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Case Study: Stock Sale of Service Business


The owner of a service business selling his company stock for $6.4 million learned from his CPA that he would have to pay more than $1.9 million in federal and state taxes, leaving him with just over $4.1 million after-tax profit at close of escrow.

TaxWealth Solution

The seller received more than $5.6 million tax-free, an increase of more than $1.5 million as compared to what he would have received with conventional planning.

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