Kevin Brunner is a Marine veteran, entrepreneur, and financial strategist with over 30 years of experience advising business owners and doctors on retirement income, tax planning, and wealth preservation. He’s owned a national business brokerage involved in 3,800+ transactions and leads a team of fiduciary advisors, CPAs, and attorneys. Featured in Forbes and a former radio host on KABC, Kevin founded The Q Companies and is driven by a passion to share the wisdom he’s gained from mentors, business, and travels to 47 countries.
Here’s some of the topics we covered:
The Powerful Influence Kevin’s Grandfather Had on His Real Estate Journey
What Sparked Kevin’s Mission to Become a Financial Advisor
The Hidden Reason Most Advisors Avoid Talking About Tax Efficiency
1031 Exchanges Unlocked & How The Rich Build Legacy Wealth
Cost Segregation Secrets Every Real Estate Investor Should Know
A Little-Known Strategy to Defer Capital Gains
How the Installment Sales Trust Can Supercharge Your Multifamily Exit
Estate & Trust Planning Hacks That Protect Wealth for Generations
Turning Legal Loopholes Into Power Plays
How Financial Strategists Create Win-Win Deals for Both Sellers and Buyers
To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com
For more about Rod and his real estate investing journey go to www.rodkhleif.com
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