The Mark Perlberg CPA Podcast

Send us Fan Mail 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...

Send us Fan Mail 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 & le...

Send us Fan Mail 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...

Send us Fan Mail 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...

Send us Fan Mail 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 sl...

Send us Fan Mail 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 typica...

Send us Fan Mail 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 infi...

Send us Fan Mail 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...

Send us Fan Mail 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? Sc...

Send us Fan Mail 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://ta...

Send us Fan Mail 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://ta...

Send us Fan Mail 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...

Send us Fan Mail 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://tax...

Send us Fan Mail 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 experien...

Send us Fan Mail 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 partner...

Send us Fan Mail 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 includ...

Send us Fan Mail 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://ta...

Send us Fan Mail 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://tax...

Send us Fan Mail 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://ta...

Send us Fan Mail 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://t...

Send us Fan Mail 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://t...

Send us Fan Mail 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...

Send us Fan Mail 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 (...

Send us Fan Mail 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 •...

Send us Fan Mail 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...