Send us a text You’ve heard the stories: jets written off, million‑dollar refunds, zero taxes on millions in income. But are those strategies fundamental? And more importantly, do they apply to you? In this video, Mark Perlberg (CPA + Tax Strategist) breaks down the truth about these “too good to be true” tax moves. He pulls back the curtain on deduction limitations, capital loss traps, passive vs. active income strategies, and how the wealthy legally reduce their tax bills, sometimes to zer...
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Send us a text You’ve heard the stories: jets written off, million‑dollar refunds, zero taxes on millions in income. But are those strategies fundamental? And more importantly, do they apply to you? In this video, Mark Perlberg (CPA + Tax Strategist) breaks down the truth about these “too good to be true” tax moves. He pulls back the curtain on deduction limitations, capital loss traps, passive vs. active income strategies, and how the wealthy legally reduce their tax bills, sometimes to zer...
Send us a text You’ve heard the stories: jets written off, million‑dollar refunds, zero taxes on millions in income. But are those strategies fundamental? And more importantly, do they apply to you? In this video, Mark Perlberg (CPA + Tax Strategist) breaks down the truth about these “too good to be true” tax moves. He pulls back the curtain on deduction limitations, capital loss traps, passive vs. active income strategies, and how the wealthy legally reduce their tax bills, sometimes to zer...
Send us a text We show high‑earning W‑2s how to cut taxes now, not months from now, and convert savings into immediate cash flow. We walk through year‑end tactics, stacking limits, overlooked credits, and why adjusting your W‑4 can supercharge wealth growth. 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 Take our free Tax Planning Checklist & learn about what tax savings may be av...
Send us a text We challenge the idea that lower is always better for taxes and show how “use it or lose it” deductions and credits vanish when income is either too high or too low. We map the sweet spots that unlock SALT, QBI, and child credits, and share moves to land there on purpose. • standard vs itemized deductions and why timing matters • SALT cap expansion and the $500k–$600k AGI phaseout • AGI-reducing vs taxable-income-reducing strategies • QBI rules, SSTB phaseouts, and the ~$395k ...
Send us a text The short-term rental loophole offers incredible tax-saving opportunities but requires careful market research and property selection to be profitable in today's competitive landscape. While the tax incentives can be life-changing, many Airbnbs have become money pits due to changing market conditions and lack of proper analysis. Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningcheckli...
Send us a text Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com 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/...
Send us a text Mikkel Thorup, an offshore consultant with 25 years of international experience, shares legal strategies for reducing U.S. tax burden through international relocation and asset protection. He explains how these approaches can potentially save six figures annually while remaining fully compliant with tax laws. Checkout the Expat Learning Summit at: https://www.expatmoneysummit.com Learn more at: https://www.expatmoney.com Ready to slash your tax bill? Schedule your free consult...
Send us a text Strategic timing is the unsung hero of tax planning, especially when it comes to cost segregation studies for real estate investors. The difference between performing these studies at the optimal time versus the wrong time can mean hundreds of thousands of dollars in tax savings. 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! Boo...
Send us a text 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 studies reclassify 25-30% of a property's value for immediate write-off through bonus depreciation • Without cost segregation, investors typically write off only about 3% of purchase price in year one • Two key scenarios maximize benefits: real e...
Send us a text 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: • How to stop overpaying taxes by adjusting W-4s and using smart tax planning. • Simple ways to create passive income with real estate, land, and infinite banking. • Why knowing your “Investor DNA” helps you pick the right investments. • How to rep...
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 Let's examine the tax advantages and disadvantages of investing in oil and ...
Send us a text Short-Term vs. Long-Term Rentals: Tax Benefits Explained Understand 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 wealth. In this video, we break down how each property type impacts your deductions, cash flow, and long-term wealth. Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https:/...
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 ...
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 ...
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 Learn how real estate investing creates valuable tax losses that can offset incom...
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 ev...
Send us a text 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 wealth planning approaches that balance immediate tax benefits with lifetime tax minimization. • Brian Sweet shares his 47 years of experience in the wealth management business, serving clients across 38 states • Entrepreneurs with volati...
Send us a text 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 managers to maintain real estate professional tax status benefits while reducing workload • Invest in real estate syndications as limited partners to leverage expert deals without active management • Consider oil and gas investments for truly ...
Send us a text 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 between high and low-income years creates massive tax savings despite common objections. • Common objections to tax-deferred accounts include eventual taxation, liquidity concerns, and ordinary income tax rates on distributions • Retireme...
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 ...
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 ev...
Send us a text You’ve heard the stories: jets written off, million‑dollar refunds, zero taxes on millions in income. But are those strategies fundamental? And more importantly, do they apply to you? In this video, Mark Perlberg (CPA + Tax Strategist) breaks down the truth about these “too good to be true” tax moves. He pulls back the curtain on deduction limitations, capital loss traps, passive vs. active income strategies, and how the wealthy legally reduce their tax bills, sometimes to zer...
