WITH THE DEFERRED SALES TRUST, YOU HAVE CONTROL
One of the most empowering benefits of the deferred sales trust is the amount of control you have over your investments. The Freedom Bridge Capital team is here to help and offer guidance, but you tell us how you want your money invested. You can choose your monthly payment amounts and investment options. These can be adjusted at any time.
THE DEFERRED SALES TRUST OFFERS FLEXIBILITY, LIQUIDITY, AND DIVERSIFICATION:
The deferred sales trust is flexible. Once you sell your asset to the trust, you have a choice: if you don’t need the income right away, you can invest the entire sum of your profits and collect interest without paying capital gains tax. If you do need a portion of the money, you can pay some of the capital gains tax upfront on that portion only and then invest the rest, deferring the taxes on the rest.
At any time, you can choose to alter your payment structure. You have the freedom to defer your capital gains tax indefinitely. Or you can even withdraw the entire amount and pay the capital gains tax upfront if needed. Our specialists will work with you to determine your financial goals. We follow your lead on how you want your investments allocated and your payments structured.
The deferred sales trust converts your business or property asset into a steady income stream. Once you sell your asset to the trust, you can invest the profits and let your money make interest for you. You can then receive the interest in monthly installments. This creates steady income for you, without the hassles you used to deal with regarding your company or property.
The deferred sales trust allows you to invest your money how you want to. You can invest in stocks, bonds, annuities, mutual funds, CDs, real estate, collectibles, and more. You have the freedom to diversify your assets. Our deferred sales trust specialists and financial professionals are here to offer guidance and help you set up a diversified portfolio that can earn high returns for the least risk.
WHICH ASSETS CAN I SELL TO THE DEFERRED SALES TRUST?
If you have a business, company, practice, or property that you would like to sell, then a deferred sales trust is worth considering. Below are just some of the assets that are eligible to be sold to the Freedom Bridge Capital Deferred Sales Trust:
- SMALL BUSINESSES
- MEDICAL PRACTICES
- DENTAL PRACTICES
- OPTOMETRY PRACTICES
- OPHTHALMOLOGY PRACTICES
- VETERINARY PRACTICES
- COMMERCIAL PROPERTIES
THE LEGALITY OF THE DEFERRED SALES TRUST
The biggest reservation potential investors have about the deferred sales trust is the fear of the IRS. Many ask “is this legal?”, “Am I allowed to do this?”, “Will the IRS audit me?”
The deferred sales trust is a legal and proven way to invest. In fact, the DST is governed by Section 453 of the Internal Revenue Code, which has been a well-settled law for over ninety years! So, why are people skeptical? The biggest reason people feel weary at first is because the deferred sales trust is not well-known.
Even leading financial advisors and CPAs are unfamiliar with this method of capital gains deferral. As a result, there is some fear involved when people hear about the deferred sales trust because it’s outside one’s comfort zone.
Rest assured, the deferred sales trust has a track record of over twenty years of success. There have been thousands of closures and no legal issues in regards to the IRS. In fact, there have only been a handful of IRS audits and they have all been released without any change.
THE DEFERRED SALES TRUST USES TWO WELL-KNOWN ASPECTS OF THE IRS TAX CODE:
The sale of your asset to the deferred sales trust is classified as an “installment sale.” This is found under Section 453 of the Internal Revenue Code. IRC 453 has been around for over ninety years and is considered to be a well-settled law.
This IRS form is used to report any income you receive from the sale of real or personal property coming from an installment sale. You would use IRS Form 6252 to report your income from the sale of your asset to the deferred sales trust.