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Case Studies

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Featured Stories

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

James Gandolfini died without a Family Trust | Alliance Trust Company

A family trust would have prevented this invasion of family privacy. The intentions expressed in a will, to a qualified estate planner, could have been met in a far more efficient manner than paying nearly 43% of his estate total … Read more: James Gandolfini died without a Family Trust | Alliance Trust Company

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Chinese entrepreneurs turn to family trust funds to secure wealth

Chinese entrepreneurs are turning to family trust funds — an emerging financial product in China — to pass on their wealth to future generations beyond their immediate offspring, the Shanghai Securities News reports … Read more: Chinese entrepreneurs turn to family trust funds to secure wealth

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James Gandolfini died without a Family Trust | Alliance Trust Company

A family trust would have prevented this invasion of family privacy. The intentions expressed in a will, to a qualified estate planner, could have been met in a far more efficient manner than paying nearly 43% of his estate total … Read more: James Gandolfini died without a Family Trust | Alliance Trust Company

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Lubbock man pleads guilty to gleaning money from family's trust

A trust fund administrator from Lubbock has pleaded guilty to a tax evasion charges for failing to report more than $200000 in income, some of which he gleaned from a trust he managed for a prominent family with large gas … Read more: Lubbock man pleads guilty to gleaning money from family’s trust

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Family Trust FAQ

Setting up a family trust requires several steps, but before you proceed you should know the answers to the frequently asked questions below. You should also make sure you understand the related laws of the state in which the trust is to be established. What is a trust? A trust is a legal entity that…

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Family Trust FAQ

Setting up a family trust requires several steps, but before you proceed you should know the answers to the frequently asked questions below. You should also make sure you understand the related laws of the state in which the trust is to be established. What is a trust? A trust is a legal entity that…

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Bermuda Family Trusts Cause Disputes

There has been a significant increase in contentious and non-contentious trust matters arising from family disputes in relation to Bermuda trusts. Most often, these involve wealthy international dynastic families or family corporations … Read more: Read: Family Trust Disputes

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Fumo Accused of Raiding Family Trust Fund

A once-powerful Pennsylvania lawmaker, Vincent Fumo is set to leave prison next month, but his legal woes still mount as his children accuse him of raiding a family trust fund. Fumo, 70, netted more than $13 million from a family bank, and made … Read more: Fumo Accused of Raiding Family Trust Fund

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Fumo Accused of Raiding Family Trust Fund

A once-powerful Pennsylvania lawmaker, Vincent Fumo is set to leave prison next month, but his legal woes still mount as his children accuse him of raiding a family trust fund. Fumo, 70, netted more than $13 million from a family bank, and made … Read more: Fumo Accused of Raiding Family Trust Fund

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Thousands turn out for Stable Family Trust fund day

Thousands turn out for Stable Family Trust fund day. 11:04am Tuesday 30th July 2013 in New Forest. James Meekers and, right, Cliff Warne with a giant hot dog from the fast food stand. MORE than 1,500 people are believed to have turned out for a summer … Read more: Thousands turn out for Stable Family Trust…

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