Shows
Teaching Tax Flow: The PodcastEp. 150 | Celebrating The Journey (Guest Highlights)In Episode 150 of the Teaching Tax Flow podcast, hosts Chris Picciurro, CPA, and John Tripolsky celebrate a major milestone: 150 episodes of empowering listeners with tax, finance, and business insights.This special episode takes a look back at the evolution of the podcast and highlights a curated list of guest episodes that have delivered value across real estate investing, tax strategies, IRS updates, financial planning, lending, and more. From CPAs and legal advisors to mortgage professionals and personal finance experts, the show has featured “rock stars” in every field.Chris and...
2025-08-2650 minTeaching Tax Flow: The PodcastEp. 149 | 4-Step Strategy Implementation ProcessIn this episode of the Teaching Tax Flow podcast, hosts Chris Picciurro, CPA, and John Tripolsky break down the 4-Step Tax Planning Implementation Process — the same proprietary framework used in Chris’s CPA practice and within Teaching Tax Flow.As the team approaches their milestone 150th episode, they spotlight the value of moving from tax ideas to tax results by following a clear, repeatable process: Diagnose, Prescribe, IQ (Suitability) Test, and Implement. Through real-world examples and engaging analogies, Chris and John show how this approach creates tailored, effective strategies that minimize lifetime tax liability — legall...
2025-08-1916 min
The Mr. R ShowEp. 25 | Beyond The 1040 - Unlocking Hidden Tax StrategiesWelcome to the Mr. R Show, presented by the MRR Institute, where listeners dive into the evolving landscape of the tax industry. This episode focuses on empowering tax professionals to transform their practices by reframing traditional tax tasks into proactive opportunities for growth and client value enhancement. Chris Picciurro, a seasoned tax planner, leads the discussion to shed light on moving from compliance-focused tasks to strategic tax planning that maximizes both revenue and client satisfaction.Chris delves into the intricacies of utilizing tax schedules such as A, C, D, and E to unlock the advisory services' value...
2025-08-151h 02Teaching Tax Flow: The PodcastEp. 147 | Taxes to Consider When Changing Jobs or RetiringJoin hosts Chris Picciurro, CPA, and John Tripolsky as they explore an often-overlooked topic: the tax implications of changing jobs or transitioning into retirement. With career changes on the rise in recent years—whether due to new opportunities, layoffs, or retirement—understanding the tax side of employment transitions is crucial.Chris and John walk listeners through everything from retirement plan rollovers and benefit changes to withholding adjustments and self-employment considerations. They also tackle what you need to know about flexible spending accounts, health savings accounts, vested stock options, and group insurance benefits when leaving an employer. Wrapping up...
2025-08-0532 minTeaching Tax Flow: The PodcastEp. 146 | The 3 Buckets of Tax Planning ImplementationsIn this episode of the Teaching Tax Flow podcast, hosts Chris Picciurro, CPA, and John Tripolsky break down how proactive tax planning can help you take control of your financial future. Fresh off their visit to NATP’s Taxposium in Las Vegas, they explore the critical differences between tax compliance and forward-looking tax planning, providing a clear framework for implementing powerful strategies.Chris introduces the Three Buckets of Tax Planning Implementations: behavioral strategies, tax-advantaged investments, and tax mitigation approaches. Together, they explore how each bucket impacts cash flow, tax flow, and duration—giving listeners an a...
2025-07-2932 minTeaching Tax Flow: The PodcastEp. 146 | The 3 Buckets of Tax Planning ImplementationsIn this episode of the Teaching Tax Flow podcast, hosts Chris Picciurro, CPA, and John Tripolsky break down how proactive tax planning can help you take control of your financial future. Fresh off their visit to NATP’s Taxposium in Las Vegas, they explore the critical differences between tax compliance and forward-looking tax planning, providing a clear framework for implementing powerful strategies.Chris introduces the Three Buckets of Tax Planning Implementations: behavioral strategies, tax-advantaged investments, and tax mitigation approaches. Together, they explore how each bucket impacts cash flow, tax flow, and duration—giving listeners an a...
2025-07-2932 minThe Mr. R ShowEp. 24 | The 6-Step Strategy: Transforming Leads into Loyal ClientsFREE CPE (1 credit) via EarMark:https://www.earmark.app/c/2627--- --- ---In this episode of The Mr. R Show, Chris Picciurro and John Tripolsky dive deep into the intricacies of client acquisition for tax professionals looking to modernize and scale their practices. The duo highlights the importance of carefully selecting clients amid an industry facing a demographic shift with retiring professionals and a shortage of new entrants. This episode is centered on developing a robust client acquisition strategy, leveraging both traditional and digital touchpoints.Chris emphasizes the concept of the "...
2025-07-1558 minTeaching Tax Flow: The PodcastEp. 144 | One Big Beautiful Bill Act: What It Means for IndividualsJoin hosts Chris Picciurro, CPA, and John Tripolsky as they unpack the sweeping changes introduced by the newly enacted One Big Beautiful Bill Act (OBBBA or OB3). This 1,100-page piece of legislation is one of the most impactful tax updates in recent years, and this episode breaks it down into digestible, actionable insights for individual taxpayers.What You’ll Learn:• How OB3 makes many TCJA provisions permanent• What’s changing with the Child Tax Credit and how it affects your refund• New deductions for overtime pay and tip income...
