The Mark Perlberg CPA Podcast
Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
Podcasting since 2022 • 135 episodes
The Mark Perlberg CPA Podcast
Latest Episodes
EP 135 - Why Real Estate Investing Is the Most Powerful Tax Strategy
We explain why real estate sits at the core of tax reduction and wealth creation, then show where it falls short and how to stack other tools for a complete plan. From short-term rentals and cost segregation to solar credits, charitable giving,...
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18:20
EP 134 - California W-2 & RSU Taxes Explained - Why High Earners Pay 50% & What to do
We unpack why California’s tax system punishes high W‑2 earners with RSUs, then map out a stack of strategies that convert stock-based pain into lasting tax savings. We share how to use charitable deductions, credits, and timing to push your ef...
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17:46
EP 133 - How Much Can a High W-2 Earner Reduce Their Taxes?
We map a clear path for high W‑2 earners to cut taxes by stacking business losses, targeted charitable deductions, and solar credits. A simple $1.5M case study shows how careful sequencing can drive liability from $450k toward $55k while buildi...
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18:57
EP 132 - Real Estate Tax Myths, Debunked
We break down the most common real estate tax myths, from REP status and short-term rentals to cost segregation timing and entity hype. We show how to time deductions, avoid recapture pain, and use non-asset strategies to cut taxes while buildi...
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23:14
EP 131 - The Biggest Tax & Wealth Lessons I Learned in 2025 - Most People Miss This
We share the biggest tax and business lessons of 2025 that create real value right now. From funding travel with points to dialing in W-2 withholding and designing charitable and estate plans, we map strategies to your goals and show how to exe...
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37:02