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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Periodic Table of Estate Planning Elements

Periodic Table of Strategic Estate Planning Tools

The process for successful tax reduction involves converting your assets into investment programs that meet your business and personal goals, while also meeting the strict rules that apply to each tool and instrument used. We consider the tools and programs below in our discussions with you and your planning team members. Click links for information Read More

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