The Mark Perlberg CPA Podcast
Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
Episodes
72 episodes
EP 72 - Holistic Wealth Planning w/ Dave Walcott
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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34:19
EP 71 - Why You Need a CFO w/ Patty Lawrence
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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36:46
EP 70 - Resolving Tax Issues w/ Michael Rozbruch
Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: www.prosperlcpa.com/applyOr, if you still need more time, here are ...
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42:27
EP 69 - Becoming Wealthy Through Land Flipping & Investing w/ Michelle Bosch
In this episode, you'll hear the incredible story of Michelle, an immigrant from Honduras who transformed her life through real estate after ditching the corporate grind. Along with her husband, she's flipped over 5,000 pieces of land—avoiding ...
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37:37
Ep 68 - How to Reduce Taxes from Your High Paying W-2
Imagine offsetting your W-2 income with tax deductions from a side business like renting out heavy machinery or solar panels. Join us as we bust the myth that tax savings are only for entrepreneurs and explore practical strategies that can bene...
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Episode 68
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34:53
EP 67 - How to Find the Right Tax Strategist without Overpaying
For more in-depth guidance, visit www.prosperlcpacomTo become a client go to https://membership.markperlbergcpa.com/applyCan the ri...
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14:10
EP 66 - Tax Planning Mistakes & Solutions
Can traditional CPAs really optimize your tax savings, or are they leaving money on the table? This episode of our podcast takes you through the untapped potential of strategic tax planning specifically tailored for real estate investors and en...
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22:33
EP 65 - Healthier Homes and Success in RE Development w/ Daniel Brown
Ready to transform your real estate game? Today, we’re joined by Daniel Brown, a British entrepreneur who left behind a successful chain of jewelry stores in the UK to make his mark as a real estate developer in the US. Gain valuable insights a...
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45:34
EP 63 - Leveraging Your Tax Team to Maximize Wealth & Savings w/ Eric Cooper
Join our special guest, Eric Cooper, founder of Sooner Private Financial Council and Sooner Business Advisors. Eric joins us to share his expertise on the power of teamwork in maximizing your wealth while minimizing taxes. Learn how affluent in...
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39:01
EP - 62 - Tax & Estate Planning Strategies for Your Elderly Parents
It's time we discussed your parent's financial future with our latest episode on tax and estate planning for elderly parents. We promise you'll walk away with actionable strategies to preserve wealth, minimize taxes, and ensure the well-being o...
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Episode 62
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18:05
EP 61 - FOOLISH Online Tax Tips to AVOID!
To learn more about becoming a client go to: https://membership.markperlbergcpa.com/applyIt's time to debunk some of the most misleading tax advice that could be costing you money a...
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22:32
EP 60- Income vs Wealth: Financial Strategies for Entrepreneurs with Krisstina Wise
To learn more about our services go to: https://membership.markperlbergcpa.com/applyCurious about the difference between income and wealth, and how to transform one into the oth...
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47:28
Ep 59 - Purpose driven financial planning with Justin Krane
What would you do with $25 billion? Join us for an enlightening conversation with Justin Krane, a Certified Financial Planner, as we explore the realms of purposeful finances. We delve into the importance of philanthropy, fostering entrepreneur...
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25:25
Ep 58 - Foundations of Success in RE Development with Dale Wills
Join us for an informative episode of the Mark Perlberg CPA Podcast as we welcome Dale Wills, an experienced developer and syndicator. Dale shares practical insights on tax strategies, project management, and investment opportunities, drawing f...
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42:42
EP 57 - Dangers of the Short-term rental Loophole
Navigating the Short-Term Rental Loophole: Smart Strategies from Your Friendly CPAWelcome to our deep dive into the world of short-term rental investing! As enticing as the tax benefits and wealth creation opportunities ma...
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28:46
EP 56 - What is the Short Term Rental Loophole?
Let's dive into the what the Short Term Rental really is, and how the IRS's unique treatment of short-term rentals can work to your advantage, the stark differences between passive and active income, and how savvy application of IRS Code Sectio...
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31:40
EP 55 - DIAL Formula & Carwash Investing w/ Chris Larsen of Next Level income
This episode isn't just about where to put your dollars—it's about making them work smarter. Chris breaks down his 'DIAL' framework—Depreciation, Income, Appreciation, and Liquidity—that'll have you assessing investment opportunities like...
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36:04
EP 54 - Infinite Banking for Real Estate Investors & Entrepreneurs w/ Anthony J Faso CPA
Discover the concept of infinite banking with financial expert Anthony, a former CPA turned life insurance strategist. In this enlightening episode, we dive into how real estate investors can leverage high cash value whole life insurance polici...
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42:23
EP 53 - Estate Planning for High Networth, Real Estate Investors & Entrepreneurs w/ Jaryd Green
Estate planning, often overlooked, is crucial to mitigating the potential for hefty tax impacts, with possible taxation reaching up to 40% of one's assets. In this enlightening episode, we join forces with Jaryd Green, a renowned expert in real...
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41:39
EP 052 - Planning for the Sale of Your Business w/ Randy & Ellen Long
Dive into the essentials of a fruitful business exit with insights from Ellen Long and Randy D. Long. They emphasize the significance of initiating exit planning early to ensure a profitable and seamless transition, highlighting the crucial rol...
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1:03:55
Ep 051 - Get Lean, Get Liquid & Get Out w/ Chris Miles
Join us for an exclusive conversation with Chris Miles, the visionary "anti-financial advisor," as we delve into the art of redefining traditional wealth management strategies. This episode is designed for the discerning high-income earne...
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53:54
EP 050 - How Tax Planning + Real Estate Can Help You Achieve Your Dreams
Embarking on a journey from auditor to CPA, real estate and taxes have intertwined in my life, shaping a path to financial liberation. Every brick laid in the foundation of a property can become a stepping stone to achieve your dreams, and toda...
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1:10:20
EP 049 - A Tax Free New Years Resolution with Elizabeth Saylor Davis
Join us for an empowering episode with tax expert Elizabeth, as we dive into effective tax strategies and wealth growth. Elizabeth shares her expertise on maximizing savings, planning for a bright financial future, and adapting to legislati...
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47:12
EP 48 - Tax Efficiency for Retirement & Lifelong Financial Growth w/ Steve Jarvis
Discover the keys to reducing your tax bill and enriching your retirement with tax expert Steve Jarvis, CPA. This episode is a goldmine of strategies for everyone, from forward-thinking millennials to those nearing retirement. We delve into pro...
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Season 1
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Episode 48
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36:38