The Mark Perlberg CPA Podcast
Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
Episodes
69 episodes since 2021
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 ...
September 15, 2024
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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...
September 06, 2024
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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...
August 28, 2024
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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...
August 22, 2024
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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...
August 15, 2024
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45:34
EP 64 - How to Minimize Taxes Without Worrying about the IRS
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August 07, 2024
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21:09
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...
July 29, 2024
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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...
July 25, 2024
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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...
July 14, 2024
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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...
June 26, 2024
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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...
June 08, 2024
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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...
May 31, 2024
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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...
May 18, 2024
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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...
May 13, 2024
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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...
March 28, 2024
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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...
March 21, 2024
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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...
March 13, 2024
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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...
March 07, 2024
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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...
February 27, 2024
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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...
February 20, 2024
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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...
February 07, 2024
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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...
January 29, 2024
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Season 1
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Episode 48
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36:38
EP 47 - How to Become a Tax Free Decamillionaire
Ever wondered what separates the real estate millionaires from the deca-millionaires and centa-millionaires? This episode goes beyond the basic milestone of a seven-figure net worth and explores the strategies our high-net-worth clients use to ...
December 23, 2023
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15:22
EP 46 - Year-End Planning: Minimizing Liabilities, Maximizing Deductions, and Growing Wealth
Ready to decrease your tax liabilities and increase your savings? We promise to equip you with year-end tax planning strategies that can save you a fortune this tax season. We start by exploring the power of proper bookkeeping and the importanc...
December 13, 2023
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Season 1
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Episode 46
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28:31
EP 45 - Benefits of Passive Investing & the Trifecta to Real Estate Investing Success with Lane Kawaoka
What if you've been missing out on a secret trifecta that could catapult your real estate investing to the next level? Our guest today, Lane Kawaoka, a successful real estate syndicator, lifts the curtain on his one, two, three strategy that ha...
November 17, 2023
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Season 1
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Episode 45
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57:10