The Mark Perlberg CPA Podcast
Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
Episodes
120 episodes
EP 120 - What is Cost Segregation & When do we Use It?
Cost segregation stands as the most powerful tax strategy for real estate investors, allowing identification of property components that can be depreciated faster than the standard 27.5 or 39-year schedules.• Typical cost segregation st...
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25:50
EP 119 - Financial Freedom through Passive Investing w/ Joey Mure
Start Your Journey to Financial Freedom through passive income NOW! In this episode, I break down how to reduce your tax bill, grow passive income, and rethink what freedom with money really looks like.Here’s what you’ll take away:•...
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44:01
EP 118 - Tax Showdown: Oil & Gas Investing vs. Retirement Account Investing
Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at:
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30:21
EP 117 - Short-Term vs Long-Term Rentals from a Tax Perspective
Short-Term vs. Long-Term Rentals: Tax Benefits ExplainedUnderstand 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 weal...
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23:24
EP 116 - Tax Benefits of Passive Real Estate Investing
Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at:
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27:23
EP 115 - What the Big Beautiful Bill Means for Short-Term Real Estate Investors
Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at:
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26:23
EP 114 - How Passive Real Estate Investors Save Big on Taxes WITHOUT Real Estate Professional Tax Status
Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at:
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23:22
EP 113 - Alternative Investment Strategies w/ Dan Holmlund
Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at:
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45:41
EP 112 - Navigating Complexities in Tax & Wealth Planning w/ Ryan Sweet
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 w...
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35:51
EP 111 - Tax Planning for Pivoting OUT of Real Estate
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...
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21:34
EP 110 - Why You Should (or should not) Defer Taxes
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 b...
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20:22
EP 109 - The Consumption Tax - The Hidden Cost Making You Broke!
Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at:
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16:25
EP 108 - What Happens When You Take Money Out of Your LLC
Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at:
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19:14
EP 107 - Depreciation Recapture - How the IRS Takes Back Your Deduction
Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at:
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21:25
EP 106 - Why You Need a Trust (even if you're not rich)
Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at:
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4:24
EP 105 - Tax Planning for the Time-Strapped Professionals
Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at:
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23:35
EP 104 - When to Start Tax Planning
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 busin...
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17:21
EP 103 - Minimize Taxes from Your Stock Portfolio
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 m...
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26:38
EP 102 - Our Exclusive Advanced Tax Strategies in Action
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.• Quali...
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20:21
EP 101 - Tax Savings Strategies for Anyone can Use
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 leg...
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9:09
EP 100 - Tax Planning Isn't Just for the Rich
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:
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27:25
EP 99 - A First Look at Trump's Big Beautiful Tax Bill
And if you’re not a client yet? Go to
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21:48
EP 98 - Dangers of 100% Bonus Depreciation
Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at:
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19:08
EP 97 - What You Should Think About w/ Mid-Year Tax Planning for 2025
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 deliverin...
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17:39