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Kevin Brunner; retirement planning, tax planning, financial planner

Kevin Brunner; retirement planning, tax planning, financial plannerKevin Brunner; retirement planning, tax planning, financial plannerKevin Brunner; retirement planning, tax planning, financial planner

"Retirement is about income, it is not about assets, because not all assets return the same income."  

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(800) 694-5133

Kevin Brunner is a seasoned professional, having served 7 years in the Marines, and over 20 years of experience in financial services, and over 30 years as an entrepreneur, consulting businesses from startups to turnarounds. He has a special focus on doctors and business owners.


He owned a national business brokerage and, over 30+ years, was involved in or witnessed over 3,800 transactions. That’s a lot of 'what to do' and especially 'what not to do'.


His philosophy is that retirement is about income, not assets, because not all assets return the same income.


Kevin was featured in Forbes magazine in 2015, hosted the Smart Money Hour radio show on KABC, and leads a team of Advisors, CPAs, and Attorneys, all trained in the principles and strategies of retirement income planning, tax planning, business planning, wealth preservation, and asset protection.


His goal is to share the blessings he's received, including amazing experiences from visiting 47 countries and counting, learning from tremendous mentors in life and business, and experiencing amazing generosity. 


He is also the proud founder of The Q Companies: Q-RIA.com, Q-1031.com, Q-Hedge.com, TaxFreeYou.com, SellYourBusinessNow.com, SellMyFDX.com, the fiduciary trustee companies of CB Administrative Services, IST Admin Services, and many other ventures.


Kevin is also the full-time guest on TheTaxHax podcast.

Find out more

'Just Say No' to Bad Advice

'Just Say No' to Bad Advice

'Just Say No' to Bad Advice

Available on Amazon


Just Say No!: All About Model Q, Capital Gains Tax Strategies, Life-Time Income and Market Fallacies that Promote Bad Advice


"Just Say No" is a comprehensive guide for investors and professionals seeking to navigate the complex world of financial advice for some of the largest and most important transactions in your life

Available on Amazon


Just Say No!: All About Model Q, Capital Gains Tax Strategies, Life-Time Income and Market Fallacies that Promote Bad Advice


"Just Say No" is a comprehensive guide for investors and professionals seeking to navigate the complex world of financial advice for some of the largest and most important transactions in your life, like the sale of a highly appreciated investment property or business.

Kevin Brunner and Christian Ramsey delve into the crucial aspects of income planning and introduces the revolutionary Model Q™ approach used to address systemic risk that often ruin even the most professionally constructed income plans.



How to Beat the IRS Legally

'Just Say No' to Bad Advice

'Just Say No' to Bad Advice

Order Here


Taxes are your number one expense, and eat away your wealth and retirement.  They can be managed just like any other expense.  It requires planning and special education that very few CPAs or tax preparers have.  You need a Certified Tax and Business Advisor (CTBA)


Kevin Brunner, CTBA, and Ed Lyon, JD, outline the methods, financ

Order Here


Taxes are your number one expense, and eat away your wealth and retirement.  They can be managed just like any other expense.  It requires planning and special education that very few CPAs or tax preparers have.  You need a Certified Tax and Business Advisor (CTBA)


Kevin Brunner, CTBA, and Ed Lyon, JD, outline the methods, financial efficiencies, and systems to ensure you maximize your net returns for you and your heirs.






My Goals

'Just Say No' to Bad Advice

My Goals

To share what I've been blessed with.


Amazing experiences, visited 47 countries and counting, tremendous mentors in life and business, and generosity, I pray to live long enough to give back even a portion of what I have received.


I was an orphan, adopted by a loving and generous family, and blessed with more than I deserve.


God has been good to me.

Downloads

151 Taxes on a Loaf of Bread (pdf)Download
The Timing Risk to Entering the Market (pdf)Download
The Retirement Reality Study (pdf)Download
Tax Advantages of Index Universal Life Insurance (pdf)Download
Tax Planning For Highly Appreciated Asset Sales (pdf)Download

Forbes Article

BrunnerForbes (pdf)Download

The Model Q Strategy

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