College Financing Secrets w/ Ron Caruthers
We are so excited to finally be discussing Advanced Strategies for College Financing with our clients this year! Listen to Ron Caruthers and I discuss how you can win the tax and financial planning game for your children’s college educations! In this webinar we will discuss: – Why 529 Plans Maynot be the Best Strategy […]
My Atlanta Small Business Health Quiz (Part 2)
Last week, I began asking you a series of questions about your business. Hopefully those have had some time to percolate in the business-owner-guru-strategist side of your brain. I’d like you to thoughtfully consider the new questions I’m raising today. Please do consider these six issues as you work through growing your Atlanta business — […]
My Atlanta Small Business Health Quiz (Part 1)
Something a little different for you today. A quiz you’ll actually find useful (unlike all those BuzzFeed ones about which vegetable are you most like). Taking a minute to examine your small business’s health this time of year will help shape how you reach for your goals the rest of 2023. And speaking of the […]
Collecting Payment the Smart Way in Your Atlanta Business
Who can believe that it’ll be one year this week since the war in Ukraine began. Unfortunately, it doesn’t seem like there’s an end in sight — a heavy realization for those caught in the crosshairs of it all… Looking back to last February, I can say it’s been a tough year for businesses as well. […]
Anticipating First-Year Expenses When Opening a Atlanta Business
It’s February and love is in the air. (So are taxes. And Super Bowls.) Flowers and chocolates showed up on desks and countertops this week with sweet little romantic notes. Restaurants set those sweetheart menus for their in-love diners. And if you’re one of the “lucky” ones with heart eyes for that special someone, you […]
Mark Perlberg CPA PLLC Wants to Know: Got a Business Exit Strategy?
The big day is almost here. The Super Bowl. And maybe you’re not paying attention because you don’t really care about football, but here’s why you should… The weeks leading up to the Super Bowl — and of course, the event itself — mean big money for not only the NFL but also the plethora […]
WHAT A TAX CPA CAN DO AND WHY TAX MATTERS TO YOU
Mark Perlberg: How’s it going, all my real estate investor audience and also all of my fellow CPAs and EAs listening to our material? We have an interesting conversation and presentation that I thought I would add to our podcasts and webinars. This is one for the first time of me talking to a group […]
RETIREMENT ACCOUNT STRATEGIES FOR REAL ESTATE INVESTORS WITH DAN KRYZANOWSKI
Mark Perlberg: Okay, welcome everybody. We are live here to talk about retirement account strategies for real estate investors. Now, the topic of real estate investing and retirement account planning. A lot of real estate investors realize that there’s lots of tax advantages to investing in real estate with losses flowing through. But a lot […]
OPPORTUNITY ZONES-TAX BENEFITS, STRATEGIES AND HOW THEY COMPARE TO 1031 EXCHANGES
Mark Perlberg: Okay, we are live and recording. And welcome this evening to one of my first ever presentations on a topic I haven’t really had the chance to talk and this is on qualified opportunity zones. Now, qualified opportunity zones. What we’re going to be talking about tonight is what is an opportunity zone. […]
DO I NEED AN LLC TO HAVE WRITE-OFFS?
Speaker 1: Mark Perlberg, CPA here, to address the most common misperception that I see with beginning business owners. You do not need an LLC to have write-offs. You do not need an LLC to start a business. Should you have an LLC, most likely, if you have expenses that do not come directly out […]