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Investing in Real Estate While Raising a Family

Investing in Real Estate While Raising a Family

By:

Mark Perlberg

Published:

December 27, 2021

Updated:

October 14, 2026

1 min read
Key Takeaway
You don't have to choose between your financial goals. Start by taking advantage of available employer benefits, then balance your remaining savings between short-term priorities and long-term financial growth. Keep money needed in the near term in an appropriate low-risk option, and consider the tax implications before using long-term savings.

Are you ready to begin your path toward financial freedom? An effective tax strategy is one of the best investments you can ever make into getting there! When pursuing financial freedom, many are held back by lack of capital, and so much of their income goes back to Uncle Sam instead of their businesses. Most accountants only file returns after the year has closed, and provide minimal guidance on reducing your taxes. Implementing a tax strategy throughout the year minimizes taxes, frees capital to reinvest into your business or savings, and takes years off your timeline to reach your financial goals. In this webinar we will discuss: – How to utilize tax incentives to optimize business growth – How to implement a tax strategy that accelerates your path to financial freedom – How to determine what strategies and incentives are available for you right now to reach your goals.

About the author

Mark Perlberg

Certified Tax Planner

Mark Perlberg is a CPA, Certified Tax Planner, and specializes in helping real estate investors and entrepreneurs achieve their financial goals through strategic tax planning. He has been a CPA since 2015, and since 2019, has served hundreds of entrepreneurs to create tax plans with savings as high as $2.5 Million in a single year through advanced planning methods. Mark and his team collaborate closely with clients to understand their unique goals and circumstances, evaluating all sources of past, present, and future financial events to guide them toward the most advantageous business and financial decisions. Originally from New York and now based in Atlanta, Mark is also a passionate foodie and a world traveler.

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