Blog
CFPB Small Business Loan Requirements & Your Atlanta Biz
Ever thought about taking a “mini sabbatical”? As in, longer than a week vacation and focused specifically on total rest? Here’s why I ask…Tax Day has come and gone, and, after a four-month sprint of paperwork marathons and client demands, my tax pro friends are...
3 Debt Elimination Steps for Your Atlanta Small Business
An important date is coming up, and even though I’m not your tax person, it only seems fair to remind you…The tax filing deadline is Monday, April 15th. Last minute filing is not recommended for the sake of your business’s financial health.Besides that, we’re now into...
A New Retirement Plan for Atlanta Small Business Owners
Here we are four months into a new year and plugging along towards 2024’s goals for your business. First, thank you so much for your trust, and for allowing us to be the ones you trust to guide you on the path you’re charting for your business. Since we work...
Managing Remote Workers Through I-9 Requirements: A How-To for Atlanta Businesses
We’re working hard for you.And we always want to make sure you’re optimizing your processes for profit, efficiency, visibility, and legal compliance. Including areas that often get overlooked…I keep seeing headlines about the arm wrestling over remote work, as...
Why Retain Atlanta Business Advisors Year-Round
Let’s get real: It’s mid-March and January’s zeal for fixing all the broken things in your business has probably faded by now.Maybe you started the year with a bang, but the grind has set in and it feels more like, well, a grind.That new spreadsheet you created to...
Zero-Based Budgeting in Your Atlanta Small Business
No business management technique is sacred anymore. And rightly so.In my world, there’s been a trend in recent years with businesses moving away from traditional, fixed budgets towards more flexible approaches. I think that could be said for most tasks within business...
Making Your Atlanta Business and Tech Work Together
When I see relevant stats that my Fulton County business owner friends should know about, I’m going to share them with you. (You already know I’m a numbers person, after all.)But first, a quick note about end-of-month tasks.If you haven’t gotten all of last month’s...
The Nuances of Sales Tax Holidays For Atlanta Business Owners
Firstly — a quick reminder that we’re reaching the end of the month, which means getting your monthly reporting done.. Send us anything we've been asking for ... by the 1st? :)Second — Have you reported your Beneficial Ownership Information to FinCen yet? If not, and...
How Tax Planning and Real Estate Can Help You Achieve Your Dreams
The marriage of Real Estate and exceptional Tax Planning is your vehicle to financial freedom and getting the life you want. In fact, the best investment you may ever make could be tax planning…IF you have a collaborative relationship with the right tax team. Real...
Using Tax Lot matching to reduce taxes
A Tax Lot is the recorded details of a security acquisition. Each acquisition on different dates or with different prices represents a new tax lot. Tax lots show cost basis information for positions. By Tax Lot Matching investors can specify which specific shares of a...
Some quick data points about filing your BOI (Beneficial Ownership Information)
The BOI report is filed online in a new federal database called BOSS (an acronym for Beneficial Ownership Secure System). Almost all industrialized nations already require that BOI reports be filed by businesses, and those nations have found them helpful in combating...
Atlanta Business Owners, A Big Gmail Update Is on the Way
For a long time, the NFL was hands-off when it came to Las Vegas. They were unwilling to get anywhere close because of the long-time commissioner’s caution about the connections some big NFL names had with well-known mob connections. Commissioner Pete...
A Failed Business Strategy Tale for Atlanta Owners
We’re less than a month away from March Madness. The NCAA recently released the tournament schedule with locations, if you’re wanting to see your favorite team play in person. Or you just want to mark it on your home calendar so your family knows you’ll be...
Mark Perlberg CPA PLLC’s Guide to 2024 New Small Business Trends & Regulations
This weekend we got a chance to see what’s trending in the world of music via the 66th Annual Grammy Awards. But something that wasn’t talked about on stage was the struggles of the music industry right now. A lot of artists are facing difficulties with promoting...
How did they avoid all those taxes? The ways billionaires do it.
When you make a large fortune, your tax liability is a small fortune. So, what’s a billionaire to do if he or she wants to protect that fortune? And can you take advantage of the same opportunities? Here’s how a few billionaires did it: Converting High-Tax-Rate...
Why a Pre-Mortem Analysis for Any New Atlanta Business Is Necessary
Failure usually isn’t on your mind this time of year. In fact, it’s the opposite. In January, you’re thinking of ways to make your Atlanta business succeed. You’re looking at last year’s data and setting growth goals. There’s excitement in the air, and you’re...
Is this the Year you add an HSA to your Tax Strategy?
Why are HSAs (Health Savings Accounts) so popular with financial advisors? They offer numerous benefits: Tax-deductible contributions for those with eligible high-deductible health plans. Tax-free investment growth and income. Tax-free withdrawals at any age to pay...
Take out your Tax Legislation Crystal Ball. It’s Election Year.
It’s anyone’s guess as to how political events will unfold this year. One thing is certain, though. The outcome will have long-lasting effects on tax policy and will affect you and your business. Some proposed amendments are currently before the House Ways and Means...
All About BOI Reporting for Atlanta Business Owners
It seems business leaders aren’t worried about recession anymore. At least that’s what the annual World Economic Forum decided last week. Economic experts and business leaders are saying that we're not likely to see a U.S. recession in 2024. The Federal Reserve might...
5 Customer Loyalty Strategies for Atlanta Small Businesses
“Save more” is a new year goal a lot of people put on their list, but it’s proven to be a difficult one to reach the last few years. In your Atlanta business, it’s likely some of your employees fall in this category — especially for those in lower income...
HOW TO ACHIEVE FISCAL AND PHYSICAL FITNESS IN 2024
If Fiscal AND Physical fitness are your resolutions for 2024, think about establishing a business gym for your employees on your business premises, or in a separate building, to create a tax deduction. Not only can this provide you with a tax deduction, but it also...
DUAL CITIZENS NEED TO AVOID TWO GOVERNMENTS TAXING THEIR WEALTH!
Dual U.S. Citizenship is ever more common due to our global economy and the lure of attractive investment, acquisition and employment in the United States and elsewhere. This leads to special tax circumstances such as the possibility of double taxation for dual...
PREPARING FOR FinCEN FILINGS: Financial Crimes Enforcement Network
If you use an LLC to own a rental property or operate a business, you likely face the new filing requirement by the Department of the Treasury's financial intelligence unit. Financial Crimes Enforcement Network (FinCEN). Businesses and Rentals existing on January 1,...
SO MANY REGULATIONS, SO LITTLE TIME INTRODUCING THE CORPORATE TRANSPARENCY ACT
Owners of most existing corporations, limited liability companies, limited partnerships, or other business entities are about to encounter the Corporate Transparency Act (CTA). The CTA is scheduled to go into effect for small businesses that exist on January 1, 2024....
DOES YOUR TAX PROFESSIONAL HAVE INCENTIVESTO TURN YOU IN IF YOU CHEAT?
The short answer is: Yes. Firstly, he or she is bound by The American Institute of Certified Public Accountants (AICPA) codes of professional conduct. The codes emphasize confidentiality but acknowledge the responsibility to act in the public interest. If you are...
