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The Wednesday Season 2 Official Woecast


1 Here We Woe Again: Jenna Ortega, Creators Al Gough & Miles Millar 31:46
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BE WARNED! This podcast will contain spoilers for Wednesday Season 2, episodes 1-4. Join host Caitlin Reilly each week as she takes you deep into the twisted world of Wednesday with an amazing group of guests! And producer Thing will be helping out to make sure everything goes to plan - well, mostly, anyway... In this episode: Jenna Ortega peels back the layers on the new tension between Wednesday and Enid. And that terrifying vision! Plus… Series showrunners Al Gough and Miles Millar reveal why they made Morticia Addams such a central character in this season, and what it means for Wednesday. Whether you’re a normie or an outcast, the Wednesday Season 2 Official Woecast will be the place for all things Nevermore! For more juicy details about Wednesday Season 2, head over to Tudum.com to get all of the latest updates. 1:15 Preparing for Season 2 3:25 Evolving Wednesday’s look for Season 2 4:12 Addams clan expands for Season 2 6:12 Joanna Lumley joining the cast 7:38 Wednesday and Enid's Friendship 9:00 Wednesday’s Vision 10:50 Jenna is a Producer 13:45 Al and Miles introduction 14:03 Wednesday takes down a Serial Killer 15:05 Intergenerational Relationships & the Addams Women 17:48 Catherine Zeta-Jones as Morticia in Season 2 20:48 Wednesday and Enid’s relationship 24:04 Steve Buscemi joining the cast 26:19 Wednesday’s popular! 27:45 Boy with the Clockwork Heart stop motion sequence…
The Mark Perlberg CPA Podcast
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Konten disediakan oleh Mark. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Mark atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
…
continue reading
117 episode
Tandai semua (belum/sudah) diputar ...
Manage series 3301418
Konten disediakan oleh Mark. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Mark atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
…
continue reading
117 episode
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1 EP 117 - Short-Term vs Long-Term Rentals: Tax Secrets Revealed 23:24
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Send us a text 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? 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://taxplanningchecklist.com You’ll learn: • How the short-term rental loophole can create large deductions with cost segregation and bonus depreciation. • Navigating material participation rules between different investment types • Why average stays of 7 days or less matter for short-term rental tax advantages. • The benefits of long-term rentals, from simpler material management to avoiding lodging taxes. • How real estate professional tax status can help offset other income. • Strategies to reduce taxable income and grow your portfolio. 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://taxplanningchecklist.com If you’re a high-income earner, business owner, or investor, this is your roadmap to lowering taxes while building wealth. #realestate #costsegregationstudies #taxdeductionsforyourrentalproperty #howtodeductrentallossesonyourtaxes #howtoinvestinrealestate CHAPTERS: 00:00 - Intro 01:48 - Short-Term Rentals Strategies 09:44 - Qualified Improvement Property Explained 10:50 - Long-Term Rentals Overview 20:00 - Long-Term vs. Short-Term Rentals Analysis 20:26 - Essential Property Insights 21:39 - Beyond Rental Activities Considerations 22:34 - Free Opportunity Report Access 23:03 - Free Tax Planning Checklist Download…

1 EP 116 - Tax Benefits of Passive Real Estate Investing 27:23
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Send us a text 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://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/subscribe We explore the significant tax savings opportunities and incentives available through passive real estate investing. For high-income earners and busy professionals, understanding these tax advantages can transform wealth-building strategies while legally reducing tax burdens. • Real estate investments create paper losses through depreciation that can exceed your initial investment amount • Cost segregation studies accelerate depreciation, sometimes creating deductions 2-3 times your investment • Real estate professional status combined with material participation allows losses to offset W-2 income • Achieving material participation requires 500+ hours across grouped rental properties annually • Without real estate professional status, losses still offset passive income from rentals and business interests • Cash-out refinances provide tax-free cash distributions to investors • Operational cash flow is often sheltered from taxes by depreciation deductions • Property sales are taxed at favorable capital gains rates (0-20%) rather than ordinary income rates • Continuous reinvestment creates a compounding tax advantage and wealth-building cycle • Passive investing allows access to tax benefits without managing "tenants, toilets, and trash" For a free opportunity report showing how these strategies can apply to your situation, visit prosperalcpa.com/apply. If you're not ready yet, at least check out taxplanningchecklist.com for a simple-to-follow tax planning checklist and mini-course.…

1 EP 115 - What the Big Beautiful Bill Means for Short-Term Real Estate Investors 26:23
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Send us a text 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://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/subscribe The return of 100% bonus depreciation through the One Big Beautiful Bill creates powerful tax-saving opportunities for short-term rental investors who understand how to properly leverage these benefits within a comprehensive wealth-building strategy. • Short-term rental loophole allows non-passive loss treatment when average stay is seven days or less and you materially participate • Cost segregation studies can accelerate depreciation, typically allowing write-offs of about 30% of purchase price in year one • Second home mortgages (for properties 60+ miles from home) can maximize leverage, potentially recovering entire down payment through tax savings • Competition has increased as more high-income professionals seek these tax advantages, driving up property prices • Excess business loss limitations cap deductible losses at $313,000 single/$626,000 married filing jointly • Strategic income planning needed to maximize SALT deduction ($40,000) which phases out between $500-600K income • Consider long-term sustainability of continuously purchasing properties solely for tax benefits • "Phantom profit" can occur when depreciation runs out but mortgage payments continue • Diversification strategies include 1031 exchanges into DSTs, opportunity zones, or oil and gas investments • Material participation requirements may become burdensome as portfolio grows • Creating a holistic tax plan that combines multiple strategies yields better results than relying solely on depreciation To learn more about how these advanced planning methodologies may apply to you and get exposed to basic tax strategies, get our free tax planning checklist and mini course at taxplanningchecklist.com. If you're ready to see what's possible with advanced tax reduction, go to prosperalcpa.com/opportunityreport for personalized projections.…

1 EP 114 - How Passive Real Estate Investors Save Big on Taxes WITHOUT Real Estate Professional Tax Status 23:22
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Send us a text 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://taxplanningchecklist.com Learn how real estate investing creates valuable tax losses that can offset income and build long-term wealth, even for passive investors without real estate professional tax status. These tax advantages allow investors to collect cash flow without paying taxes while building suspended losses that can offset future capital gains. • Depreciation offsets rental revenue, allowing tax-free cash collection • Passive losses accumulate on Form 8582 for future use against passive income • Cash-out refinances provide tax-free access to increased property value • Qualified Opportunity Zones offer tax deferral and potential tax-free growth • Real estate losses can offset passive income from business interests • Tax planning should precede real estate investing for maximum benefit • Advanced tax reduction strategies can provide immediate 100% ROI • Using tax savings to invest in real estate creates compounding tax advantages…

