In this Topical Tuesday episode, I spoke with Mark Perlberg who is a CPA, Certified Tax Planner, and specializes in helping real estate investors and entrepreneurs achieve their financial goals through strategic tax planning. He has served hundreds of entrepreneurs to create tax plans with savings as high as $2.5 Million in a single year through advanced planning methods.
Be sure to tune in if you’re interested in learning about:
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How passive losses can offset capital gains and create a tax-efficient investment strategy
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The impact of opportunity zones, bonus depreciation, and potential tax law changes on real estate investors
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Common tax planning mistakes investors make—and how to avoid them
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REITs vs. LP investments: Which offers better tax advantages?
To your success,
Tyler Lyons
Resources mentioned in the episode:
- Mark Perlberg
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