Case Study
DENTAL PRACTICE EQUITY SALE
Problem
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.
Horizon Tax Advantage
The doctor sells the S-corp as a stock sale, and receives $840,075 in distribution at close of escrow, a 28% increase above conventional planning strategies.