1 EP 113 - Alternative Investment Strategies w/ Dan Holmlund 45:41
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Send us a text 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://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/subscribe Alternative investments offer tax-advantaged strategies that go far beyond traditional real estate while generating impressive returns for savvy investors. Dan Holmlund shares insights from seven years running the Alternative Investing Club, revealing unique opportunities most financial advisors never mention. • Alternative investments include commercial airplane engines with 100% depreciation benefits • Special partnership allocations can shift depreciation to partners who need it most • Medical debt and student loan debt funds provide returns while helping people escape crippling debt • Solar panel investments can qualify for combined 55% tax credits from federal and state governments • Real estate partnerships with municipalities can create tax-free property opportunities • Strategic debt investments offer protection by being first in line during economic downturns • Operator quality matters more than the investment vehicle itself • Alternative Investing Club hosts weekly educational sessions with experienced operators • Cost segregation studies dramatically increase first-year depreciation benefits • New tax laws make manufacturing buildings 100% deductible, creating syndication opportunities Learn more about alternative investing strategies by joining the Alternative Investing Club's free weekly meetings at alternativeinvestingclub.com or emailing Daniel@alternativeinvestingclub.com.…

1 EP 112 - Navigating Complexities in Tax & Wealth Planning w/ Ryan Sweet 35:51
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Send us a text 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 experience in the wealth management business, serving clients across 38 states • Entrepreneurs with volatile income should prioritize having 6+ months of cash reserves before pursuing other investment strategies • Tax-efficient investment vehicles can help control when and how investment gains are recognized • The difference between minimizing taxes today versus minimizing lifetime tax burden requires comprehensive planning • Current historically low tax rates create opportunities for strategic moves like Roth conversions • Advanced capital gains strategies can generate offsetting losses, potentially turning a $1M gain into just $360K taxable • One client saved $2M in taxes through strategic Roth conversions alone • Working with qualified professionals is essential as DIY tax planning often misses sophisticated opportunities • Future tax rates will almost certainly increase due to growing national debt To learn more about wealth management strategies, contact Brian at bryan@sweetfinancial.com or visit sweetfinancial.com . For tax planning assistance, visit prosperlcpa.com/apply .…

1 EP 111 - Tax Planning for Pivoting OUT of Real Estate 21:34
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Send us a text 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 partners to leverage expert deals without active management • Consider oil and gas investments for truly passive income with 70-90% first-year write-offs • Explore Delaware Statutory Trusts and Qualified Opportunity Zone funds for passive 1031 exchange options • Evaluate solar panel investments on properties for both tax credits and long-term energy cost savings • Return focus to your primary business with retirement, healthcare, and charitable tax strategies If you want to learn more about how these concepts may apply to your situation, go to prospercpa.com/apply for a free opportunity report or visit taxplanningchecklist.com to get started with strategic wealth building and tax reduction. PS. Whenever you're ready, here are some ways we can help with reducing your taxes... 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://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/subscribe…

1 EP 110 - Why You Should (or should not) Defer Taxes 20:22
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Send us a text 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 include eventual taxation, liquidity concerns, and ordinary income tax rates on distributions • Retirement accounts offer more liquidity than people realize, with loan options for Solo 401(k)s and principal withdrawal flexibility from Roth accounts • Strategic timing of contributions and distributions between high and low tax bracket years creates substantial tax arbitrage • Contributions to SEP IRAs and Solo 401(k)s can be made until October 15th of the following tax year • Self-directed retirement accounts can invest in real estate and other alternative assets without needing real estate professional status • Advanced strategies include timing Roth conversions during temporary valuation dips, potentially reducing conversion taxes by 30-40% • Beyond retirement accounts, consider 1031 exchanges, installment sales, and charitable planning for additional tax deferral opportunities PS. Whenever you're ready, here are some ways we can help with reducing your taxes... 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://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/subscribe…

1 EP 109 - The Consumption Tax - The Hidden Cost Making You Broke! 16:25
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Send us a text 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://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/subscribe The consumption tax may be your most expensive hidden tax, created when high earners spend profits on lavish lifestyles instead of tax-advantaged investments that build generational wealth. This concept affects both business owners and W-2 earners, as the tax code rewards those who reinvest rather than consume their profits. • The consumption tax occurs when you spend all profits on lifestyle expenses, leaving nothing for tax-advantaged investments • High-income earners who spend excessively on luxury items often struggle to implement effective tax strategies • The IRS incentivizes business reinvestment, charitable giving, and investments in energy and real estate • W-2 earners can access similar tax advantages through side businesses, strategic investments, and withholding adjustments • Creating legitimate business purposes for existing activities can transform personal expenses into deductible business expenses • Reinvesting profits gives you more control over the timing and rate of taxation • Capital gains are taxed at lower rates than ordinary income, creating wealth-building advantages • Consider whether your current lifestyle is financially sustainable when accounting for taxes • Resources like "Profit First" methodology help prioritize profit before expenses • Books like "The Millionaire Next Door" reveal that most wealthy people maintain modest lifestyles to build wealth…

1 EP 108 - What Happens When You Take Money Out of Your LLC 19:14
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Send us a text 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://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/subscribe Entrepreneurs often hesitate to withdraw money from their LLCs due to tax concerns, but in most cases, there are no additional tax implications when taking out profits. The tax treatment of withdrawals depends entirely on how your LLC is classified for tax purposes - as a disregarded entity, partnership, S-corporation, or C-corporation. • Single-member LLCs (disregarded entities): Taking money out is simply an owner's draw with no tax implications • Profits are already taxed on your personal return whether you withdraw them or not • For partnerships: Distributions to partners typically have no additional tax consequences • Guaranteed partnership payments are taxed as ordinary income and subject to self-employment tax • S-corporation owners must pay themselves a reasonable salary subject to payroll taxes • Distributions from S-corps can provide tax advantages but require proper planning • C-corporations face "double taxation" when paying dividends to owners • Always transfer money to personal accounts rather than paying personal expenses from LLC accounts • Maintain proper separation between business and personal finances to protect your liability shield For more help with tax planning, visit taxplanningchecklist.com for our free mini-course or go to prosperalcpa.com/apply for a free strategy session.…

