Why Your CPA Is Costing You Money (And Doesn't Know It) w/ Kevin Brunner
Listen
Show Notes
Kevin Brunner explains why your CPA may be costing you money, how to cut your effective tax rate, and what most real estate investors get wrong about wealth preservation.
In this episode of RealDealChat, Jack Hoss sits down with Kevin Brunner of The Q Companies to talk about what happens to a real estate portfolio when the wrong advisors are in place, and what it looks like to actually protect the wealth you've built.
Kevin breaks down:
- Why CPAs advise investors to "just pay the tax" and how that costs you money every year
- How high-earning investors can stay at a 10% effective federal tax rate
- The installment sale trust strategy and how it avoids capital gains on a sale
- Why a 1031 exchange alone is not a complete exit strategy
- How to reset depreciation through a trust structure
- What "hold till you die, swap till you drop" really means for your portfolio
- Why the financial services industry is set up against the investor
- How to prepare your heirs to actually manage what you leave them
- Why wealth transferred without preparation destroys families
- The "quadrant" framework for thinking about all your assets, not just financial ones
This episode is for:
- Real estate investors with significant equity who haven't updated their estate plan
- Investors approaching a sale or 1031 exchange
- Anyone who suspects their advisor isn't giving them the full picture
- Portfolio holders who haven't thought about succession and heir preparation
🔗 Learn more about Kevin and The Q Companies: https://theqcompanies.com
🔗 Build systems for your investing business: https://realdealcrew.com
#RealEstateInvesting #TaxStrategy #WealthPreservation #EstatePlanning #1031Exchange #PassiveIncome #RealDealChat #InvestorMindset #FinancialAdvisor #TaxEfficiency
Work With RealDealCrew
If you’re already closing deals but your intake, follow-up, or visibility feels inconsistent, here are two ways to go deeper:
Take the Deal Intake Assessment
See how resilient your current operation actually is.
→ https://assessment.realdealcrew.com
Book a Fit Call
If you want to explore what a fully system-driven deal flow looks like, let’s talk.
→ https://realdealcrew.com/book
LIKE • SHARE • JOIN • REVIEW
Work With RealDealCrew
If you're closing deals but your intake, follow-up, or visibility feels inconsistent — start here.