With no up-front cost or obligation, we calculate the projected taxes, research and pinpoint the solutions, and report to you the varying benefits specific to your situation.
Here are a few examples of clients who we have helped keep significantly more of their tax dollars.
Dental Practice Equity Sale
A dentist wanted to sell his practice, an S-corp, for $1 Million. Without planning, he would have to pay nearly…
Commercial Office Buildings
The owner of two office buildings with a combined value of $14.9 million wanted to sell but faced a major…
Equity Sale of a Family Limited Partnership (FLP)
A Partner gains nearly $3 million more while eliminating the capital gains taxes.
Private Home Sale
A retired couple downsizes to a new home, solves the capital gains tax problem and generates more income to enjoy.