The Mark Perlberg CPA Podcast

Send us Fan Mail Qualified Opportunity Zones (QOZ) offer significant benefits to investors and entrepreneurs and can often be overlooked. With this webinar, we are joined by Kirk Walton of GPWM Funds who specializes in QOZ’s and maximizing cashflow, tax savings and profit. You will learn how to take advantage of the tax incentives and other benefits available from investing in a QOZ. you'll d...

Send us Fan Mail Join Jason Campbell, founder of Zen Wellness to discuss the challenges and stressors of tax accountants and entrepreneurs, and simple exercises that can help us overcome these challenges as we discuss his work in helping entrepreneurs in wellness through meditation, breathing techniques and exercises I think all of us tax accountants could use him right now during busy season! We...

Send us Fan Mail We are so excited to finally be discussing ADVANCED STRATEGIES FOR COLLEGE FINANCING with our clients this year! Join me and Ron Caruthers on THURSDAY, FEBRUARY 16TH at 7:15 pm EST to discuss how you can win the tax and financial planning game for your children's college educations! In this webinar we will discuss: - Why 529 Plans Maynot be the Best Strategy to Save for Colle...

Send us Fan Mail Join me and Lou Brown as we discuss how he has implemented a profitable single family rental portfolio using lease options and the strategies that allowed him to ensure positive relationships, profitable terms and reduce taxes while providing affordable housing opportunities. We then drive into trust strategies and the incredible ways trusts can be used for asset protection, estat...

Send us Fan Mail Come checkout our live and interactive webinar where we discussed how to align different 1031 Exchange strategies with your business/investment goals and tax strategies. Together with Dave Foster, Founder and CEO of The 1031 Investor, we shared the many different creative ways we have used the 1031 exchange to help our clients build their businesses and minimize taxes. If you&apos...

Send us Fan Mail Join me and Chase Ravesten from Vistia as we discuss unique strategies to reduce taxes besides investing in real estate and doing cost segregation studies, there are many other ways you can reduce our clients taxes that we have discussed. Some of the topics include: - Pending Legislation for Conservation Easements - Qualified Opportunity Zones - Oil and Gas Mining Wells - Capital...

Send us Fan Mail Listen in as Kyle Candlish and I discuss the most advanced tax strategies available for high net-worth individuals, high income earners and highly profitable businesses. This Will be a great chance to learn about some of the most advanced techniques we use to create the highest amount of tax savings allowed by law for our clients. This conversation will be great for individuals an...

Send us Fan Mail Join me and Keith Langlands, CPA as will discuss one of my favorite tax strategies - Captive Insurance Companies! This can be a powerful tool to self-insure against a wide variety of risks in your business, and will be structured in a way that can save you millions in taxes over the life of your business. Some of the many potential tax benefits include: - Moving Income from 1040 t...

Send us Fan Mail We had a great conversation with David Podell of Business Benefits Consultants on how to reduce your taxable income by hundreds of thousands per year using benefit plans with your businesses. This will be extremely valuable for our clients who are looking for additional strategies to further reduce their taxes after the cost segregation studies have been performed. Some of the top...

Send us Fan Mail If you're interested in learning more about us, email: info@markperlbergcpa.com

Send us Fan Mail If you're interested in learning more about us, email: info@markperlbergcpa.com

Send us Fan Mail Join me and  Jonathan Pacilio to discuss how they've built their multimillion dollar portfolios, used Short-term rentals to replace their W2 incomes, and the tax strategies that saved him hundreds of thousands in taxes.  Jonathan Pacilio spent a 20 year career in financial services managing risk portfolios for various lines of businesses for several large financial institutio...

Send us Fan Mail Listen to Dan and I discuss utilizing your retirement accounts to reduce taxes, build wealth and invest in real estate. Contact Dan at: Dan@rocketdollar.com Free Discovery Session: mark@markperlbergcpa.com

Send us Fan Mail Are you ready to begin your path toward financial freedom? An effective tax strategy is one of the best investments you can ever make into getting there! When pursuing financial freedom, many are held back by lack of capital, and so much of their income goes back to Uncle Sam instead of their businesses. Most accountants only file returns after the year has closed, and provide min...

Send us Fan Mail Combining a real estate license with real estate investing creates a world of opportunities to build wealth. There are also many tax advantages and tax traps to consider. On this webinar, we are going to discuss: - Common write-offs - Payroll taxes and planning - The Real Estate Professional Tax Status - How your Real Estate License Helps with Investing - How Investing Creates Opp...

Send us Fan Mail In this webinar,  let's talk about how Biden's presidency may impact your taxes if you are a business owner or real estate investor.

Send us Fan Mail I meet so many business owners who don't know what a tax plan is and never engage a tax professional to create a forward looking plan to minimize their taxes. If you're interested in learning if you need a tax plan and what the benefits may be, check out this video!

Send us Fan Mail How to Determine If You’re Overpaying in Taxes on Your Real Estate Investments and Business I meet so many people who have no idea what their tax returns mean, and are uncertain if they are paying the right amount in taxes. If you haven't had a chance to review your tax return with a CPA, and fully examine what everything means, and I'll walk you through how to identify...

Send us Fan Mail Partnering with other investors opens new possibilities by combining resources for larger and more lucrative investments. Many of these potential partners are from outside the US, and are attracted to the strong US real estate market, but there are many complex legal considerations and tax traps to consider. I have International Tax Attorney and Partner at Culhane Meadows, Patrick...

Send us Fan Mail An experienced banker can do much more to help your business than you'd think. Lots of great information from Mark Lewis of PeoplesBank, who is a tremendous asset to the investors he serves. Some topics we'll discuss are: - How to find the right bank for your business - What financial instruments are best for your investments - How to qualify for financing

Send us Fan Mail Transitioning from being an employee to a full-time investor opens a whole new world of tax saving opportunities for you and your family. If you're on the fence about leaving your job and uncertain if you can afford to go out on your own, you'll be surprised to find that there are amazing tax incentives that will encourage the move.

Send us Fan Mail Many investors face the challenge of balancing family life with their investing goals. It's especially hard when you're starting off and already have a full-time job, but it's not impossible! I'll be hosting a panel of 4 guest speakers who have successfully invested in RE while raising a family. We'll be discussing how they've managed to make it all w...

Send us Fan Mail Many of you may have business losses in 2020 due to COVID-19, which can create new tax saving opportunities with the right tax plan in place. In this webinar will discuss generating and capitalizing on real estate and business losses, including analysis of recent tax code changes in the CARES Act.

Send us Fan Mail I will discuss and some techniques to maximize the tax benefits of depreciation and answer common questions about the expense. Some of the topics we will discuss are: - Basics of depreciation - Calculating depreciation for real estate investments - Cost segregation  - Missed depreciation opportunities

Send us Fan Mail Qualified opportunity zones were created as a bipartisan effort to encourage economic growth, improve housing and de-segregate distressed neighborhoods. Tomorrow at 8 pm EST, I'll discuss the tax benefits of QOZ's, and compare this approach to 1031 exchanges as a way to defer and reduce capital gains tax: In this episode, we discuss the following:  What is a Qualified Op...