The Mark Perlberg CPA Podcast
By Mark
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Category: Management
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Episodes: 154
Description
Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
| Episode | Date |
|---|---|
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EP 154 - The Tax Strategy Most Business Owners Have Never Heard Of - 401(h) w David Podell
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Oct 02, 2026 |
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EP 153 - Donor-Advised Funds Explained: The Tax-Smart Way to Give w/ Phoenix Hafen
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Sep 23, 2026 |
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EP 152 - The Tax Code Sweet Spot: Where Tax Breaks Start Disappearing
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Sep 06, 2026 |
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EP 151 - Maximizing Your Business Value w/ Tom McElwrath
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Aug 20, 2026 |
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EP 150 - Why the Wealthy Use Tax Strategy Stacking
|
Jul 01, 2026 |
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EP 149 - What Is the Intangible Drilling Cost (IDC) Deduction for Oil & Gas?
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Jun 19, 2026 |
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EP 148 -The Tax Strategy That Creates 2X Real Estate Losses (C-Stores & DST's) w/ Larry Karp
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Jun 10, 2026 |
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EP 147 - How Oil & Gas Investors Reduce Taxes With Depletion
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Jun 04, 2026 |
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EP 146 - How Real Estate Investors LEGALLY Pay $0 In Taxes w/ Nonpassive Losses
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May 27, 2026 |
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EP 145 - Tax Planning from the Perspective of a Fulltime Real Estate Investor w/ Richard Gamble
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May 20, 2026 |
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EP 144 - Oil & Gas vs Stocks: Which is Actually for Taxes?
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May 06, 2026 |
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Ep 143 - Advanced Oil & Gas Tax Strategies (Exclusive Client Workshop Preview!)
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Apr 16, 2026 |
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EP 142 - How Much You Pay in Taxes in California from 300K to $1.5M (it gets worse)
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Apr 06, 2026 |
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EP 141- The Tax Strategies I'd use If I Made $1M W-2 Income
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Mar 29, 2026 |
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EP 140 - Why Tax Savings Alone Won’t Make You Wealthy | Dave Wolcott
|
Mar 19, 2026 |
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EP 139 - How to Survive an IRS Audit Using the Short-Term Rental Loophole
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Mar 13, 2026 |
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EP 138 - The Hidden Tax Limit That Stops High Earners From Offsetting W-2 Income
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Mar 05, 2026 |
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EP 137 - Finding Your Tax Planning DNA
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Mar 02, 2026 |
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EP 136 - Getting Married With High Income? Watch This First (Tax Playbook)
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Feb 17, 2026 |
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EP 135 - Why Real Estate Investing Is the Most Powerful Tax Strategy
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Feb 09, 2026 |
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EP 134 - California W-2 & RSU Taxes Explained - Why High Earners Pay 50% & What to do
|
Feb 02, 2026 |
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EP 133 - How Much Can a High W-2 Earner Reduce Their Taxes?
|
Jan 18, 2026 |
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EP 132 - Real Estate Tax Myths, Debunked
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Jan 12, 2026 |
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EP 131 - The Biggest Tax & Wealth Lessons I Learned in 2025 - Most People Miss This
|
Jan 02, 2026 |
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EP 130 - How Much Can I Save from a Cost Segregation Study?
|
Dec 10, 2025 |
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EP 129 - Meet the Woman Behind America’s Top Tax Planners
|
Dec 02, 2025 |
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EP 128 - The BIG Lie About One-Time Tax Plans
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Nov 18, 2025 |
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EP 127 - The Hidden Limits to Tax Deductions (and How the Wealthy Work Around Them)
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Oct 29, 2025 |
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EP 126 - High-Income W-2? Do THIS Before December 31st to Unlock Massive Tax Savings
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Oct 17, 2025 |
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EP 125 Maximizing “Use It or Lose It” Tax Breaks for High Earners
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Oct 04, 2025 |
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EP 124 - How to find Cash Flowing Short-term Rental Investments with John Bianchi
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Sep 23, 2025 |
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EP 123 - Social Security Benefits and Planning w/ Mike Skrynecki
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Sep 17, 2025 |
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EP 122 - Offshore Asset Protection & International Tax Strategies
|
Sep 12, 2025 |
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EP 121 - How Timing Your Cost Segregation Studies Can Save You Millions in Taxes
|
Sep 07, 2025 |
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EP 120 - What is Cost Segregation & When do we Use It?
