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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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More Stories

Gina Rinehart offers to end family feud

A court has heard billionaire mining magnate Gina Rinehart has written to two of her children to make an offer to end a long-running feud over a family trust. Two of Mrs Rinehart's children, John Hancock and Bianca Rinehart, are pushing ahead with a … Read more: Gina Rinehart offers to end family feud

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RICHARD KAY: Spoof snapper Alison Jackson in £14million trust fund row

For in addition to her art, Alison, 53, is also a beneficiary of a family trust fund set up by her late father, Bentley-loving eccentric landowner George Hulbert Mowbray-Jackson. Her elder brother Julian, 56, is also a beneficiary. Unfortunately … Read more: RICHARD KAY: Spoof snapper Alison Jackson in £14million trust fund row

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RICHARD KAY: Spoof snapper Alison Jackson in £14million trust fund row

For in addition to her art, Alison, 53, is also a beneficiary of a family trust fund set up by her late father, Bentley-loving eccentric landowner George Hulbert Mowbray-Jackson. Her elder brother Julian, 56, is also a beneficiary. Unfortunately … Read more: RICHARD KAY: Spoof snapper Alison Jackson in £14million trust fund row

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Probe of Sir Owen Glenn's charitable trust mulled

The first sign of trouble came earlier this year when grants to the projects were frozen because of an apparent dispute in Glenn's family trust over the charity donations. Glenn went to the United States, but it is not known if the issue has been … Read more: Probe of Sir Owen Glenn’s charitable trust…

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Project Wickenby moves spotlight to Obeid finances

During the ICAC inquiry, members of the Obeid family declared the hefty stipends they received from the family trust accounts were loans that were yet to be repaid. They assured the Commissioner, David Ipp, QC, that their tax affairs were in order, but … Read more: Project Wickenby moves spotlight to Obeid finances

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Kobalt Signs Global Administration Deal for Frank Zappa's Catalog

“It's our privilege to be working with The Zappa Family Trust to protect and promote his iconic catalog.” Zappa passed away in 1993, having elevated rock music to another level through his cross-pollinations of jazz, rock, pop, doo-wop, and artistic … Read more: Kobalt Signs Global Administration Deal for Frank Zappa’s Catalog

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Ross Asset Management – cache of investors' money found?

The stuff.co.nz web site today reported that the liquidator was not aware that David Robert Gilmour Ross held a substantial holding of shares in a tech company called Arria NLG for himself as trustee of the DRG Ross Family Trust. Stuff also reported … Read more: Ross Asset Management – cache of investors’ money found?

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Nelson Mandela's bitter family feud dishonors him: Editorial

Mandla also lashed out at Mandela's daughter Makaziwe and others for taking Mandela “to court for his monies,” referring to a bitter legal disputed over control of a family trust worth millions. This shameful self-promotion, avarice and slander is … Read more: Nelson Mandela’s bitter family feud dishonors him: Editorial

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Robert Kraft's sons win sweet victory at Supreme Judicial Court

New England Patriots owner Robert Kraft. His sons won a victory in the Massachusetts SJC related to a family trust. Jon Chesto: Managing Editor, Print- Boston Business Journal: Email | Twitter | Google+. The sons of New England Patriots owner Robert … Read more: Robert Kraft’s sons win sweet victory at Supreme Judicial Court

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Obeids face seizure of their assets

The disbursements from the family trust were used for everyday expenses with the payments treated as loans, not taxable distributions. Family members admitted to an inability to repay the disbursements; one admitted to having no intention of repaying them … Read more: Obeids face seizure of their assets

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