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Case Study: 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 $250,000 in taxes and would receive at close of escrow $650,000 after paying the costs of the sale.

TaxWealth Solution

The doctor sells the S-corp as a stock sale, defers all taxes for 30 years, and receives $840,075 in tax-free distribution at close of escrow, a 28% increase above what he would have otherwise received.

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