Send us a text We share the biggest tax and business lessons of 2025 that create real value right now. From funding travel with points to dialing in W-2 withholding and designing charitable and estate plans, we map strategies to your goals and show how to execute them. • turning payroll fees into non-taxable travel via points • charitable structures that deliver immediate deductions and cut estate tax • HRA workaround for real estate investors with high medical costs • W-2 withholding adjust...
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Send us a text We share the biggest tax and business lessons of 2025 that create real value right now. From funding travel with points to dialing in W-2 withholding and designing charitable and estate plans, we map strategies to your goals and show how to execute them. • turning payroll fees into non-taxable travel via points • charitable structures that deliver immediate deductions and cut estate tax • HRA workaround for real estate investors with high medical costs • W-2 withholding adjust...
EP 112 - Navigating Complexities in Tax & Wealth Planning w/ Ryan Sweet
The Mark Perlberg CPA Podcast
35 minutes
5 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 We share the biggest tax and business lessons of 2025 that create real value right now. From funding travel with points to dialing in W-2 withholding and designing charitable and estate plans, we map strategies to your goals and show how to execute them. • turning payroll fees into non-taxable travel via points • charitable structures that deliver immediate deductions and cut estate tax • HRA workaround for real estate investors with high medical costs • W-2 withholding adjust...
