Keep more of what you earn. Plan for retirement one clear step at a time.
The Perfect Portfolio is a financial education course taught by best-selling author Mark Quann. Learn how taxes, investing and borrowing really work, in plain English, before you make a single move.

What is The Perfect Portfolio?
It's not about get-rich-quick schemes. It's about understanding the strategies that banks, large investors and Wall Street firms use, so you can apply them to your own life.
Taught by best-selling author Mark Quann, the 8-week live course (or self-paced option) covers smart investing, legal tax-reduction strategies, and using other people's money carefully to grow wealth. Whether you're a seasoned investor or just getting started, it's designed to help you build a smarter, more strategic financial future.
Two places to start
Most of our students come to us worried about one of two things. Start with whichever sounds like you.
As seen on national TV and radio
Mark has been interviewed on Newsmax, Fox, CBS, NBC, ABC, SiriusXM and ClearChannel stations about taxes and his book.
One clear path, at your pace
Each step builds on the last. Go as far as you need, when you're ready.
- 1Free
Free tax guide
Start by keeping more of what you already earn. Plain English, no cost.
- 2BookAmazon, Barnes & Noble
The book
Be Smart Pay Zero Taxes, Mark's #1 Amazon best seller in Personal Taxes.
- 3$599or 4 × $149.75 with Klarna
Self-Paced Video Course
Eight 1.5 hour classes you can take at your own pace.
- 4$2,487or 2 × $1,275 or 3 × $899
Live 8-Week Course
Learn live with Mark, ask questions, and keep coming back to future classes for free.
- 5$24,995or 2 × $12,625 or 3 × $8,499
Mastermind
Two years of coaching and mentoring from Mark and his team, for accredited investors.
Nothing you pay is wasted. What you paid for the Video Course counts toward the Live Course, and what you paid for either counts toward the Mastermind.
“Before The Perfect Portfolio I was dependent upon my financial planner for my family's financial future. Now I am empowered and already am making enough in dividends to cover just about all our monthly expenses.”


“This course has opened up my mind to things that I never knew were out there; never thought of before.”
“As a 62 year-old man I thought I would work until I die but with this book and having implemented the Buy, Borrow, Die strategy, I now see my future brighter than ever!”
“Highly recommend this course! Just recently pulled a hack and will increase my monthly cash flow by $1,500 + a month.”
Read and watch more student stories
Education only, not financial, investment, tax, or legal advice. Testimonials may not be representative of the experience of other customers and are not a guarantee of future performance or success.

Be Smart Pay Zero Taxes
Use the Buy, Borrow, Die strategy to build wealth and keep more of it.
Currently #1 Best Selling Book in Personal Taxes on Amazon. Paperback, 368 pages, published by Humanix Books. Available from Amazon, Barnes & Noble, Books-A-Million, and independent retailers nationwide.
NEWSMAX: “If you want to pay NO TAXES get: BE SMART PAY ZERO TAXES: Use the Buy, Borrow, Die Strategy to Get Rich and Stay Rich! It's possible!”
Questions? Talk with Mark.
Interested in the courses, buying bulk copies of Mark's books, or arranging a speaking engagement? Get in touch and we'll be back to you shortly.

