(317) 268-8880
Featured Stories
More Stories
Capital Gains and Losses: Ten Facts That You Should Know About
Ten Facts That You Should Know about Capital Gains and Losses When you sell a capital asset the sale results in a capital gain or loss. A capital asset includes most property you own for personal use or own as an investment. Here are 10 facts that you should know about capital gains and losses:…
Read MoreThe Cash Creator
Our Cash Creator℠ saves clients an average of $240,000 in tax incentives and expense reductions annually What is The Cash Creator℠? The Cash Creator is our network of cash creation experts who work to put money in your pocket. From credit card processing fees and utility bills to tax specialty and property tax refunds, our experts…
Read MoreThe Cash Creator
Our Cash Creator℠ saves clients an average of $240,000 in tax incentives and expense reductions annually What is The Cash Creator℠? The Cash Creator is our network of cash creation experts who work to put money in your pocket. From credit card processing fees and utility bills to tax specialty and property tax refunds, our experts…
Read MoreCase Study: Manufacturing
(317) 268-8880 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 and incorporated tax-deferral strategies to completely eliminate this problem. The client left the sale keeping all $12,000,000 in…
Read MoreCase Study: Rental Properties
(317) 268-8880 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 of that, CSS was able to save all of the family’s assets and create a lasting plan for…
Read MoreLifestyle Security
Lifestyle Security For lifestyle security you want to rely on 5% of passive earnings from an amount set aside for long-term investment. This can include inheritance. From this amount, you don’t want to touch principal because you can never know: How much catastrophic health care and/or preventative healing/assisted living/ medical care could cost you, your…
Read MoreLifestyle Security
Lifestyle Security For lifestyle security you want to rely on 5% of passive earnings from an amount set aside for long-term investment. This can include inheritance. From this amount, you don’t want to touch principal because you can never know: How much catastrophic health care and/or preventative healing/assisted living/ medical care could cost you, your…
Read MoreEscape Velocity
Increase Escape Velocity To Increase Your Returns, Security, And Impact Escape Velocity leverages the power of your assets to reach your personal and professional goals. We teach you how to measure and use it. What is Escape Velocity? Escape Velocity (“EV”) is the rate / year by which you are accomplishing your Primary Financial Goal (“PFG”). This is…
Read More