
Case Study: A $3 Million Business Sale, 2 Owners (Married Couple)
Two married business owners just sold their company for $3 million. They were set to receive their payout by the end of the year but were staring down a $600,000 capital gains tax bill.

Case Study: A $5 Million Business Sale, Single Owner, Age 50
A successful entrepreneur had spent decades building his company and sold his business for $5 million. But, like many business owners, he was facing a significant tax bill, with $1.2 million in capital gains taxes looming.