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 123 - Social Security Benefits and Planning w/ Mike Skrynecki
The Mark Perlberg CPA Podcast
48 minutes
3 months ago
EP 123 - Social Security Benefits and Planning w/ Mike Skrynecki
Send us a text Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/...
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...
