***Attention Small Business Owners and Entrepreneurs***

How would you like to have your own personal “in-house” CPA and Attorney at Law to answer any of your tax and legal questions INSTANTLY whenever you’re in need EVEN during tax season… all the while, without raising payroll, paying expensive by-the-hour fees, calling to set appointments or waiting for them to call you back when you need help the most!

From: Mark J Kohler

Dear Friend,

I know you’re busy running a business, so I’m going to cut right to the chase in this short letter.

But make sure you read the entire thing, because it will potentially add thousands of dollars to your bottom line this year, without making any new sales, billing existing customers, or increasing the prices of your services… all the while working much less than you are now.

Now I know that’s a bold promise, but it will make sense in just a moment.

Mark’s sage advice to small business owners navigating tax planning is worth its weight in gold.”

~CLATE MASK, CEO, INFUSIONSOFT (Inc. 500 Company 3 years In a Row)

Chances are if you are on this page, you are experiencing 3 problems

  1. You are paying way too much in taxes each year. (In fact WAY more than you need to)
  2. You have little to ZERO structure set up to protect your hard earned assets. (If someone were to file a lawsuit against you, you would be at HIGH risk of losing everything you worked for)[1]
  3. You still don’t have a good grasp on the tax and legal aspects of your business, but deep down you know that you should as a successful entrepreneur.

Now chances are too that you have already attempted to do something about these problems already. Perhaps trying to find answers online, or speaking to your CPA and lawyer, or even buying some do it yourself “Bullet Proof” tax and legal package that some lawyer pitched you at a weekend seminar…

But why does it seem that year after year, despite having the best intentions to change your tax strategy or rearrange your asset protection plan, you still find yourself in the same position:

  • Paying a HUGE chunk of your hard earned profits to the government, even though you KNOW that there must be some way to pay less
  • Unsure and uneasy about your asset protection plan and whether or not it is actually protecting you and your business
  • Promising yourself that next year, you’ll pay less in taxes, but barely making a dent when tax season rolls around
  • Frustrated at your lack of control over these two aspects of your business, even though you promise that the next year will be different (every year)…

If this sounds like you, don’t worry. In the next 5 minutes, I’m going to show you how you can:

  • Cut down your taxes dramatically this year… no matter what you’re currently paying, EVEN if you’ve tried everything before (using several little known loopholes in the tax system; this is 100% legal and in fact the government WANTS you to use these)[2]
  • Set up the strongest possible asset protection barricade that even if someone sued you, they wouldn’t be able to get to your assets with a twenty feet pole… even if you currently have no idea what asset protection is, how to set it up, or whether or not your current plan is actually working)

But before I get ahead of the ball, let me introduce myself and why you should listen to me in the first place…

My name is Mark Kohler and I’ve been a fulltime serial entrepreneur for many years and have started several businesses in both the offline and online arena.

More importantly for this conversation, I have a professional background as a Certified Public Accountant and Attorney at Law. I’ve been featured on the National Radio Show, CBS, Yahoo Finance, Reuters, the Wall Street Journal and Entrepreneur magazine.


I’m a best-selling author of two books titled “Lawyers are Liars” and “What Your CPA Isn’t Telling You” that have helped thousands of small business owners save significantly on taxes and protect their assets.

I’ve personally helped hundreds of small business owners save thousands on their taxes and protect their assets from potential lawsuits.

Now I’m not telling you all this to “brag” or impress you, but rather to impress UPON you that based on not only my background as a CPA and Attorney at Law, but also my experience in the trenches as a small business owner, I’m one of the most qualified people to help you when it comes to saving on taxes and protecting your assets.

A risky trend I see all the time with small business owners…

One of the things I noticed from working with so many people is that MOST small business owners are completely clueless when it comes to setting up their business to pay the least amount of taxes and truly protect their assets against lawsuits…

Most pour all their money and resources into improving operations or learning the latest marketing technique, but very few pay attention to how they are managing their revenues, protecting their assets, and growing true wealth.

They don’t seem to realize that,

The Costs of NOT Taking Control of Your Taxes and Assets May Be Even Higher than What You Bring In As Profits

If my experience with hundreds of small business clients is any indicator, I’m willing to bet big money that with the way you currently have your business set up, you are paying more for taxes than you need to and also leaving your assets highly vulnerable in the case of lawsuits.

