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PODCAST

The Mark Perlberg CPA Podcast

Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.

business management

All Episodes

21:34

EP 111 - Tax Planning for Pivoting OUT of Real Estate

The Mark Perlberg CPA Podcast ·

2025/07/08

Send us a text The dream of mailbox money through real estate investing often collides with the reality of demanding property management, leading many investors to seek alternative wealth-building paths while maintaining tax advantages. • Hire property managers to maintain real estate professional tax status benefits while reducing workload • Invest in real estate syndications as limited partners to leverage expert deals without active management • Consider oil and gas investments for truly ...

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20:22

EP 110 - Why You Should (or should not) Defer Taxes

The Mark Perlberg CPA Podcast ·

2025/07/06

Send us a text Tax deferrals can be a powerful tax strategy when implemented properly and at strategic times, as demonstrated by a client who missed an opportunity that will cost them approximately $100,000 in taxes. We explain why timing your tax deferrals between high and low-income years creates massive tax savings despite common objections. • Common objections to tax-deferred accounts include eventual taxation, liquidity concerns, and ordinary income tax rates on distributions • Retireme...

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16:25

EP 109 - The Consumption Tax - The Hidden Cost Making...

The Mark Perlberg CPA Podcast ·

2025/06/30

Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com At the very least, get on our newsletter to gain access to free live ...

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19:14

EP 108 - What Happens When You Take Money Out of Your...

The Mark Perlberg CPA Podcast ·

2025/06/26

Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com At the very least, get on our newsletter to gain access to free live ev...

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21:25

EP 107 - Depreciation Recapture - How the IRS Takes...

The Mark Perlberg CPA Podcast ·

2025/06/24

Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com At the very least, get on our newsletter to gain access to ...

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4:24

EP 106 - Why You Need a Trust (even if you're not rich)

The Mark Perlberg CPA Podcast ·

2025/06/23

Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com At the very least, get on our newsletter to gain access t...

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23:35

EP 105 - Tax Planning for the Time-Strapped...

The Mark Perlberg CPA Podcast ·

2025/06/20

Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com Tax planning doesn't have to consume your time or require expert...

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17:21

EP 104 - When to Start Tax Planning

The Mark Perlberg CPA Podcast ·

2025/06/12

Send us a text Tax planning timing is crucial for maximizing wealth and minimizing your tax burden, with most people waiting too long and missing significant opportunities for savings and financial growth. • When to start tax planning if you have business income volatility or uncertainty • How one-time events like RSUs, capital gains, or inheritances should trigger planning • Why waiting for tax law changes like bonus depreciation can cost you significantly • Complex tax strategies often tak...

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26:38

EP 103 - Minimize Taxes from Your Stock Portfolio

The Mark Perlberg CPA Podcast ·

2025/06/10

Send us a text Tax planning for stock portfolios offers significant wealth-building opportunities when approached strategically. We dive deep into how different types of portfolio income are taxed and explore advanced strategies to minimize tax impact while maximizing growth potential. • Understanding the difference between portfolio income (stocks, dividends, capital gains) and passive income (real estate) • Short-term capital gains are taxed at ordinary income rates up to 37% plus potentia...

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20:21

EP 102 - Our Exclusive Advanced Tax Strategies in Action

The Mark Perlberg CPA Podcast ·

2025/06/08

Send us a text Tax planning extends far beyond basic strategies, with sophisticated approaches typically reserved for the ultra-wealthy that can create substantial tax savings and wealth-building opportunities for business owners and investors. • Qualified Opportunity Zone Funds offering multiple benefits including capital gain deferral, material participation opportunities, and tax reduction • Solar panel investments for business properties providing tax credits, depreciation benefits, and ...

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9:09

EP 101 - Tax Savings Strategies for Anyone can Use

The Mark Perlberg CPA Podcast ·

2025/06/05

Send us a text Tax planning strategies work at every income level, creating legitimate savings that can accelerate your journey to financial freedom. Implementing these approaches strategically can significantly reduce your tax burden while staying within legal boundaries. • Turn side hustles into legitimate businesses with clear profit intentions to create tax deductions • Real estate investing offers tax advantages through depreciation, even at small scales • Those earning under $100K can ...

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27:25

EP 100 - Tax Planning Isn't Just for the Rich

The Mark Perlberg CPA Podcast ·

2025/06/03

Send us a text PS. Whenever you're ready, here are some ways we can help with reducing your taxes... Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplannin...

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21:48

EP 99 - A First Look at Trump's Big Beautiful Tax Bill

The Mark Perlberg CPA Podcast ·

2025/06/01

Send us a text And if you’re not a client yet? Go to https://ProsperlCPA.com/apply for a personalized video plan from me. Or start with the free course: https://TaxPlanningChecklist.com Tax legislation is undergoing significant changes that could reshape planning strategies for entrepreneurs, high-income earners, and real estate investors. These proposed changes would restore powerful tax benefits while creating new opportunities to legally reduce tax burdens through strategic planning and t...

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19:08

EP 98 - Dangers of 100% Bonus Depreciation

The Mark Perlberg CPA Podcast ·

2025/05/29

Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com Bonus depreciation offers enticing tax benefits but comes with si...

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17:39

EP 97 - What You Should Think About w/ Mid-Year Tax...

The Mark Perlberg CPA Podcast ·

2025/05/28

Send us a text What are you thinking about as far as tax planning as we reach the mid-point of 2025? While we eagerly await finalized legislation, we're focusing on foundational tax reduction methods that require little cash outflow while delivering substantial benefits. Some topics discussed with our clients and in this episode include... • Augusta Rule allows business owners to rent their home to their business for up to 14 days tax-free, potentially creating $42,000 in deductions • Hiri...

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49:57

EP 96 - Money Mindset Mastery w/ Renata Mazu

The Mark Perlberg CPA Podcast ·

2025/05/22

Send us a text If you have any interest in learning how we can help you win the tax game, go to prosperalcpa.com/apply. Also check out our free tax planning checklist and mini course at taxplanningchecklist.com. Money mindset directly impacts our business decisions and financial success, often in ways we don't consciously recognize. Mindset coach Renata explores how our past experiences create the lens through which we filter all money matters and business choices. • Our past experiences cre...

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21:04

Ep 95 - Build & Protect Your Wealth w/ Holistic Tax...

The Mark Perlberg CPA Podcast ·

2025/05/15

Send us a text PS. Whenever you're ready, here are some ways we can help with reducing your taxes... Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanni...

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14:48

EP 94 - Family on Hiring Strategies: What Instagram...

The Mark Perlberg CPA Podcast ·

2025/05/08

Send us a text The strategic employment of family members offers significant tax advantages when implemented correctly, but widespread misinformation can lead to costly mistakes and potential audit issues. • Pay family members based on work performed, not automatically the standard deduction amount • Family Management Companies are problematic under scrutiny; consider legitimate alternatives like rental property employment • Consider hiring spouses, parents, and siblings, not just children, ...

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13:16

EP 93 - How to Live the Tax Free Lifestyle

The Mark Perlberg CPA Podcast ·

2025/05/01

Send us a text PS. Whenever you're ready, here are some ways we can help with reducing your taxes... Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxp...

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18:03

EP 92 - Maximizing Healthcare Tax Benefits: HSAs,...

The Mark Perlberg CPA Podcast ·

2025/04/28

Send us a text PS. Whenever you're ready, here are some ways we can help with reducing your taxes... Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxp...

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131 results

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