A Failed Business Strategy Tale for Atlanta Owners

We’re less than a month away from March Madness. The NCAA recently released the tournament schedule with locations, if you’re wanting to see your favorite team play in person. Or you just want to mark it on your home calendar so your family knows you’ll be commandeering the living room TV for a few weeks. Something […]

Mark Perlberg CPA PLLC’s Guide to 2024 New Small Business Trends & Regulations

This weekend we got a chance to see what’s trending in the world of music via the 66th Annual Grammy Awards. But something that wasn’t talked about on stage was the struggles of the music industry right now.  A lot of artists are facing difficulties with promoting their music online thanks to Universal’s battle with […]

How did they avoid all those taxes? The ways billionaires do it.

When you make a large fortune, your tax liability is a small fortune. So, what’s a billionaire to do if he or she wants to protect that fortune? And can you take advantage of the same opportunities? Here’s how a few billionaires did it: Converting High-Tax-Rate Trading to Low-Tax-Rate Income was a strategy used by […]

Why a Pre-Mortem Analysis for Any New Atlanta Business Is Necessary

Failure usually isn’t on your mind this time of year. In fact, it’s the opposite. In January, you’re thinking of ways to make your Atlanta business succeed. You’re looking at last year’s data and setting growth goals. There’s excitement in the air, and you’re buzzing with optimism. But that doesn’t always help you see clearly […]

Is this the Year you add an HSA to your Tax Strategy?

Why are HSAs (Health Savings Accounts) so popular with financial advisors? They offer numerous benefits: Tax-deductible contributions for those with eligible high-deductible health plans. Tax-free investment growth and income. Tax-free withdrawals at any age to pay for qualified medical expenses. Tax Return Deduction even if you don’t itemize. Add to these tax benefits the fact […]

Take out your Tax Legislation Crystal Ball. It’s Election Year.

It’s anyone’s guess as to how political events will unfold this year. One thing is certain, though. The outcome will have long-lasting effects on tax policy and will affect you and your business. Some proposed amendments are currently before the House Ways and Means Committee which, if passed, could affect your bottom line. They include […]

All About BOI Reporting for Atlanta Business Owners

It seems business leaders aren’t worried about recession anymore. At least that’s what the annual World Economic Forum decided last week.  Economic experts and business leaders are saying that we’re not likely to see a U.S. recession in 2024. The Federal Reserve might lower interest rates soon, and people are feeling more confident about spending money, […]

5 Customer Loyalty Strategies for Atlanta Small Businesses

“Save more” is a new year goal a lot of people put on their list, but it’s proven to be a difficult one to reach the last few years. In your Atlanta business, it’s likely some of your employees fall in this category — especially for those in lower income brackets.  Thanks to the Secure […]

HOW TO ACHIEVE FISCAL AND PHYSICAL FITNESS IN 2024

If Fiscal AND Physical fitness are your resolutions for 2024, think about establishing a business gym for your employees on your business premises, or in a separate building, to create a tax deduction.Not only can this provide you with a tax deduction, but it also gives tax-free benefits to your employees. If you have no […]

DUAL CITIZENS NEED TO AVOID TWO GOVERNMENTS TAXING THEIR WEALTH!

Dual U.S. Citizenship is ever more common due to our global economy and the lure of attractive investment, acquisition and employment in the United States and elsewhere. This leads to special tax circumstances such as the possibility of double taxation for dual citizens who need to consider how to avoid two governments dipping into your […]