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...
EP 110 - Why You Should (or should not) Defer Taxes
The Mark Perlberg CPA Podcast
20 minutes
4 months ago
EP 110 - Why You Should (or should not) Defer Taxes
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...
The Mark Perlberg CPA Podcast
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...
