The Mark Perlberg CPA Podcast

Send us Fan Mail Learn more on how this and other charitable tax strategies may help you at: https://www.prosperlcpa.com/apply A tax strategy that feels like it should be more famous: a retirement plan design where you can deduct contributions now, grow the account tax-deferred, and later pull funds tax-free for qualified medical expenses. That is the promise of the 401H, and it is exactly why we brought back 401H specialist David Podell to walk through how it actually works in the real world...

Send us Fan Mail *Learn more on how this an other charitable tax strategies may help you at: https://www.prosperlcpa.com/apply We break down how donor-advised funds help high-income earners give more to the causes they love while reducing taxes through smarter asset selection and better timing. We also share real examples of using appreciated stock, real estate, and even business interests to fund philanthropy without creating unnecessary capital gains. • why donating cash is often the least...

Send us Fan Mail *Learn what kind of potential tax savings exist for you at https://www.prosperlcpa.com/apply We break down why making more money can still leave you with less take-home pay once tax brackets jump and key credits and deductions start phasing out. We walk through the “sweet spot” concept and how to time write offs so one move can unlock multiple tax incentives without drifting into wasteful over-planning. • why the $200K single and $400K married thresholds matter most&nbs...

Send us Fan Mail Your business is not worth what your revenue says it’s worth. It’s worth what a buyer believes will keep working after you’re gone and they’re willing to pay up or discount hard based on risk. We sit down with Tom McElwrath of Kandem Services Group (KSG) to unpack what actually drives business valuation and enterprise value for high-income business owners. We talk through the risks that quietly destroy a sale price: founder dependence, customer concentration, undocumented pr...

Send us Fan Mail We break down why one “big” tax move rarely solves the tax problem for high-income earners, especially when legal limits cap how much any single strategy can do. We lay out how tax strategy stacking works so we can cut taxes now, manage risk, and keep layering savings year after year. • the hidden limits behind popular write-off strategies like cost segregation and business losses • the excess business loss limitation and why W-2 earners hit ceilings fast • attacking AGI ...