The Mark Perlberg CPA podcast

#MBA #Entrepreneur #Business #Mark

28:24

In our second installment of the Small Business Starter Kit series - we’re tackling a topic that’s sometimes tricky, sometimes confusing, but ever-present: taxes. Hosts Austin and Jannese have an insightful conversation with entrepreneur Isabella Rosal who started 7th Sky Ventures , an exporter and distributor of craft spirits, beer, and wine. Having lived and worked in two different countries and started a company in a heavily-regulated field, Isabella is no stranger to navigating the paperwork-laden and jargon-infused maze of properly understanding taxes for a newly formed small business. Join us as she shares her story and provides valuable insight into how to tackle your business’ taxes - so they don’t tackle you. Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…

The Mark Perlberg CPA Podcast

साझा करें

शृंखला होम•Feed

Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.

86 एपिसोडस

The Mark Perlberg CPA Podcast

updated 6 days ago

साझा करें

शृंखला होम•Feed

Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.

86 एपिसोडस

#MBA #Entrepreneur #Business #Mark

Kaikki jaksot

The Mark Perlberg CPA Podcast

1
EP 86 - Tax Credits for Real Estate Developers w/ Rick Kleban & Steve Wyatt 28:57

6 days ago28:57

28:57

Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/newsletter-subscription Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course Tax credits offer dollar-for-dollar reductions in tax liability, making them substantially more valuable than deductions that merely reduce taxable income. The 45L tax credit provides qualifying real estate developers with $2,000-$5,000 per residential unit for energy-efficient new construction. • Available to builders with tax basis in the property during development (track builders, not custom home builders) • Requires construction of at least 40 residential dwellings annually to be cost-effective • Pre-2023 properties needed to be 50% more efficient than 2006 IECC standards • Post-2023 properties must meet Energy Star requirements • Multifamily developers must meet prevailing wage requirements for the higher credit amount • Properties can qualify for up to $5,000 per unit if they meet "zero energy ready" standards • Credits can be claimed retroactively by amending returns from the past three years • Professional assessment includes blueprint evaluation, energy testing, and certification • Real estate developers may also qualify for R&D tax credits on engineering expenses • Typical R&D credits amount to 7-10% of qualifying engineering costs Visit the link in the show notes to schedule a free assessment with Sycamore Growth Group to determine if your properties qualify for these valuable tax credits. To learn more about what they do at Sycamore Growth Group go to: https://www.sycamoregrowthgroup.com/…

The Mark Perlberg CPA Podcast

1
EP 85 - Achieve 0% Financing w/ Brett Watts 35:09

13 days ago35:09

35:09

Send us a text At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/newsletter-subscription Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Get our free Tax Planning Checklist and Minicourse to make sure you're not giving the IRS more money than you have to! at https://taxplanningchecklist.com Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Zero-interest business credit cards offer a strategic way for real estate investors to fund properties without depleting personal savings and avoid the cost of traditional financing options. Brett's approach provides funding without impacting personal credit scores or debt-to-income ratios, allowing investors to scale their portfolios more effectively. • Business credit cards don't check business income, tax returns, or require collateral • Using 0% interest business cards doesn't impact personal credit utilization • Qualifying typically requires 720+ credit score with clean history • Maximum funding comes through business relationship managers, not online applications • Balance transfers extend 0% periods for 3-5 years with minimal fees • House flippers use this for "gap funding" between projects • Down payments can be funded by liquidating credit card funds (not direct purchases) • Strategy pairs well with tax advantages like cost segregation studies • Minimum payments (typically 1% of balance) must be maintained during 0% period • Multiple LLCs can be used to access additional rounds of funding For more information or to learn about your funding potential, visit https://swiftlinecapital.com/ or text Brett at 803-240-9710 for a soft credit pull assessment with no personal information required.…

The Mark Perlberg CPA Podcast

1
EP 84 - What is an RSU & How Can I Eliminate the Taxes From It? 10:12

16 days ago10:12

10:12

Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/newsletter-subscription Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course Restricted Stock Units (RSUs) create significant tax challenges for high-income earners, as you're taxed on compensation that doesn't hit your bank account. Strategic tax planning can transform this liquidity problem into wealth-building opportunities through leveraged tax strategies that deliver immediate tax savings. • RSUs tax you on company stock compensation without providing immediate cash flow • Simply selling the stocks provides liquidity but misses tax optimization opportunities • Advanced charitable deduction strategies can provide 2-3x return on investment through tax savings • Equipment rental investments allow purchase with 10% down while generating depreciation to offset W-2 income • Solar investments provide both depreciation benefits and tax credits • Short-term rentals with material participation can reduce W-2 tax burden • Oil and gas investments typically provide 80-90 cents of tax deduction per dollar invested • High-income earners can offset up to $600,000 of W-2 income with strategic investments • Implementation before year-end is crucial for maximum tax benefits If you appreciate this and want to learn more, go to ProsperalCPA.com/apply or visit taxplanningchecklist.com for more education on minimizing your taxes.…