But here’s what you need to understand:

The costs of NOT doing something about this is just too steep…

Firstly, you need to realize that TAXES are your BIGGEST EXPENSE. The number one cost in most of our lives as small business owners. Even bigger than payroll! Plus you have to pay it all at once.

Seriously, how painful is it to hand over whatever huge sum to the government during April. Worst yet, as your business grows, you will be forced to pay more of it each year.

Secondly, you need to realize the importance of a strong asset protection system.

lawsuit and gavel

If you don’t have your entity or business structure set up correctly, you can potentially lose everything you ever built.

Americans are lawsuit happy.

They’ll sue at the drop of the hat.

And if you do not have your assets protected correctly, they could potentially take everything from you. If this has not happened to you yet, it doesn’t mean that it never will.

Obviously, I wouldn’t wish this against my worst enemy, but the reality is that it happens and more often than you think.

As a smart business owner, and also provider for your family and kids, you need to have a strong system set-up to protect your assets.

Now before you think that I’m coming down hard on you, let me say this:

“It’s not your fault!!”

Let me repeat that: If you’ve been constantly putting off finding out how to lower your taxes and protect your assets and convincing yourself that you have more important things to do, you’re not to blame.

Why? Because quite frankly, most of the information and resources on this subject SUCK! Horrible.

I’ve taken a look at the material out there, but it’s absolutely mind-numbing.

Most courses are overcomplicated, full of useless technical terminology and not user intuitive at all.

That’s because most of the content is written for students who are taking CPA or legal courses in university classrooms and who are looking to become CPAs or lawyers.

Point blank the material out there is not made for the small business owner in mind.

Why else would they include so much unnecessary fluff and complicated jargon that they know most small business owners don’t want or care about.

You’re Way Too Busy To Learn Everything

Let’s be honest, as a small business owner you have A LOT on your plate, all the time. You’re in charge of the creative direction of your business as well as bringing in sales, marketing, managing employees, handling payroll, meeting with customers and clients, and so on.

There’s barely any time for you to spend scouring through the Internet trying to decode the technical vernacular on the .gov and .irs websites, and painstakingly piecing together bits and pieces of the tax and legal system to get a somewhat clear picture of how it all works.

You just need the practical essentials that you can use to manage your taxes, protect your assets and increase your bottom line, not memorize abstract terms and strategies that professionals use once every millennia.

Why Hiring Professionals Might Not Be The Best Way Either…

Alternatively, you could just hire someone else to do it for you. Maybe find a good CPA to help you lower your taxes and an attorney to set up a good protection program for your assets.

This is certainly an option if your budget allows for it.

But how do you find right one?

If you’re lucky you have a friend who gives you a decent referral, but if not, you probably have to go online.

But do a quick Google search and see how many options come up for lawyers and CPA’s…

Way too many to count!


Unfortunately, there are some firms out there who do not have your best interest in mind. In fact, it’s astounding how much misinformation is circulated and how many scams are sold to the unwary public by unscrupulous lawyers. (Part of the reason I wrote the book “Lawyers are Liars” was expose some of these schemes)

Still others will just take your money to set up whatever entity, structure, or program without fully educating you on what you need for your specific situation.

Now don’t get me wrong here, these groups are definitely the EXCEPTION to the rule. Most lawyers are excellent, hard working and dedicated professionals who truly serve their clients day in and day out.

But since you don’t really have a clear understanding of tax and business law, how do you know if the firm you find truly has your best interests at heart.

They say “knowledge is power” and in this case, the only way to protect yourself from being taken advantage of is to educate yourself…

Now what if there was a way to educate yourself?

What if there was a way to get a clear and in-depth understanding about your taxes and legal protection quickly and easily without hunting through the maze of sites online and without paying the high fees of hiring a professional by the hour…

Well there is.

Introducing CFO in a BOX

CFO in a Box is the most inclusive, comprehensive, and valuable tax and legal strategies video series you have ever laid eyes on! I’ve designed it specifically for small business owners and entrepreneurs to help them pay the least amount of taxes this year, build an iron fortress over their hard earned assets, and truly maximize their profits and wealth.

What can CFO in a BOX do for you?

