The books
Both are available on Amazon. If what you find applies to your situation, the next step is a paid consult where Brian applies it to your actual numbers.
Legal tax strategies for owners and high earners
Every major deduction explained in plain English, business write-offs, real estate, medical, charitable giving, with worksheets and stories of people who moved from overwhelmed filer to confident wealth builder.
A lawyer's guide to finding, funding, and managing real estate
The market is unpredictable; the fundamentals are not. Brian shares the path he and Dawn took, how they found deals, financed them, and managed them, so you can skip the expensive detours.
Business owners
The book gives you the concepts. A paid consult gives you the plan for your entity, your comp, and your deals, reviewed before you meet.
Apply for a Paid Tax ConsultW-2 earners
A focused review of your withholding, deductions, and any side income, with a short written list of what to change before year-end. This is for W-2 earners only; it does not include multi-year modeling, entity work, or business planning.
Read the book, then go deeper. The private client curriculum turns the same strategies into forty-eight structured courses.
