Podcasts

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...