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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

Indiana and Congress Just Revolutionized Estate Planning

In Spring 2013, Governor Pence signed legislation that eliminated Indiana’s inheritance tax. Earlier in 2013, the US government approved a $5.25 million federal estate exemption with “portability”. Portability means that on the first spouses’ death, the estate can file a return that transfers any unused portion of the first spouse’s exemption to the surviving spouse.…

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Would You Give a Five-Year-Old a Loaded Gun?

Caring parents would never think of giving their five-year-old a loaded gun to play with. Many would have second thoughts about giving a loaded gun to inexperienced children at any age. The chances for mistake and injury are just too great. The paper tells us every day of circumstances where children hurt themselves or others…

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Secrets to Beneficiary Success – 12 Areas of Focus

Here are twelve areas on which to focus for beneficiary success: 1. Focus on people rather than things. “People are made to be loved and things are made to be used. The greatest tragedy in the world is that we use people and love things.” Rvel Howell 2. Focus on happiness rather than pleasure. “Storybook…

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Our Difference From Traditional Estate Planning

Legacy Planning Provides Heirs a Road Map to Success Traditional estate planning is popularly defined as: “I want to give what I have to who I want, the way that I want, at the lowest possible cost.” The focus on money threatens the healthy balance of beneficiaries and the well-being of family. The risk of…

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Attitude That One Can Choose One’s Friends And Not One’s Family

Our relationship are so close and families have known us for so long that we come to be vulnerable by the ways they know us. So we often try to protect ourselves from the damage of family. We “manage the damage” from family. We can choose our friends but not our family. This is sometimes…

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Attitude That One Can Choose One’s Friends And Not One’s Family

Our relationship are so close and families have known us for so long that we come to be vulnerable by the ways they know us. So we often try to protect ourselves from the damage of family. We “manage the damage” from family. We can choose our friends but not our family. This is sometimes…

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Legacy Lifeboat System Fills Gaps, Captures Voice, Love & Values

Life is a voyage full of risks and rewards. When you reach your ultimate destination, how will your legacy affect the journey of future generations? Overview Typical legal documents and financial plans cannot address issues concerning the meaning of legacy, how it is created, and where money comes into the picture. Most estate plan documents…

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Legacy Lifeboat System Fills Gaps, Captures Voice, Love & Values

Life is a voyage full of risks and rewards. When you reach your ultimate destination, how will your legacy affect the journey of future generations? Overview Typical legal documents and financial plans cannot address issues concerning the meaning of legacy, how it is created, and where money comes into the picture. Most estate plan documents…

Read More