Send us a text If you're a high-income earner, real estate investor, or business owner, the answer is almost always no—and in this video, I break down exactly why. I’m walking you through the BIG lie behind one-time tax plans, the opportunities most people miss after Year 1, and why ongoing tax strategy can unlock six- and seven-figure savings over your lifetime. In this video you’ll learn: ✔️ Why one-time tax plans stop far too early ✔️ The hidden opportunities in Year 2 and beyond ✔️ Why co...
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Send us a text If you're a high-income earner, real estate investor, or business owner, the answer is almost always no—and in this video, I break down exactly why. I’m walking you through the BIG lie behind one-time tax plans, the opportunities most people miss after Year 1, and why ongoing tax strategy can unlock six- and seven-figure savings over your lifetime. In this video you’ll learn: ✔️ Why one-time tax plans stop far too early ✔️ The hidden opportunities in Year 2 and beyond ✔️ Why co...
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 If you're a high-income earner, real estate investor, or business owner, the answer is almost always no—and in this video, I break down exactly why. I’m walking you through the BIG lie behind one-time tax plans, the opportunities most people miss after Year 1, and why ongoing tax strategy can unlock six- and seven-figure savings over your lifetime. In this video you’ll learn: ✔️ Why one-time tax plans stop far too early ✔️ The hidden opportunities in Year 2 and beyond ✔️ Why co...
