Published Works
Proven strategies documented in three books — real experience from 3,800+ transactions, not theory
National Bestseller • 2nd Edition
Just Say No To Bad Financial Advice
Co-authored with Christian Ramsey
The Model Q™ System that has saved clients $47M+ in unnecessary taxes. Covering 537 ISTs, Roth conversions, FedEx route exits, and more.
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Tax Strategy for Your Big Exit
Cash Out Clean
Co-authored with Norb Kohler
The complete Model Q® system for business owners, real estate investors, and high-income professionals who want to keep more of what they’ve earned.
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Insider Tax Strategies
How to Beat the IRS Legally
Co-authored with Ed Lyon
Insider strategies from a tax planning expert and a seasoned financial advisor on legally minimizing your tax burden using proven, IRS-compliant approaches.
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