v2.17 - Why Your Financial Advisor Won’t Cut Your Tax Bill (ft. Kevin Brunner)

Most investors think about taxes once a year: when they file. Kevin Brunner, founder of The Q Companies, joins Dustin and Adam to talk through what proactive tax planning looks like and why most financial advisors aren’t set up to deliver it.Kevin breaks down why W-2 earners can benefit from a side LLC for real tax planning, the five-year real estate cost-segregation trap, and his installment sale trust as an alternative to a 1031 exchange.The discussion covers the conflicts of interest in financial advisor compensation: advisors get paid based on what they sell, so recommendations skew toward whatever pays the firm a revenue share. DSTs (Delaware Statutory Trusts), a 1031 alternative often pushed by advisors, are the textbook example.Finally, Kevin shares why he believes that letters after someone’s name only measure time spent in a classroom, not incentive alignment, and why most rules you operate under exist because someone else gets paid when you follow them.Episode Release Notes & Resources:Kevin’s website (with free consultation link): https://kevinbrunner.comThe Q Companies: https://theqcompanies.comKevin’s recommended books: The Intelligent Investor (Benjamin Graham), Think and Grow Rich (Napoleon Hill), The Richest Man in Babylon (George S. Clason), As a Man Thinketh (James Allen)Watch episode on YouTube: https://www.youtube.com/watch?v=1zo5Iuiwr_MSee all Wealth Independence episodes at https://www.wealthindependencepod.comConnect with Dustin:Big Spring CapitalLinkedIn (/in/TheDustinBailey)Twitter/X (@TheDustinBailey)Connect with Adam:Bidwell CapitalLinkedIn (/in/AdamJPenn)This show is for informational purposes only and is not financial, investment, legal, or tax advice, and does not constitute an offer to buy or sell securities. All investments carry risk, and investors should always conduct thorough due diligence and consult with qualified professionals before investing.