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 111 - Tax Planning for Pivoting OUT of Real Estate
The Mark Perlberg CPA Podcast
21 minutes
4 months ago
EP 111 - Tax Planning for Pivoting OUT of Real Estate
Send us a text The dream of mailbox money through real estate investing often collides with the reality of demanding property management, leading many investors to seek alternative wealth-building paths while maintaining tax advantages. • Hire property managers to maintain real estate professional tax status benefits while reducing workload • Invest in real estate syndications as limited partners to leverage expert deals without active management • Consider oil and gas investments for truly ...
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...
