Legal Disclaimer

Last updated: January 1, 2026

General Information

The information provided on this website is for general informational and educational purposes only. All information on the site is provided in good faith; however, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the site.

Not Financial, Tax, or Legal Advice

The information provided on this website does not, and is not intended to, constitute financial, tax, or legal advice. All information, content, and materials available on this site — including content about the 537 Installment Sale Trust, Roth conversions, 1031 exchanges, and other tax strategies — are for general informational purposes only. Information on this website may not constitute the most up-to-date financial, tax, or legal information.

Individual results may vary. Past performance does not guarantee future results. Tax strategies should be evaluated by qualified professionals based on individual circumstances.

Readers of this website should contact their attorney, CPA, or tax professional to obtain advice with respect to any particular matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking professional advice from counsel in the relevant jurisdiction.

Investment Disclaimer

Any references to past performance regarding financial markets or otherwise do not indicate or guarantee future results. Forward-looking statements, estimates, and projections involve inherent risks and uncertainties. There are several factors that could cause actual results to differ materially from forward-looking statements. Tax laws and regulations are subject to change and may vary based on jurisdiction and individual circumstances.

Earnings and Results Disclaimer

Any case studies, examples, or illustrations of tax savings on this website represent potential results based on hypothetical scenarios. Your actual results will depend on your specific financial situation, asset values, tax bracket, and other factors unique to your circumstances. We make no guarantees regarding specific tax savings or financial outcomes.

No Professional Relationship

Your use of this website and any information contained herein does not create a financial advisory, fiduciary, attorney-client, or any other professional relationship between you and Kevin Brunner or his affiliates. A professional relationship is only formed through a signed engagement agreement.

Book and Educational Content

The book “Cash Out Clean” and all educational materials provided through this website are intended for informational purposes. The strategies discussed in these materials are general in nature and may not be suitable for every individual's financial situation. Always consult with your own qualified advisors before implementing any strategy.

External Links Disclaimer

This website may contain links to external websites that are not provided or maintained by or in any way affiliated with Kevin Brunner. Please note that we do not guarantee the accuracy, relevance, timeliness, or completeness of any information on these external websites.

Limitation of Liability

Under no circumstances shall Kevin Brunner, his affiliates, or their respective officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, consequential, or punitive damages resulting from your use or inability to use this website or the information contained herein.

Regulatory Compliance

All content on this website is designed to comply with applicable SEC and FINRA regulations. Securities and investment advisory services are offered through properly licensed and registered entities. Kevin Brunner does not provide services in any jurisdiction where not properly licensed or registered to do so.

Contact Information

If you have any questions about this disclaimer, please contact us at kevin@theqcompanies.com or call (800) 694-5133.