Case Studies

Case Study: Plastic Molding Company

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ 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…

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Case Study: Manufacturing

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ 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…

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Case Study: Warehouse Building

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ 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…

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Case Study: Office Building

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ 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…

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Case Study: Rental Properties

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ 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…

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Legacy Trust Case Study

Legacy Trust

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ Free In-Depth Tax Analysis Legacy Trust Case Study Click above for larger image. Estate Plan Concerns Bill and Ann want to make sizable gifts to their children, but also would like for these gifts to benefit…

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Legacy Trust Case Study

Legacy Trust

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ Free In-Depth Tax Analysis Legacy Trust Case Study Click above for larger image. Estate Plan Concerns Bill and Ann want to make sizable gifts to their children, but also would like for these gifts to benefit…

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Private Foundation Case Study

Estate Plan Concerns Sam and Doris have been contributors to various charities for many years. They would like to pass on their spirit of giving to their children. Estate Plan Solution A private family foundation can accomplish this goal and enhance the overall estate planning for Sam and Doris. Private Foundation Trust Process Founder creates…

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Qualified Personal Residence Trust (QPRT) Case Study

Qualified Personal Residence Trust (click to enlarge)

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ Free In-Depth Tax Analysis Qualified Personal Residence Trust Bill owns a vacation mountain home that his family has enjoyed for many years. After giving it some thought, Bill has decided that he would like to give…

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