3,000,000 Estate Taxes $6,000,000 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 Read More

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Legacy Trust

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 gifts be arranged to avoid estate and gift taxes. They Read More

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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 Read More

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Qualified Personal Residence Trust (click to enlarge)

Qualified Personal Residence Trust (QPRT) Case Study

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 Plan Concerns Investment Expected to Grow Annually The home is Read More

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Sale For A Private Annuity

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 Understanding that the value of this asset will be includible in her taxable Read More

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Sale For Self-Cancelling Installment Note

Sale for 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 Generates Income; Would Use Entire Gift Exemption Understanding that the value of this Read More

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