1 EP 107 - Depreciation Recapture - How the IRS Takes Back Your Deduction 21:25
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Send us a text 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://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/subscribe Depreciation recapture can create substantial tax liabilities when selling business assets or real estate, even when selling at or below your original purchase price. We explain how this overlooked tax works and provide strategies to completely eliminate or reduce the tax impact. • Different types of property face different recapture tax rates – building structures (Section 1250) capped at 25%, personal property (Section 1245) at your ordinary income rate • Cost segregation studies create larger future recapture tax liabilities that can surprise unprepared sellers • Installment sales require immediate payment of all recapture taxes even when cash is received over time • 1031 exchanges can defer recapture taxes when properly structured with equivalent replacement assets • Creating losses from other properties through cost segregation studies can offset recapture taxes • Suspended passive losses from prior years can be used to offset recapture income • Strategic timing of other business expenses can help minimize the tax burden • Inherited property receives a stepped-up basis, eliminating depreciation recapture concerns If you want help mitigating taxes from depreciation recapture events and creating lifelong tax savings, visit ProsperalCPA.com/apply 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://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/subscribe…

1 EP 106 - Why You Need a Trust (even if you're not rich) 4:24
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Send us a text 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://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/subscribe Trusts serve as powerful wealth preservation vehicles for the affluent, providing control, protection, privacy, and potential tax savings. We explore the fundamentals of trusts and how they can be strategically used for estate planning and asset protection. • Most beneficial for those planning their estates, individuals with risk exposure, entrepreneurs, business owners, and real estate investors • Revocable living trusts help avoid probate and mitigate estate taxes when inheriting assets • Irrevocable trusts remove assets from your estate for asset protection and tax minimization • Grantor trusts (intentionally defective grantor trusts) allow assets to exist outside your estate • Charitable trusts create significant tax savings, especially during major capital gains events • Different professionals may recommend different trust solutions for the same situation • Proper trust structure can help preserve multi-generational wealth 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://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/subscribe…

1 EP 105 - Tax Planning for the Time-Strapped Professionals 23:35
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Send us a text 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://taxplanningchecklist.com Tax planning doesn't have to consume your time or require expertise to be effective, especially for professionals who feel overwhelmed or too busy to implement complex strategies. • Retirement accounts offer substantial tax deferral opportunities with minimal ongoing effort • You can contribute to tax-deferred accounts after year-end but before filing taxes • Liquidity concerns can be addressed through strategic timing and borrowing options • Advanced charitable planning creates massive deductions for those earning $500K+ • Oil and gas investments provide truly passive losses that offset all income types • Distributions from oil and gas investments receive favorable tax treatment • Simple systems and professional support capture legitimate deductions without constant vigilance • S-corporation salary optimization can save six figures with proper guidance • Home office deductions and accountable plans require minimal effort but deliver real savings Visit prosperalcpa.com/apply to learn how we can help simplify your tax planning. Take our free mini-course at taxplanningchecklist.com. 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://taxplanningchecklist.com…
Send us a text 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 law changes like bonus depreciation can cost you significantly • Complex tax strategies often take months to set up properly with multiple professionals • Immediate tax savings by reducing W-2 withholdings or quarterly estimated payments • Family-based strategies need time for proper implementation during the tax year • Advanced planning reduces stress and prevents last-minute poor decision making • Earlier implementation means more time for investments to generate both tax advantages and economic returns • Hiring the right tax professional early gives you time to change if needed Visit prosperalcpa.com/apply or taxplanningchecklist.com to learn more about implementing these strategies and taking control of your financial future.…

1 EP 103 - Minimize Taxes from Your Stock Portfolio 26:38
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Send us a text 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 (real estate) • Short-term capital gains are taxed at ordinary income rates up to 37% plus potential 3.8% net investment income tax • Long-term capital gains receive preferential tax rates (0%, 15%, 20%) depending on income brackets • Qualified dividends receive the same favorable tax treatment as long-term capital gains • First $47,000 of long-term capital gains ($94,050 if married filing jointly) can be completely tax-free • Capital losses can offset capital gains from any source, with excess losses offsetting ordinary income up to $3,000 per year • Tax-deferred accounts like 401(k)s eventually tax all withdrawals at ordinary income rates, not capital gains rates • Strategic timing of capital gains can dramatically reduce tax liability • Using ordinary business losses to offset capital gains from portfolio liquidations • Qualified Opportunity Zones can defer, reduce, and potentially eliminate taxes on capital gains • Utilizing tax-free vehicles like Roth IRAs and borrowing against appreciated stock positions • Taking advantage of years with low income to realize gains at 0% tax rate To learn more about implementing these strategies for your specific situation, visit prosperLCPA.com/apply or taxplanningchecklist.com to get on our list and be invited to free educational events.…
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The Mark Perlberg CPA Podcast

1 EP 102 - Our Exclusive Advanced Tax Strategies in Action 20:21
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Send us a text 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 • Solar panel investments for business properties providing tax credits, depreciation benefits, and long-term energy cost savings • 1031 exchanges into oil and gas investments for passive income with continued tax advantages • Self-insurance strategies creating deductible business expenses while maintaining control of funds and building wealth • Strategic employment of spouses to optimize QBI deductions and increase Social Security benefits • Premium tax planning services delivering exceptional ROI through comprehensive strategy development For those interested in learning more about these advanced tax reduction strategies, visit taxplanningchecklist.com or prosperalcpa.com/apply to see if these approaches could benefit your specific situation.…
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The Mark Perlberg CPA Podcast

1 EP 101 - Tax Savings Strategies for Anyone can Use 9:09
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Send us a text 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 offers tax advantages through depreciation, even at small scales • Those earning under $100K can write off up to $25K in rental losses against ordinary income • Proactive tax planning includes optimizing write-offs for meals, travel, and supplies • Strategic stock portfolio management minimizes capital gains taxes • Traditional IRA contributions can be converted to Roth IRAs for tax-free growth regardless of income • High earners can utilize $14-16K annually in "backdoor Roth" contributions for tax-free growth • Education credits like the American Opportunity Tax Credit provide up to $2,500 in direct tax savings 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... Learn more about applying these strategies to your situation by taking our mini-course at taxplanningchecklist.com , which includes personalized feedback based on your circumstances.…
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The Mark Perlberg CPA Podcast

