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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

33:30

EP 130 - How Much Can I Save from a Cost Segregation...

The Mark Perlberg CPA Podcast ·

2025/12/10

Send us a text Cost Segregation can save you tens of thousands, or even hundreds of thousands, in taxes. But here's the problem: most investors have no clue how much they're actually leaving on the table. After personally reviewing hundreds of cost seg studies for our clients at Prosperl CPA, I'm pulling back the curtain and showing you EXACTLY how to estimate your deduction, what drives the numbers up or down, and how much cash this strategy can legitimately save you. Here's what we're cov...

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43:44

EP 129 - Meet the Woman Behind America’s Top Tax...

The Mark Perlberg CPA Podcast ·

2025/12/02

Send us a text We trace the “domino decision” that turned corporate burnout into a calling and show how timing, not tricks, drives real tax savings. Dominique Molina joins us to reveal practical ways to choose your tax rate and stack permanent advantages without gimmicks. • Why timing beats complexity in tax strategy • Permanent savings versus simple deferrals • When to accelerate income or delay deductions • Prep and planning collaboration to avoid waste • Real estate developer opportunitie...

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25:38

EP 128 - The BIG Lie About One-Time Tax Plans

The Mark Perlberg CPA Podcast ·

2025/11/18

Send us a text If you're a high-income earner, real estate investor, or business owner, the answer is almost always no—and in this video, I break down exactly why. I’m walking you through the BIG lie behind one-time tax plans, the opportunities most people miss after Year 1, and why ongoing tax strategy can unlock six- and seven-figure savings over your lifetime. In this video you’ll learn: ✔️ Why one-time tax plans stop far too early ✔️ The hidden opportunities in Year 2 and beyond ✔️ Why co...

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29:09

EP 127 - The Hidden Limits to Tax Deductions (and How...

The Mark Perlberg CPA Podcast ·

2025/10/29

Send us a text You’ve heard the stories: jets written off, million‑dollar refunds, zero taxes on millions in income. But are those strategies fundamental? And more importantly, do they apply to you? In this video, Mark Perlberg (CPA + Tax Strategist) breaks down the truth about these “too good to be true” tax moves. He pulls back the curtain on deduction limitations, capital loss traps, passive vs. active income strategies, and how the wealthy legally reduce their tax bills, sometimes to zer...

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25:05

EP 126 - High-Income W-2? Do THIS Before December...

The Mark Perlberg CPA Podcast ·

2025/10/17

Send us a text We show high‑earning W‑2s how to cut taxes now, not months from now, and convert savings into immediate cash flow. We walk through year‑end tactics, stacking limits, overlooked credits, and why adjusting your W‑4 can supercharge wealth growth. 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 Take our free Tax Planning Checklist & learn about what tax savings may be av...

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30:05

EP 125 Maximizing “Use It or Lose It” Tax Breaks for...

The Mark Perlberg CPA Podcast ·

2025/10/04

Send us a text We challenge the idea that lower is always better for taxes and show how “use it or lose it” deductions and credits vanish when income is either too high or too low. We map the sweet spots that unlock SALT, QBI, and child credits, and share moves to land there on purpose. • standard vs itemized deductions and why timing matters • SALT cap expansion and the $500k–$600k AGI phaseout • AGI-reducing vs taxable-income-reducing strategies • QBI rules, SSTB phaseouts, and the ~$395k ...

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42:03

EP 124 - How to find Cash Flowing Short-term Rental...

The Mark Perlberg CPA Podcast ·

2025/09/23

Send us a text The short-term rental loophole offers incredible tax-saving opportunities but requires careful market research and property selection to be profitable in today's competitive landscape. While the tax incentives can be life-changing, many Airbnbs have become money pits due to changing market conditions and lack of proper analysis. Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningcheckli...

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48:14

EP 123 - Social Security Benefits and Planning w/...

The Mark Perlberg CPA Podcast ·

2025/09/17

Send us a text Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com 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 events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/...