Email Inbox Management for Atlanta Business Owners
Now that we’re a week into the new year, all of last year’s broken things in your Atlanta biz have likely smacked you in the face a few times. Sadly, they didn’t magically get fixed while you were cleaning up wrapping paper and sneaking another sugar cookie.But it’s a...
A Business Valuation for Your Atlanta Business
Making New Year’s resolutions seems like a waste of time. Sure, we might start with the best of intentions, but by February most of us have quit the gym, returned to normal eating habits, and left books unread on our bedside tables. But something I do...
Taking on Changes to Designated Roth Accounts
The delayed, 2026 effective date for changes to Designated Roth Accounts looms large…and not everyone will welcome the rather drastic change. The delayed effective date is good news and gives planners some time to figure out how to make it work. While the option is...
Mark Perlberg CPA PLLC’s 18 Questions to Drive Business Growth in 2024
By the time you actually get to reading this, there is a very good chance that you're reading a voice from the past. I make it a practice to prepare my Atlanta clients and friends a few days in advance, and RIGHT NOW, it is still 2023.But 2024 is beckoning and is...
Before You Sell Your Atlanta Business: Making a Plan (P1)
In many ways, year-end couldn’t come at a worse time. As if December holiday crazymaking wasn’t enough, as a business owner you’re also responsible for compiling an entire year’s worth of reporting data into comprehensible form for your accountant, with enough time to...
Achieving Positive Cash Flow For Your Atlanta Business’s Health
Crazy to think there are only two more weeks until Christmas and only three more weeks left of 2023. There’s a lot of joy still to be had and opportunities for your Atlanta business to increase revenueOn the other side of that coin, though, rising costs and the Fed’s...
Winning! 2023 Tax deductions on both Business & Personal Vehicles
The presents are open, your in-laws are gone, and the tree is out at the curb. Have you forgotten anything? Yes. It’s time to focus on the fine points of end of year tax planning, such as how your existing vehicle can produce last-minute. Would you like 2023 tax...
Should I Invest in Art? Can I deduct it?
For anyone expecting a big return on the signed print they bought online, know that a mere one percent of all artists generates more than half of all artworks sold globally. While there is no way to ascertain the next big thing in art, and no guarantee of a positive...
How to make Recreational Gambling Less of a Gamble
You’ve heard the expression “the house always wins” when it comes to gambling, and usually the IRS wins more often than it loses as well. If you’re a gambler, particularly if you’re a high roller, you need to We can help you use every deduction you’re entitled to with...
Important Tasks For Your Atlanta Business’s Year-End Payroll
The end of the year, that is. That means that for your Atlanta business’s financial reporting, this is go time.Now that we’re into December, time is short to take care of your year-end accounting. This is something we specialize in so be sure to get on our calendar to...
Mark Perlberg’s Believe it or Not: Strange Tax Laws
⦁ At Kansas Amusement Parks, boarding a hot air balloon that’s still attached to the ground is subject to an ironically named “amusement tax.” If the balloon is released, the ride is tax free. ⦁ New York takes a shmear out of your wallet adding an 8-cent tax for...
The Best Strategies for Proving Business Travel Expenses
Whether you are a business owner claiming travel costs for a corporation or proprietorship, the rules governing receipts, business reasons, and canceled checks are the same. Keep your sanity intact by staying on top of things as you go along instead of leaving...
QUICK! Take Advantage of these End of Year Deductions!
It’s not too late for business owners to make strategic tax deductions before the end of this year. Here’s how: Prepay expenses using the IRS safe harbor allowing cash-basis taxpayers to prepay and deduct qualifying expenses up to 12 months in advance. Qualifying...
Will Your Atlanta Company Be Giving Year-End Bonuses?
The plot to one of the most iconic Christmas movies of all time, Christmas Vacation, centers on one holiday hope: the year-end bonus.Clark Griswold, as "the last true family man", decides he will use his promised year-end bonus to install a pool in his family's...
Your retirement is one year closer – Have you planned for it?
Your retirement will be one year closer in a few weeks so how can you plan your tax reductions strategies around that as well as protecting your 2024 (and beyond) earnings? Here are five opportunities you may have overlooked: ⦁ If you have employees, establish your...
Are your ERC Claims Legitimate?
Although the ERC offers businesses potential tax credits of up to $26,000 or more per employee up to 10 employees, some ERC cheaters and scammers have driven the IRS to: ⦁ Stop processing new claims until after December 31, 2023. ⦁ Issue a Circular 230 warning to tax...
Practicing Thankfulness in Your Atlanta Business
Does your Atlanta family sit around the table at Thanksgiving dinner and share something they’re thankful for?I’ve been at those holiday meals many a time. I appreciate the intent, and will admit it’s usually effective in getting me to feel more grateful, but I do...
7 Essential To-Dos For Your Atlanta Business Team
Before the holiday craziness kicks in, let’s remember: the end of the year is a golden chance to play with the calendar in your business' favor.Whether it's diving into year-end profit metrics, sorting out staff bonuses, or launching some targeted marketing to catch...
Why Hiring the Cheaper Accountant Puts Your Future at Risk
Hiring an inexperienced or low-cost accountant may seem like the best option, but it can end up being a costly mistake. The fact is that an accountant is generally someone who is tax compliant but lacks the training to see and plan long term: Staff members may not be...
HOW TO GUARANTEE YOU’LL BE JAILED FOR TAX EVASION!
Tax Planning That is Too Risky or Illegal The IRS is more focused on the returns of business owners than W2 earners since there are far more opportunities to “cheat” in that arena such as: Under-reporting or omitting income; keeping a second, fraudulent set of books....
HELP! I NEED ADVANCED TAX ADVICE FOR MY BURGEONING BUSINESS
When to Upgrade to an Advanced Accountant It’s common to find yourself and your business facing more complicated taxes as you grow or purchase a business, open it to investors or change your business model. Chances are you have not had time to do your own returns for...
3 Fixable Financial Mistakes Sinking Your Atlanta Business
Though the days are getting shorter and the weather is taking a turn, there are some great revenue reasons to get excited about the next two months.As we round the bend into Black Friday territory (which for many began at the end of October), it’s time to get nimble...
Are Atlanta Consumers Exhausted by Tip Screens?
How much tipping is too much? The drain on the consumer wallet right now is real. Everything costs more and everyone seems to be wanting more of your dollar. So, when businesses swivel that screen around with requests for 15, 18, or 20% tips on an order, it’s no...
How Boat Owners Can Leave Taxes in Their Wake!
It’s best to plan your tax strategy even before purchasing a boat by deciding on how to handle the sales tax on this high-end purchase. Some states have yearly property taxes on boats that may be more costly than sales and use taxes over the years. You need to think...
Save on your income taxes with the same strategies used by Jeff Bezos, Warren Buffet, and Elon Musk!
The ultra rich boast wealth from assets like real estate and stocks, but the IRS does not tax the increased value of these assets, no matter how much it skyrockets, if an investor doesn’t sell it. No sale, no capital gains tax. Warren Buffett is known for holding onto...
Why Can’t I Deduct my Country Club Membership?!
