The Mark Perlberg CPA Podcast

Send us Fan Mail Embarking on a journey from auditor to CPA, real estate and taxes have intertwined in my life, shaping a path to financial liberation. Every brick laid in the foundation of a property can become a stepping stone to achieve your dreams, and today's episode is all about discovering just that. We start with the cornerstone of tax planning within real estate, unearthing how strat...

Send us Fan Mail Join us for an empowering episode with tax expert Elizabeth, as we dive into effective tax strategies and wealth growth. Elizabeth shares her expertise on maximizing savings, planning for a bright financial future, and adapting to legislative changes. We'll explore the game-changing benefits of cost segregation studies in real estate and innovative retirement strategies, posi...

Send us Fan Mail Discover the keys to reducing your tax bill and enriching your retirement with tax expert Steve Jarvis, CPA. This episode is a goldmine of strategies for everyone, from forward-thinking millennials to those nearing retirement. We delve into proactive tax planning and its potential to significantly lower your tax burden over time. Steve shares expert advice on leveraging health sav...

Send us Fan Mail Ever wondered what separates the real estate millionaires from the deca-millionaires and centa-millionaires? This episode goes beyond the basic milestone of a seven-figure net worth and explores the strategies our high-net-worth clients use to achieve true financial freedom. We reveal how these savvy investors scale up in the real estate game, focusing on larger deals and leveragi...

Send us Fan Mail Ready to decrease your tax liabilities and increase your savings? We promise to equip you with year-end tax planning strategies that can save you a fortune this tax season. We start by exploring the power of proper bookkeeping and the importance of entity structuring. You'll learn about minimizing adjusted gross income and harnessing tax credits to your advantage, especially...

Send us Fan Mail What if you've been missing out on a secret trifecta that could catapult your real estate investing to the next level? Our guest today, Lane Kawaoka, a successful real estate syndicator, lifts the curtain on his one, two, three strategy that has propelled him from a W2 worker dabbling in single family rentals, to a distinguished industry player. He takes us on his journey, sh...

Send us Fan Mail What if you could generate over $50,000 a month of passive income? Well, that's precisely what Joey Muir and Russ Morgan from Wealth Without Wall Street do. They've joined us to share their wealth of knowledge on unlocking various investment vehicles and how you can leverage tax strategies to your advantage. We discuss the potential pitfalls of trying to imitate the succ...

Send us Fan Mail We had a great talk with Rob Anderson of BV Capital, a company dealing primarily with multifamily, industrial, office, and mixed-use properties in Texas. Rob brought an unparalleled depth of understanding on how to successfully run a broker-dealer. In this episode we explore Delaware Statutory Trusts, the benefits of leasing property before selling it, and why DST investments migh...

Send us Fan Mail Join us with expert Jason Puschel to discussDelaware Statutory Trusts (DSTs) - as a way to own a small piece of big properties and earn money without the hassle of managing them! Imagine owning a tiny piece of a big building and getting some money from it without doing much. Jason, who knows a lot about making DST platforms, will help us understand how this works easily. We'l...

Send us Fan Mail Want to navigate oil and gas investments? Our talk with Steve Blackwell, CEO of InVito Energy Partners, offers key advice. He shares insights on assessing such investments, focusing on sponsors' and operators' backgrounds, team composition, and the ability to simplify complex evaluations and financial models. He also emphasizes the importance of low fees to ensure more o...

Send us Fan Mail It's so important to collaborate with your tax advisor, not just on business and investing events, but personal life events. Here's one example of how the client's baby created the opportunity for us to create hundreds of thousands in additional tax savings for our client by timing expenses and qualifying the client for a new tax election - the Real Estate Professio...

Send us Fan Mail Looking to grow your business and save on taxes? Austin Pearson, certified financial planner and Backbone Planning Partners' co-founder, can help. He's an expert in cost segregation, bonus appreciation, and more, using these tools to reduce tax and plan for the future. Focusing on businesses earning $3-50 million annually, Austin shares ways to move income and growth fro...

