Case Study: Rental Properties
(317) 268-8880
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 the future.
Report Card
Control: A+
Asset Protection: A+
Family Strengthening: A+
Legacy Enhancement: A+
Transaction Taxes
$4,000,000
Additional Income Taxes
$3,000,000
Estate Taxes
$6,000,000
Total Amount Saved
$13,000,000
What the Customer Had to Say:
“Jim Smyth saved our family’s assets after every advisor we knew had no solutions. Jim and his organization have our highest recommendations. In addition, Jim is a committed man of deep spiritual insight about legacy. We have benefitted from his efforts in this area.”
– Pr. Tim Cummings, New Creations Chapel, Richmond, IN
Read More Stories