1 EP 100 - Tax Planning Isn't Just for the Rich 27:25
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Send us a text PS. Whenever you're ready, here are some ways we can help with reducing your taxes... 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://taxplanningchecklist.com Tax planning isn't just for the wealthy—it's a vital strategy for people at all income levels that can accelerate the path to financial freedom through systematic wealth creation. • Tax savings are more valuable than income because they represent pure wealth creation without taxation • The tax code incentivizes certain behaviors regardless of income level, making strategies accessible to everyone • For middle-income earners and new entrepreneurs, tax savings can provide critical capital for growth and investment • Real client examples show how tax planning helped eliminate taxes and generate refunds for reinvestment • Don't let "zero tax" years go to waste—use them for Roth conversions and harvesting capital gains • Strategies like hiring family members, the Augusta rule, and HRAs can save tens of thousands without costing extra money • Solar panels and other energy investments can simultaneously reduce costs and create tax benefits • No fancy software or expensive advisors needed—educational resources make tax planning accessible • Every hour spent learning tax strategy typically yields higher ROI than hours worked at your regular job • Tax planning habits developed early create a powerful compound effect on long-term wealth Visit prosperalcpa.com/taxnavigator to learn about our accessible tax education resources designed to help everyday Americans take control of their tax situation.…
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The Mark Perlberg CPA Podcast

1 EP 99 - A First Look at Trump's Big Beautiful Tax Bill 21:48
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Send us a text And if you’re not a client yet? Go to https://ProsperlCPA.com/apply for a personalized video plan from me. Or start with the free course: https://TaxPlanningChecklist.com Tax legislation is undergoing significant changes that could reshape planning strategies for entrepreneurs, high-income earners, and real estate investors. These proposed changes would restore powerful tax benefits while creating new opportunities to legally reduce tax burdens through strategic planning and timing. • 100% bonus depreciation likely returning until 2029, creating massive write-off potential for real estate investors and business owners • QBI deduction potentially increasing from 20% to 23% and becoming permanent • Qualified Opportunity Zones getting revitalized with potential 30% basis step-up for rural investments • Standard deduction increasing by $1,000 for single filers and $2,000 for married couples • SALT cap potentially rising from $10,000 to $40,000 for earnings under $500,000 • Social Security benefits potentially becoming tax-free, changing how we view FICA taxes • Possible elimination of federal taxes on tips and overtime pay, though with likely restrictions • Corporate tax rates potentially dropping to 20%, and to 15% for domestic manufacturers For personalized tax planning guidance, visit prosperalcpa.com/apply or learn more through our free resources at taxfundingchecklist.com. Our new Prosperal Tax Navigator program makes professional tax planning more accessible - find details at prosperalcpa.com/tax-navigator.…
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The Mark Perlberg CPA Podcast

1 EP 98 - Dangers of 100% Bonus Depreciation 19:08
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Send us a text 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://taxplanningchecklist.com Bonus depreciation offers enticing tax benefits but comes with significant hidden risks for business owners and investors who don't plan beyond the initial tax savings. We examine the dangers of relying too heavily on bonus depreciation strategies and provide alternative approaches that don't create future tax problems. • Bonus depreciation allows writing off a percentage of qualifying assets immediately rather than over their useful life • The Tax Cuts and Jobs Act provided 100% bonus depreciation from 2017-2022, now phasing down to 40% in 2025 • Financing assets for tax write-offs still requires paying the full purchase price over time • After claiming depreciation, loan payments become essentially non-deductible, creating "paper income" • Selling assets before their useful life creates depreciation recapture taxed at ordinary income rates • More balanced tax strategies include income shifting, entity structuring, and hiring family members • The Augusta Rule and employing children can provide up to $100,000 in deductions without creating future liabilities • Prioritize assets that generate sufficient returns to justify their purchase beyond just tax benefits • Smart tax planning considers both immediate savings and long-term financial implications To learn how these concepts apply to your specific situation, visit prosperlcpa.com/apply and schedule a consultation.…
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The Mark Perlberg CPA Podcast

1 EP 97 - What You Should Think About w/ Mid-Year Tax Planning for 2025 17:39
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Send us a text What are you thinking about as far as tax planning as we reach the mid-point of 2025? While we eagerly await finalized legislation, we're focusing on foundational tax reduction methods that require little cash outflow while delivering substantial benefits. Some topics discussed with our clients and in this episode include... • Augusta Rule allows business owners to rent their home to their business for up to 14 days tax-free, potentially creating $42,000 in deductions • Hiring family members can generate significant business deductions while keeping money within the family • Solar panel investments offer both immediate tax credits and potential positive cash flow through energy savings • Medical expenses can be converted to valuable business deductions through proper fringe benefit structuring • Advanced charitable strategies can eliminate up to 60% of taxable income at a fraction of the cost • Building systems around these strategies creates compounding tax benefits regardless of future tax law changes If you want to learn more about these strategies, go to prosperalcpa.com/apply for a personalized review of your situation, or visit taxplanningchecklist.com for our mini course.…
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The Mark Perlberg CPA Podcast

1 EP 96 - Money Mindset Mastery w/ Renata Mazu 49:57
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Send us a text If you have any interest in learning how we can help you win the tax game, go to prosperalcpa.com/apply . Also check out our free tax planning checklist and mini course at taxplanningchecklist.com . Money mindset directly impacts our business decisions and financial success, often in ways we don't consciously recognize. Mindset coach Renata explores how our past experiences create the lens through which we filter all money matters and business choices. • Our past experiences create the lens through which we filter everything, including our relationship with money • Victimhood mentality prevents us from seeing opportunities and taking responsibility for our situations • Fear-based decision making often leads to poor business choices and financial results • Pricing struggles usually stem from deeper issues of self-worth and value perception • Releasing control allows business owners to focus on systems improvement rather than firefighting • Risk tolerance in financial decisions reflects our belief about whether we'll ultimately be okay • Financial anxiety often comes from projecting worst-case scenarios rather than present reality • Building confidence comes from shedding limiting beliefs rather than trying to "become" confident • Leading by example creates a multiplying effect that attracts like-minded people and opportunities To learn more about Renata, go to https://renatamazu.com/…
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The Mark Perlberg CPA Podcast