The Mark Perlberg CPA Podcast

1
EP 83 - Hard Money Lending & Investing w/ Self-Directed IRAs w/ Brenda Price & Cindy Hewett 27:26

21 days ago27:26

27:26

Send us a text Ready to slash your tax bill? Schedule your free consultation, and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply . If you still need more time, here are other ways to win the tax game... At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/newslette... Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls on Wednesdays at 3pm EST. Reserve your spot now at https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minuteta... Please make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates, and work papers with our Essential Tax Planning for Real Estate Investors Course. Discover transformative insights into using retirement accounts for innovative investment strategies. Learn how private money lending and mortgage note investing can help you grow your wealth in a non-traditional but effective manner. • Benefits of using self-directed IRAs for investment • Brenda's transition from teaching to real estate investing • Cindy's financial expertise and compliance importance • Exploring private money lending efficiency and profitability • Common mistakes to avoid in private lending and IRAs • How to begin your journey with private money lending To learn more about what Cindy and Brenda are doing go to: https://nls-usa.com/…

The Mark Perlberg CPA Podcast

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EP 82 - Leadership Insights & Tax Planning Along the way w/ Graham Youtsey 56:07

24 days ago56:07

56:07

The Mark Perlberg CPA Podcast

1
EP 81 - Hacking Credit Card Points to Unlock Free Luxury Travel Credit Card Points w/ Eli Facenda 41:55

5 weeks ago41:55

41:55

Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/newsletter-subscription Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course The podcast episode reveals the transformative power of mastering credit card points, providing practical advice from expert Eli on maximizing travel experiences with savvy spending strategies. Listeners are introduced to key steps for optimizing their points, including selecting the right cards, maximizing their earned rewards, and creatively using points for luxurious travel experiences. • Understanding tax savings through credit card strategies • Historical insight on Eli's journey with credit cards and travel • Importance of return on spend metrics • Optimizing credit card point accumulation • Maximizing the value of points through transfers • Leveraging credit cards for business expenses, including payroll • Unique applications for accumulated points as gifts or incentives • Practical tips for high-value travel experiences • Resources for further exploration and engagement Learn more about Eli's system at: https://www.freedomtravelsystems.com/…

The Mark Perlberg CPA Podcast

1
EP 80 - Tax Savings AFTER END OF THE YEAR 14:59

6 weeks ago14:59

14:59

Send us a text High-income earners can still take steps to reduce their past year’s tax burden even after the year has ended. This episode discusses strategies like improving record-keeping, utilizing Qualified Opportunity Zone funds, and leveraging solar investments to create significant savings. • Emphasizing the importance of detailed record-keeping for identifying write-offs • Highlighting the benefits of Qualified Opportunity Zone funds for tax deferral • Discussing cost segregation strategies to enhance property depreciation • Exploring contributions to tax-deferred retirement accounts post-year-end • Detailing solar investments and associated tax credits as recovery methods If you are making over $750,000 a year and you don’t have an advanced tax reduction strategy, you need to get with us and have a conversation about some of the more advanced things we do.…

The Mark Perlberg CPA Podcast

1
EP 79 - How to Have an Edge Over the Competition 25:39

7 weeks ago25:39

25:39

Send us a text This episode explores essential strategies for tax practitioners to elevate their practices through continuous learning, mentorship, and client-focused service. We discuss the importance of dedicated study, finding coaches, and the impact of empowering others to achieve collective success. • Discussing the importance of continuous learning • Outlining the significance of mentorship and coaching • Emphasizing community engagement for professional growth • Highlighting the value of providing exceptional client service • Addressing the impact of leadership and empowering others If you want to learn more and you want to maybe be one of our clients and see how some of these concepts can help you as a client, as always, go to prosperalcpacom slash apply and we are looking for great talent nonstop. Send us some smart, brilliant tax people. Please go to prosperocpacom slash recruiting. Have a wonderful day. We've got more great content coming your way.…

