(317) 268-8880

Case Studies

See How We've Already Saved Millions for Wealth Creators Just Like You

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…

Read More >>

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…

Read More >>

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…

Read More >>

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…

Read More >>

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…

Read More >>

More Stories

Obeid family's millions could be seized by NSW Crime Commission

There was evidence presented at the ICAC hearings that the Obeid family received funds from the family trust as “loans” instead of income. The NSW government has sought advice about whether it could be forced to approve the Mt Penny mine, even though … Read more: Obeid family’s millions could be seized by NSW Crime Commission

Read More

Gina 'using children's money'

Gina Rinehart is withholding hundreds of thousands of dollars in family trust payments meant to go to two of her children, court documents claim. She has told them she is using the money as security to repay her defence costs against their "malicious … Read more: Gina ‘using children’s money’

Read More

Greetland chef stole £9k from Mirfield-based Northorpe Hall Child and Family Trust

A chef siphoned off more than £9,000 from the charity where he worked via the debit card he was given to buy supplies. Lee McKone took cash for himself from the Northorpe Hall Child and Family trust based in Mirfield. The trust supports children's … Read more: Greetland chef stole £9k from Mirfield-based Northorpe Hall…

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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…

Read More

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…

Read More

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

Read More