The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Content provided by Krisstina Wise. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Krisstina Wise or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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#317: Mark Perlberg - The Millionaire's Tax Playbook: Strategies You're Missing
Manage episode 465882697 series 2391764
Content provided by Krisstina Wise. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Krisstina Wise or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Are you leaving money on the table by not optimizing your tax strategy?
In this episode of the Wealthy Wellthy podcast, Krisstina Wise sits down with Mark Perlberg, a CPA and tax strategist specializing in helping entrepreneurs and high-income earners minimize their tax burden. Mark shares his journey from social studies teacher to passionate tax planner, revealing how he discovered the immense potential of strategic tax planning for wealth creation.
The main focus of this conversation is the often-overlooked importance of proactive tax planning for entrepreneurs and high-income earners. Mark emphasizes that investing in proper tax strategy can yield returns far greater than traditional investments, potentially saving clients millions of dollars over their lifetime.
Throughout the episode, Krisstina and Mark discuss various tax-saving strategies, including hiring family members, utilizing the Augusta rule, and leveraging real estate investments for tax advantages. They also explore options for W-2 employees to reduce their tax burden and the mindset shift required to view taxes as part of a holistic wealth-building strategy.
Ready to transform your approach to taxes and potentially save six or seven figures? Listen to this eye-opening episode to discover how strategic tax planning could revolutionize your financial future.
Upcoming Workshop
Save the date! Krisstina’s Wealth Mastery Challenge is coming April 15th. Full details and registration link will drop in the next Wealthy Wellthy Podcast episode—don’t miss it!
Key Takeaways
2:07 Why tax planning is often overlooked
6:19 Mark's journey into tax planning and CPA work
13:26 Investing in strategic tax partnerships
18:41 Explaining the Augusta rule for tax savings
25:09 Gifting strategies for tax and estate planning
31:21 Holistic approach to tax planning and wealth building
38:21 Benefits of real estate investing for taxes
40:05 Final thoughts on the importance of tax planning
Memorable Quotes
"When you invest into tax planning and initiatives in some of these opportunities, you could essentially double your money year after year after year. You're going to see a far greater compounding of your wealth through tax planning."
"The government wants you to invest into vehicles that give charitable deductions. They want you to invest into energy related items. They want you to do things that are going to enhance and provide real estate to the general public."
"I don't think I've ever found an industry or way of making money that is more tax advantaged than real estate because of what you can do with cost segregation, which allows you to front load your depreciation and bonus depreciation."
Resources Mentioned
American Institute of Certified Tax Planners - https://certifiedtaxcoach.org/
Connect with Krisstina
Website - https://wealthywellthy.life/
Instagram - https://www.instagram.com/krisstinawise
YouTube - https://www.youtube.com/@krisstinawise
Krisstina's Book, Falling For Money - https://www.amazon.com/dp/0692560904/
Thank you.
354 episodes
Share
Manage episode 465882697 series 2391764
Content provided by Krisstina Wise. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Krisstina Wise or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Are you leaving money on the table by not optimizing your tax strategy?
In this episode of the Wealthy Wellthy podcast, Krisstina Wise sits down with Mark Perlberg, a CPA and tax strategist specializing in helping entrepreneurs and high-income earners minimize their tax burden. Mark shares his journey from social studies teacher to passionate tax planner, revealing how he discovered the immense potential of strategic tax planning for wealth creation.
The main focus of this conversation is the often-overlooked importance of proactive tax planning for entrepreneurs and high-income earners. Mark emphasizes that investing in proper tax strategy can yield returns far greater than traditional investments, potentially saving clients millions of dollars over their lifetime.
Throughout the episode, Krisstina and Mark discuss various tax-saving strategies, including hiring family members, utilizing the Augusta rule, and leveraging real estate investments for tax advantages. They also explore options for W-2 employees to reduce their tax burden and the mindset shift required to view taxes as part of a holistic wealth-building strategy.
Ready to transform your approach to taxes and potentially save six or seven figures? Listen to this eye-opening episode to discover how strategic tax planning could revolutionize your financial future.
Upcoming Workshop
Save the date! Krisstina’s Wealth Mastery Challenge is coming April 15th. Full details and registration link will drop in the next Wealthy Wellthy Podcast episode—don’t miss it!
Key Takeaways
2:07 Why tax planning is often overlooked
6:19 Mark's journey into tax planning and CPA work
13:26 Investing in strategic tax partnerships
18:41 Explaining the Augusta rule for tax savings
25:09 Gifting strategies for tax and estate planning
31:21 Holistic approach to tax planning and wealth building
38:21 Benefits of real estate investing for taxes
40:05 Final thoughts on the importance of tax planning
Memorable Quotes
"When you invest into tax planning and initiatives in some of these opportunities, you could essentially double your money year after year after year. You're going to see a far greater compounding of your wealth through tax planning."
"The government wants you to invest into vehicles that give charitable deductions. They want you to invest into energy related items. They want you to do things that are going to enhance and provide real estate to the general public."
"I don't think I've ever found an industry or way of making money that is more tax advantaged than real estate because of what you can do with cost segregation, which allows you to front load your depreciation and bonus depreciation."
Resources Mentioned
American Institute of Certified Tax Planners - https://certifiedtaxcoach.org/
Connect with Krisstina
Website - https://wealthywellthy.life/
Instagram - https://www.instagram.com/krisstinawise
YouTube - https://www.youtube.com/@krisstinawise
Krisstina's Book, Falling For Money - https://www.amazon.com/dp/0692560904/
Thank you.
354 episodes
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Similar to Wealthy Wellthy Podcast
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Looking for mentorship from someone who has a track record of business success? Want to learn how to build a 1% lifestyle and develop the mindset of a champion? Are you a business leader looking to 10x your results so you can build your dream life? If you are unwilling to settle for the status quo, and looking for real, honest, business, leadership, and mindset conversations... look no further. Tune in each week to learn from Kelly Roach, a former Fortune 500 executive and NFL cheerleader tu ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Behind every successful business, there’s a story you don’t hear—the sleepless nights, the moments of doubt, and the determination to keep going when everything feels impossible. That’s what Unbreakable Business is all about. Join host Akua Konadu each week as she sits down with entrepreneurs who share the raw, real side of their journey—the roadblocks they faced, the challenges they overcame, and the stories that don’t make the highlight reel, but the the ones that matters the most. If you’ ...
…
continue reading
Millionaire University is on a mission to help you build wealth, achieve financial freedom, and create a business that supports the life you want. We reveal proven strategies for business growth, personal finance, and investing—teaching you how to increase your income, build passive revenue streams, and take control of your money. You will learn how to start and scale a business, make smarter financial decisions, and build lasting wealth—all while creating a life of impact and fulfillment. G ...
…
continue reading
Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
…
continue reading
What if it was easy to create a $1M digital business you could be proud of? The path lies in creating people magic. Gina Bianchini, founder and CEO of Mighty Networks, has helped over 10,000 entrepreneurs, brands, and creators grow incredible businesses that put people first and generate millions in profit. Now she’s bringing the secrets of the most successful communities directly to you. In this series, Gina will show you how to build a community so valuable you can charge for it and so wel ...
…
continue reading
The Life of And podcast is for high-achieving women and working parents who are ready to stop living a life of “have to” and start designing a life they actually want. It’s a space where we talk honestly about the things we’re often afraid to admit — even to ourselves. The exhaustion. The ambition. The loneliness. The joy. The tension of wanting more without losing yourself in the process. If you’re in the thick of it — feeling stretched, tired, hopeful, driven — this is your invitation to t ...
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
Where startup founders raise millions and listeners can invest. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
…
continue reading
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