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Case Studies: Corporate Tax Loss
 
Success Stories
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A client was involved in a corporation which had a substantial tax loss which it couldn't utilize. He was also involved in a related business which was very profitable. We structured a merger between the two corporations which enabled him to recognize over $75,000 in tax savings in three years, not the 31 years that his other financial advisors recommended! End result - a happy client and a transaction which met the approval of the IRS!

A similar client had a corporation which evolved into two separate businesses.  The problem was, the businesses were stuck in the same corporation!  We helped the client structure a spin-off which separated the businesses into two corporations.  This allowed the businesses to grow to their fullest potential, independent of the performance of the other corporation!
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