The IRS knows how to play hardball when it comes to deducting expenses for clubs such as golf, tennis, or country clubs. While you can’t deduct dues and membership fees, for any facility designed for recreation, legitimate business expenses still qualify as tax...
Harnessing Your CRM for Sales in Your Atlanta Business
Well, before I dive into today's dose of real world business strategy, let me ask you, have you revisited your 2023 business goals and made a plan to reach them before the end of the year?Goals aren’t a set it and forget it kind of thing. You’ve got to revisit them...
cyber network security
I’m continuing to avidly watch, as I’m sure you are too, the unfolding events in Gaza. Though Biden issued a back-channel warning to Iran about not joining in the conflict, the possibility of a larger scale war looms. Economically, that affects gas prices and other...
A PTO Payout Policy Checklist for Atlanta Business Owners
This weekend’s news coverage and social media scroll were dominated by reports of the awful things happening in Israel right now. It’s pretty difficult to swallow the images of violence and abuse being perpetrated by Hamas. And no matter how many times you hear about...
Selling Your Multi Million Dollar Business? Worry About The Taxes Not The Sale Price!
If you started out investing 100K into your business and can now sell it for 10 million, it’s time to strategize about how to keep more of that 9.9 million dollar profit from Uncle Sam. Section 1202 allows small business owners to exclude at least 50% of the gain...
I Don’t Want To Pay Capital Gains Tax When I Sell My Business!
You’ve worked hard during the last few decades building and maintaining your business, and now it’s time to sell it off, relax and enjoy the fruits of your labors. You don’t want those years of work going up in smoke through long term capital gains taxes on the sale,...
Steps For Prioritizing Profit In Your Atlanta Small Business
Profit is the lifeblood of any organization. Show me a small business with PROFIT at its center, and I'll show you something worth modeling yourself after.An organization NOT to model yourself after: the federal government. They prefer to operate in deficit mode,...
Alternative Approaches To Paid Time Off Policy for Atlanta Businesses
October is right around the corner. So is the October 15th extension deadline. And so is the fourth quarter for your Atlanta business.As we approach Q4, be mindful of the usual year-end accounting needs and reporting requirements that will be popping up. We’ll keep...
How High Net Worth Individuals Can Improve Their Tax Strategies
The tax code is constantly changing and updating, which means there are always new tax-saving opportunities for High Net Worth individuals. Charitable Giving: Donating to qualified charities can reduce the amount of your taxable income, thus lowering your tax...
How The Rich Get Richer Using Tax Strategists Instead Of Tax Preparers
What’s the difference between a Tax Preparer, a CPA who specializes in tax preparation and a seasoned Tax Strategist? And which of these does your business need? It may surprise you to know that CPAs and Tax Strategists are two different professions and that a Tax...
Leadership and Empowerment for Business Owners: A Story
You’ve got a little bit of time until month-end close and a month or two until year-end obligations. It’s a good moment to take a breath ... but this is also the time to start thinking about what you want next year to look like, before getting into the weeds of...
Should I Extend Credit To My Atlanta Customers?
Before I get into the slippery slope I'm referring to, how are things for you these days? How's business going? I'd love to hear an update... so click the email at the top of the page and send me a note to let me know.And on that note, I’d also love to hear...
Work From Home Policy for Atlanta Businesses
There’s no better way to celebrate work than by taking a day off. The irony of the Labor Day holiday gets me every year, but I do hope that it provided a little extra rest on the front end of a busy fall season.I mentioned in one of my recent notes another piece of...
Why The Wealthy Create Private Family Foundations & Public Charities
Private Foundations and Public Charities differ of public involvement. Public Charities usually receive most of their donations from the general public or government and taxpayers can usually deduct 20% to 60% of their adjusted gross income for charitable donations....
Can You Benefit From An Upreit?
Umbrella Partnership Real Estate Investment Trusts (UPREIT) allows property owners to exchange their property for share ownership in an UPREIT, usually are subject to Internal Revenue Code (IRC) Section 721 exchanges and are deemed a REIT under standard accounting...
Secrets of the Top Landowners in the United States
There is an old saying: Invest in land because they aren’t making more of it. The Super Wealthy have taken that strategy to heart with staggering land ownership statistics such as: John Malone 2.2 million acres The Emmerson Family 2.078 million acres Ted Turner 2...
What You Should Know Before Hiring Your Spouse
Hiring your spouse can mean big tax savings but not if you don’t do it correctly. Here’s what you need to know. Compensate Your Spouse Primarily in Tax-Free Employee Benefits, Not Taxable Wages. Cash wages are fully taxable so concentrate your spouse’s compensation...
What The Super Rich Invested in During the Tough Economic Conditions of 2022
Real estate, currency trades, and market timing are the common denominators of how ultra-high net worth individuals grew their net worth last year. More than 500 private bankers, industry experts in real estate, wealth advisors, and family offices who were surveyed...
Increase Your Profits By Changing How You Collect Rent
The way by which your tenants pay your rent bills can make a difference in how much profit you make month to month. Instead of focusing on simply ensuring all outstanding rent is paid, consider your monthly processing costs for rent: postage costs, paper, the cost of...
Can I Deduct My Cleaning Man Or Woman?
Are you getting the most out of your home-office deduction? If you’ve got a cleaning woman (or man) who keeps your house and office spic and span, do you need to pay a “Nanny Tax” on this service or can you classify this expense as a Independent Contractor? The...
Facing the AI in Business Trend in Your Atlanta Business
Since the release of ChatGPT in November of last year, headlines about AI in business have been incessant. One of the biggest controversies is whether or not AI is a threat to the job market. Lots of differing opinions on this one, and time will soon reveal...
Compensation Is Just the Start, Atlanta Business Owners
We’re just over a month away from the MLB playoffs, and this year (like every year) has had its share of sketchy calls that fans and players have been unhappy about. While not everyone’s favorite summer pastime (the sports season that never ends still has more...
Mark Perlberg CPA PLLC’s 4 Straightforward Questions to Uncover Your Business Why
I suppose there’s never been an easy time to be in business. It’s tempting to look at the current economic situation and cite all the things working against business owners right now. And Google helps with that... My internet search this morning lent me the...
Effectively Using Your Atlanta Company’s CRM For Sales Management
Remember three years ago when you depended on Zoom for work meetings and virtual schooling for your kids? While you’re probably really grateful the second one isn’t a reality anymore, the first one still had its appeal (unless something like this...
If I Hire My Kids, Can I Give Them Tax-Free Education Benefits?
Undergraduate expenses are usually not eligible but… Master’s degree costs can qualify if the program improves the employee's skills. Educational assistance plans can provide up to $5,250 in tax-free benefits per employee including your children IF specific...
Tax-Saving Opportunities with Puerto Rico’s Qualified Opportunity Zones
If you are looking to minimize capital gains recognition, consider the qualified opportunity zone (QOZ) provisions under the Tax Cuts and Jobs Act. These provisions offer tax benefits for investments made in economically depressed communities across the United States...
TAX BENEFITS OF ANNUITIES
Annuities offer steady income with low risk in retirement and are sold by insurance companies. An investor deposits money with the insurer who invests and returns it via a series of regular payments through one of the following: Variable annuities – allow investments...
