EP 78 - What to do with Your 100K of Tax Savings

The Mark Perlberg CPA Podcast

Send us a text

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...

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

Unlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://www.prosperlcpa.com/live-qa

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

Make the most of the available tax strategies for real estate investors and gain access to reliable guidance, expense templates and workpapers with our Essential Tax Planning for Real Estate Investors Course

Tax planning goes beyond simply aiming for a refund; it’s about reinvesting that windfall into opportunities that foster long-term wealth. We explore strategies like paying off high-interest debt, business reinvestment, and various investment avenues such as real estate, oil and gas, life insurance, and Roth conversions to maximize your financial gains.
• Importance of managing credit card debt
• Reinvesting in business for higher returns
• Real estate as a significant wealth-building vehicle
• Exploring oil and gas investment benefits
• Utilizing life insurance for tax-advantaged growth
• Advantages of partnership interests in unique investments
• Stock investments and advantages of capital gains taxation
• Considering Roth conversions for future tax savings

Розділи

1. EP 78 - What to do with Your 100K of Tax Savings (00:00:00)

2. Tax Planning and Wealth Building Strategies (00:00:06)

3. Tax-Efficient Investment Opportunities and Strategies (00:11:13)

4. Building Long-Term Tax Savings (00:17:20)