Send us Fan Mail "The Secret to Keeping More of Your Money: Real Estate Professional Tax Status Unveiled" For many real estate enthusiasts, the Real Estate Professional Tax Status remains a key component to minimizing taxes and preserving wealth. Unlocking it could be the difference between mediocre and massive tax savings... Dive deep with us as we uncover the criteria to qualify, why i...

Send us Fan Mail Ever wondered if you're overpaying taxes as a seven-figure business owner? Imagine transforming your tax fate with strategic planning. This episode is an eye-opener on minimizing your adjusted gross income, leveraging charitable tax planning, and maximizing tax credits. We delve into the nitty-gritty of creating business tax deductions from routine events, thus setting the fo...

Send us Fan Mail Want to explore artificial intelligence and automation? This episode features AI expert Chris Tamm, who shares insights on AI's impact on real estate, including content creation and data extraction. We also discuss AI's natural language capabilities and robotic process automation, offering a glimpse into a future without mundane tasks. Our journey explores data analysis...

Send us Fan Mail Ever wondered how to navigate the promising world of self-storage investing? Well, wonder no more as we bring in experienced entrepreneur and real estate investor, Alese Johnson, to share her wealth of knowledge. We'll discover how this industry offers a steady cash flow, notwithstanding the market's unpredictable roller-coaster ride.  In this insightful discussion, Ales...

Send us Fan Mail Join us with former IRS Agent Michael Raanan, to discuss how to protect yourself from the IRS! We will discuss what actions may increase your risk of audit, how to protect yourself in an audit, and how to resolve outstanding tax liabilities.  Former IRS Agent, Michael Raanan, MBA, EA, is known as the most sought after IRS Back Tax Expert in the tax relief community. He's famo...

Send us Fan Mail I had an amazing conversation with Jeremiah Boucher of @patriotholdings with his CFO, Chris Warfield, discussing his journey through alternative commercial investing, then breaking down the numbers and tax impact of investing in alternative commercial real estate. Listen as we discuss how he started from scratch and built a portfolio of $350 Million in Assets under management as d...

Send us Fan Mail What can you do to eliminate or reduce the tax impact of your real estate sales? While there are hundreds of strategies we consider for our clients, we discuss the most common and likely strategies for capital gains planning in additional to more advanced opportunities for larger transactions. Some of the topics covered will be: How is Real Estate Capital Gains Taxed How to Use De...

Send us Fan Mail We do hundreds of tax returns each year for real estate investors and here are biggest missed deductions that may lead to you overpaying in taxes. To learn more about how we can help you in maximizing your tax deductions, email info@markperlbergcpa.com, and subscribe for more great insight! 

Send us Fan Mail This is one of the KEY factors that most people and their tax advisors forget to consider in tax planning... What Are Your Goals? Understanding the client's source of income and what they are looking to accomplish will impact what kinds of investments make sense from a tax perspective, and what tax strategies we can find for our clients. Some of the topics we discuss are: - S...

Send us Fan Mail Join me for a conversation on key tax planning topics we're implementing with our clients. We also dive into expected changes in the tax code and how we can be proactive with our clients in creating future savings. Some of the topics we discuss are: - Deductions - Depreciation - Self Employment Tax - Entity Structuring - Capital Gains Planning - Charitable Deductions - Future...

Send us Fan Mail Investing in oil and gas can build your wealth AND reduce your taxes! One of the most significant tax deductions is the intangible drilling cost deduction, which allows investors to use drilling and development costs to be deducted against your active income, including that in your business or W-2! This deduction can mean significant tax savings, especially in the early project ye...

Send us Fan Mail Long Term Financial Planning with Joseph Clark Long term financial planning is essential for helping individuals and families reach their financial goals, and can help one plan for retirement, save for college tuition, or have a safety net in case of an emergency. But how many of you actually do it? This is one of the many life skills they left out of the school curriculum! Join m...

Send us Fan Mail Listen to me and Bernard Reisz of Resure Financial as we dive into a variety of tax and real estate investing topics. We discuss retirement accounts, capital gains planning, grouping elections, material participation, 1031 exchanges, capital gains planning and real estate syndications. Lots of great topics to geek out about! A little about Bernard: Bernard Reisz, CPA founded ReSur...