The Mark Perlberg CPA Podcast

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


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PS. Whenever you're ready, here are some ways we can help with reducing your taxes... 

Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game...  

Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com 

At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/newsletter-subscription

 Get your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan 

 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.


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The Mark Perlberg CPA PodcastBy Mark

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