Why Your CPA Is Costing You Money (And Doesn't Know It) w/ Kevin Brunner

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 yearHow high-earning investors can stay at a 10% effective federal tax rateThe installment sale trust strategy and how it avoids capital gains on a saleWhy a 1031 exchange alone is not a complete exit strategyHow to reset depreciation through a trust structureWhat "hold till you die, swap till you drop" really means for your portfolioWhy the financial services industry is set up against the investorHow to prepare your heirs to actually manage what you leave themWhy wealth transferred without preparation destroys familiesThe "quadrant" framework for thinking about all your assets, not just financial onesThis episode is for:Real estate investors with significant equity who haven't updated their estate planInvestors approaching a sale or 1031 exchangeAnyone who suspects their advisor isn't giving them the full picturePortfolio 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 #TaxEfficiencyWork With RealDealCrewIf 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 AssessmentSee how resilient your current operation actually is.→ https://assessment.realdealcrew.comBook a Fit CallIf you want to explore what a fully system-driven deal flow looks like, let’s talk.→ https://realdealcrew.com/bookLIKE • SHARE • JOIN • REVIEWWebsiteApple PodcastsYouTubeYouTube MusicSpotifyAmazon MusicFacebookTwitterInstagram