What You Should Know Before Hiring Your Spouse
Hiring your spouse can mean big tax savings but not if you don’t do it correctly. Here’s what you need to know. Compensate Your Spouse Primarily in Tax-Free Employee Benefits, Not Taxable Wages. Cash wages are fully taxable so concentrate your spouse’s compensation...
Business Cash Advance: A Loan Alternative for Atlanta Businesses
This year has been a less-than-fun rollercoaster in the world of finance.Well, good news on that front — no more recession bogeyman lurking under the bed, at least that’s what the Fed declared as they raised rates again last week. Doesn’t mean more interest rate...
Keeping Expenses Separate in Your Atlanta Business
Did you see the Barbie movie or Oppenheimer this weekend? Or jump in with the 200,000 other Barbenheimers and see both?In case you didn’t, your social media feed likely filled you in on what you missed (or didn’t, depending on your view of these things).What a weekend...
Tracking Your Atlanta Company’s KPIs Effectively
Raise your hand if you or your workers, in any way, still work remotely post-pandemic. It’s a common enough reality — maybe more so now even than 2020. Working in sweatpants from the comfort of your Atlanta home is infinitely better than dress shoes and...
Do Landlords Benefit From Inflation?
A U.S. Bureau of Labor Statistics May 2023 report shows that home shelter, including rent, is the largest contributing factor to overall inflation increase. Over the 12-month period ending in May, shelter costs rose by 8.0%. Despite the increase in rents, renting is...
Is A Tiny House a Good Investment?
A tiny home is sized between 100 and 400 square feet (as opposed to the average American home size of 2500 square feet) and usually has large windows, high ceilings, and furniture that serves multiple purposes. Although tiny homes may be small, the decision to invest...
Cutting Costs in Your Atlanta Business Right Now
Though things might be tight economically for your Atlanta business, keep in mind, cutting corners can become a real issue.Take for example fake reviews that are so pervasive online. Some business owners are tempted to buy reviews to get their product or service seen...
Maximizing Profits and Deferring Taxes When Selling Your Investment Property
If the fear of taxes is preventing you from selling your investment property, seller-financed installment sales can enable you to defer those taxes. The installment sale can cut your tax bill by spreading out your profits over multiple years and put you in a lower tax...
ARE YOU READY TO JUMP INTO THE REAL ESTATE INVESTMENT POOL?
Still on the fence about getting your feet wet in the Real Estate Investment Pool? Real Estate Tax Write-Offs - You can amass expense deductions that are direct costs from your investments such as: Property tax and insurance; Mortgage Interest; Cost to maintain and...
IS IT WISE TO CANCEL YOUR DEBT?
Debt cancellation can help a beleaguered borrower survive but it also can trigger negative tax consequences. Cancellation of Debt (COD) Income Is Taxable. When a lender forgives part or all your debt, it results in “Cancellation of Debt (COD) Income. “ Although the...
Investing Habits of the Ultra Wealthy
Ultra-High Net Worth Individuals are those who have net worths of at least $30 million of shares in private and public companies, real estate, and personal investments. It’s easy to believe that secret investment strategies lead to such wealth but overall, the actual...
How to Determine Whether or Not Your Investment Property Will Be Profitable
How do you know if an investment property will be profitable? Rule Number One is STILL Location, Location, Location. After that, you can apply these rules: The One-Percent Rule The one-percent rule is simply a rule of thumb that investors use to help them narrow down...
Are you a Risk Averse Real Estate Investor?
High-risk real estate speculating and investing is like walking a tightrope. It’s not for everyone. If you are a risk-averse person and investor, here are some guidelines to keep you on a more conservative path: Avoid highly volatile real estate. Don’t be lured into...
ARTIFICIAL INTELLIGENCE IN REAL ESTATE INVESTING: FRIEND OR FOE?
Perhaps you haven’t realized it, but Artificial Intelligence (AI) has already made deep inroads into the world of Real Estate Investment. Don’t reach for your smelling salts, it’s a good thing. Some of the most common uses of AI in the world of the investor are...
How Atlanta Owners Can Measure Business Value Correctly
There’s this comparative analogy about what makes something American that people like to use: “as American as apple pie.” But, I kind of think we should update that comparison to “as American as starting a small business.” Not as catchy, I know (or as yummy)....
When Your Atlanta Business Might Need a Valuation
We’re nearing June 30 (the mid-year marker), which is a very smart time to move into a different gear in examining your business’s financial situation.Because, like the good business owner that you are, I'm sure you kicked off Q1 with a bunch of exciting goals and...
Business Valuation: Knowing Your Atlanta SMB’s Worth
Although it’s a relatively new federal holiday, Juneteenth carries with it a weighty significance.In the official declaration via the Emancipation Proclamation, Abraham Lincoln wrote:“I do order and declare that all persons held as slaves within said designated...
Alternative Small Business Financing Options for Atlanta SMBs
I’ve talked to you before about the ERC scams running rampant and how to steer clear of them, but there’s a recent update worth mentioning:They’re also partially responsible for the IRS’s delay in issuing ERC refunds — especially for small businesses.And funds...
Maximizing Tax Savings on Real Estate and Small Businesses in 2023 and Beyond
Description: Join me for a conversation on key tax planning topics we're implementing with our clients. We also dive into expected changes in the tax code and how we can be proactive with our clients in creating future savings. Some of the topics we discuss are: -...
A Step-by-Step Guide to Business Loans
Ever feel like the whole world is taking a summer vacation except you?That’s real: Small business owners can’t always afford to step away from the helm to take those long, glorious vacations you see on social media (maybe beach and Europe photos are already popping up...
Slash Taxes & Build Wealth w/ Oil & Gas
Description: Investing in oil and gas can build your wealth AND reduce your taxes! One of the most significant tax deductions is the intangible drilling cost deduction, which allows investors to use drilling and development costs to be deducted against your...
New FinCEN Reporting Requirements for Atlanta Businesses (Part 2)
Memorial Day doesn’t always mean rest for the small business owner — depending on what kind of industry you’re in.There’s often a lot of hustle around national holidays (special promotions, big sales, holiday weekend shopping). And debt ceiling deals to make,...
Long Term Financial Planning w/ Joseph Clark
Description: Long term financial planning is essential for helping individuals and families reach their financial goals, and can help one plan for retirement, save for college tuition, or have a safety net in case of an emergency. But how many of you actually do it?...
Real Estate Tax GEEKOUT
Listen to me and Bernard Reisz of Resure Financial as we dive into a variety of tax and real estate investing topics. We discuss retirement accounts, capital gains planning, grouping elections, material participation, 1031 exchanges, capital gains planning and real...
Navigating Bank Failures in Your Atlanta Business Right Now
Memorial Day is next week. The unofficial start of summer.I like to remember that when things are unpredictable and even a bit hairy (like a shifty economy, bank failures, debt ceiling crisis), normal life still goes on. People will still prep their grills....
How the Bank Crisis Affects Atlanta Business Owners
Now, I know that I recently started talking about the new FinCEN reporting requirement and promised a part two… which I’ll absolutely get to in an upcoming blog.But this time I wanted to take the opportunity to speak about the banking “crisis” that has a lot of...