The Mark Perlberg CPA Podcast

1
EP 78 - What to do with Your 100K of Tax Savings 18:44

8 weeks ago18:44

18:44

The Mark Perlberg CPA Podcast

1
EP 77 - Advantageous of W-2 Over Entrepreneurship 12:50

9 weeks ago12:50

12:50

The Mark Perlberg CPA Podcast

1
EP 76 - How to Overcome Failure 28:11

10 weeks ago28:11

28:11

Send us a text Ready to slash your tax bill? Schedule your free consultation, and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply . If you still need more time, here are other ways to win the tax game... At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/newslette... Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls on Wednesdays at 3pm EST. Reserve your spot now at https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minuteta... Ever wondered how to transform a "no" into "not right now"? Join us as we explore the twists and turns of failure and rejection in both personal and professional arenas. By sharing my own journey from a high school social studies teacher to an accounting professional, I promise to reveal the resilience and perseverance needed to navigate life's setbacks. Learn how embracing timing, humor, and resourcefulness can open unexpected doors, even in the face of challenges that initially seem insurmountable. Through heartfelt anecdotes and lessons learned, this episode offers insights into maintaining a positive outlook and staying true to oneself, even when the odds seem stacked against you. Get ready for a conversation that not only acknowledges the sting of rejection but also highlights the beauty of bouncing back with grace. From embarrassing encounters with former co-workers to creatively overcoming a citywide hiring freeze in New York City, you'll discover how humor and a pragmatic approach can turn adversity into opportunity. We'll explore how, much like in the classic video game Super Mario, each setback is a chance to learn and reset. Reflect on your purpose and motivations, and find out how asking the right questions can provide clarity and direction in your career journey. Whether it's finding humor in adversity or drawing on resilience, this episode is your guide to thriving despite setbacks.…

The Mark Perlberg CPA Podcast

1
EP 75 - Tax Benefits of Solar 20:43

11 weeks ago20:43

20:43

Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/newsletter-subscription Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course This episode explores the financial benefits of solar investments, particularly how recent tax credits can significantly reduce costs for homeowners and businesses. It highlights strategies for leveraging these credits to create lucrative financial opportunities while contributing to sustainable energy solutions. • Discussing the Investment Tax Credit and its current 30-40% rates • Identifying additional tax credit opportunities for low-income and energy communities • Benefits of solar installations on primary residences versus business properties • Combining tax credits with depreciation for substantial savings • Exploring solar panel rental business models as a financial strategy • Importance of holistic tax planning with knowledgeable advisors • Transitioning quarterly tax payments into solar investments for liquidity and savings…

The Mark Perlberg CPA Podcast

1
EP 74 - Mastering the Numbers of Real Estate w/ Michael Glaspie 30:50

12 weeks ago30:50

30:50

Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/newsletter-subscription Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course Discover key strategies for real estate investing with insights from Mike—a seasoned investor and fractional CFO. Learn how mastering cash flow statements can drive smarter investment decisions and higher returns. Mike shares his journey from military service to building a strong real estate portfolio, highlighting the importance of aligning strategies with personal goals. Whether aiming for tax savings or long-term cash flow, this episode provides practical tools for financial success. We discuss how CFOs can transform business strategies beyond numbers. Mike shares a case study where shifting from wholesaling to double closings boosted profits by 300%. Clean bookkeeping and metrics like gross profit and cash flow ratios offer a competitive edge, even for small businesses navigating market cycles. With rising interest rates and tight supply, investors are adapting strategies—moving from fix-and-flip to direct seller deals, wholesaling, and novations. We also cover strong business practices, team empowerment, and systems like EOS for sustainable growth. Improve leadership, communication, and efficiency to retain talent and thrive in today’s market. You can email Mike at: michaelglaspie@g2businesssolutions.com and to learn more about his company, go to https://www.g2businesssolutions.com/…

The Mark Perlberg CPA Podcast

1
EP 73 - Oil & Gas Tax Investing Workshop w/ Patra Francis 1:05:51

17 weeks ago1:05:51

1:05:51

Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/newslette... Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minuteta Book a free consultation w/ Patra at: https://www.thenestwealth.com/meeting Curious about how you can make the most of your investments in the oil and gas industry while navigating through complex tax benefits? This episode promises to equip you with a comprehensive understanding of both the economic advantages and the potential challenges of investing in this capital-intensive sector. Hosted with a focus on interaction and learning, we guide you through the intricate world of oil and gas investments, emphasizing strategic timing and asset class selection that can elevate your investment portfolio. Join us as we unpack the nuances of tax benefits, such as intangible drilling costs and depletion allowances, which can significantly reduce your tax implications. We engage with the critical macroeconomic trends influencing the industry, including the transition to green energy and the impact of ESG criteria on private equity. Our discussion also casts light on the current energy landscape, revealing untapped opportunities for private capital due to the funding gap in oil and gas and the ongoing reliance on fossil fuels. To round out your understanding, we delve into the varied investment strategies at your disposal—from royalty rights to working interests—and explore tax strategies that can enhance your returns. Our conversation extends to practical advice for navigating the operational structure of the industry, the importance of consulting with a CPA, and the potential risks involved. With this episode, you can expect to leave with a well-rounded perspective on how to leverage oil and g…

The Mark Perlberg CPA Podcast

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EP 72 - Holistic Wealth Planning w/ Dave Walcott 34:19

21 weeks ago34:19