The Mark Perlberg CPA Podcast Mark

 This episode isn't just about where to put your dollars—it's about making them work smarter. Chris breaks down his 'DIAL' framework—Depreciation, Income, Appreciation, and Liquidity—that'll have you assessing investment opportunities like a seasoned pro. We also dissect the unique investment prospects of car washes and mobile home parks, providing an eye-opening perspective on how these assets can align with your financial goals.

Venture into the world of value-centric business models with us into the lucrative car wash industry and draw parallels with Chick-fil-A's notable service standards. We lay out a blueprint for constructing a business that's not only about efficiency and customer satisfaction but also structured for a profitable future. Whether you're enticed by the promise of tax advantages or the allure of a solid business strategy, this episode offers the wisdom to navigate the complexities of real estate investments and entrepreneurial undertakings.

To learn more about Chris, go to:https://nextlevelincome.com/
If you're interested in joining the team or becoming a client, go to:www.markperlbergcpa.com

Discover the concept of infinite banking with financial expert Anthony, a former CPA turned life insurance strategist. In this enlightening episode, we dive into how real estate investors can leverage high cash value whole life insurance policies as a tool for continuous wealth accumulation. Picture a scenario where your investments grow through compound interest, unaffected by market swings, all while enjoying significant tax advantages. We explore this innovative financial strategy, where the convenience of a credit card meets the solidity of life insurance.
If you're concerned about unpredictable income and taxes, you'll appreciate our deep dive into how to effectively use whole life policies for entrepreneurial endeavors. Anthony reveals the optimal approach for making contributions and how aligning with a knowledgeable infinite banking professional can solidify your financial future. With the flexibility offered by infinite banking, devoid of government contribution limits, it becomes an appealing option for real estate experts and innovators seeking financial security and growth.
We guide you through our own journey of financial transformation, illustrating how to evolve from basic insurance plans to comprehensive wealth management frameworks, emphasizing the creation of emergency reserves that continue to foster capital growth. Moving beyond the complexities of the stock market, we demonstrate how integrating assets like real estate can pave the way to financial freedom, inspired by the principles in "Rich Dad Poor Dad." This episode is designed for anyone looking to build a financial ecosystem that actively supports their wealth goals, regardless of their experience level in investing.
To learn  more from Anthony and his team go to:https://infinitewealthconsultants.com/

If you're interested in joining our team or becoming a client go to www.markperlbergcpa.com

Estate planning, often overlooked, is crucial to mitigating the potential for hefty tax impacts, with possible taxation reaching up to 40% of one's assets. In this enlightening episode, we join forces with Jaryd Green, a renowned expert in real estate investment and asset protection, to underscore the critical nature of estate planning for high-income individuals and entrepreneurs. Jaryd advocates for initiating estate planning strategies as early as age 18, exploring the protective measures of utilizing LLCs and trusts against the unpredictabilities of life.
We delve into how a deep understanding of estate planning intricacies and business configurations simplifies the complexity of FinCEN regulations. Jaryd addresses the widespread misunderstandings surrounding asset transfers, spotlighting the strategic application of trusts to achieve tax advantages, and discusses the specific challenges posed by state taxes and business planning. This episode is packed with tailored strategies for navigating the complexities of LLCs and trusts effectively.
Further, we examine the dynamic landscape of estate planning, touching on anticipated adjustments in federal estate tax exemptions and introducing strategies like the step-up basis benefit, adept gifting practices, and the strategic employment of irrevocable trusts. Whether you're contemplating an irrevocable life insurance trust, exploring the concept of pour-over wills, or aiming to refine your estate planning, our dialogue with Jaryd delivers the insights needed to ensure your planning is as strategic as it is customized to your unique legacy and wealth preservation goals.

To learn more form Jaryd, email: Jaryd@basattorneys.com
And if you're interested in becoming a client, go to www.markperlbergcpa.com

Dive into the essentials of a fruitful business exit with insights from Ellen Long and Randy D. Long. They emphasize the significance of initiating exit planning early to ensure a profitable and seamless transition, highlighting the crucial role of a skilled advisory team, including an accountant, lawyer, and business coach. Learn about the strategies that render businesses attractive to buyers, such as the importance of a robust management team and culture, alongside the advantages of proactive tax and estate planning to safeguard your profits.
Furthermore, Ellen and Randy delve into the management of wealth post-sale, stressing the need for strategic planning that aligns with your personal objectives and risk tolerance. They discuss formulating an investment policy designed for your life after the exit, balancing growth opportunities with the wisdom of wealth conservation. This episode offers valuable insights for entrepreneurs aiming for a successful exit and a thriving financial future.

To learn more about Randy and Ellen, go to: longbusinessadvisors.com, and to further explore hiring us or joining our team, go to www.markperlbergcpa.com

 Join us for an exclusive conversation with Chris Miles, the visionary "anti-financial advisor," as we delve into the art of redefining traditional wealth management strategies. This episode is designed for the discerning high-income earner who seeks to challenge conventional financial wisdom. Chris, having achieved financial freedom by the age of 28 through his avant-garde approach to investment and cash flow, provides compelling evidence of his methods' effectiveness.


In this dialogue, we explore the sophisticated tactics for asset accumulation and income generation. I share my journey from the conventional path of mortgage reduction to leveraging equity for creating significant income streams. Together, we unravel the complexities of debt, demystifying common misconceptions about bank loans and investments. We shed light on how strategic debt management can be a powerful tool for accelerating wealth accumulation, and why misplaced investments might be inhibiting your financial growth.

Concluding our session, we provide exclusive insights into the lucrative world of real estate investment, showcasing how our clients have revolutionized their retirement planning. Uncover hidden gems in emerging markets and employ strategies that transcend ordinary financial planning. This episode is more than advice; it's about empowering you with the insights to curate a financial blueprint that embodies freedom and prosperity. Embark on this transformative journey towards financial independence with Chris Miles and myself. 

To connect with Chris, email:  chris@moneyripples.com  or to learn more go to www.moneyripples.com

Embarking on a journey from auditor to CPA, real estate and taxes have intertwined in my life, shaping a path to financial liberation. Every brick laid in the foundation of a property can become a stepping stone to achieve your dreams, and today's episode is all about discovering just that. We start with the cornerstone of tax planning within real estate, unearthing how strategic approaches such as depreciation, cost segregation studies, and the coveted status of real estate professional can drastically minimize your tax obligations. Through heartfelt stories of clients who've seen the tides turn in their favor, I illustrate the monumental impact that meticulous tax planning can make, often resulting in savings that eclipse the initial property investment.

The art of maximizing tax benefits doesn't stop at clever planning but extends to the seamless integration of investment strategies into your daily grind. Even those anchored to a nine-to-five can harness the potential of real estate to cultivate negative income reports that work in their favor. By shedding light on how material participation can shape your fiscal future, I dissect the intricacies of navigating high state taxes and the necessity of a symbiotic relationship with a tax expert who can guide you through the evolving tax landscape. Whether you're a seasoned investor or just dipping your toes into the property market, you'll find actionable strategies to pivot your tax situation from liability to a powerful instrument of wealth.

Wrapping up this treasure trove of insights, we delve deep into advanced tax strategies and investment maneuvers. The episode culminates with a discussion on the nuanced magic of Roth IRA conversions in low-income years and the deft tactic of asset revaluation that can considerably cushion your tax blow during such strategic shifts. These are more than just stories; they are blueprints for anyone eager to turn real estate investments into a bastion of abundance and freedom. So tune in, as I demystify the complex dance between real estate investment and tax planning, setting the stage for you to potentially reshape your financial reality.