Case Study: Office Building


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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 set up where he will never lose Ordinary Income or Capital Gain taxes every again.

Report Card

Control: A+

Asset Protection: A+

Transaction Taxes

$286,000

Total Amount Saved

$286,000

What the Customer Had to Say:

“Jim’s brilliance solved cash flow and planning issues when we were under the gun. He has helped other friends, too. If you need a brilliant, hard-working, great edge with the tax man, you need to work with Jim.”

– RS (Client wishes to remain anonymous)

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