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Case Studies

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Featured Stories

Case Study: Warehouse Building

(317) 268-8880 Free In-Depth Tax Analysis Warehouse Building The Problem Gary was looking to sell an office building for a $1,200,000 Gain, but he was going to get hit with $342,200 in Transaction Taxes. The Solution CSS stepped in and incorporated tax-deferral strategies to completely eliminate this problem. On top of that, CSS was able to save…

Case 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…

Case Study: Plastic Molding Company

(317) 268-8880 Free In-Depth Tax Analysis Plastic Molding The Problem Mr. DeLong wanted to retire, but was looking at upwards of $3.5 Million in taxes upon selling is Land, S-Corp Stock, and Depreciated Equipment. The Solution CSS worked with the client all the way through his retirement to make sure he paid nothing in taxes. With CSS’s…

Case Study: Office Building

(317) 268-8880 Free In-Depth Tax Analysis 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…

Case 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…

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The Family Bank Old

Keep 1.8x MORE Money working for you every year in our secure Family Bank℠ Program What is The FTI Family Bank℠? Business owners have the unique ability to defer their income (and associated tax liability) into the future. In other words, instead of paying upwards of 50% or more immediately to the government, you can choose to take your income…

Calculator Soup and Social Security Calculators

Calculator Soup Calculator Soup is a free online calculator resource. Here you will find loan, mortgage, time value of money, math, algebra, trigonometry, fractions, physics, statistics, time & date and conversions calculators. Many of the calculator pages show work and/or equations that help you understand your calculations. If you don’t see what you…

Embeddable Mortgage Calculator and online-calculators.co.uk

Embeddable Mortgage Calculator and online-calculators.co.uk The results of this calculator from http://www.mortgagecalculator.org/ open in a new window/tab. This page will include additional information about mortgage rates, including a Mortgage Repayment Summary and a chart of local area Refinance Mortgage Rates Free Mortgage Calculators Once on the site, additional calculators are available, which can…

Free Financial Calculators from Calculator.net

Free Financial Calculators from Calculator.net A variety of Financial Calculators are available on Calculator.net, which can be added to the website using iframe inserts. (Scroll down for an example iframe insert.) These include: Mortgage Calculator—plans your mortgage or compares your mortgage loan against other loans. House Affordability Calculator—checks the house price you can…

Calculators

I have a lot of info below about free calculators that are available, both online and embeddable. But first, let’s take a look at a for-fee company that develops time-saving software solutions to serve the needs of tax, legal, leasing, banking, and other financial professionals. TimeValue Software TimeValue (TCalc) offers a wide variety of Mortgage,…

VEPS Overview

Our online Virtual Estate Planning System (VEPS) is your portal to securely create, store, update, and share an estate plan that will help protect your legacy and your family for generations to come. The first step of the legacy planning process is to create the traditional set of estate plan documents that will cover the…

Transition Checklist Confirmation

Thank you for completing the Estate Transition Checklist. We have received your submission, and sent you an email with a copy of your responses for your records, as well as links to additional materials and information. The Family Trust Institute LLC 11550 North Meridian Street, Suite 125 Carmel, Indiana 46032 Phone: 317-663-3680 |…

Heritage Planning: The 3rd Element of Successful Multi-Generational Planning

Planning for your money is not the same as planning for your family. For centuries, “comprehensive planning” for most families has consisted of financial and estate planning. And, for centuries, that planning has failed and families have been unable to keep the family and fortune together of more than two or three generations. The difference…

Entity Term and Liquidation Issues for Participants

Each Entity must have a specifically stated date to dissolve and wind up business. The Entity can be extended (or dissolved earlier) by mutual agreement of the Participants, but this may be difficult to obtain in the future. Therefore, the founder(s) should specify a life likely to accomplish the intended business purpose(s) of the Entity…

How to keep your legal documents current

A mistake many entrepreneurs make is not having current legal documents. This makes them vulnerable to the piercing of the corporate veil. Corporations or LLCs are separate entities; the owners and managers have limited personal liability for the company’s debts. If the corporate veil is pierced you could be held personally liable for corporate debts.…

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