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 112 - Navigating Complexities in Tax & Wealth Planning w/ Ryan Sweet
The Mark Perlberg CPA Podcast
35 minutes
4 months ago
EP 112 - Navigating Complexities in Tax & Wealth Planning w/ Ryan Sweet
Send us a text Mark Perlberg and Brian Sweet discuss strategies for building and protecting wealth beyond tax savings, with an emphasis on what to do with cash after receiving tax refunds from bonus depreciation and other tax benefits. They explore holistic wealth planning approaches that balance immediate tax benefits with lifetime tax minimization. • Brian Sweet shares his 47 years of experience in the wealth management business, serving clients across 38 states • Entrepreneurs with volati...
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...