New FinCEN Reporting Requirement for Atlanta Businesses
We’ve been watching the unfolding banking “crisis” closely and evaluating what it means for our economy moving forward. Yes, seeing (numerous) banks fail can be unnerving, especially when the economy seems to also be careening toward a recession. The media,...
Perlberg’s Best Practices for Terminating an Employee
We’ve all got a bit of FOMO about FOMC’s (Federal Open Market Committee’s) big meeting this week, waiting to see if yet another interest rate hike will be coming. Most indicators say likely.Since March 2022, there have been NINE such increases to interest rates...
Smart Pricing Tactics for Atlanta Businesses Right Now
Before I dive into those smart pricing tactics your business will want to implement right now, let’s revisit something I wrote about last week: planning for a Q1 analysis. Have you jumped on it yet? If you haven’t, let me just say, how well your 2023 shapes up could...
Leadership Development in Your Atlanta Business
Unless you’ve been living in a cave like this woman, you know that business ownership is a tough gig right now — it’s nearly an Olympic sport to keep things running and moving ahead. But, despite all that, being a business owner is also pretty great....
Prioritizing Employee Wellness in Your Atlanta Business
It’s a bit of a dog-eat-dog world for businesses these days. (Feel that sentiment in your bones?)Inflation is pervasive. Supply chain issues still have you jumping through hoops to get products. The hunt continues for good help… proving the adage. Covid-era debts now...
Making a Plan to Reskill and Upskill Your Staff
Well, here we are — just like that, we find ourselves already a quarter of the way through 2023. While people everywhere are breaking out the deep cleaning sprays and scrub brushes to get a little springtime sparkle, you might want to be thinking about a similar...
What Atlanta Employers Should Know About Employee Satisfaction
It happened: Silicon Valley Bank sold. Well, at least part of it. The bank’s deposits, loans, and 17 branches — scheduled to reopen today — were snagged by First Citizens BancShares, a Raleigh-based bank. (About $90 billion of assets still remain with the Federal...
The Why & How of Business Referrals for Atlanta Owners
Firstly, before I jump into what business referrals could mean for your Atlanta business, I wanted you to see this. Even though I don’t normally talk about tax stuff … the explosion of shady flim-flammers gaming the Employee Retention Credit and making...
How a Continuous Audit Helps Your Atlanta Business
My quick take on SVB: Don’t let it rob you of your focus for building the business under YOUR control.In other words, let noise be noise … and focus on what’s most important: your immediate world.But I will say that this crisis is a perfect example of why you should...
College Financing Secrets w/ Ron Caruthers
We are so excited to finally be discussing Advanced Strategies for College Financing with our clients this year! Listen to Ron Caruthers and I discuss how you can win the tax and financial planning game for your children's college educations! In this webinar we will...
My Atlanta Small Business Health Quiz (Part 2)
Last week, I began asking you a series of questions about your business. Hopefully those have had some time to percolate in the business-owner-guru-strategist side of your brain. I'd like you to thoughtfully consider the new questions I'm raising today. Please do...
My Atlanta Small Business Health Quiz (Part 1)
Something a little different for you today. A quiz you’ll actually find useful (unlike all those BuzzFeed ones about which vegetable are you most like). Taking a minute to examine your small business’s health this time of year will help shape how you reach for your...
Collecting Payment the Smart Way in Your Atlanta Business
Who can believe that it’ll be one year this week since the war in Ukraine began. Unfortunately, it doesn’t seem like there’s an end in sight — a heavy realization for those caught in the crosshairs of it all…Looking back to last February, I can say it’s been a...
Anticipating First-Year Expenses When Opening a Atlanta Business
It’s February and love is in the air. (So are taxes. And Super Bowls.)Flowers and chocolates showed up on desks and countertops this week with sweet little romantic notes. Restaurants set those sweetheart menus for their in-love diners. And if you’re one of the...
Mark Perlberg CPA PLLC Wants to Know: Got a Business Exit Strategy?
The big day is almost here. The Super Bowl. And maybe you’re not paying attention because you don’t really care about football, but here’s why you should…The weeks leading up to the Super Bowl — and of course, the event itself — mean big money for not only the...
WHAT A TAX CPA CAN DO AND WHY TAX MATTERS TO YOU
Mark Perlberg: How's it going, all my real estate investor audience and also all of my fellow CPAs and EAs listening to our material? We have an interesting conversation and presentation that I thought I would add to our podcasts and webinars. This is...
RETIREMENT ACCOUNT STRATEGIES FOR REAL ESTATE INVESTORS WITH DAN KRYZANOWSKI
Mark Perlberg: Okay, welcome everybody. We are live here to talk about retirement account strategies for real estate investors. Now, the topic of real estate investing and retirement account planning. A lot of real estate investors realize that...
OPPORTUNITY ZONES-TAX BENEFITS, STRATEGIES AND HOW THEY COMPARE TO 1031 EXCHANGES
Mark Perlberg: Okay, we are live and recording. And welcome this evening to one of my first ever presentations on a topic I haven't really had the chance to talk and this is on qualified opportunity zones. Now, qualified opportunity zones. What we're...
DO I NEED AN LLC TO HAVE WRITE-OFFS?
Speaker 1: Mark Perlberg, CPA here, to address the most common misperception that I see with beginning business owners. You do not need an LLC to have write-offs. You do not need an LLC to start a business. Should you have an LLC, most likely, if you have...
AFFORDABLE SINGLE FAMILY HOUSING WITH LOU BROWN
Mark Perlberg: I'm super excited to introduce this upcoming webinar/podcast with Lou Brown. He dives into tax advantage strategies with selling and renting out single family homes in a way that he does it to make it profitable, easy, and fun. We also talk about trusts...
ADVANCED TAX STRATEGIES FOR HIGH NET WORTH INDIVIDUALS WITH KYLE CANDISH
Mark Perlberg: So, if you haven't caught on already, there are thousands of ways that we can reduce our clients' taxes. There are endless strategies and combinations of strategies and variables and factors to consider when doing tax planning with our clients. And as a...
1031 Strategy Stacking with David Foster
Title: 1031 Strategy Stacking with David Foster Description: Join David Foster & Mark Perlberg CPA as we discussed how to align different 1031 Exchange strategies with your business/investment goals and tax strategies. Together with Dave Foster, Founder and CEO of...
Rent to Own and Trust Strategies
Mark Perlberg:All right. I guys, I am joined by Lou Brown. He has lots of expertise and experience in a variety of areas of real estate, and also in trust and trust tax strategies. He coaches on real estate and advises on topics relating to real estate and trust and...
Tax Strategies To Achieve Financial Freedom
Mark Perlberg: All right, welcome everybody. I hope you guys are starting your years off strong this year, with some ambitious New Year's Eve goals. And a common goal, especially among real estate investors, is to achieve financial freedom. My name is Mark Perlberg,...
How to Determine if You Need A Tax Plan
Mark Perlberg: Okay, welcome everybody to my live webinar. The topic is how to determine if you need a tax plan. This is going to be great for some of you guys and most business owners that I know. When I say business owners, I am including you real estate investors....
