Cameron and Anthony unpack the complexities of tax planning with expert, Mark Perlberg CPA. They delve into the under-utilized tactics CPAs overlook, explore strategies for both affluent clients and individuals starting their financial journeys, and discuss the niche opportunities that savvy investors and entrepreneurs can leverage for tax benefits. From real estate investment nuances to the subtle art of charitable deductions, the trio covers ground that could redefine your approach to taxes and long-term wealth.
Reach out to Mark at info@markperlbergcpa.com
Website – https://www.markperlbergcpa.com/
Schedule your 15-minute call with Anthony or Cameron here: https://calendly.com/infinitewealth/15mincall