EPISODE · Feb 13, 2026 · 1H 5M
#136 Maximizing Value & Minimizing Taxes - Kevin Bruner of the Q companies
from Alt Funds Network · host Kevin Bruner, Skyler Steinke, Mike Schroeder
Find us online: https://altfunds.io/Email us with topic ideas: [email protected]: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUS 👇 Click Below to be a guest on our video podcast: 👇https://forms.gle/eUNLxbPj5utv8bar7 Connect with Kevin Bruner:Schedule a meeting: https://zoomwithkev.com/firm website: https://theqcompanies.com/ Timestamps: 00:00 Introduction and Overview00:30 The Importance of Tax Mitigation00:51 Challenges in the Financial Industry02:28 Kevin Bruner's Background and Experience02:48 The Q Companies and Financial Strategies05:13 Insights on Financial Planning and Taxation18:10 The 1031 Exchange Explained26:21 The 537 Installment Sale Trust26:56 Understanding the Trust and Escrow Process28:29 Role of the Trustee and Trust Protector29:10 Revocable vs. Irrevocable Trusts30:20 Estate Planning and Heir Management31:35 Tax Implications and Planning33:28 Real Estate and Business Applications39:39 Special Cases and Unique Assets50:00 Trends and Market Opportunities01:03:13 Final Thoughts and Contact Information Disclaimer:Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
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Background: Kevin Brunner is a Marine veteran and financial strategist with 40+ years of experience and 3,800+ transactions. He’s helped clients save over $1.52B in unnecessary taxes using proven strategies most advisors don’t understand. Featured in Forbes, host of The Smart Money Hour, and author of Just Say No to Bad Financial Advice, Kevin leads The Q Companies, specializing in tax planning, retirement income, and wealth preservation. Description: In this enlightening episode of the Alt Funds Network, hosts Mike Schroeder and Skyler Steinke sit down with Kevin Bruner, a financial advisor with the Q Companies, to discuss advanced tax mitigation strategies for high-value asset sales. Kevin delves into the intricacies of the 10 31 Exchange and the 5 37 Installment Sale Trust, offering practical advice on minimizing capital gains tax when selling real estate, businesses, or other high-value assets. The conversation expands into broader investment advice, estate planning, and the importance of strategic tax planning, making it a must-watch for anyone looking to optimize their financial portfolio.
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#136 Maximizing Value & Minimizing Taxes - Kevin Bruner of the Q companies
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