|
Sep 02, 2025 |
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EP 119 - Financial Freedom through Passive Investing w/ Joey Mure
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Aug 28, 2025 |
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EP 118 - Tax Showdown: Oil & Gas Investing vs. Retirement Account Investing
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Aug 20, 2025 |
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EP 117 - Short-Term vs Long-Term Rentals from a Tax Perspective
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Aug 12, 2025 |
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EP 116 - Tax Benefits of Passive Real Estate Investing
|
Aug 08, 2025 |
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EP 115 - What the Big Beautiful Bill Means for Short-Term Real Estate Investors
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Aug 06, 2025 |
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EP 114 - How Passive Real Estate Investors Save Big on Taxes WITHOUT Real Estate Professional Tax Status
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Aug 02, 2025 |
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EP 113 - Alternative Investment Strategies w/ Dan Holmlund
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Jul 15, 2025 |
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EP 112 - Navigating Complexities in Tax & Wealth Planning w/ Ryan Sweet
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Jul 12, 2025 |
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EP 111 - Tax Planning for Pivoting OUT of Real Estate
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Jul 08, 2025 |
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EP 110 - Why You Should (or should not) Defer Taxes
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Jul 06, 2025 |
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EP 109 - The Consumption Tax - The Hidden Cost Making You Broke!
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Jun 30, 2025 |
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EP 108 - What Happens When You Take Money Out of Your LLC
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Jun 26, 2025 |
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EP 107 - Depreciation Recapture - How the IRS Takes Back Your Deduction
|
Jun 24, 2025 |
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EP 106 - Why You Need a Trust (even if you're not rich)
|
Jun 23, 2025 |
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EP 105 - Tax Planning for the Time-Strapped Professionals
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Jun 20, 2025 |
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EP 104 - When to Start Tax Planning
|
Jun 12, 2025 |
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EP 103 - Minimize Taxes from Your Stock Portfolio
|
Jun 10, 2025 |
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EP 102 - Our Exclusive Advanced Tax Strategies in Action
|
Jun 08, 2025 |
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EP 101 - Tax Savings Strategies for Anyone can Use
|
Jun 05, 2025 |
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EP 100 - Tax Planning Isn't Just for the Rich
|
Jun 03, 2025 |
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EP 99 - A First Look at Trump's Big Beautiful Tax Bill
|
Jun 01, 2025 |
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EP 98 - Dangers of 100% Bonus Depreciation
|
May 29, 2025 |
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EP 97 - What You Should Think About w/ Mid-Year Tax Planning for 2025
|
May 28, 2025 |
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EP 96 - Money Mindset Mastery w/ Renata Mazu
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May 22, 2025 |
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Ep 95 - Build & Protect Your Wealth w/ Holistic Tax Planning
|
May 15, 2025 |
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EP 94 - Family on Hiring Strategies: What Instagram "Gurus" Won't Tell You
|
May 08, 2025 |
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EP 93 - How to Live the Tax Free Lifestyle
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May 01, 2025 |
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EP 92 - Maximizing Healthcare Tax Benefits: HSAs, HRAs, and Strategic Planning
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Apr 28, 2025 |
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EP 91 - What I Learned from my Mentors
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Apr 24, 2025 |
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EP 90 - How to Mitigate Taxes When Selling Your Business
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Apr 18, 2025 |
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EP 89 - Hidden State Tax Traps Every Business Owner Must Know
|
Apr 10, 2025 |
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EP 88 - Avoid Costly Misinformation & Tax Myths w/ Tom Gorczynski
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Apr 04, 2025 |
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Ep 87 - Understanding Your K-1 From Real Estate Investing w/ Kris Bennett
|
Mar 28, 2025 |
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EP 86 - Tax Credits for Real Estate Developers w/ Rick Kleban & Steve Wyatt
|
Mar 19, 2025 |
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EP 85 - Achieve 0% Financing w/ Brett Watts
|
Mar 12, 2025 |
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EP 84 - What is an RSU & How Can I Eliminate the Taxes From It?