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36:15

EP 122 - Offshore Asset Protection & International...

The Mark Perlberg CPA Podcast ·

2025/09/12

Send us a text Mikkel Thorup, an offshore consultant with 25 years of international experience, shares legal strategies for reducing U.S. tax burden through international relocation and asset protection. He explains how these approaches can potentially save six figures annually while remaining fully compliant with tax laws. Checkout the Expat Learning Summit at: https://www.expatmoneysummit.com Learn more at: https://www.expatmoney.com Ready to slash your tax bill? Schedule your free consult...

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31:56

EP 121 - How Timing Your Cost Segregation Studies Can...

The Mark Perlberg CPA Podcast ·

2025/09/07

Send us a text Strategic timing is the unsung hero of tax planning, especially when it comes to cost segregation studies for real estate investors. The difference between performing these studies at the optimal time versus the wrong time can mean hundreds of thousands of dollars in tax savings. 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! Boo...

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25:50

EP 120 - What is Cost Segregation & When do we Use It?

The Mark Perlberg CPA Podcast ·

2025/09/02

Send us a text Cost segregation stands as the most powerful tax strategy for real estate investors, allowing identification of property components that can be depreciated faster than the standard 27.5 or 39-year schedules. • Typical cost segregation studies reclassify 25-30% of a property's value for immediate write-off through bonus depreciation • Without cost segregation, investors typically write off only about 3% of purchase price in year one • Two key scenarios maximize benefits: real e...

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44:01

EP 119 - Financial Freedom through Passive Investing...

The Mark Perlberg CPA Podcast ·

2025/08/28

Send us a text Start Your Journey to Financial Freedom through passive income NOW! In this episode, I break down how to reduce your tax bill, grow passive income, and rethink what freedom with money really looks like. Here’s what you’ll take away: • How to stop overpaying taxes by adjusting W-4s and using smart tax planning. • Simple ways to create passive income with real estate, land, and infinite banking. • Why knowing your “Investor DNA” helps you pick the right investments. • How to rep...

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30:21

EP 118 - Tax Showdown: Oil & Gas Investing vs....

The Mark Perlberg CPA Podcast ·

2025/08/20

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 Let's examine the tax advantages and disadvantages of investing in oil and ...

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23:24

EP 117 - Short-Term vs Long-Term Rentals: Tax Secrets...

The Mark Perlberg CPA Podcast ·

2025/08/12

Send us a text Short-Term vs. Long-Term Rentals: Tax Benefits Explained Understand the tax differences that can make or break your rental strategy when choosing between long-term rentals and short-term rentals for tax savings, profit, cashflow and wealth. In this video, we break down how each property type impacts your deductions, cash flow, and long-term wealth. Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https:/...

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27:23

EP 116 - Tax Benefits of Passive Real Estate Investing

The Mark Perlberg CPA Podcast ·

2025/08/08

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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26:23

EP 115 - What the Big Beautiful Bill Means for...

The Mark Perlberg CPA Podcast ·

2025/08/06

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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23:22

EP 114 - How Passive Real Estate Investors Save Big...

The Mark Perlberg CPA Podcast ·

2025/08/02

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 Learn how real estate investing creates valuable tax losses that can offset incom...

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45:41

EP 113 - Alternative Investment Strategies w/ Dan...

The Mark Perlberg CPA Podcast ·

2025/07/15

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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35:51

EP 112 - Navigating Complexities in Tax & Wealth...

The Mark Perlberg CPA Podcast ·

2025/07/12

Send us a text Mark Perlberg and Brian Sweet discuss strategies for building and protecting wealth beyond tax savings, with an emphasis on what to do with cash after receiving tax refunds from bonus depreciation and other tax benefits. They explore holistic wealth planning approaches that balance immediate tax benefits with lifetime tax minimization. • Brian Sweet shares his 47 years of experience in the wealth management business, serving clients across 38 states • Entrepreneurs with volati...

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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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130 results

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