EP 39 – Tax Smart Strategies for Passive Real Estate Investors


Mark Perlberg has a passion for investing and helping people navigate the complex world of accounting and taxes to reach their goals. He worked as a real estate agent in New York City before studying accounting in order to provide clients a greater understanding of financial decisions that impact them and their businesses.

Before beginning his tax practice, he performed financial advisory services at Glass Ratner Advisory and Capital Group, Risk Advisory for RSM US LLP, and Internal Auditing for Lowe’s Companies, Inc.

Mark has a bachelor’s in History with a minor in Business from Ohio State University and a master’s in Accounting from North Carolina State University.

Mark is a Certified Public Accountant and Certified Tax Coach. He is a member of the American Institute of CPAs and the Taxation Committee at the North Carolina Association of CPAs

In this episode you will learn:

🎙️Tax Planning Strategies for Profitable Real Estate Investing
🎙️What are top 3 questions to ask when evaluating new investment?
🎙️Understanding passive losses and how to take advantage them to maximize your returns
🎙️How to boost your investor returns with tax free passive income streams
🎙️How to transition from Part Time Investor to Real Estate Professional status

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