Kevin leads a team of professionals trained in the principles and strategies of business planning and wealth succession planning by implementing the Installment Sale Trust (IST).
Q Financial is a professional group of highly trained advisors comprised of tax attorneys, advisors, and CPAs committed to assisting clients with business transitions. The Installment Sale Trust (IST) is a tax-deferral strategy.
Over the next twenty years, it is estimated that $20Trillion will transition to the next generation in the United Sates. Many of these individuals want to minimize their potential tax liability by deferring capital gains and other taxes.
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