How Real Estate Investors LEGALLY Pay $0 In Taxes | Mark Perlberg CPA
Most people think real estate investing is just about cash flow and appreciation. But the REAL power of real estate is what it can do to your taxes. In this workshop, I break down: • Cost segregation explained simply • Bonus depreciation strategies • Real Estate Professional Status (REP Status) • Short-term rental tax loopholes • How investors legally reduce or eliminate taxes • Common mistakes that destroy cash flow • Tennessee LLC & S-Corp tax traps • Why many CPAs miss these opportunities • How high-income earners use tax strategy to build wealth faster I also walk through real client examples in which strategic tax planning resulted in massive refunds and dramatically reduced tax liability. The goal is not just saving money on taxes. The goal is to use tax strategy as a force multiplier to create more liquidity, buy more assets, and build long-term wealth. Whether you’re: • A W-2 employee • A first-time investor • A real estate professional • A business owner • A short-term rental operator • Or scaling a portfolio This conversation will help you understand how the tax code can work FOR you instead of against you. To work with us visit www.ProsperlCPA.com/Apply If this video helped you, subscribe and share it with another investor who needs to stop overpaying taxes. #RealEstate #TaxStrategy #CostSegregation #RealEstateInvesting #BonusDepreciation #TaxPlanning #MarkPerlberg #AirbnbInvesting #PassiveIncome #wealthbuilding 00:00 Intro 00:07 Mark Perlberg’s Story & Why He Became Obsessed With Tax Strategy 01:33 Why Real Estate Is The Ultimate Tax Advantage 03:52 How Cost Segregation Actually Works 06:35 Bonus Depreciation Explained Simply 07:25 The Most Important Real Estate Tax Flowchart 09:25 How To Create Non-Passive Losses 11:19 The Short-Term Rental Tax Loophole 12:23 Real Estate Professional Status Explained 14:42 Who Qualifies For REP Status? 15:12 Material Participation Rules Explained 16:09 Real Client Example: $474K Tax Refund 18:19 The DANGER of Buying Bad Real Estate For Tax Savings 22:24 Advanced Tax Planning Strategies For High Earners 24:31 How Timing Expenses Can Reduce Taxes 26:29 The Wealth Snowball Strategy 27:42 Free Tax Planning Resources 30:47 Q&A Begins 31:13 Laundromat Equipment & Bonus Depreciation 33:00 Is Cost Segregation Worth It For Beginners? 35:26 LLC vs Personal Ownership Explained 36:14 Do You Need An LLC For Tax Write-Offs? 38:08 How Much Does A Cost Seg Study Cost? 39:22 S-Corp Mistakes In Tennessee 44:16 Construction Companies & Rental Property Taxes 45:12 Borrowing Against Stock Portfolios Tax-Free 47:34 How Much Salary Should You Take In An S-Corp? 50:10 Renting Property To A Nonprofit 54:11 How To Track REP Status For Audits 57:33 The Augusta Rule Explained 59:39 Tennessee Franchise & Excise Tax Rules 01:02:02 Final Thoughts & Networking

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