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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

What are Asset Classes?

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What are Asset Classes?

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The Cash Creator

Our Cash Creator℠ saves clients an average of  $240,000  in tax incentives and expense reductions  annually What is The Cash Creator℠? The Cash Creator is our network of cash creation experts who work to put money in your pocket. From credit card processing fees and utility bills to tax specialty and property tax refunds, our experts…

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The Cash Creator

Our Cash Creator℠ saves clients an average of  $240,000  in tax incentives and expense reductions  annually What is The Cash Creator℠? The Cash Creator is our network of cash creation experts who work to put money in your pocket. From credit card processing fees and utility bills to tax specialty and property tax refunds, our experts…

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…

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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…

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…

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Lifestyle Security

Lifestyle Security For lifestyle security you want to rely on 5% of passive earnings from an amount set aside for long-term investment. This can include inheritance. From this amount, you don’t want to touch principal because you can never know: How much catastrophic health care and/or preventative healing/assisted living/ medical care could cost you, your…

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Lifestyle Security

Lifestyle Security For lifestyle security you want to rely on 5% of passive earnings from an amount set aside for long-term investment. This can include inheritance. From this amount, you don’t want to touch principal because you can never know: How much catastrophic health care and/or preventative healing/assisted living/ medical care could cost you, your…

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Escape Velocity

Increase Escape Velocity To Increase Your Returns, Security, And Impact Escape Velocity leverages the power of your assets to reach your personal and professional goals. We teach you how to measure and use it. What is Escape Velocity? Escape Velocity (“EV”) is the rate / year by which you are accomplishing your Primary Financial Goal (“PFG”). This is…

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