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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

30:11

EP 141- The Tax Strategies I'd use If I Made $1M W-2...

The Mark Perlberg CPA Podcast ·

2026/03/29

Send us Fan Mail Listen as I lay out the exact step by step plan I would follow if I earned $1M to $2M in W-2 income and wanted to stop overpaying by six figures. I explain how to pick strategies that fit your goals, stack them intelligently, and turn tax savings into long-term wealth instead of a one-time refund. • clarifying goals, liquidity, and time budget before choosing any tax strategy • matching tax planning “DNA” to risk tolerance, time, and desired outcomes • using real...

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31:00

EP 140 - Why Tax Savings Alone Won’t Make You Wealthy...

The Mark Perlberg CPA Podcast ·

2026/03/19

Send us Fan Mail We challenge the idea that cutting taxes is the finish line and lay out a more durable way to build after-tax wealth. Dave Walcott shares how a family office mindset, investor DNA, and systems thinking can help high earners stop chasing shiny objects and start compounding with purpose. • why tax savings without a plan can increase risk and waste time • the difference between tax preparers and proactive tax planners • using an investor DNA framework to match ...

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33:30

EP 139 - How to Survive an IRS Audit Using the...

The Mark Perlberg CPA Podcast ·

2026/03/13

Send a text We break down why the short-term rental loophole can produce massive tax savings and why the same strategy can collapse in an IRS audit if the paperwork is weak. We walk through what actually triggers scrutiny, what auditors ask for first, and how we document the rules so the losses stay usable. • short-term rental loophole basics under IRC Section 469 and why it changes passive loss limits • seven-day average length of stay and how to prove it with Airbnb or VRBO stay logs • a...

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20:46

EP 138 - The Hidden Tax Limit That Stops High Earners...

The Mark Perlberg CPA Podcast ·

2026/03/05

Send a text We unpack the Excess Business Loss limitation and show how it caps the amount of business loss you can use against W-2 wages, interest, dividends, and capital gains. We share thresholds for 2025–2026 and walk through timing moves with cost segregation, capital gains, credits, and withholding. • who EBL hits hardest among high W-2 earners and investors • section 461 rules that limit losses against non-business income • 2025 and 2026 thresholds for single and joint filers • why ...

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41:29

EP 137 - Finding Your Tax Planning DNA

The Mark Perlberg CPA Podcast ·

2026/03/02

Send a text Feeling whiplash from “too good to be true” tax ideas? We break down a practical Tax DNA framework that helps high earners sort hype from value by weighing five levers: compliance risk, economic risk, tax ROI, economic ROI, and return on time. With that lens in hand, we compare real estate, oil and gas, advanced charitable strategies, and solar so you can see exactly where each shines, where it breaks, and how to mix them for durable savings. We start by defining the tradeoffs be...

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41:29

EP 137 - Finding Your Tax Planning DNA

The Mark Perlberg CPA Podcast ·

2026/02/25

Send a text Taxes shouldn’t feel like a maze you wander every year. We break down a practical way to choose strategies on purpose by defining your tax planning DNA—how you balance compliance risk, economic risk, tax ROI, economic ROI, and the time you’re willing to invest. From there, we compare the heavy lifts like real estate material participation with high-impact, lower-time options such as solar credits and smart charitable plays, all through the lens of liquidity and sustainability. We...

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25:00

EP 136 - Getting Married With High Income? Watch This...

The Mark Perlberg CPA Podcast ·

2026/02/17

Send a text We unpack how marriage can meaningfully lower taxes for high-income earners and how to plan before and after the wedding. We share practical strategies on timing income, creating deductible losses, leveraging participation rules, and using healthcare and equity tools to keep more of what you make. • why joint filing usually reduces total tax • doubled standard deduction and home sale exclusion • capital gains thresholds and NIIT mitigation • pre‑wedding income shifting and giftin...

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18:20

EP 135 - Why Real Estate Investing Is the Most...

The Mark Perlberg CPA Podcast ·

2026/02/09

Send a text We explain why real estate sits at the core of tax reduction and wealth creation, then show where it falls short and how to stack other tools for a complete plan. From short-term rentals and cost segregation to solar credits, charitable giving, and step-up basis, we map a clear path. • why real estate creates paper losses that offset income • how short-term rentals and REP status unlock broader offsets • accelerated depreciation and cost segregation to front-load deductions • tax...

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17:46

EP 124 - California W-2 & RSU Taxes Explained - Why...

The Mark Perlberg CPA Podcast ·

2026/02/02

Send us a text We unpack why California’s tax system punishes high W‑2 earners with RSUs, then map out a stack of strategies that convert stock-based pain into lasting tax savings. We share how to use charitable deductions, credits, and timing to push your effective rate down. • RSUs as taxable income and cash flow squeeze • California marginal brackets and 13.3 percent top rate • Nonconformity on real estate professional status and bonus depreciation • Excess business loss limits against W‑...

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18:57

EP 133 - How Much Can a High W-2 Earner Reduce Their...

The Mark Perlberg CPA Podcast ·

2026/01/18

Send us a text We map a clear path for high W‑2 earners to cut taxes by stacking business losses, targeted charitable deductions, and solar credits. A simple $1.5M case study shows how careful sequencing can drive liability from $450k toward $55k while building long‑term wealth. • 401(k) contribution and plan limits for high earners • Where RSUs, real estate, and oil and gas fit • Excess Business Loss caps and their 2025 reductions • Mortgage interest rules and HELOC tracing considerations •...

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23:14

EP 132 - Real Estate Tax Myths, Debunked

The Mark Perlberg CPA Podcast ·

2026/01/12

Send us a text We break down the most common real estate tax myths, from REP status and short-term rentals to cost segregation timing and entity hype. We show how to time deductions, avoid recapture pain, and use non-asset strategies to cut taxes while building wealth. • REP status based on hours and participation, not a license • Cost segregation timing to match high-income years • Excess business loss limits and why W-2s hit a wall • Recapture planning with reinvestment or 1031 exchange • ...

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37:02

EP 131 - The Biggest Tax & Wealth Lessons I Learned...

The Mark Perlberg CPA Podcast ·

2026/01/02

Send us a text We share the biggest tax and business lessons of 2025 that create real value right now. From funding travel with points to dialing in W-2 withholding and designing charitable and estate plans, we map strategies to your goals and show how to execute them. • turning payroll fees into non-taxable travel via points • charitable structures that deliver immediate deductions and cut estate tax • HRA workaround for real estate investors with high medical costs • W-2 withholding adjust...

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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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142 results

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