Episode
#136 Maximizing Value & Minimizing Taxes - Kevin Bruner of the Q companies
- Podcast
- Alt Funds Network
- Published
- Feb 13, 2026
- Duration seconds
- 3941
- Processing state
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Summary
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.