EP 102 - Our Exclusive Advanced Tax Strategies in Action

The Mark Perlberg CPA Podcast

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10d ago 20:21

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Tax planning extends far beyond basic strategies, with sophisticated approaches typically reserved for the ultra-wealthy that can create substantial tax savings and wealth-building opportunities for business owners and investors.
• Qualified Opportunity Zone Funds offering multiple benefits including capital gain deferral, material participation opportunities, and tax reduction
• Solar panel investments for business properties providing tax credits, depreciation benefits, and long-term energy cost savings
• 1031 exchanges into oil and gas investments for passive income with continued tax advantages
• Self-insurance strategies creating deductible business expenses while maintaining control of funds and building wealth
• Strategic employment of spouses to optimize QBI deductions and increase Social Security benefits
• Premium tax planning services delivering exceptional ROI through comprehensive strategy development
For those interested in learning more about these advanced tax reduction strategies, visit taxplanningchecklist.com or prosperalcpa.com/apply to see if these approaches could benefit your specific situation.

Chapters

1. Introduction to Advanced Tax Planning (00:00:00)

2. Qualified Opportunity Zone Fund Strategy (00:01:09)

3. Solar Panels and Energy Tax Credits (00:05:40)

4. Self-Insurance Solutions for Businesses (00:09:00)

5. Optimizing QBI Through Spousal Employment (00:14:45)

6. Closing Thoughts on Premium Planning (00:19:15)

104 episodes

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