  • Get a clear and concise understanding of taxes and business Law in the least amount of time possible… without spending hours searching around the web
  • Cut your taxes significantly this year… even if you’ve tried everything else before and even if your current CPA is telling you there’s nothing you can do
  • Protect yourself from lawsuits and scam artists by creating a multi-defense barrier around your most valuable assets (you worked hard for your assets, I’m going to teach you how to best protect them)
  • Learn the best wealth building strategies to make sure that you retire rich and your family is taken care off

Here’s what some people are saying:

“I had the pleasure of attending one of Mark’s workshops and couldn’t recommend him more highly. He offers brilliant advice, and he has the unique ability to teach in a manner that everyone can understand.”


“Mark is a very gifted and inspiring man. He has such an ability to connect with everyone he meets and teaches vast knowledge and skills to the common person. Since taking his tax and legal classes I have saved over $30 thousand with different tax incentives and have made even more knowing how to embrace the different tax and legal strategies. What I like best about Mark is that he operates with the highest of integrity, and I know that I am in great hands when he is assisting me.”


“Mark’s enthusiasm and passion for a topic usually associated with pain and grief is only matched by his expertise and ability to break down complex principles into simple actionable steps. This is a must-read for any business owner or entrepreneur.”


Now before you go ahead and think that this is yet another boring tax/legal course, let me assure you that it’s not. Unlike most of the material you’ll find out there, I made this course particularly with small business-owners in mind and I know how busy you are and the last thing you want to do is to pile through some tedious tax/legal textbook.

“Mark is no ordinary CPA; he actually makes the topic of taxes interesting and fun to learn about”


That’s why I’ve focused specifically on making this material as simple to understand as possible and to offer the quickest payoff possible.

No archaic terms to memorize or bore-you-to-death stuff.

Just the most useful, real world, practical and effective tax and legal strategies to give you more control over your money and business this year.

And best of all, you can complete the entire program from the comfort and privacy of your own home!

So What Do I Get Mark?

Once you purchase CFO in a Box, you’ll get lifetime VIP access to a private members area available only to students.

Here, you’ll find all the videos and resources to get all your tax and legal questions answered 24 hours a day 7 days a week.

I personally create and update all the videos in crystal clear HD quality, so you’ll be confident that you’ll get all your questions answered clearly and concisely, as if you were in the room with me!

Need me to elaborate on a specific topic? I’m just an email away and my students get priority access to me and my team.

The step-by-step video series is broken down into 4 modules, each with its focus on a specific area of concentration. Here’s a quick look:

Module 1: Business Planning – Setting The Business Foundation

  • How to choose the right entity for your business in order to minimize your taxes and maximize your asset protection (and how to restructure it if you chose the wrong one before)
  • Why you are losing thousands simply by funneling your income through the wrong entity
  • Business Entities Made Simple – A laymen’s breakdown of each business entity and which one you should create depending on the stage of your business
    • How to write a business plan the right way to attract high end investors and funding
  • The Dynamic Strategic Plan – A proven 3 part plan to keep your business on track, cash-flow positive, and numbers under control
  • And much more…

Module 2: Tax Strategies – Getting The Financial Edge

  • Secret government loopholes for saving hundreds, if not thousands of dollar in taxes this year… even if you’ve tried everything else before and even if your current CPA is told you there’s nothing you can do
  • Learn how to save BIG in self employment tax alone…it’s not what you think[3]
  • Discover what the wealthy 1% of the world do year in and year out to prolong their financial edge and stay on top
  • 7 bookkeeping tricks to manage your cash-flow and expenses… saving you serious time and money
  • The Write Off List – Find out once and for all what counts as a business expense and what doesn’t to maximize the number of write offs this year… this is a list you must have
  • And much more…

Module 3: Asset Protection – Becoming An Educated Business Owner

  • Debunking The Asset Protection Myths
  • The truth about Nevada Corporations and why they are dangerous for your business
  • The Multiple Barrier Approach – How to set up multi layered defenses for your specific situation
  • The Must Do’s if you own a business or rental property
  • The In’s and Outs of hiring family members into your business and how it can save you thousands
  • And Much More…

Module 4: Estate & Retirement Planning – Long Term Wealth Strategies

  • Develop the skills to keep wealth and leave a legacy for generations to come
  • Health Care Strategies for a life-time of savings (hint: you can actually make money every time you go to the doctor)
  • Step by step demonstration on how you can safely and effectively self direct your retirement plan and realize massive tax-free and tax-deferred profits
  • Estate Planning 101 – Understanding the importance of estate planning and how it benefits you in the long haul
  • And Much More…
By the end of this course you should have a rock solid understanding of the tax and legal side of your business as well as an arsenal of techniques to add hundreds to thousands of dollars into your bank account this year.

