The Mark Perlberg CPA Podcast
The Mark Perlberg CPA Podcast
Latest Episodes
Ep 143 - Advanced Oil & Gas Tax Strategies (Exclusive Client Workshop Preview!)
We share an exclusive client workshop on advanced oil and gas tax planning and how the tax code can turn a passive energy investment into a powerful deduction strategy. We lay out how IDC and depletion work, where the real risks live, and how t...
EP 142 - How Much You Pay in Taxes in California from 300K to $1.5M (it gets worse)
California’s tax system can make a big raise feel small, especially once you cross the income points where rates jump and deductions phase out. We walk through California brackets, federal brackets, hidden payroll taxes, and real tax software e...
EP 141- The Tax Strategies I'd use If I Made $1M W-2 Income
Listen as I lay out the exact step by step plan I would follow if I earned $1M to $2M in W-2 income and wanted to stop overpaying by six figures. I explain how to pick strategies that fit your goals, stack them intelligently, and turn tax savin...
EP 140 - Why Tax Savings Alone Won’t Make You Wealthy | Dave Wolcott
We challenge the idea that cutting taxes is the finish line and lay out a more durable way to build after-tax wealth. Dave Walcott shares how a family office mindset, investor DNA, and systems thinking can help high earners stop chasing shiny o...
EP 139 - How to Survive an IRS Audit Using the Short-Term Rental Loophole
We break down why the short-term rental loophole can produce massive tax savings and why the same strategy can collapse in an IRS audit if the paperwork is weak. We walk through what actually triggers scrutiny, what auditors ask for first, and ...