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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

Hopson Partners With CSS, LLC

(317) 268-8880 Hopson Partners with CSS, LLC Hopson was about to owe a $400,000 tax bill. For $27,000, we gave him asset protection, reinvestment in his next deal, and new deductions. Hopson knows land development. He also went through the 2008 credit crunch. He knows titling with partial ownership and friendly equity stripping can prevent creditors…

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Custom Structured Settlements Helps Clients Avoid Substantial Tax Bill

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Custom Structured Settlements, LLC Touts the Merits of Venture Solutions

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Custom Structured Settlements Shares Crucial Capital Gains and Losses Counsel

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Custom Structured Settlements Ensuring Extra Asset Protection

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Intellectual Property is Now an Ordinary Income Asset, Doubling its Tax Cost at Sale

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“Family” – An Estate Planning Topic Of Constant Change

In each case, there's a definition of “family,” either explicitly written into the trust or, by default, applied by its governing law. There are innumerable ways that these trusts might define which family members are eligible to be … Read more: “Family” – An Estate Planning Topic Of Constant Change

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“A good definition of family” | Amy Rees Anderson's Blog

As I mentioned yesterday we were able to Skype with our son Dalton and it was the happiest day ever. Today Dalton sent an email to our family and his friends and in that letter he shared something that was worth sharing ,,, Read more: “A good definition of family” | Amy Rees Anderson’s Blog

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