The Mark Perlberg CPA Podcast
The Mark Perlberg CPA Podcast
Latest Episodes
EP 148 -The Tax Strategy That Creates 2X Real Estate Losses (C-Stores & DST's) w/ Larry Karp
We break down how certain convenience store and gas station real estate investments can produce a massive first-year tax deduction using 100% bonus depreciation and fund-level leverage. We also map out who can use the losses, what returns can l...
EP 147 - How Oil & Gas Investors Reduce Taxes With Depletion
We break down depletion allowance, the oil and gas version of depreciation, and show how it can reduce taxes on production income without reducing your actual cash distributions. We also explain why many high-income investors use depletion to i...
EP 146 - How Real Estate Investors LEGALLY Pay $0 In Taxes w/ Nonpassive Losses
Real estate can create cash flow and wealth while lowering taxable income through depreciation, cost segregation, and smarter classification of rental activity. We also flag the traps that hurt first-time investors, especially when chasing writ...
EP 145 - Tax Planning from the Perspective of a Fulltime Real Estate Investor w/ Richard Gamble
Paying almost nothing in taxes sounds like clickbait until you hear how full-time real estate investors actually operate. We sit down with Richard Gamble, a full-time investor with a wide portfolio across rentals, multifamily, and commercial as...
EP 144 - Oil & Gas vs Stocks: Which is Actually for Taxes?
We break down how oil and gas working interests and stock portfolios differ when taxes are the real scoreboard, from upfront deductions to long-term rates and liquidity. We walk through depletion, step-up basis, passive loss planning, and the a...
