Podcasts & Webinars
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: -...
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...
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...
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...
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...
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...