1 Ep 95 - Build & Protect Your Wealth w/ Holistic Tax Planning 21:04
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Send us a text PS. Whenever you're ready, here are some ways we can help with reducing your taxes... 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://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/newsletter-subscription Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan We've evolved from focusing solely on real estate tax strategies to becoming holistic tax planners who consider all income sources and create comprehensive tax-saving approaches. This shift occurred because many clients have diverse income streams beyond real estate, and others have lost interest in real estate due to market challenges or landlord burnout. • The seven elements of holistic tax planning include examining all income sources, not just real estate • Consider every asset - stocks, retirement accounts, real estate equity, business valuations - when planning • Timing matters - look at prior, current, and future income to prevent taxation across your lifetime • Family considerations should include spouse strategies, hiring family members, and estate planning • Understand where your cash is going after tax events to align strategy with your true objectives • Align tax planning with personal goals like retirement, business growth, or investment expansion • Provide diverse strategies beyond the obvious - from charitable giving to advanced entity structures • Each person has a unique "tax planning DNA" based on risk tolerance, liquidity needs, and preferences Visit taxplanningchecklist.com for a high-level overview of potential tax opportunities, or go to prosperlcpa.com/apply for a free consultation to see how we can reduce your taxes.…
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The Mark Perlberg CPA Podcast

1 EP 94 - Family on Hiring Strategies: What Instagram "Gurus" Won't Tell You 14:48
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Send us a text The strategic employment of family members offers significant tax advantages when implemented correctly, but widespread misinformation can lead to costly mistakes and potential audit issues. • Pay family members based on work performed, not automatically the standard deduction amount • Family Management Companies are problematic under scrutiny; consider legitimate alternatives like rental property employment • Consider hiring spouses, parents, and siblings, not just children, to maximize tax benefits • Maintain proper employment documentation including job descriptions, time logs and regular payroll systems • Leverage family members' unique skills instead of limiting them to menial tasks • Explore advanced strategies like education tax credits when hiring college-age children Message me the word "workshop" with your email for free access to our detailed workshop on hiring family members. Visit prosperapcpa.com/apply to learn how our experts can help maximize your tax savings strategy.…
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The Mark Perlberg CPA Podcast

1 EP 93 - How to Live the Tax Free Lifestyle 13:16
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Send us a text PS. Whenever you're ready, here are some ways we can help with reducing your taxes... 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://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/newsletter-subscription Let's look at how wealthy individuals create tax-free lifestyles through legal strategies that anyone can implement. From borrowing against assets to writing off hobbies as businesses, these approaches can dramatically reduce your tax burden while increasing cash flow. • Borrowing against real estate, stocks, or life insurance policies creates tax-free cash flow • Depreciation strategies can offset other income and potentially eliminate tax liabilities • Converting hobbies into legitimate businesses creates write-offs for activities you already enjoy • Business travel can become partially tax-deductible when properly structured • Credit card points and rewards are completely tax-free forms of value • Hiring family members, particularly children, creates tax advantages for both parties • The Augusta Rule allows tax-free income when renting your home for 14 days or less annually • Proper write-off strategies can save entrepreneurs hundreds of thousands in taxes If you found any of this helpful and would like to know how to actually implement some of these ideas, or if you've done all these ideas but you're still paying a lot in taxes and want to know what else is out there, go to prosperalcpa.com/apply to see more about how we can help out.…
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The Mark Perlberg CPA Podcast

1 EP 92 - Maximizing Healthcare Tax Benefits: HSAs, HRAs, and Strategic Planning 18:03
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Send us a text PS. Whenever you're ready, here are some ways we can help with reducing your taxes... 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://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/newsletter-subscription Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course We explore powerful tax strategies involving HSAs and HRAs with Dan Pavic to transform medical expenses into significant tax benefits and wealth-building opportunities. • HSAs offer triple tax advantages: tax deduction for contributions, tax-free growth, and tax-free withdrawals for qualified expenses • Health Savings Accounts allow for investment opportunities and unlimited rollovers, making them effective wealth-building tools • Strategic HSA hack: pay medical expenses out-of-pocket, then reimburse yourself years later after funds have grown tax-free • HRAs provide unlimited reimbursement potential versus HSA's $7,000 annual contribution cap • Hiring your spouse creates a pathway for reimbursing family medical expenses through your business • C-Corporations offer unique advantages for health reimbursements due to owner/entity separation • You can combine HSAs and HRAs to maximize both unlimited deductions and tax-free growth • HRAs can serve as affordable alternatives to traditional health insurance for employees • Proper implementation requires formal documentation, compliant reimbursement procedures, and strategic entity structuring Learn more from Dan at: Dan.Pavek@tasconline.com Go to prosperlcpa.com/apply to explore how these strategies could fit your situation or email mark@prosperal.com for access to our upcoming workshop series on maximizing healthcare tax benefits.…
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The Mark Perlberg CPA Podcast

1 EP 91 - What I Learned from my Mentors 34:25
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Send us a text PS. Whenever you're ready, here are some ways we can help with reducing your taxes... 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://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/newsletter-subscription Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course We reveal the most influential mentors who transformed our business into a 7-figure company with 15 team members and share the key wisdom gained from each relationship that created our success. • Boxing trainer Wilfredo Ortiz taught us to push beyond where competitors stop and apply physical grit concepts to intellectual challenges • Dominique Molina showed us how to discover the immense value in tax planning and implement value pricing instead of hourly billing • Business coach Chuck Bauer introduced the concept of treating every hour as worth $1,000 and eliminating low-value activities • Joe Polish's Genius Network revealed that any problem can be solved with the right connections and that businesses should be easy, lucrative, and fun • Tax expert Tom Grzynski provides guidance through complex tax issues and gray areas where clear answers don't exist • Each mentor connection led naturally to the next, creating a chain of growth opportunities • Mary Forleo's concept that "everything is figureoutable" gives freedom to explore solutions beyond what seems immediately available To learn more about how we implement these mentorship lessons and how we might help you with tax planning, visit prosperalcpa.com/apply for a free personalized video assessment.…
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The Mark Perlberg CPA Podcast

1 EP 90 - How to Mitigate Taxes When Selling Your Business 16:24
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Send us a text 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://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/newsletter-subscription Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Selling your business represents a transformational financial event that requires extensive tax planning and collaboration to avoid potentially massive tax overpayments. • Notify your tax advisor immediately when considering selling your business • Assemble the right tax team capable of exit planning - many CPAs lack this expertise • Consider tax implications in negotiations - understand the differences between asset sales and stock sales • Buyers typically prefer asset sales for immediate tax benefits and liability protection • Sellers usually benefit more from stock sales but might accept lower prices • Determine what you'll do with the sale proceeds - this affects your overall tax strategy • Non-passive losses can offset capital gains - not just capital losses • Real estate professional status combined with cost segregation can create substantial tax deductions • Advanced strategies include owner financing, deferred sales trusts, and charitable structures • Reliable books and records are essential for accurate basis calculation and asset valuation If you need help with selling your business or rental portfolios and don't have the right team in place, reach out at prosperalcpa.com/apply.…
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The Mark Perlberg CPA Podcast

