Our Team
About Freedom Bridge Capital
The team at Freedom Bridge Capital specializes in Deferred Sales Trust transactions. This tax deferral strategy is one of the most effective ways to defer capital gains taxes following the sale of your business or property. The Deferred Sales Trust, although not well-known, is a legal, proven way to sell your assets without immediately surrendering a large portion of your hard-earned profit. The Freedom Bridge Capital Deferred Sales Trust team can help you sell your assets and invest the sale proceeds to best meet your financial goals.
WHAT IS FREEDOM BRIDGE CAPITAL DEFERRED SALES TRUST?
Freedom Bridge Capital is a group of estate planning professionals who help owners of businesses, medical practices, properties, and commercial real estate sell their assets while also deferring capital gains tax. Typically, owners are taxed on the profits they make from their sale. This is known as capital gains tax, and is usually paid once the sale is completed.
Capital gains tax rates are known to be extremely high and can sometimes range between 20% – 35% of your overall profit from the sale! Our team recommends the Deferred Sales Trust strategy to help you sell your property or company while deferring the capital gains tax.
MEET OUR ESTATE PLANNING TRUSTEE
Dr. Steven Demko practiced optometry in the Poconos for over 27 years. Before pursuing his doctorate education, he received his financing and accounting degrees from Wilkes University. He became the CEO and trustee of Freedom Bridge Capital after selling his optometry practice using the Deferred Sales Trust structure.
These experiences give Dr. Demko the unique knowledge of being both a beneficiary and expert of the Deferred Sales Trust strategy. After selling his optometry practice, Dr. Demko has helped business owners receive the most financial gains possible by simplifying the Deferred Sales Trust process.
Dr. Demko and his trusted team of accountants, tax attorneys, certified financial planners, estate planners, and registered security advisers have deferred millions of dollars for Freedom Bridge Capital clients.
WHAT IS A DEFERRED SALES TRUST?
A Deferred Sales Trust acts as a third party between the seller and buyer. You, as the seller, transfer your asset to the trust, who then sells it to the buyer.
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WHEN DO I HAVE TO PAY CAPITAL GAINS TAX?
You only pay capital gains tax on the principal of the sale. If you choose to invest all of your profit into the Deferred Sales Trust, then you will not need to pay any capital gains tax at the close of the sale. In the future, you would only pay capital gains tax if you withdrew some of the principal from the Deferred Sales Trust.
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