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Calculate Capital Gains Tax

Deferred Sales Trust Resources

At Freedom Bridge Capital, we can help calculate the capital gains tax you may save if you choose to sell your assets to the Deferred Sales Trust. By selling your company, practice, or real estate to the trust, you can defer capital gains taxes on the profits of your sale. In some cases, this can save up to 20-35% of your proceeds, which can then be invested in stocks, bonds, annuities, property, collectibles, and more. Our Deferred Sales Trust specialists also offer resources to understand the legalities and strategies regarding the Deferred Sales Trust and how it compares to other investment methods.

The term “capital gains” refers to the profit you made off an asset you purchased. If you sold your business or property for more money than you originally paid for it, then this is considered a capital gain. As a result, you are liable to pay capital gains taxes on the sale of your asset. Freedom Bridge Capital can calculate the capital gains tax on your business or property to help you understand how much you would owe in capital gains taxes. We can also show you how much you can potentially save when selling your business to the Deferred Sales Trust and deferring capital gains tax.

CALCULATE YOUR DST TODAY!

Contact our deferred sales trust team at Freedom Bridge Capital today to have your capital gains tax savings calculated.

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DEFERRED SALES TRUST RESOURCES

IRS SECTION 453

The Deferred Sales Trust is classified as an “installment sale” under IRC 453 of the tax code. This classification allows for the deferral of capital gains taxes on the sale of your asset to the trust.

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IRS FORM 6252

Form 6252 is used to report the proceeds of your sale to the IRS following the transfer of your asset to the trust, who then sells it to the buyer.

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LIKE-KIND EXCHANGES

Also known as 1031 exchanges, like-kind exchanges are a real estate investment strategy in which the property owner exchanges their current property solely for another property that is the same or “like-kind.”

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DELAWARE STATUTORY TRUST

The Delaware statutory trust is sometimes confused with the Deferred Sales Trust since they share the same abbreviation (DST). The Delaware statutory trust is a passive real estate exit strategy that is very distinct from the Deferred Sales Trust.

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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 MY DEFERRED SALES TRUST OPTIONS?

The Freedom Bridge Capital team would be happy to speak with you in more detail regarding the deferred sales trust. Please give us a call at 800-897-0212 or request your free DST analysis today by filling out the form below.