Short Term Rental Success Stories
One of the best, if not THE best way, to get started in Real Estate Investment is through Short-Term Rentals and Strategies. Success Stories and Tax Strategies. Jonathan Pacilio. He provided us with some fantastic insight into his journey and experience as a...
Tax Write Offs For House Hackers
Mark Perlberg: Mark Perlberg, CPA, here to talk to you about what can you write off as a house hacker. A house hacker is someone who either lives in a room or a unit and rents out the other rooms or unit in the property that they live in. First thing I want you guys,...
Entity Structure and Tax Strategies for Foreign Investors Into US Real Estate
Mark Perlberg:Okay, in three, two, one. All right. Welcome everybody. Thanks for coming in. Some of you may be tuning into the recorded version of this. Some of you guys are investors and some of you guys are going to be CPAs, interested in the topic of structuring...
Investing In Treal Estate While Raising A Family
Mark Perlberg: Let's start. All right. Welcome everybody. We are live, here to talk about raising a family while investing in real estate. This is a challenge for many of my clients and many people who I met, many people who I meet, and sometimes you meet people who...
Manage Risk and Reduce Taxes Using Captive Insurance Companies w Keith Langlands
Mark Perlberg (00:00): All right, guys. So, I want to tell you about the interview that I just did and you're about to listen to with Keith Langlands on captive insurance companies. It is a very advanced tax and risk mitigation strategy. It's primarily for risk...
Tax Incentives To Quit Your Job For Real Estate Investing
Mark Perlberg: About to start. Thanks everybody for showing up. My name, in case this is your first time talking with me and watching my webinars, my name is Mark Perlberg. I'm a CPA. I'm also a certified tax coach and I run a practice that focuses on creating tax...
Maximizing The Benefits Of Segregation Cost Studies With Yonah Weiss
Mark Perlbergif you're my client or you know anything about real estate investing tax strategies, I'm sure you've heard about cost segregation. And in the first few minutes, we talk about some of the basics, but then we dive into a lot more detail, so stay tuned. Even...
Remote Work & Your Atlanta Business Insurance Policy
It’s the end of January. Congratulations on making it through the first month of the year with all the pressures weighing on you. As you process your month-end close reports and start looking to February, remember that this is your opportunity to get a better...
Mark Perlberg CPA PLLC’s 7 Keys to Lowering Shipping Costs
Saw this on Twitter recently:See, solid bookkeeping is the most functional and crucial element of your business (besides making sales). If you don’t know what’s happening with money coming in and going out, you’re not funneling and arranging things in an organized...
Hiring a Consultant for Your Atlanta Business
Remembering and honoring Martin Luther King this week has me thinking once again about being a voice. It’s hard not to get inspired listening to the iconic words of the famous I Have a Dream speech (if you’ve never listened to the entire speech, it’s worth...
Mastering Your Atlanta Business Phone Answering
How is your year starting out? We’re into week 2 of 2023 … would love to hear back from you on what are the challenges you’re facing in your Atlanta business finances right now.Relatedly, what are your customer service goals for this year?One customer relations tool...
Accepting Crypto Payments in Your Atlanta Business
First of all, congratulations on making it through 2022. Pat on the back for sticking with it through the very real ups and the challenging lows. Many of our Atlanta clients went through the wringer … others had their best year yet.From a personal standpoint, I think...
7 Primary Tasks For Any Atlanta Business Team
I don’t know about you, but after the holidays (and I hope yours were filled with good things and happy times with loved ones), I’m always a bit tapped out on the spending. But in true governmental fashion, Uncle Sam is piling it on. Seems like Congress missed...
Succession Planning Strategy For Atlanta Business Owners
The 2022 clock is almost at midnight.An end to a still somewhat crazy year — “the crazy” seems like our new normal, post-2020, am I right? There were a lot of challenges this year and they were … exhausting. Keeping up with the changes and adjusting to the economic...
Perlberg’s 3 Big Tips For Entrepreneurs
Ready for some yuletide cheer? No, I’m not just talking about my big tips for entrepreneurs. Inflation might have hit its peak this year. So say the “experts.” That particular category of people hasn’t exactly covered itself with glory of late … so, we’ll see how...
Should I Extend Credit To My Atlanta Customers?
Let me start out by once again reminding you that we are nearing year-end (as if you really needed my reminder).And while Atlanta business owners like you are wrapping up things in 2022, you’re also at that optimal time to be thinking about what lies ahead in 2023....
Perlberg’s Guide To Getting Tasks Done
Maybe I'm writing this today because the end-of-year crunch and getting tasks done is on our minds here at Team Mark Perlberg CPA PLLC.Really, we only have a little more than a month left before 2022 is in the rearview. And my business brain wants it all. to. slow....
Atlanta Businesses choosing to live out of a place of gratitude
This week is an opportunity.To comfort ourselves away from the noise of our clamoring-for-attention society with good food and (mostly?) good company ... for sure.But also, to pause. There's not many opportunities for that as a Atlanta business owner (without falling...
Our (Early) End of Year Checklist for Atlanta Businesses
When I think about the holiday season, I think "calm before the storm." That's because in my profession, once mid-December hits, we're scrambling to handle EOY matters.My profession is pretty “calendar-driven.”For "normal" Atlanta business owners, this season can mean...
The Role Of The Atlanta Business Owner
In the fashion of this season, I'm feeling particularly grateful. For many things, but especially because… Over the past few weeks and months, I've been reminded of how important the work we do here at Mark Perlberg CPA PLLC is. Not because it’s inherently noble...
Which Bills to Pay First in Your Atlanta Business
Holiday creep. It’s real.Here we are in early November, and it feels like Christmas decorations and other holiday chicanery have already been upon us.Atlanta retailers are buckling in for what looks to be a rough shopping season, given current economic factors… BUT...
Email Marketing Strategies Atlanta Businesses Shouldn’t Use
I’m always a little surprised (but mostly not) by the number of responses to these weekly writings from Atlanta business owners like you.Here’s a little insight into why I do this… an inside scoop. I'm certainly not a marketing expert, but I've discovered something...
How Atlanta Owners Can Have a Productive Business Meeting
Ever finished a meeting and thought That could have been an email? Yeah, I get that. Work meetings are one of those necessary evils that too often end up being time wasters rather than savers.But you can’t simply wave a magic wand and eliminate them (though, in...
How Atlanta business owners can beat occupational stress
As a Atlanta business owner, you carry the weight of your company on your shoulders. But the reward is this: when things go well – your profits are good, you’re meeting your business goals, you’re dreaming for the future, entrepreneurial FREEDOM is in the air –...
Ending Customer Relationships for Growth in Your Atlanta Business
With the way that the economy is going, inflation, the market gyrations, etc ... ANY business seems like good business.Until it isn't.Consider ...Have you ever been in a Atlanta store when a customer starts yelling at the employee behind the counter for something...
Mark Perlberg CPA PLLC’s Guide to Successfully Managing Remote Employees
Scrolling the 9/11 tributes in my social media and news feeds this past weekend served as an excellent reminder of how we all can bounce back from great difficulties. And the reminder seems especially poignant now as our nation (and Atlanta business owners like you)...
