Case Study: Manufacturing

(317) 268-8880

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 Capital Gains.

Report Card

Control: A+

Asset Protection: A+

Transaction Taxes

$3,000,000

Additional Income Taxes

$2,000,000

Estate Taxes

$1,000,000

Total Amount Saved

$6,000,000

What the Customer Had to Say:

“Jim Smyth gave us a solution that saved millions and protects our control. We highly support his work.”

(Sources wish to remain anonymous)