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1031 Exchanges

Deferred Sales Trust Case Studies

You may be interested to hear the experiences of other business and property owners who have sold their assets to the Deferred Sales Trust. Many of these owners tried to complete 1031 exchanges to no avail, or they were advised by their financial professional to pay the capital gains tax. After getting in touch with Freedom Bridge Capital advisors, these owners decided to sell their assets to the Deferred Sales Trust and defer capital gains taxes. Below are some of our proud clients who utilized the Deferred Sales Trust for the sale of their assets.

DR. STEVEN DEMKO – ADVANCED EYECARE SPECIALISTS

Dr. Steven Demko is not only a top optometrist, but he is also a trustee of Freedom Bridge Capital. He spent the better part of his professional career – over thirty years – as the owner and medical director of Advanced EyeCare Specialists. Dr. Demko decided to sell his optometry practice to Freedom Bridge Capital in 2019. The trust then sold his practice to a private equity firm.

Countless attorneys and accountants advised against this decision because they were not very familiar with the Deferred Sales Trust or how it works. After learning more about Freedom Bridge Capital DST, they realized the benefits of this investment strategy.

Dr. Demko joined the team at Freedom Bridge Capital shortly after selling his practice and became a trustee. His mission is simple: he wants to teach business and property owners everywhere how to sell their assets to the Deferred Sales Trust and take advantage of the capital gains tax deferral that comes with the DST method of investing.

SCHEDULE YOUR FREE VIDEO CONSULTATION

A ONE-ON-ONE WITH OUR DST TRUSTEE

Schedule a free video consultation with our deferred sales trust specialists today! Our estate planning team offers complimentary DST analyses to determine your estimated tax savings using the deferred sale trust investment strategy. We’re here to answer any questions you may have about the deferred sales trust and help you get started on the sale of your company, practice, or property.

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HOW DO I LEARN MORE ABOUT FREEDOM BRIDGE CAPITAL?

The Deferred Sales Trust specialists at Freedom Bridge Capital would be happy to speak with you to see if a DST is right for you. Please give us a call at 800-897-0212 or request your free DST analysis today by filling out the form below.