Why Your Atlanta Business Needs Cyber Insurance
In today’s online-driven world, it’s no surprise that securing sensitive information is essential. Just like you cover your Atlanta business for other possible risks (property damage, theft, injury, etc.) so should you also be thinking of how to keep your business...
The Hiring Tips Your Atlanta Business Needs
It seems like everywhere SMBs and retailers are short-staffed (and hiring). At the same time, with high inflation plaguing the country, other businesses are in the middle of layoffs.It seems as if these two realities would meet together, and establish an economic...
All About the SSBCI for Atlanta Business Owners
Fill in the blank: It takes a village to ______.While you’re probably thinking of child-rearing right now, I’d like to suggest that it applies to your Atlanta small business as well. And particularly during inflationary times. The 2020 world made it painfully obvious...
Using KPIs in Your Atlanta Business’s Goals
If you've been paying attention, I've been diving pretty deep into inflation-proofing measures for your Atlanta business. I want you to have the tools to not just survive these rollercoaster times, but also to thrive.The thriving starts with taking a good look at the...
Mark Perlberg’s C Corp Pros and Cons
Before I dive into discussing the pros and cons of a C corp, I briefly want to touch on some other things relevant to you as a Atlanta small business owner.Recession. The threat of it hangs in the air like a midwest thunderstorm. And as you anticipate it, you...
Changing Your Atlanta Business Structure – A Savings Opportunity?
~Contact.FirstName~,Prepare, prepare, prepare. As a recession is bearing down on us all, figuring out how to prepare for economic downturns is something you should be concerned with in your business. I know I am.Now, while you and I can’t prepare for every...
Vendor Negotiation Tips for Atlanta Business Owners
Is your hustle muscle feeling strong right now? I hope so because if your business is going to make it moving forward, it’s going to have to be – at least for somebody on your business team. This inflationary environment virtually demands it (as does a likely...
A Cutting Expenses How-to for Atlanta Businesses
As a small business owner, you’re battling on a lot of different fronts right now. You’re doing your best to keep employees happy, raise prices without driving away customers, pivot to alternative supply options as your current ones dry up, adjust for changing...
The Art of Raising Prices for Atlanta Small Businesses
The unfortunate reality of things right now is that businesses across the board might need to raise their prices. Inflation’s increasingly pervasive effects, as well as continued supply shortages, demand that pricing models change – or at least be...
Raises and Inflation: Atlanta Business Owners, Listen Up
Everywhere I turn there’s a Atlanta business with a “Now Hiring” sign in the window. Are you seeing this too? Staffing is an issue in every industry across the country. Part of that? Making money isn’t the only reason people want a job. 2020 certainly shifted...
Mark Perlberg CPA PLLC’s Fighting Inflation Series: Taking Out a Business Loan
Today I want to start a series on how small businesses like yours can fight inflation. Because I know that’s one of the top concerns for businesses across the country right now. But I’d also like to know…How’s your business faring? I’m genuinely interested in how...
Why is Account Reconciling important?
Time to discuss everyone’s favorite topic: BANK RECONCILIATION! Reconciling is a fundamental accounting process to maintaining accurate, compliant and complete records. in fact, we will not accept clients’ unreconciled records. Reconciliations ensures that money...
The Word on Payment Methods for Atlanta Businesses
…payment methods!Try to come up with one thing that’s more important to your Atlanta business than taking in revenue smoothly. Yeah, I couldn’t, either.And making sure that revenue is coming in becomes almost an obsession when you’re feeling the squeeze of...
Alleviating Cash Flow Management Pains for Atlanta Businesses
Because we’re talking cash flow management today… with a recession looming on the horizon and the effects of inflation being felt so hard in everyday life, it’s difficult not to freak out over what lies ahead for your Atlanta small business. But, some think...
An Accounting Methods Rundown for Atlanta Businesses
Before I get into accounting methods basics today (a subject near to my heart) ... I hope you were able to get in on some Memorial Day activities this past weekend (though I know some Atlanta business owners are in the thick of things during this commemorative...
Why Should Atlanta Businesses Care About FASB and GAAP?
Yes, inflation isn't slowing down, even here in Atlanta.Though it's not the main thing I'll be writing about today, I did want to point out this economic elephant in the room for my Fulton County business owner readers and clients, and not just speed...
Making the Most of Your Atlanta Business’s P/L Statement
In the arena of not-so-good news, along with so many other things these days, there’s a lot of chatter about a possible recession on the horizon. Just when you thought things might be looking up… Inflationary insults to injury for Atlanta business owners.These...
Mark Perlberg CPA PLLC’s Guide to the Profit and Loss Statement
As a small business owner, you’re often preoccupied with all the things that go into running your Atlanta business – the daily logistics, managing employee workflow, paying the bills, bringing in more customers… making a profit. Let’s focus on that last one,...
Three Financial Statements Atlanta SMBs Need To Get Right
If you’re a successful Atlanta business owner in this high-pressure time, you’ve learned to master the art of the pivot. Pivot on pricing, pivot on operations, pivot on hiring, pivot on supply, pivot on financials... Successfully pulling it off is impressive...
Customer Relationship Management Software for Atlanta Businesses
Apparently, it is National Small Business Week. And while I tend to think these kinds of “national weeks” or days, or what have you, are often pretty silly … well, as someone who has been in the trenches with the SMB community over the last few years, I...
Time Management Software Choices for Atlanta Businesses
There’s never a better time than now to start a deep dive into the financial practices of your business. Of course, the first place you always want to start is with cleaning up your books (and we’re here for that – if you’re ready: calendly.com/mark-perlberg-cpa).Then...
Do You Need A Tax Plan?
While most business owners are familiar with tax preparation services, few know what tax planning entails. Listed below are some key features of tax planning and topics to consider when determining whether a tax plan is necessary Tax Preparation Vs. Tax Planning Tax...
What is the Best Payroll Software for Your Atlanta Small Business?
Every Atlanta business owner in today’s inflationary environment is looking for ways to economize and improve: overhead expenses, workload, staffing needs, office space, supply chains, etc. It all feels stretched. We’re *all* feeling it, even here in Atlanta.So it...
Small Business Accounting Software: The Atlanta Owner’s Guide
For as long as trade has existed, so has accounting. Goods are sold, profit is made, expenses are accrued, and everything gets recorded (presumably, ha!). And it wasn’t THAT long ago that electronic spreadsheets were considered “a big advancement” in...
Making Sure Everyone Gets Paid in Atlanta Business Partnerships
The first months of 2022 have been somewhat of a whirlwind. And while people everywhere are breaking out the deep cleaning sprays and scrub brushes to get a little springtime sparkle, you might want to be thinking about a similar process for your business. You know,...
How Mark Perlberg CPA PLLC Handles Investors in Small Business
I can’t write without mentioning that somewhat awkward, somewhat shocking, somewhat moving star-studded Oscars event. There were some, well, memorable scripted (and *unscripted*) moments.One truly happy surprise was the best picture winner CODA (child of deaf adults)...