|
Mar 09, 2025 |
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EP 83 - Hard Money Lending & Investing w/ Self-Directed IRAs w/ Brenda Price & Cindy Hewett
|
Mar 04, 2025 |
|
EP 82 - Leadership Insights & Tax Planning Along the way w/ Graham Youtsey
|
Mar 01, 2025 |
|
EP 81 - Hacking Credit Card Points to Unlock Free Luxury Travel Credit Card Points w/ Eli Facenda
|
Feb 19, 2025 |
|
EP 80 - Tax Savings AFTER END OF THE YEAR
|
Feb 14, 2025 |
|
EP 79 - How to Have an Edge Over the Competition
|
Feb 07, 2025 |
|
EP 78 - What to do with Your 100K of Tax Savings
|
Jan 30, 2025 |
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EP 77 - Advantageous of W-2 Over Entrepreneurship
|
Jan 23, 2025 |
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EP 76 - How to Overcome Failure
|
Jan 16, 2025 |
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EP 75 - Tax Benefits of Solar
|
Jan 09, 2025 |
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EP 74 - Mastering the Numbers of Real Estate w/ Michael Glaspie
|
Dec 30, 2024 |
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EP 73 - Oil & Gas Tax Investing Workshop w/ Patra Francis
|
Nov 25, 2024 |
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EP 72 - Holistic Wealth Planning w/ Dave Walcott
|
Oct 29, 2024 |
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EP 71 - Why You Need a CFO w/ Patty Lawrence
|
Oct 08, 2024 |
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EP 70 - Resolving Tax Issues w/ Michael Rozbruch
|
Sep 29, 2024 |
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EP 69 - Becoming Wealthy Through Land Flipping & Investing w/ Michelle Bosch
|
Sep 15, 2024 |
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Ep 68 - How to Reduce Taxes from Your High Paying W-2
|
Sep 06, 2024 |
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EP 67 - How to Find the Right Tax Strategist without Overpaying
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Aug 28, 2024 |
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EP 66 - Tax Planning Mistakes & Solutions
|
Aug 23, 2024 |
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EP 65 - Healthier Homes and Success in RE Development w/ Daniel Brown
|
Aug 16, 2024 |
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EP 64 - How to Minimize Taxes Without Worrying about the IRS
|
Aug 07, 2024 |
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EP 63 - Leveraging Your Tax Team to Maximize Wealth & Savings w/ Eric Cooper
|
Jul 29, 2024 |
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EP - 62 - Tax & Estate Planning Strategies for Your Elderly Parents
|
Jul 26, 2024 |
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EP 61 - FOOLISH Online Tax Tips to AVOID!
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Jul 15, 2024 |
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EP 60- Income vs Wealth: Financial Strategies for Entrepreneurs with Krisstina Wise
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Jun 26, 2024 |
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Ep 59 - Purpose driven financial planning with Justin Krane
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Jun 08, 2024 |
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Ep 58 - Foundations of Success in RE Development with Dale Wills
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May 31, 2024 |
|
EP 57 - Dangers of the Short-term rental Loophole
|
May 18, 2024 |
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EP 56 - What is the Short Term Rental Loophole?
|
May 14, 2024 |
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EP 55 - DIAL Formula & Carwash Investing w/ Chris Larsen of Next Level income
|
Mar 28, 2024 |
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EP 54 - Infinite Banking for Real Estate Investors & Entrepreneurs w/ Anthony J Faso CPA
|
Mar 21, 2024 |
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EP 53 - Estate Planning for High Networth, Real Estate Investors & Entrepreneurs w/ Jaryd Green
|
Mar 13, 2024 |
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EP 052 - Planning for the Sale of Your Business w/ Randy & Ellen Long
|
Mar 07, 2024 |
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Ep 051 - Get Lean, Get Liquid & Get Out w/ Chris Miles
|
Feb 28, 2024 |
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EP 050 - How Tax Planning + Real Estate Can Help You Achieve Your Dreams
|
Feb 20, 2024 |
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EP 049 - A Tax Free New Years Resolution with Elizabeth Saylor Davis
|
Feb 07, 2024 |
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EP 48 - Tax Efficiency for Retirement & Lifelong Financial Growth w/ Steve Jarvis
|
Jan 30, 2024 |
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EP 47 - How to Become a Tax Free Decamillionaire
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Dec 23, 2023 |
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EP 46 - Year-End Planning: Minimizing Liabilities, Maximizing Deductions, and Growing Wealth
|
Dec 13, 2023 |
|
EP 45 - Benefits of Passive Investing & the Trifecta to Real Estate Investing Success with Lane Kawaoka
|
Nov 17, 2023 |
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Ep 44 - Wealth Without Wall Street's Guide for Passive Income to Financial Freedom w/ Joey Mure and Russ Morgan: Tax Strategies, Rental Arbitrage, and Building a Lasting Legacy
|
Nov 10, 2023 |
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EP 043 - Economic Trends, DSTs & Tax Advantages of ReI w/ Retirement Accounts w/ Rob Anderson
|
Oct 12, 2023 |
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EP 042 - Mastering Delaware Statutory Trusts & UPREITS w/ Jason Pueschel
|
Oct 04, 2023 |
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EP 041 - Navigating the Oil and Gas Investment Terrain with Steve Blackwell: Assessing Risk, Yielding Steady Income & Tax Considerations
|
Sep 29, 2023 |
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EP 040 - Captive Qualified Opportunity Zones & QOZ Strategy Stacking w/ Justin White
|
Sep 20, 2023 |
