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The Mark Perlberg CPA PodcastAuthor: Mark
Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist. Language: en-us Genres: Business, Entrepreneurship, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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EP 138 - The Hidden Tax Limit That Stops High Earners From Offsetting W-2 Income
Thursday, 5 March, 2026
Send a textWe unpack the Excess Business Loss limitation and show how it caps the amount of business loss you can use against W-2 wages, interest, dividends, and capital gains. We share thresholds for 2025–2026 and walk through timing moves with cost segregation, capital gains, credits, and withholding.• who EBL hits hardest among high W-2 earners and investors • section 461 rules that limit losses against non-business income • 2025 and 2026 thresholds for single and joint filers • why carryforwards lose value for rental losses • timing cost segs and electing out of bonus on classes • pairing staged losses with staged capital gains • stacking credits and charitable strategies after EBL caps • using W-4 planning to access tax savings soonerIf any of this is applicable to you and you want to learn more and see how these concepts apply, and also if you want to get a personalized video made from me where I will review your situation and I will outline what may be possible when we use advanced tax reduction strategies and which of these strategies listed above may apply to you and how much it could save you, and anything else to help you understand how advanced tax reduction can apply to your situation. I suggest you go to http://www.prosperalcpa.com/apply. That's prosper with an L CPA.com slash apply.
