Ep 95 - Build & Protect Your Wealth W/ Holistic Tax Planning The Mark Perlberg CPA podcast

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Ep 95 - Build & Protect Your Wealth w/ Holistic Tax Planning

6d ago 21:04

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We've evolved from focusing solely on real estate tax strategies to becoming holistic tax planners who consider all income sources and create comprehensive tax-saving approaches. This shift occurred because many clients have diverse income streams beyond real estate, and others have lost interest in real estate due to market challenges or landlord burnout.
• The seven elements of holistic tax planning include examining all income sources, not just real estate
• Consider every asset - stocks, retirement accounts, real estate equity, business valuations - when planning
• Timing matters - look at prior, current, and future income to prevent taxation across your lifetime
• Family considerations should include spouse strategies, hiring family members, and estate planning
• Understand where your cash is going after tax events to align strategy with your true objectives
• Align tax planning with personal goals like retirement, business growth, or investment expansion
• Provide diverse strategies beyond the obvious - from charitable giving to advanced entity structures
• Each person has a unique "tax planning DNA" based on risk tolerance, liquidity needs, and preferences
Visit taxplanningchecklist.com for a high-level overview of potential tax opportunities, or go to prosperlcpa.com/apply for a free consultation to see how we can reduce your taxes.

Chapters

1. From Real Estate to Holistic Tax Planning (00:00:00)

2. The Seven Elements Framework Begins (00:01:45)

3. Timing: Present and Future Tax Strategy (00:03:37)

4. Family Considerations in Tax Planning (00:07:28)

5. Aligning Tax Strategy with Life Goals (00:09:36)

6. Diversity of Tax Strategies (00:13:59)

7. Tax Planning DNA and Risk Tolerance (00:17:33)

8. Resources and Final Thoughts (00:20:27)

95 episodes

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