The Mark Perlberg CPA Podcast

Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.

The Mark Perlberg CPA Podcast is a business podcast hosted by Mark, with 153 episodes on record and a Required Pod Score of 80.

Mark hosts The Mark Perlberg CPA Podcast, a business show with 153 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  The Mark Perlberg CPA Podcast

  EP 153 - Donor-Advised Funds Explained: The Tax-Smart Way to Give w/ Phoenix Hafen

  Sep 22, 202632 min

  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 tax-efficient option • how a donor-advised fund works and why it separates deduction timing from grant timing • donating appreciated assets to avoid capital gains while still getting a fair market value deduction • using a DAF to simplify giving when a charity cannot accept complex assets • charitable bunching to turn yearly giving into a larger itemized deduction • planning around a high-income year or liquidity event by donating before a sale • what the gift agreement and third-party appraisal process looks like for non-cash assets • creative strategies including impact investing and donating hard-to-sell assets • fiscal sponsorship as a faster alternative to starting a new 501(c)(3) Connect w/ Phoenix at: https://www.uicharitable.org

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  The Mark Perlberg CPA Podcast

  EP 152 - The Tax Code Sweet Spot: Where Tax Breaks Start Disappearing

  Sep 6, 202632 min

  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 • how marginal brackets jump and create a bigger tax bite • qualified business income deduction phaseouts for business owners and service pros • child tax credit phaseout math and why credits vanish fast • SALT deduction phaseout ranges and why AGI matters • an example of stacking deductions to reopen lost incentives • when tax strategy becomes overkill and creates future problems • “use it or lose it” deductions and why zero income can hurt • low tax year plays like Roth conversions and capital gains planning • strategy stacking for very high income earners using multiple tools If by any chance you find that this is a little bit too challenging for you to grasp and implement, I strongly suggest you go to prosperocpa.com slash apply, and we will help you understand how this could potentially come together to you and what other types of advanced tax reduction strategies can help you in winning the tax code.

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  The Mark Perlberg CPA Podcast

  EP 151 - Maximizing Your Business Value w/ Tom McElwrath

  Aug 20, 202638 min

  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 processes, weak bench depth, and relationships that live only in the owner’s head. Tom explains why the smartest move is starting three to five years before a sale, because once an LOI shows up, diligence begins and negotiating power shrinks fast. We also connect operations to financial clarity and tax planning. If you don’t trust your books, you can’t forecast cash flow, manage EBITDA, or plan taxes with confidence. We dig into why a fractional CFO can be a game-changer, how clean financials make buyers more comfortable, and how tax savings can create liquidity to reinvest in systems and growth. Then we get tactical on valuation multiples, deal terms beyond purchase price, and one overlooked concept that can add real money at closing: adbacks. If you’re building toward an exit or simply want a company that runs without you, listen through and take notes. Subscribe, share this with a fellow owner, and leave a review with the biggest risk you’re going to de-risk first. Next Steps: for a free assessment of how advanced tax reduction can help build your wealth, go to: https://prosperlcpa.com/apply Connect with Tom at:Tom@kandem.com

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  The Mark Perlberg CPA Podcast

  EP 150 - Why the Wealthy Use Tax Strategy Stacking

  Jul 1, 202618 min

  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 first with practical moves like entity structuring and legitimate family payroll • layering charitable deduction strategies to reduce taxable income after other tactics max out • using capital loss harvesting to offset major capital gains events • diversifying tax strategies to hedge audit risk and law changes • layering year-two upgrades like solar credits on a short-term rental • deciding what to do with tax savings and adjusting W-2 withholding sooner Now, if any of this sounds interesting and applicable to you and you're interested on how this may apply, I strongly encourage you to go to https://www.prosperalcpa.com/apply . And there you'll fill out a quick survey, have a conversation with someone on the team, and we will personally share with you what may be possible for you based on your situation when we utilize advanced tax reduction strategies.

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  The Mark Perlberg CPA Podcast

  EP 149 - What Is the Intangible Drilling Cost (IDC) Deduction for Oil & Gas?

  Jun 19, 202622 min

  Send us Fan Mail Why does the intangible drilling cost deduction makes oil and gas investing so attractive for high-income earners? Faster write-offs and more control over timing. Learn about the rules, limits, and risks so you can weigh tax savings against real-world investment economics. • defining IDC versus tangible drilling costs with clear examples • why prepaid IDC can create a current-year deduction before a well produces • how working interest can make losses non-passive and usable against W-2 and other income • why Congress designed these incentives for domestic energy production and jobs • a $100,000 example showing how year-one deductions can translate into tax savings • the importance of binding drilling obligations, economic performance, and ethical operators • why you should not invest for tax savings alone • how oil and gas can complement real estate loss planning • future-year tax impact, profit timing, and the depletion allowance • state conformity differences, including California limits • potential constraints from AMT and the excess business loss limitation • year-end planning in Q4 and using deductions to target a better bracket If at any time you would like to get personalized insight on how this may apply to you and how we could help, I suggest you go to https://www.prosperalcpa.com/apply .

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