Case Studies

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Case Study: Warehouse Building

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 of the Read More

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Case Study: Rental Properties

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 and create Read More

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Case Study: Plastic Molding Company

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 paid nothing Read More

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Case Study: Office Building

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 up where Read More

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Case Study: Manufacturing

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 the sale Read More

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More Stories

Grantor Domestically Owned Trust

Grantor Domestically Owned Trust Case Study

Estate Plan Concerns Bill owns an asset worth $1,100,000 that he would like to give to his children. Bill expects that, for the foreseeable future, the asset will generate $66,000 of income each year and will grow at an annual rate of 8% (over and above the income generated). ? Desire to Minimize Gift and Read More

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Premium Financed Life Insurance

Premium Financed Life Insurance: Bridge Financing Case Study

Estate Plan Concerns While reviewing his estate plan, John and his advisors determine that John needs a large amount of life insurance coverage (several million dollars) to protect his family and to pay estate taxes. This policy will require the payment of an annual premium of $150,000. While John has ample assets and income to Read More

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Charitable Lead Annuity Trust

Charitable Lead Annuity Trust Case Study

Estate Plan Concerns Mary would like to make a large gift to her children. The asset that Mary has in mind is presently worth $1,000,000, but is expected to grow in value at a high rate (9%) and produce significant income (5%) for the foreseeable future. ► Gift to Children Could Save Taxes But Use Read More

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Charitable Lead Unitrust

Charitable Lead Unitrust Case Study

Estate Plan Concerns Bob would like to make a large gift to his children, and perhaps include his grandchildren. The asset that Bob has in mind is presently worth $1,000,000, but is expected to grow in value at a high rate (9%) and produce significant income (5%) for the foreseeable future. ► Estate Tax Savings Read More

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Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust Case Study

Estate Plan Concerns Bill and Mary (both age 65) presently own 20,000 shares of stock in Widget Industries, Inc. This stock, bought several years ago for $100,000, has been an extraordinary investment, and it is presently trading on the New York Stock Exchange at $50 per share (making the shares worth $1,000,000). ► Diversification Will Read More

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Charitable Remainder Unitrust

Charitable Remainder Unitrust Case Study

Estate Plan Concerns Bill and Mary (both age 65) presently own 20,000 shares of stock in Widget Industries, Inc. This stock, bought several years ago for $100,000, has been an extraordinary investment, and it is presently trading on the New York Stock Exchange at $50 per share (making the shares worth $1,000,000). Their investment advisor Read More

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Combination (FLP/GRAT) – Family Limited Partnership with a Grantor Retained Annuity Trust

Combination (FLP/GRAT) – Family Limited Partnership with a Grantor Retained Annuity Trust Case Study

Estate Plan Concerns Bill and Ann want to make sizeable gifts to their children, and they would like to gift as much as possible without incurring federal gift tax. Bill and Ann are already using their annual gift tax exclusion to shelter other gifts from gift tax. However, neither Bill nor Ann has used $1,000,000 Read More

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Family Limited Partnership

Family Limited Partnership Case Study

Estate Plan Concerns Bill and Ann want to make sizeable gifts to their children, and they would like to gift as much as possible without incurring federal gift tax. Bill and Ann are already using their annual gift tax exclusion to shelter other gifts from gift tax. However, neither Bill nor Ann has used $1,000,000 Read More

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Grantor Retained Annuity Trust

Grantor Retained Annuity Trust Case Study

Estate Plan Concerns Bill would like to make a large gift to his children. The asset that Bill has in mind is presently worth $1,000,000, but is expected to grow in value at a high rate (9%) and produce significant income (5%) for the foreseeable future. ► Gift Now Saves Taxes But Uses Exemption He Read More

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IRA Charitable Endowment Plan

IRA Charitable Endowment Plan Case Study

Estate Plan Concerns Bill (age 72) is the owner of a qualified Individual Retirement Account (IRA), which currently has a balance of $1,000,000. He and his wife, Mary (age 70), enjoy a comfortable standard of living, which is easily provided for by Bill’s IRA and their other financial assets. In fact, they don’t really need Read More

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