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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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Protect Wealth Assets with Custom Structured Settlements, LLC

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Protect Wealth Assets with Custom Structured Settlements, LLC

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Protect Wealth Assets with Custom Structured Settlements, LLC

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Custom Structured Settlements Announces Strategic Solution to 1031 Tax Surprises

Custom Structured Settlements, LLC announces The Tax Protector℠, a strategic solution to tax surprises from boot and §1031 failure. The Tax Protector℠ uniquely applies the 60+ years of deep tax planning experience of founders Art Jensen, CPA and James W. Smyth, Esq. It enhance control, flexibility, and leverage in property sellers while eliminating tax dangers…

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Structured Settlements / Tax Deferral Blog

(317) 268-8880 Blog

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Avoid Tax Exposure of a Failed 1031 with a Backup Rescue Plan

Like-kind exchange tax deferral plans can fail due to non-controllable factors. For example, the regulations provide no freedom to extend the mandated 45-day and 180-day requirements. If these deadlines are missed, even when it is not your fault, the tax deferral under Section 1031 can be completely lost.

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1031 Exchange Limitations – It’s Time to Consider a Better Plan

Replace in Favor of Tax Deferral Section 453 Installment Sale Reporting The Internal Revenue Code frequently has tax provisions that have a certain financial balance to them as to tax revenues – and Section 1031 certainly reflects this point. Although taxpayers are attracted to Section 1031 as a means to defer taxes on the sale of…

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1031 Exchange Limitations – It’s Time to Consider a Better Plan

Replace in Favor of Tax Deferral Section 453 Installment Sale Reporting The Internal Revenue Code frequently has tax provisions that have a certain financial balance to them as to tax revenues – and Section 1031 certainly reflects this point. Although taxpayers are attracted to Section 1031 as a means to defer taxes on the sale of…

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Capital Gains and Losses: Ten Facts That You Should Know About

Ten Facts That You Should Know about Capital Gains and Losses When you sell a capital asset the sale results in a capital gain or loss. A capital asset includes most property you own for personal use or own as an investment. Here are 10 facts that you should know about capital gains and losses:…

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Capital Gains and Losses: Ten Facts That You Should Know About

Ten Facts That You Should Know about Capital Gains and Losses When you sell a capital asset the sale results in a capital gain or loss. A capital asset includes most property you own for personal use or own as an investment. Here are 10 facts that you should know about capital gains and losses:…

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