1 EP 89 - Hidden State Tax Traps Every Business Owner Must Know 16:06
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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 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 else: https://www.prosperlcpa.com/newsletter-subscription Are you unknowingly falling into these 5 hidden state tax traps that could be costing you thousands? In this podcast, we break down the most overlooked state tax issues that business owners, real estate investors, and high-income earners often miss—and how you can maximize your tax savings and avoid compliance risks. Here’s what you’ll learn: - Why the location of your LLC doesn’t impact state tax obligations (and what actually matters). - How losses from out-of-state properties might not offset your income where you live. - The key differences between federal and state K1 income that could lead to costly errors. - How to leverage state tax credits and pass-through entity tax elections for bigger deductions. - The importance of timing your major financial moves to avoid high-tax states. These practical strategies are designed to help you keep more of your hard-earned money, whether you’re navigating complex state tax rules or planning for long-term wealth-building. Don’t let hidden tax traps derail your financial goals—start optimizing today! 💡 Ready to take control of your taxes? Comment "TAX SAVINGS" to get the full episode, and download our free tax planning checklist for actionable insights tailored to your needs. Book your free consultation to explore how we can help you save more! #smarttaxplanning #limitedliabilitycompany #statetaxtraps #taxsavingsstrategies #highincomeearners CHAPTERS: 00:00 - Intro 01:16 - LLC Location Strategies 02:45 - State Tax Loss Treatment 05:48 - Cost Segregation Benefits 09:31 - State Tax Credits Overview 11:29 - Timing for State Tax Opportunities 13:58 - 5 Overlooked Tax Strategies 15:16 - Getting Started with Tax Planning…
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The Mark Perlberg CPA Podcast

1 EP 88 - Avoid Costly Misinformation & Tax Myths w/ Tom Gorczynski 46:45
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Send us a text PS. Whenever you're ready, here are some ways we can help with reducing your taxes... 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://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/newsletter-subscription Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course Tom Gorczynski, enrolled agent and tax expert, joins us to debunk common tax planning misconceptions and reveal frequently missed opportunities that can cost taxpayers thousands of dollars. We explore how social media oversimplifications of complex tax strategies can lead to compliance issues and missed savings. • Social media tax advice often omits critical nuance, making strategies seem simpler than they are • Entity selection requires analyzing numerous factors beyond just income level • The "family management company" scheme likely violates economic substance doctrine • Common tax strategies like hiring children are legitimate but frequently misrepresented • Section 199A deduction remains widely misunderstood and underutilized • Quality tax preparation often costs more but provides significantly better ROI • Tax professionals working excessive hours likely produce lower quality work • Many business tax credits go unclaimed due to lack of awareness • Reasonable basis standard allows taxpayers to take supportable positions even in gray areas • Missing tax opportunities can cost hundreds of thousands over time For more tax insights, subscribe to Tom's newsletter at TomTalksTaxes.com or explore continuing education at Compass Tax Educators.…
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The Mark Perlberg CPA Podcast

1 Ep 87 - Understanding Your K-1 From Real Estate Investing w/ Kris Bennett 1:13:19
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Send us a text 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://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/newsletter-subscription Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course Listen to Kris Bennett and Mark Perlberg break down the complexities of K-1 partnership tax forms for real estate investors, highlighting how understanding these documents can lead to significant tax savings and strategic investment planning. • K-1 forms show your share of income flowing from a partnership investment, appearing different from W-2 or 1099 income • Understanding capital accounts is crucial - a negative capital account doesn't mean you've lost ownership in the investment • Real estate professional status can allow investors to deduct rental losses against active income • Cost segregation studies generate significant tax benefits but must be strategically timed • Depreciation recapture and capital gains taxes significantly impact investment returns when properties are sold • Partnership structures make 1031 exchanges challenging without advance planning • State tax implications differ from federal treatment, requiring careful consideration • Suspended passive losses can offset future capital gains from real estate sales • K-1 delays are common due to the complex nature of partnership tax accounting • Advanced tax planning becomes increasingly valuable as investment portfolios grow Learn more about tax strategies at taxplanningchecklist.com or connect with Kris Bennett at storageinvestorshow.com to discuss storage and flex space investment opportunities.…
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The Mark Perlberg CPA Podcast

1 EP 86 - Tax Credits for Real Estate Developers w/ Rick Kleban & Steve Wyatt 28:57
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Send us a text 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://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/newsletter-subscription Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course Tax credits offer dollar-for-dollar reductions in tax liability, making them substantially more valuable than deductions that merely reduce taxable income. The 45L tax credit provides qualifying real estate developers with $2,000-$5,000 per residential unit for energy-efficient new construction. • Available to builders with tax basis in the property during development (track builders, not custom home builders) • Requires construction of at least 40 residential dwellings annually to be cost-effective • Pre-2023 properties needed to be 50% more efficient than 2006 IECC standards • Post-2023 properties must meet Energy Star requirements • Multifamily developers must meet prevailing wage requirements for the higher credit amount • Properties can qualify for up to $5,000 per unit if they meet "zero energy ready" standards • Credits can be claimed retroactively by amending returns from the past three years • Professional assessment includes blueprint evaluation, energy testing, and certification • Real estate developers may also qualify for R&D tax credits on engineering expenses • Typical R&D credits amount to 7-10% of qualifying engineering costs Visit the link in the show notes to schedule a free assessment with Sycamore Growth Group to determine if your properties qualify for these valuable tax credits. To learn more about what they do at Sycamore Growth Group go to: https://www.sycamoregrowthgroup.com/…
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The Mark Perlberg CPA Podcast