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EP 039 - Strategic Business Expansion, Capital Gains & Exit Planning with Austin Peterson
|
Sep 13, 2023 |
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EP 038 - What is Real Estate Professional Tax Status & How it Can Save Save You Millions in Taxes
|
Sep 06, 2023 |
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EP 037 - Tax Planning for Your First Year in 7 Figures
|
Aug 28, 2023 |
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EP 036 - The Revolution of AI and Automation in Real Estate w/ Chris Tamm
|
Aug 15, 2023 |
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EP 035 - Self-Storage Investing w/ Alese Johnston
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Aug 09, 2023 |
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EP 034 - Protecting Yourself from Back Taxes & the IRS w/ Michael Raanan
|
Aug 04, 2023 |
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EP 033 - Tax & Wealth Advantages of Alternative Real Estate w/ Jeremiah Boucher & Chris Warfield
|
Jul 26, 2023 |
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EP 032 - Real Estate Capital Gains Planning
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Jul 19, 2023 |
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EP 031 -Top Missed Tax Deductions for Real Estate Investors & Entrepreneurs
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Jul 06, 2023 |
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EP 030 - Aligning Your Tax Strategy & Goals
|
Jun 22, 2023 |
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EP029 - Maximizing Tax Savings on Real Estate and Small Businesses in 2023 and Beyond
|
Jun 16, 2023 |
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EP028 - Wealth & Tax Saving Secrets of Oil & Gas Investing w/ Ray Trevino & Stuart Turley
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Jun 11, 2023 |
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EP027 - Long Term Financial Planning w/ Joe Clark
|
Jun 06, 2023 |
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EP 026 - Real Estate Tax Geekout Session w/ Bernard Reisz
|
May 15, 2023 |
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EP 025 -Accelerate Wealth & Tax Savings Using Qualified Opportunity Zones w/ Kirk Walton
|
Mar 26, 2023 |
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EP 024 - Zen Wellness During Busy Season & Buying a Town w/ Jason Campbell
|
Mar 18, 2023 |
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EP023 - College Financing Secrets w/ Ron Caruthers
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Mar 11, 2023 |
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EP 022 Affordable Single Family Housing & Trust Tax and Planning Strategies with Lou Brown
|
Feb 05, 2023 |
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EP 021 1031 Strategy Stacking with Dave Foster
|
Jan 28, 2023 |
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EP 020 - Tax Advantaged Investment Strategies w/ Chase Ravsten
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Jan 13, 2023 |
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EP 019 - Advanced Tax Strategies for High-Net-Worth Individuals with Kyle Candlish
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Oct 02, 2022 |
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EP 018 - Manage Risk and Reduce Taxes Using Captive Insurance Companies w/ Keith Langlands
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Sep 07, 2022 |
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EP 017 - Tax-Advantaged Benefit Plans with David Podell
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Jun 12, 2022 |
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EP 016 - Maximizing the Benefits of Cost Segregation with Yonah Weiss
|
Apr 13, 2022 |
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EP 015 - What a Tax CPA Can Do, and Why Tax Matters to You?
|
Apr 11, 2022 |
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EP 014 - Short Term Rental Success Stories w/ Jonathan Pacilio
|
Mar 31, 2022 |
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EP 013 - Retirement Account Strategies for Real Estate Investors with Dan Kryzanowski
|
Jan 19, 2022 |
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EP 012 - Tax Strategies to Achieve Financial Freedom
|
Jan 18, 2022 |
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EP 011 - Tax and Investment Strategies for Real Estate Agents
|
Jan 17, 2022 |
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EP 010 - What Biden's Presidency Means for Your Taxes
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Jan 16, 2022 |
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EP 009 - How to Determine If You Need a Tax Plan
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Jan 15, 2022 |
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EP 008 - How to Determine If You’re Overpaying in Taxes
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Jan 14, 2022 |
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EP 007 - Entity Structure and Tax Strategies for Foreign Investors of US Real Estate
|
Jan 13, 2022 |
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EP 006 - Partnering with the Right Bank for Success in Real Estate Investing
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Jan 12, 2022 |
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EP 005 - Tax Incentives to Quit Your Job for Real Estate Investing
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Jan 11, 2022 |
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EP 004 - Investing in Real Estate While Raising a Family
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Jan 11, 2022 |
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EP 003 - Turning Real Estate and Business Losses into Tax Wins
|
Jan 10, 2022 |
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EP 002 - How Depreciation Creates Millions in Tax Savings and Freed Capital for Real Estate Investors
|
Jan 09, 2022 |
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EP 001 - Qualified Opportunity Zones - Tax Benefits, Strategies and How They Compare to 1031 Exchanges
|
Jan 09, 2022 |