You Get 10X Times Your Money’s Worth!

If you ever hired a certified professional to personally help you with your taxes and asset protection, you know it’s not cheap…

In fact, many general counselors who specialize in helping people with these types of problems routinely charge 150+ per hour… and you’ll be required to go for at least 7 sessions. That’s a MINIMUM of $1050!

And if you asked someone who specializes in tax and asset protection for help, you could expect to pay even MORE. For example, my clients routinely pay me 300+ per hour for help in this area.

So you’ll be thrilled to hear that, when you claim your copy of CFO in a BOX,

You’ll get lifetime access for just $395.

That’s over $1000 dollars in savings… and its NOT including what you’ll save in taxes this spring!

Try It For 30 Days RISK FREE!

I know that you might have tried other solutions in the past or even bought other courses, and they haven’t provided you with the knowledge, clarity, and support you needed…

… And so you may be having a hard time deciding if CFO in a BOX is right for you.

So to put your mind completely at ease, I’d like to assure you that there is absolutely NO RISK in giving CFO in a BOX a try, thanks to our full, BIG HAIRY no-questions-asked money back guarantee!!

Claim your copy of CFO in a BOX, go through the entire thing and if by the end of it you are not dead certain that this is simply one of the best business resources you ever laid your hands on, simply let us know within 30 days of purchase, and I’ll promptly refund every red penny, no questions asked.

I’m shouldering all the risk here because I am absolutely confident that this material will help you gain more control over your business and make you more money this year.

Get Started Today

There are really two options right now.

You don’t get the course right now and come around tax season it’ll be the same as every year. You pay a portion of your hard earned money away. Much more than you have to.


You can make the decision right now to finally to gain control of the tax and legal side of your business, pay the smallest amount possible come tax season, and add a valuable edition to your an entrepreneurial skillset.

Make the right decision.

All the best,

Mark J Kohler

PS. Remember you have 30 days to try out CFO in a BOX risk free. Get your copy today and if you feel like it was not worth many times your investment then let me know and I will refund every cent, no questions asked.

P.P.S Whether or not you buy, you still pay. You can pay one time right now to become a more effective business owner or you can continue paying every year in excess taxes. The choice is yours.

I first discovered Mark Kohler when I bought his book: “What your CPA I’sn’t Telling You. With all the new taxes being heaped upon the small business owner (me), I had been struggling to figure out how to structure my business, my assets and my entire financial life to maximize tax benefits and to grow and protect my wealth. His book hit me with the exact information that I needed at exactly the right time.

After reading his book, I knew Mark was the right person to help me, so I made an appointment, and my wife and I flew down to Orange County to meet with him. The short time we spent with Mark is going to save us tens of thousands of dollars in the next few years and I am kicking myself for not learning this stuff years ago.

I have hired Mark’s firm to help me manage my financial life and I can’t be more optimistic about my financial future. I am watching his videos in his “CFO in a Box” series and learning more in one video than I have learned in years of listening to my friends and “experts” who think they know their stuff.

Mark is the real deal. He is fun, entertaining, and animated. But most importantly, he is genuine and he is the real deal. He is the first person I have ever met who actually LOVES helping people understand the boring subjects of finances, taxes and wealth protection. Plus the fact that he is both a Lawyer AND a CPA gives me a great deal of confidence in him.

Mark is a breath of fresh air! I am so thankful I discovered him and I am excited to be on the right path to learning in this area.

Jeff Shamus
CEO and Co-Founder AllClients LLC


How Often Are the Videos Updated?

I personally update all the videos whenever there is a change in tax and business law, so you can be sure you’re always getting the freshest real world content and staying ahead of the trend.

How does the guarantee work again?

You can try the course for a full 30 days, go through the entire thing if you want and if you don’t think it was one of the best decisions you ever made for your business, then send me an email and I will promptly refund all your money, whether you paid in full or by payment plan.

Will I be getting something shipped to me?

No. For your convenience, we’ve created the entire CFO in a BOX series to be accessed in an online membership site. Once your payment is complete, you’ll be emailed your login information and be able to access the products in the next 5 minutes.

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