1 EP 85 - Achieve 0% Financing w/ Brett Watts 35:09
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Send us a text 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/newsletter-subscription 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... Get our free Tax Planning Checklist and Minicourse to make sure you're not giving the IRS more money than you have to! at https://taxplanningchecklist.com Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Zero-interest business credit cards offer a strategic way for real estate investors to fund properties without depleting personal savings and avoid the cost of traditional financing options. Brett's approach provides funding without impacting personal credit scores or debt-to-income ratios, allowing investors to scale their portfolios more effectively. • Business credit cards don't check business income, tax returns, or require collateral • Using 0% interest business cards doesn't impact personal credit utilization • Qualifying typically requires 720+ credit score with clean history • Maximum funding comes through business relationship managers, not online applications • Balance transfers extend 0% periods for 3-5 years with minimal fees • House flippers use this for "gap funding" between projects • Down payments can be funded by liquidating credit card funds (not direct purchases) • Strategy pairs well with tax advantages like cost segregation studies • Minimum payments (typically 1% of balance) must be maintained during 0% period • Multiple LLCs can be used to access additional rounds of funding For more information or to learn about your funding potential, visit https://swiftlinecapital.com/ or text Brett at 803-240-9710 for a soft credit pull assessment with no personal information required.…
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The Mark Perlberg CPA Podcast

1 EP 84 - What is an RSU & How Can I Eliminate the Taxes From It? 10:12
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Send us a text 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 else: https://www.prosperlcpa.com/newsletter-subscription Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course Restricted Stock Units (RSUs) create significant tax challenges for high-income earners, as you're taxed on compensation that doesn't hit your bank account. Strategic tax planning can transform this liquidity problem into wealth-building opportunities through leveraged tax strategies that deliver immediate tax savings. • RSUs tax you on company stock compensation without providing immediate cash flow • Simply selling the stocks provides liquidity but misses tax optimization opportunities • Advanced charitable deduction strategies can provide 2-3x return on investment through tax savings • Equipment rental investments allow purchase with 10% down while generating depreciation to offset W-2 income • Solar investments provide both depreciation benefits and tax credits • Short-term rentals with material participation can reduce W-2 tax burden • Oil and gas investments typically provide 80-90 cents of tax deduction per dollar invested • High-income earners can offset up to $600,000 of W-2 income with strategic investments • Implementation before year-end is crucial for maximum tax benefits If you appreciate this and want to learn more, go to ProsperalCPA.com/apply or visit taxplanningchecklist.com for more education on minimizing your taxes.…
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The Mark Perlberg CPA Podcast

1 EP 83 - Hard Money Lending & Investing w/ Self-Directed IRAs w/ Brenda Price & Cindy Hewett 27:26
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Send us a text 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 . If you still need more time, here are other ways to win 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 else: https://www.prosperlcpa.com/newslette... Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls on Wednesdays at 3pm EST. Reserve your spot now at https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minuteta... Please make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates, and work papers with our Essential Tax Planning for Real Estate Investors Course. Discover transformative insights into using retirement accounts for innovative investment strategies. Learn how private money lending and mortgage note investing can help you grow your wealth in a non-traditional but effective manner. • Benefits of using self-directed IRAs for investment • Brenda's transition from teaching to real estate investing • Cindy's financial expertise and compliance importance • Exploring private money lending efficiency and profitability • Common mistakes to avoid in private lending and IRAs • How to begin your journey with private money lending To learn more about what Cindy and Brenda are doing go to: https://nls-usa.com/…
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The Mark Perlberg CPA Podcast

1 EP 82 - Leadership Insights & Tax Planning Along the way w/ Graham Youtsey 56:07
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Send us a text 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 else: https://www.prosperlcpa.com/newsletter-subscription Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course Engaging conversations reveal the influence of vulnerability and connection in entrepreneurship. Mark and Graham explore strategies for personal and professional growth, emphasizing the importance of shared experiences in leadership. • Importance of masterminds for elevating business owners • Role of vulnerability in fostering team trust • Balancing metrics and authentic connections • Challenges of delegation and empowering teams • Innovative tax strategies for entrepreneurs • Practical tips for personal growth and discipline • Overcoming isolation in the entrepreneurial journey • Enhancing communication in virtual environments • Encouragement to redefine success beyond numbers Learn more about Graham and Legacy Leader at: https://www.legacy-leader.com/…
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The Mark Perlberg CPA Podcast

1 EP 81 - Hacking Credit Card Points to Unlock Free Luxury Travel Credit Card Points w/ Eli Facenda 41:55
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Send us a text 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 else: https://www.prosperlcpa.com/newsletter-subscription Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course The podcast episode reveals the transformative power of mastering credit card points, providing practical advice from expert Eli on maximizing travel experiences with savvy spending strategies. Listeners are introduced to key steps for optimizing their points, including selecting the right cards, maximizing their earned rewards, and creatively using points for luxurious travel experiences. • Understanding tax savings through credit card strategies • Historical insight on Eli's journey with credit cards and travel • Importance of return on spend metrics • Optimizing credit card point accumulation • Maximizing the value of points through transfers • Leveraging credit cards for business expenses, including payroll • Unique applications for accumulated points as gifts or incentives • Practical tips for high-value travel experiences • Resources for further exploration and engagement Learn more about Eli's system at: https://www.freedomtravelsystems.com/…
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The Mark Perlberg CPA Podcast

1 EP 80 - Tax Savings AFTER END OF THE YEAR 14:59
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Send us a text High-income earners can still take steps to reduce their past year’s tax burden even after the year has ended. This episode discusses strategies like improving record-keeping, utilizing Qualified Opportunity Zone funds, and leveraging solar investments to create significant savings. • Emphasizing the importance of detailed record-keeping for identifying write-offs • Highlighting the benefits of Qualified Opportunity Zone funds for tax deferral • Discussing cost segregation strategies to enhance property depreciation • Exploring contributions to tax-deferred retirement accounts post-year-end • Detailing solar investments and associated tax credits as recovery methods If you are making over $750,000 a year and you don’t have an advanced tax reduction strategy, you need to get with us and have a conversation about some of the more advanced things we do.…
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The Mark Perlberg CPA Podcast

1 EP 79 - How to Have an Edge Over the Competition 25:39
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Send us a text This episode explores essential strategies for tax practitioners to elevate their practices through continuous learning, mentorship, and client-focused service. We discuss the importance of dedicated study, finding coaches, and the impact of empowering others to achieve collective success. • Discussing the importance of continuous learning • Outlining the significance of mentorship and coaching • Emphasizing community engagement for professional growth • Highlighting the value of providing exceptional client service • Addressing the impact of leadership and empowering others If you want to learn more and you want to maybe be one of our clients and see how some of these concepts can help you as a client, as always, go to prosperalcpacom slash apply and we are looking for great talent nonstop. Send us some smart, brilliant tax people. Please go to prosperocpacom slash recruiting. Have a wonderful day. We've got more great content coming your way.…
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The Mark Perlberg CPA Podcast

