The Q Companies

Retirement, Estate & Wealth Advisor

"Tax planning first. Legacy always."

Helping individuals and families plan for retirement and maximize estate and legacy goals, with tax planning as the foundation of every strategy.

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Brent Burgesser

Atlanta, GA

Brent Burgesser

Atlanta, GA

About

Brent Burgesser

"Tax planning first. Legacy always."

Brent Burgesser brings more than 25 years of financial services experience to The Q Companies, with prior tenures at Merrill Lynch, Morgan Stanley, LPL Financial, and International Assets Advisory. He specializes in retirement planning and in maximizing estate and legacy goals, with tax planning as the foundation.

A frequent speaker, Brent has presented at the Arizona Society of CPAs Annual Conference and is a published author in ASCPA Magazine. He holds a BA in Business and Communications from the University of Oklahoma.

Brent is also a dedicated mentor and team leader who supports the American Cancer Society, Blood Cancer United, and the American Association for Cancer Research. He and his wife, Colleen, live in Atlanta.

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Services

537 Installment Sale Trust
Defer capital gains taxes while converting property equity into passive income streams.
The ultimate tax deferral strategy for high-value assets. This sophisticated trust structure allows you to sell appreciated assets without immediate tax consequences. Perfect for business owners, crypto investors, and real estate moguls looking to time their tax obligations strategically.
Key Benefits:
✓ Indefinite tax deferral
✓ Interest-only payments
✓ Flexible dissolution timing
✓ Works with a range of eligible appreciated assets, including real estate and businesses.
1031 Exchange Planning
Navigate like-kind exchanges to defer taxes and optimize your real estate portfolio.
The gold standard for real estate investors. Our enhanced 1031 exchange includes backup strategies to ensure your exchange qualifies, plus options to partially cash out when needed. Build wealth continuously without tax interruption.
Key Benefits:
✓ Complete tax deferral
✓ Portfolio diversification
✓ Backup qualification strategies
✓ Partial cash-out options
Roth Conversion Strategies
Strategic Roth conversions to minimize lifetime tax burden and maximize wealth transfer.
Maximize your retirement tax efficiency with strategic Roth conversions. We coordinate with our Q Tax Plan to minimize or eliminate conversion taxes, getting your money into tax-free growth mode for retirement.
Key Benefits:
✓ Tax-free retirement growth
✓ Earnings can be withdrawn tax-free when Roth distribution requirements are met.
✓ Minimized conversion taxes
✓ No required minimum distributions during the original Roth account owner's lifetime.
✓ Estate planning benefits
Structured Installment Sale
Sell your real estate for principal and interest payments over time—perfect if you're retiring out of property and want predictable income over a set period.
Transform your property sale into a steady income stream. This strategy allows you to defer capital gains taxes while receiving regular payments over 5-30 years. Ideal for retirees looking to convert real estate equity into predictable monthly income without the tax hit of a lump sum sale.
Key Benefits:
✓ Defer capital gains taxes
✓ Predictable monthly income
✓ Higher total return than lump sum
✓ Flexible payment terms
Q Tax Plan
Reduce your tax bill as a W2 earner or business owner. We realign your assets to unlock significant savings.
Our signature tax reduction system for high earners. We analyze your financial picture to identify strategies that may reduce your tax liability, depending on your circumstances.
Key Benefits:
✓ Works for W2 and business income
✓ Comprehensive asset realignment
Model Q® Strategy
Access your high-income or business reserves tax-free as they grow. Our Flex Strategy uses layered growth accounts to boost your cash flow and cut taxable income.
The ultimate cash flow optimization system. Create multiple streams of tax-advantaged income while reducing your current tax burden. Perfect for business owners and high earners who need liquidity without the tax penalty.
Key Benefits:
✓ Tax-free access to funds
✓ Multiple income streams
✓ Reduced current taxes
✓ Enhanced cash flow