The Mark Perlberg CPA podcast

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추가했습니다 four 년 전

Mark에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Mark 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

All About Change

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Gene Baur: Confronting the Morality of Factory Farming 28:16

22일 전28:16

나중에 재생

리스트

28:16

Gene Baur is the founder of Farm Sanctuary, a place of rescue, refuge, and adoption for hundreds of farm animals each year. Farm Sanctuary shelters enable visitors to connect with farm animals as emotional, intelligent individuals. Gene has also led campaigns to change laws about animal treatment and taken undercover photographs of farms, stockyards, and slaughterhouses, documenting deplorable conditions. His pictures and videos exposing factory farming cruelties have aired nationally and internationally, educating millions about the plight of modern farm animals, and his rescue work inspired an international farm sanctuary movement. Once called “the conscience of the food movement” by Time magazine, Gene walks the walk and talks the talk when it comes to food and animal rights. Jay and Gene discuss the political and cultural steps that will bring about the end of factory farming and a healthier approach to animals and food. Today's episode was produced by Tani Levitt and Mijon Zulu. To check out more episodes or to learn more about the show, you can visit our website Allaboutchangepodcast.com. If you like our show, spread the word, tell a friend or family member, or leave us a review on your favorite podcasting app. We really appreciate it. All About Change is produced by the Ruderman Family Foundation. Episode Chapters 0:00 Intro 1:05 The state of veganism 6:18 Cultural shifts around factory farming and veganism 14:58 Gene’s three paths of activism 17:44 Gene’s legislative successes 22:25 Accepting people where they are in their journeys 25:36 Thank you and goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at ⁠⁠⁠⁠⁠www.jayruderman.com⁠⁠⁠⁠⁠ .…

The Mark Perlberg CPA Podcast

시리즈 홈•Feed

Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.

118 에피소드

#MBA #Entrepreneur #Business #Mark

The Mark Perlberg CPA Podcast

updated 6일 전

시리즈 홈•Feed

Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.

118 에피소드

#MBA #Entrepreneur #Business #Mark

모든 에피소드

The Mark Perlberg CPA Podcast

1
EP 118 - Tax Showdown: Oil & Gas Investing vs. Retirement Account Investing 30:21

6일 전30:21

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30:21

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 Let's examine the tax advantages and disadvantages of investing in oil and gas versus traditional retirement accounts, helping you determine which strategy aligns best with your financial goals and tax situation. • Oil and gas investments typically provide 70-90% tax deductions through intangible drilling costs while retirement accounts offer dollar-for-dollar tax savings • Retirement accounts reduce both federal and state taxes while oil and gas investments primarily offset federal taxes • When taking distributions, oil and gas profits benefit from a 15% depletion allowance that reduces taxable income • Retirement account withdrawals before 59½ face penalties while oil and gas distributions have no age restrictions • Oil and gas interests can be gifted to family members for income-shifting strategies while retirement accounts cannot • Retirement accounts have contribution limits ($23,000 for employee 401k contributions) while oil and gas deductions can offset up to $313,000 (single) or $626,000 (married) of non-business income • Retirement accounts offer creditor protection and investment diversification while oil and gas investments carry higher risk • Strategic tax planning should consider income thresholds for SALT deductions ($500,000) and qualified business income deductions ($400,000) If you're interested in learning more about these tax strategies, visit ProsperalCPA.com/apply for a personalized opportunity report or TaxPlanningChecklist.com for a free tax planning checklist and mini-course.…

The Mark Perlberg CPA Podcast

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EP 117 - Short-Term vs Long-Term Rentals from a Tax Perspective 23:24

15일 전23:24

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23:24

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…

The Mark Perlberg CPA Podcast

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EP 116 - Tax Benefits of Passive Real Estate Investing 27:23

19일 전27:23

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리스트

27:23

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.…

The Mark Perlberg CPA Podcast

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EP 115 - What the Big Beautiful Bill Means for Short-Term Real Estate Investors 26:23

20일 전26:23

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리스트

26:23

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.…

The Mark Perlberg CPA Podcast

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EP 114 - How Passive Real Estate Investors Save Big on Taxes WITHOUT Real Estate Professional Tax Status 23:22

25일 전23:22

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23:22

The Mark Perlberg CPA Podcast

1
EP 113 - Alternative Investment Strategies w/ Dan Holmlund 45:41

6 weeks 전45:41

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리스트

45:41

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.…

The Mark Perlberg CPA Podcast

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EP 112 - Navigating Complexities in Tax & Wealth Planning w/ Ryan Sweet 35:51

6 weeks 전35:51

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리스트

35:51

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 .…

The Mark Perlberg CPA Podcast

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EP 111 - Tax Planning for Pivoting OUT of Real Estate 21:34

7 weeks 전21:34

나중에 재생

리스트

21:34

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…

The Mark Perlberg CPA Podcast

1
EP 110 - Why You Should (or should not) Defer Taxes 20:22

7 weeks 전20:22

나중에 재생

리스트

20:22

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…

The Mark Perlberg CPA Podcast

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EP 109 - The Consumption Tax - The Hidden Cost Making You Broke! 16:25

8 weeks 전16:25

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리스트

16:25

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…

The Mark Perlberg CPA Podcast

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EP 108 - What Happens When You Take Money Out of Your LLC 19:14

9 weeks 전19:14

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리스트

19:14

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.…

The Mark Perlberg CPA Podcast

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EP 107 - Depreciation Recapture - How the IRS Takes Back Your Deduction 21:25

9 weeks 전21:25

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리스트

21:25

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…

The Mark Perlberg CPA Podcast

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EP 106 - Why You Need a Trust (even if you're not rich) 4:24

9 weeks 전4:24

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4:24

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…

The Mark Perlberg CPA Podcast

1
EP 105 - Tax Planning for the Time-Strapped Professionals 23:35

10 weeks 전23:35

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리스트

23:35

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…

The Mark Perlberg CPA Podcast

1
EP 104 - When to Start Tax Planning 17:21

11 weeks 전17:21

나중에 재생

리스트

17:21

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.…

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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