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.

#1 Best Selling Book in Personal Taxes on AmazonFeatured on Newsmax, CBS, Fox, NBC, SiriusXM and iHeartRadio
Mark Quann, founder of The Perfect Portfolio, smiling in a blue shirt

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.

Read Mark's story

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.

Greg Kelly, NewsmaxOn Mark's new book: “You can't afford to miss this!”
John Bachman Now, NewsmaxHow to pay less in taxes, legally
America Right NowWith host Tom Basile
Fox News DCTax strategies explained

See all interviews

One clear path, at your pace

Each step builds on the last. Go as far as you need, when you're ready.

  1. 1

    Free tax guide

    Start by keeping more of what you already earn. Plain English, no cost.

    Free
  2. 2

    The book

    Be Smart Pay Zero Taxes, Mark's #1 Amazon best seller in Personal Taxes.

    BookAmazon, Barnes & Noble
  3. 3

    Self-Paced Video Course

    Eight 1.5 hour classes you can take at your own pace.

    $599or 4 × $149.75 with Klarna
  4. 4

    Live 8-Week Course

    Learn live with Mark, ask questions, and keep coming back to future classes for free.

    $2,487or 2 × $1,275 or 3 × $899
  5. 5

    Mastermind

    Two years of coaching and mentoring from Mark and his team, for accredited investors.

    $24,995or 2 × $12,625 or 3 × $8,499

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.”

Troy J.
Troy J.Mortgage Broker, We Do Loans
Mark Quann with attendees holding his book at Elevate 2026 in Las Vegas
Mark with attendees at Elevate 2026, Las Vegas.

“This course has opened up my mind to things that I never knew were out there; never thought of before.”

Lisa M., Accountant and Operations Manager

“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!”

Tod K., reader of Be Smart Pay Zero Taxes

“Highly recommend this course! Just recently pulled a hack and will increase my monthly cash flow by $1,500 + a month.”

Robert J., Financial Services

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.

Cover of Be Smart Pay Zero Taxes by Mark J. Quann

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.

Mark Quann smiling