1 EP 78 - What to do with Your 100K of Tax Savings 18:44
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Send us a text 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 else: https://www.prosperlcpa.com/newsletter-subscription Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course Tax planning goes beyond simply aiming for a refund; it’s about reinvesting that windfall into opportunities that foster long-term wealth. We explore strategies like paying off high-interest debt, business reinvestment, and various investment avenues such as real estate, oil and gas, life insurance, and Roth conversions to maximize your financial gains. • Importance of managing credit card debt • Reinvesting in business for higher returns • Real estate as a significant wealth-building vehicle • Exploring oil and gas investment benefits • Utilizing life insurance for tax-advantaged growth • Advantages of partnership interests in unique investments • Stock investments and advantages of capital gains taxation • Considering Roth conversions for future tax savings…
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The Mark Perlberg CPA Podcast

1 EP 77 - Advantageous of W-2 Over Entrepreneurship 12:50
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Send us a text 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 else: https://www.prosperlcpa.com/newsletter-subscription Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course This episode highlights the surprising benefits of being a W-2 employee, emphasizing untapped financial advantages and a more stable lifestyle compared to entrepreneurship. We discuss practical strategies for maximizing tax benefits, maintaining work-life balance, and exploring opportunities to bridge entrepreneurial aspirations within traditional employment settings. • Exploring the misconception that W-2 employment lacks financial advantages • Discussing how steady pay and job security offer vital emotional comfort • Revealing hidden tax strategies for W-2 employees to maximize savings • Encouraging work-life balance through company-supported time off • Offering ways to cultivate an entrepreneurial mindset within W-2 roles • Explaining proactive tax withholding adjustments to improve cash flow…
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The Mark Perlberg CPA Podcast

Send us a text 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 . If you still need more time, here are other ways to win 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 else: https://www.prosperlcpa.com/newslette... Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls on Wednesdays at 3pm EST. Reserve your spot now at https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minuteta... Ever wondered how to transform a "no" into "not right now"? Join us as we explore the twists and turns of failure and rejection in both personal and professional arenas. By sharing my own journey from a high school social studies teacher to an accounting professional, I promise to reveal the resilience and perseverance needed to navigate life's setbacks. Learn how embracing timing, humor, and resourcefulness can open unexpected doors, even in the face of challenges that initially seem insurmountable. Through heartfelt anecdotes and lessons learned, this episode offers insights into maintaining a positive outlook and staying true to oneself, even when the odds seem stacked against you. Get ready for a conversation that not only acknowledges the sting of rejection but also highlights the beauty of bouncing back with grace. From embarrassing encounters with former co-workers to creatively overcoming a citywide hiring freeze in New York City, you'll discover how humor and a pragmatic approach can turn adversity into opportunity. We'll explore how, much like in the classic video game Super Mario, each setback is a chance to learn and reset. Reflect on your purpose and motivations, and find out how asking the right questions can provide clarity and direction in your career journey. Whether it's finding humor in adversity or drawing on resilience, this episode is your guide to thriving despite setbacks.…
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The Mark Perlberg CPA Podcast

Send us a text 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 else: https://www.prosperlcpa.com/newsletter-subscription Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course This episode explores the financial benefits of solar investments, particularly how recent tax credits can significantly reduce costs for homeowners and businesses. It highlights strategies for leveraging these credits to create lucrative financial opportunities while contributing to sustainable energy solutions. • Discussing the Investment Tax Credit and its current 30-40% rates • Identifying additional tax credit opportunities for low-income and energy communities • Benefits of solar installations on primary residences versus business properties • Combining tax credits with depreciation for substantial savings • Exploring solar panel rental business models as a financial strategy • Importance of holistic tax planning with knowledgeable advisors • Transitioning quarterly tax payments into solar investments for liquidity and savings…
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The Mark Perlberg CPA Podcast

1 EP 74 - Mastering the Numbers of Real Estate w/ Michael Glaspie 30:50
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Send us a text 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 else: https://www.prosperlcpa.com/newsletter-subscription Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course Discover key strategies for real estate investing with insights from Mike—a seasoned investor and fractional CFO. Learn how mastering cash flow statements can drive smarter investment decisions and higher returns. Mike shares his journey from military service to building a strong real estate portfolio, highlighting the importance of aligning strategies with personal goals. Whether aiming for tax savings or long-term cash flow, this episode provides practical tools for financial success. We discuss how CFOs can transform business strategies beyond numbers. Mike shares a case study where shifting from wholesaling to double closings boosted profits by 300%. Clean bookkeeping and metrics like gross profit and cash flow ratios offer a competitive edge, even for small businesses navigating market cycles. With rising interest rates and tight supply, investors are adapting strategies—moving from fix-and-flip to direct seller deals, wholesaling, and novations. We also cover strong business practices, team empowerment, and systems like EOS for sustainable growth. Improve leadership, communication, and efficiency to retain talent and thrive in today’s market. You can email Mike at: michaelglaspie@g2businesssolutions.com and to learn more about his company, go to https://www.g2businesssolutions.com/…
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The Mark Perlberg CPA Podcast

1 EP 73 - Oil & Gas Tax Investing Workshop w/ Patra Francis 1:05:51
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Send us a text 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 else: https://www.prosperlcpa.com/newslette... Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minuteta Book a free consultation w/ Patra at: https://www.thenestwealth.com/meeting Curious about how you can make the most of your investments in the oil and gas industry while navigating through complex tax benefits? This episode promises to equip you with a comprehensive understanding of both the economic advantages and the potential challenges of investing in this capital-intensive sector. Hosted with a focus on interaction and learning, we guide you through the intricate world of oil and gas investments, emphasizing strategic timing and asset class selection that can elevate your investment portfolio. Join us as we unpack the nuances of tax benefits, such as intangible drilling costs and depletion allowances, which can significantly reduce your tax implications. We engage with the critical macroeconomic trends influencing the industry, including the transition to green energy and the impact of ESG criteria on private equity. Our discussion also casts light on the current energy landscape, revealing untapped opportunities for private capital due to the funding gap in oil and gas and the ongoing reliance on fossil fuels. To round out your understanding, we delve into the varied investment strategies at your disposal—from royalty rights to working interests—and explore tax strategies that can enhance your returns. Our conversation extends to practical advice for navigating the operational structure of the industry, the importance of consulting with a CPA, and the potential risks involved. With this episode, you can expect to leave with a well-rounded perspective on how to leverage oil and g…
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