About this episode

Kevin Brunner discusses how CPAs may inadvertently cost real estate investors money and offers strategies for effective tax management and wealth preservation.

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…

People in this episode

Host: Jack Hoss

Guest: Kevin Brunner

Topics covered

• tax strategies
• wealth preservation
• real estate investing
• CPA advice
• estate planning
• financial services

Keywords

• CPA
• effective tax rate
• installment sale trust
• 1031 exchange
• depreciation
• wealth transfer
• succession planning
• financial advisors

Mentioned in this episode

Organizations: The Q Companies

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