Pointers From Mark Perlberg CPA PLLC For Handling Business Debt
While we all helplessly watch the war in Ukraine, we are also seeing the toll it’s extracting on our economy… and small businesses. Oil prices are skyrocketing and supply chain disruptions are becoming regular fare.The shock of the last two years hasn’t really worn...
Business Budget Basics Atlanta Owners Should Follow
Well, it’s now *officially* spring. Of course, that means the end of those cold winter months and the start of warmer, longer days, but it also means the possibility of disruption and stormy weather (especially in the south this week).On a perhaps better note,...
Business Bank Account Basics for Atlanta Business Owners
Have you been able to keep your mind clear? Have you kept your time-limited output and attention focused on your Atlanta business? I hate to repeat myself, but this is so critical during these globally anxious days. Your business, your team – your FAMILY – is...
Perlberg’s Tips for Successful Mergers and Acquisitions
With the events of the past week and whispers of world war, it’s pretty easy to get caught up in the non-stop fear cycle. Watching a full-scale invasion of Ukraine, anxiously waiting to see if China will invade Taiwan, hearing Turkey issue threats to Russia if they...
Small Business Mentoring For Your Atlanta Business
Did you know that about 20% of small businesses fail in their first year? That’s a daunting statistic for anyone starting a new Atlanta business. And, even scarier, is the reality that companies with owners younger than 30 are even more likely to tank....
Succession Planning 101 for Atlanta Businesses
Whether you’re partial to the Olympics or American football, this past week has brought some great athletic entertainment to many Atlanta homes and businesses. As we speak, the U.S. has managed to grab 16 medals – 7 of them gold. Among those gold medal winners...
Saving on Office Space for Your Atlanta Business
Office space can be a big part of owning your own business. It can be a pretty big expense, too… And of course, the past two years might have changed how you do business in that Atlanta office – a lot. Maybe you have more people working from home. Maybe you’ve...
Atlanta Businesses: Here’s How to Deal with Negative Reviews
With all of the extra year-end bookkeeping and tax matters your business is trying to tackle right now, a social media storm is the last thing you need/want to deal with. But it's sadly the sort of thing that will not go away by itself. And how to deal with...
Financial Planning: One of the Best Employee Benefits Atlanta Businesses Can Offer
This past weekend’s NFL playoff games were maybe some of the best post-season games to watch in a long, long time… with some of the most unexpected outcomes. Who would have believed that all but one of the top teams from the regular season would be unseated from a...
Why Real Estate Investors Need a Tax Strategy w/ Mark Perlberg
Tax Tips & Strategies For Real Estate Investors
1031 Strategy Stacking with Dave Foster
Description: Join David Foster & Mark Perlberg CPA as we discussed how to align different 1031 Exchange strategies with your business/investment goals and tax strategies. Together with Dave Foster, Founder and CEO of The 1031 Investor, we shared the many...
How to Make Uncle Sam Your Friend Through Creative Tax Strategies with Mark Perlberg
CPA Strategies For Reducing Your Taxes
How to Develop a Tax System to Enable Financial Freedom
Retirement Account Strategies for Real Estate Investors w Dan Kryzanowski
Listen to Dan and I discuss utilizing your retirement accounts to reduce taxes, build wealth and invest in real estate. Contact Dan at: Dan@rocketdollar.com
How Depreciation Creates Millions in Tax Savings and Freed Capital for Real Estate Investors
I will discuss and some techniques to maximize the tax benefits of depreciation and answer common questions about the expense. Some of the topics we will discuss are: - Basics of depreciation - Calculating depreciation for real estate investments - Cost segregation -...
Tax & Investment Strategies for Real Estate Agents
Combining a real estate license with real estate investing creates a world of opportunities to build wealth. There are also many tax advantages and tax traps to consider. On this webinar, we are going to discuss: - Common write-offs - Payroll taxes and planning - The...
How to Determine If You Need a Tax Plan
I meet so many business owners who don't know what a tax plan is and never engage a tax professional to create a forward looking plan to minimize their taxes. If you're interested in learning if you need a tax plan and what the benefits may be, check out this video!...
Tax and Business Strategies For Short-Term Rentals
When you look closely at the tax code, short-term rentals provide incredible opportunities to reduce taxable income from your job unlike any other forms of RE investing. Learn more about this and other advanced strategies during my live (and recorded!) webinar next...
Entity Structure and Tax Strategies for Foreign Investors of US Real Estate
I have International Tax Attorney and Partner at Culhane Meadows, Patrick McCormick, to help us understand what we can do to properly structure a compliant and tax efficient entity for the investment activity. Together we will discuss the basics of entity planning and...
Partnering with the Right Bank for Success in Real Estate Investing
An experienced banker can do much more to help your business than you'd think. Lots of great information from Mark Lewis of PeoplesBank, who is a tremendous asset to the investors he serves. Some topics we discuss are: - How to find the right bank for your business -...
Tax Incentives to Quit Your Job for Real Estate Investing
Transitioning from being an employee to a full-time investor opens a whole new world of tax saving opportunities for you and your family. If you're on the fence about leaving your job and uncertain if you can afford to go out on your own, you'll be surprised to find...
Investing in Real Estate While Raising a Family
Are you ready to begin your path toward financial freedom? An effective tax strategy is one of the best investments you can ever make into getting there! When pursuing financial freedom, many are held back by lack of capital, and so much of their income goes back to...
Turning Real Estate and Business Losses into Tax Wins
ID-19, which can create new tax saving opportunities with the right tax plan in place. In this webinar will discuss generating and capitalizing on real estate and business losses, including analysis of recent tax code changes in the CARES Act.
How Depreciation Can Save You Millions in Taxes and Capital
I will discuss and some techniques to maximize the tax benefits of depreciation and answer common questions about the expense. Some of the topics we will discuss are: - Basics of depreciation - Calculating depreciation for real estate investments - Cost segregation -...
Qualified Opportunity Zones – Tax Benefits, Strategies and How They Compare to 1031 Exchanges
A new way to defer or reduce capital gains is through qualified opportunity zone investments. In this webinar I'll explain what an opportunity zone is, help you understand the tax benefits, and provide guidance for determining if it fits your investment strategy.
How to Determine If You’re Overpaying in Taxes
I meet so many people who have no idea what their tax returns mean, and are uncertain if they are paying the right amount in taxes. If you haven't had a chance to review your tax return with a CPA, and fully examine what everything means, and I'll walk you through how...
Getting Started in Real Estate Investing and overcoming the barrier of “NEW YORK IS TOO EXPENSIVE”
I had the honor and privilege to be a guest speaker with Rachelle Rayner and the Westchest Real Estate Investors group and Goldstein Property Partners. Description below: This session we will discuss how to get started in real estate investing even when your...
Using KPI’s For Your Atlanta Business
Being able to reasonably forecast upcoming problems has become an essential skill for Atlanta business owners -- but too many are flying blind, or doing "bank balance accounting." Can we help you fix this? Using KPI's For Your Atlanta Business "It is common sense to...
What To Try When Your Atlanta Business’s Receivables Are Slowing Down
One of my favorite things about what we get to do around here is helping our Atlanta clients find "missing money" in their businesses. Whether it's through cost reductions, profit analysis, tax planning (LOTS of money can be saved there), or other means, what we are...