The Mark Perlberg CPA Podcast

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...   At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere e...

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...   At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere e...

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... At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere els...

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...   At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere...

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...   At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere e...

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: www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else:  https://api.leadconnect...

Send us Fan Mail In this episode, you'll hear the incredible story of Michelle, an immigrant from Honduras who transformed her life through real estate after ditching the corporate grind. Along with her husband, she's flipped over 5,000 pieces of land—avoiding the headaches of contractors and competition that come with house flipping. The simplicity and scalability of land flipping didn&...

Send us Fan Mail Imagine offsetting your W-2 income with tax deductions from a side business like renting out heavy machinery or solar panels. Join us as we bust the myth that tax savings are only for entrepreneurs and explore practical strategies that can benefit anyone. From leveraging charitable tax deductions to investing in tax-advantaged opportunities where savings exceed initial costs, this...

Send us Fan Mail For more in-depth guidance, visit www.prosperlcpacom To become a client go to https://membership.markperlbergcpa.com/apply Can the right tax strategist transform your financial future? Join us as we uncover the essential steps to finding a competent tax planner who can navigate the complexities of your finances—from real estate to investments and estate planning—without costing yo...

Send us Fan Mail Can traditional CPAs really optimize your tax savings, or are they leaving money on the table? This episode of our podcast takes you through the untapped potential of strategic tax planning specifically tailored for real estate investors and entrepreneurs. We dissect the common pitfalls and misconceptions that plague the industry—like the mishandling of 1031 exchanges and improper...

Send us Fan Mail Ready to transform your real estate game? Today, we’re joined by Daniel Brown, a British entrepreneur who left behind a successful chain of jewelry stores in the UK to make his mark as a real estate developer in the US. Gain valuable insights as Daniel recounts his transition from rental properties and house flipping to new construction, sharing the rewards and pitfalls of each in...

Send us Fan Mail Apply for services at: https://membership.markperlbergcpa.co... Join our Mailing List at: https://membership.markperlbergcpa.com/ How do you create significant tax savings without getting on the IRS's radar? Join us as we break down the unique tax planning DNA that can help you legally minimize your tax liabilities. From conservative to aggressive strategies, we discuss how t...

Send us Fan Mail Join our special guest, Eric Cooper, founder of Sooner Private Financial Council and Sooner Business Advisors. Eric joins us to share his expertise on the power of teamwork in maximizing your wealth while minimizing taxes. Learn how affluent individuals and business owners can benefit from having a unified team of advisors who work seamlessly together, ensuring that your financial...

Send us Fan Mail It's time we discussed your parent's financial future with our latest episode on tax and estate planning for elderly parents. We promise you'll walk away with actionable strategies to preserve wealth, minimize taxes, and ensure the well-being of your aging loved ones. From setting up trusts to leveraging life insurance, we cover essential tactics to safeguard assets...

Send us Fan Mail To learn more about becoming a client go to: https://membership.markperlbergcpa.com/apply It's time to debunk some of the most misleading tax advice that could be costing you money and peace of mind. Ever heard that you need an LLC to claim tax deductions? Think again! We'll reveal why this is a myth, and show you how the tax treatment of your business expenses remains t...

Send us Fan Mail To learn more about our services go to: https://membership.markperlbergcpa.com/apply Curious about the difference between income and wealth, and how to transform one into the other? Join us as Krisstina Wise, founder of Wealthy Wealthy, shares her transformative journey from earning a considerable income to encountering financial disaster. Krisstina 's story unveils the short...

Send us Fan Mail What would you do with $25 billion? Join us for an enlightening conversation with Justin Krane, a Certified Financial Planner, as we explore the realms of purposeful finances. We delve into the importance of philanthropy, fostering entrepreneurship, and the personal journeys that led us to embrace entrepreneurial paths over traditional corporate roles. Justin shares invaluable ins...

Send us Fan Mail Join us for an informative episode of the Mark Perlberg CPA Podcast as we welcome Dale Wills, an experienced developer and syndicator. Dale shares practical insights on tax strategies, project management, and investment opportunities, drawing from his journey of building over 1,500 homes and launching his real estate investment fund. In this episode, we explore the value of contin...

Send us Fan Mail Navigating the Short-Term Rental Loophole: Smart Strategies from Your Friendly CPA Welcome to our deep dive into the world of short-term rental investing! As enticing as the tax benefits and wealth creation opportunities may seem, it's crucial to approach the short-term rental loophole with caution and a well-thought-out strategy. Understanding the Nuances Before diving in, i...

Send us Fan Mail Let's dive into the what the Short Term Rental really is, and how the IRS's unique treatment of short-term rentals can work to your advantage, the stark differences between passive and active income, and how savvy application of IRS Code Section 469 and cost segregation can maximize your real estate investment returns. We'll clear up what you need to know about mate...

Send us Fan Mail  This episode isn't just about where to put your dollars—it's about making them work smarter. Chris breaks down his 'DIAL' framework—Depreciation, Income, Appreciation, and Liquidity—that'll have you assessing investment opportunities like a seasoned pro. We also dissect the unique investment prospects of car washes and mobile home parks, providing an eye-...

Send us Fan Mail Discover the concept of infinite banking with financial expert Anthony, a former CPA turned life insurance strategist. In this enlightening episode, we dive into how real estate investors can leverage high cash value whole life insurance policies as a tool for continuous wealth accumulation. Picture a scenario where your investments grow through compound interest, unaffected by ma...

Send us Fan Mail Estate planning, often overlooked, is crucial to mitigating the potential for hefty tax impacts, with possible taxation reaching up to 40% of one's assets. In this enlightening episode, we join forces with Jaryd Green, a renowned expert in real estate investment and asset protection, to underscore the critical nature of estate planning for high-income individuals and entrepre...

Send us Fan Mail Dive into the essentials of a fruitful business exit with insights from Ellen Long and Randy D. Long. They emphasize the significance of initiating exit planning early to ensure a profitable and seamless transition, highlighting the crucial role of a skilled advisory team, including an accountant, lawyer, and business coach. Learn about the strategies that render businesses attrac...

Send us Fan Mail  Join us for an exclusive conversation with Chris Miles, the visionary "anti-financial advisor," as we delve into the art of redefining traditional wealth management strategies. This episode is designed for the discerning high-income earner who seeks to challenge conventional financial wisdom. Chris, having achieved financial freedom by the age of 28 through his avant-ga...