The Mark Perlberg CPA Podcast

EP 133 - How Much Can a High W-2 Earner Reduce Their Taxes?


Listen Later

Send us a text

We map a clear path for high W‑2 earners to cut taxes by stacking business losses, targeted charitable deductions, and solar credits. A simple $1.5M case study shows how careful sequencing can drive liability from $450k toward $55k while building long‑term wealth.

• 401(k) contribution and plan limits for high earners
• Where RSUs, real estate, and oil and gas fit
• Excess Business Loss caps and their 2025 reductions
• Mortgage interest rules and HELOC tracing considerations
• Charitable deductions at 30% to 60% of AGI
• How to sequence losses, charity, then credits
• Solar investment tax credits and bonus depreciation
• Walkthrough of a $1.5M income optimization model
• State tax impacts and planning windows
• Action steps to engage a tax strategist

Go to https://www.prosperalcpa.com/opportunity report and complete the short survey to see what may be possible for your taxes


...more
View all episodesView all episodes
Download on the App Store

The Mark Perlberg CPA PodcastBy Mark

  • 5
  • 5
  • 5
  • 5
  • 5

5

5 ratings