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Manual
Tax-Free at the Closing Table
Tax-Free at the Closing Table
The §121 Home-Sale Exclusion — How to Turn Up to $500,000 of Gain on the Home You Live In Into Money the IRS Can Never Touch, and Know Exactly What's Owed on the Rest
3.5h
Paid in Ownership
Paid in Ownership
The Consultant's System for Trading Expertise for Equity — and Building Wealth You Actually Own
2.9h
The Full Price Exit
The Full Price Exit
The Value Multiplier System — How to Build a Best-in-Class Business That Sells at Full Price Instead of 50 to 70 Cents on the Dollar
2.9h
The Retirement Runway
The Retirement Runway
The Simple Finances Owner Exit & Retirement Design System — How to Turn the Years Before You Sell Into the Largest Tax-Deferred Retirement Funding Window you can
3.0h
AI-First Contractor Systems™
AI-First Contractor Systems™
How Trade Contractors Can Estimate Faster, Reduce Chaos, Capture More Profit, and Build a Business That Runs on Systems
3.2h
Nothing Left on the Table
Nothing Left on the Table
The Simple Finances Tax Credit and Deduction System — A Household-by-Household Method for Finding Every Federal Credit and Deduction You Qualify For
2.6h
Referral-Like Engaged Leads on Demand
Referral-Like Engaged Leads on Demand
The No-Advertising Growth System for Borrowing, Earning, and Engineering Attention Without Buying It
6.5h
The IRS Collections Survival Guide
The IRS Collections Survival Guide
A Plain-English Guide to Stopping Liens, Levies, Wage Garnishments, and Resolving Tax Debt
12.0h
Reverse Acquisition Framework
Reverse Acquisition Framework
How Strategic Buyers, Corporate Acquirers, and Family Offices Can Source, Shape, and Acquire Better Private Businesses
10.5h
The Two Subtractions
The Two Subtractions
A Century of Tax Brackets, the Hidden Tax of Inflation, and the Comfort Index That Shows Where You Truly Stand — 1913 to 2026
3.1h
The Tax Resolution Architecture
The Tax Resolution Architecture
Why Most IRS Cases Are Misdiagnosed, Mismatched, and Mishandled — and How to Build the Right Path to Resolution
11.3h
Simple Finances Virtual Family Office System
Simple Finances Virtual Family Office System
How to Find, Show, and Serve the Merely-Wealthy — and Build the Family Office They Could Never Afford on Their Own
3.0h
Good Stocks, Bad Prices
Good Stocks, Bad Prices
A Two-Question Discipline for Knowing What to Buy, When to Buy It, and When to Walk Away
2.3h
The Inside Exit
The Inside Exit
How to Sell Your Business to Your Employees, Defer the Capital-Gains Tax, and Keep the Legacy You Built
2.0h
The Referral Partner Machine
The Referral Partner Machine
How to Build a Steady Flow of IRS-Resolution Cases by Turning the Tax Preparers Around You Into Partners — Never Competitors
2.6h
Golden Handcuffs
Golden Handcuffs
How Business Owners Lock In the Key People Who Make a Company Worth Buying
2.5h
Who's Managing Your 80%?
Who's Managing Your 80%?
The Whole Balance Sheet™ — The Private-CFO Picture No One Has Ever Shown You
2.8h
IRS Collections Resolution System
IRS Collections Resolution System
How to Stop Liens, Levies, Wage Garnishments, and Resolve IRS Tax Debt
4.2h
Zero Tax Pro V3
Zero Tax Pro V3
How High Earners Stop Overpaying and Start Architecting Their Taxes
2.0h