Decades of Experience.
Millions Protected.
Every Q Companies strategy is grounded in the Internal Revenue Code. Our team holds 7 professional designations including TEP, J.D., CPA, AIF®, and more — verified by leading national and international organizations.
IRC §453 allows taxpayers to defer capital gains by receiving sale proceeds over time through an installment sale. Gain is recognized only as payments are received, enabling business owners, real estate investors, and high-net-worth individuals to spread their tax liability across multiple years.
Publication 537 is the IRS's official guidance document explaining how to report income from installment sales. It covers the rules for using the installment method, how to calculate the taxable portion of each payment, and the specific forms required for reporting.
Form 6252 is the tax form used to report income from an installment sale. Taxpayers use this form to calculate and report the gain recognized each year as payments are received, ensuring proper deferral of capital gains taxes in accordance with IRC §453.
IRC §1031 permits real estate investors to defer capital gains taxes by exchanging one investment property for another of like kind. This strategy has been part of the tax code since 1921 and allows investors to build wealth by deferring taxes across multiple property transactions over a lifetime.
IRC §7702 defines the requirements for life insurance contracts to receive favorable tax treatment. Properly structured policies allow high-earning professionals and business owners to accumulate wealth on a tax-free basis, access funds without triggering taxable events, and pass assets to heirs income-tax-free.
The executive team driving vision, strategy, and growth across The Q Companies ecosystem.
Founder & CEO, CTBA
Orange, CA
COO / Advisor, CTBA
Orange, CA
Principal / CMO
Chief Innovations Officer, CTBA
CFO / Advisor
Expert trust and estate attorneys ensuring every structure meets the highest legal standards.
Trustee / Attorney, TEP
A distinguished trust and estate attorney with his B.S./B.A. from the University of Missouri, Columbia and J.D. from Washington University School of Law. Craig serves as Trustee for Q Companies clients and is Chairman of the Board of STEP Orange County California chapter. His TEP designation represents the highest international standard of trust expertise.
Qualified intermediary services and registered investment advisory managing tax-deferred exchanges and trust assets.
President & CEO, Q-RIA / 1031 Exchange Accommodator, AIF®
Best-selling author and Accredited Investment Fiduciary with over 20 years of experience as a licensed financial advisor. Christian serves as President & CEO of Q-RIA and 1031 Exchange Accommodator for Q 1031, specializing in advanced real estate and business transaction strategies.
CPAs and trust administrators providing meticulous financial oversight and compliance.
Trust Administrator, CPA
St. Louis, MO
Principal, CB Administrative Services, CPA
Experienced advisors across the nation specializing in tax optimization, wealth building, and real estate strategies.
The dedicated team ensuring every client interaction is seamless, responsive, and professional.
Executive Assistant / VP Business Development
San Diego, CA
Transaction Coordinator
Salt Lake City, UT
Client Relations Specialist
San Diego, CA
A comprehensive ecosystem of specialized services designed to optimize, protect, and grow your wealth.
Registered Investment Advisor providing fiduciary wealth management.
Comprehensive financial advisory and wealth management services.
Specialized 1031 exchange services for real estate investors.
Strategic tax planning and optimization for high-net-worth individuals.
AI-powered marketing and technology solutions for financial professionals.
Tax-free wealth strategies for high-net-worth individuals and business owners.
Specialized advisory for FedEx route owners planning their exit.
Installment Sale Trust administration and compliance services.
Trust administration and ongoing compliance for installment sale transactions.
Agricultural trust solutions for farming and ranching families.
Back-office administrative support for trust and financial operations.