Case Study: Plastic Molding Company

Plastic Molding

The Problem

The client wanted to retire, but was looking at upwards of $3.5 Million in taxes upon selling is Land, S-Corp Stock, and Depreciated Equipment.

Transaction Taxes

$

Additional Income Taxes

$

Estate Taxes

$

The Solution

CSS worked with the client all the way through his retirement to make sure he paid nothing in taxes. With CSS's help, he was not only able to keep 100% of his money, but he was able to retire early.

 

Tax Savings Report Card

Control: A+

Asset Protection: A+

Family Strengthening: A+

Total Amount Saved

$

What the Customer Had to Say:

"We are appreciative of the way Jim Smyth led us through the sale of our Dads business early on. Jim protected our family and Dad's business, land, and equipment from all taxes as Dad retired. Jim is very responsive to our needs and we would recommend him for assistance."

- Melinda DeLong, Daughter of Founder, Jeco Plastics, Inc.

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