The Mark Perlberg CPA Podcast

EP 102 - Our Exclusive Advanced Tax Strategies in Action


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Tax planning extends far beyond basic strategies, with sophisticated approaches typically reserved for the ultra-wealthy that can create substantial tax savings and wealth-building opportunities for business owners and investors.

• Qualified Opportunity Zone Funds offering multiple benefits including capital gain deferral, material participation opportunities, and tax reduction
• Solar panel investments for business properties providing tax credits, depreciation benefits, and long-term energy cost savings
• 1031 exchanges into oil and gas investments for passive income with continued tax advantages
• Self-insurance strategies creating deductible business expenses while maintaining control of funds and building wealth
• Strategic employment of spouses to optimize QBI deductions and increase Social Security benefits
• Premium tax planning services delivering exceptional ROI through comprehensive strategy development

For those interested in learning more about these advanced tax reduction strategies, visit taxplanningchecklist.com or prosperalcpa.com/apply to see if these approaches could benefit your specific situation.


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The Mark Perlberg CPA PodcastBy Mark

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