2025-07-1529 minTeaching Tax Flow: The PodcastEp. 144 | One Big Beautiful Bill Act: What It Means for IndividualsJoin hosts Chris Picciurro, CPA, and John Tripolsky as they unpack the sweeping changes introduced by the newly enacted One Big Beautiful Bill Act (OBBBA or OB3). This 1,100-page piece of legislation is one of the most impactful tax updates in recent years, and this episode breaks it down into digestible, actionable insights for individual taxpayers.What You’ll Learn:• How OB3 makes many TCJA provisions permanent• What’s changing with the Child Tax Credit and how it affects your refund• New deductions for overtime pay and tip income...
2025-07-1529 minTeaching Tax Flow: The PodcastEp. 130 | Who Should File A Tax ExtensionEpisode 130 focuses on dismantling the myth that filing for a tax extension is negative or indicative of a financial faux pas. Instead, the hosts reveal how a tax extension can serve as a powerful tax planning tool, particularly useful for business owners and real estate investors.Chris passionately explains why tax extensions should not be feared but embraced to ensure accurate and optimal tax filing. With an emphasis on complex tax returns, the episode highlights reasons to file an extension, ranging from waiting on key documents like K1s to managing major life events such as marriage...
2025-04-0825 minTeaching Tax Flow: The PodcastEp. 130 | Who Should File A Tax ExtensionEpisode 130 focuses on dismantling the myth that filing for a tax extension is negative or indicative of a financial faux pas. Instead, the hosts reveal how a tax extension can serve as a powerful tax planning tool, particularly useful for business owners and real estate investors.Chris passionately explains why tax extensions should not be feared but embraced to ensure accurate and optimal tax filing. With an emphasis on complex tax returns, the episode highlights reasons to file an extension, ranging from waiting on key documents like K1s to managing major life events such as marriage...
2025-04-0825 minTeaching Tax Flow: The PodcastEp. 128 | Top 5 Hacks for Real Estate InvestorsIn Episode 128 of the Teaching Tax Flow podcast, hosts Chris Picciurro and John Tripolsky about the top five tax hacks for real estate investors. Known for his dynamic approach to tax strategies, Chris elaborately discusses the importance of proactive tax planning. He emphasizes that, whether you're a seasoned investor or just starting out, these strategies not only serve investors with direct benefits but can also be adapted by those not yet fully immersed in real estate investments. John, with his characteristic enthusiasm, highlights the non-conventional methods and the sophisticated planning that can transform an amateur investor into a financially...
2025-03-2524 minTeaching Tax Flow: The PodcastEp. 128 | Top 5 Hacks for Real Estate InvestorsIn Episode 128 of the Teaching Tax Flow podcast, hosts Chris Picciurro and John Tripolsky about the top five tax hacks for real estate investors. Known for his dynamic approach to tax strategies, Chris elaborately discusses the importance of proactive tax planning. He emphasizes that, whether you're a seasoned investor or just starting out, these strategies not only serve investors with direct benefits but can also be adapted by those not yet fully immersed in real estate investments. John, with his characteristic enthusiasm, highlights the non-conventional methods and the sophisticated planning that can transform an amateur investor into a financially...
2025-03-2524 minTeaching Tax Flow: The PodcastEp. 126 | Decoding Required Minimum Distributions (RMDs)In episode 126 of the Teaching Tax Flow podcast, hosts John Tripolsky and Chris Picciurro break down the intricacies of Required Minimum Distributions (RMDs), a mandatory withdrawal policy associated with certain retirement accounts. Initially introduced under the Revenue Act of 1978, RMDs dictate that account holders aged 73 and above must withdraw a specified amount from their tax-deferred accounts to ensure that money enters the taxable revenue stream. As tax laws evolve, understanding these distributions is crucial for avoiding penalties and optimizing your tax strategy.Chris emphasizes the historical context and detailed mechanics behind RMDs, explaining how changes through the...
2025-03-1124 minTeaching Tax Flow: The PodcastEp. 126 | Decoding Required Minimum Distributions (RMDs)In episode 126 of the Teaching Tax Flow podcast, hosts John Tripolsky and Chris Picciurro break down the intricacies of Required Minimum Distributions (RMDs), a mandatory withdrawal policy associated with certain retirement accounts. Initially introduced under the Revenue Act of 1978, RMDs dictate that account holders aged 73 and above must withdraw a specified amount from their tax-deferred accounts to ensure that money enters the taxable revenue stream. As tax laws evolve, understanding these distributions is crucial for avoiding penalties and optimizing your tax strategy.Chris emphasizes the historical context and detailed mechanics behind RMDs, explaining how changes through the...
2025-03-1124 minTeaching Tax Flow: The PodcastEp. 124 | ACE Series: Schedule EWelcome to Episode 124 of the Teaching Tax Flow podcast, where hosts John Tripolsky and Chris Picciurro wrap up their informative series on tax schedules with a deep dive into Schedule E. This episode is sponsored by Integrated Investment Group, inviting accredited investors to explore new financial opportunities. They kick off the discussion by examining the nuances of Schedule E, a pivotal form for reporting rental income and expenses on personal tax returns. Chris emphasizes why treating your tax return as a verb, not a noun, is crucial for legal and ethical tax reduction through proactive planning.In...
2025-02-2524 minTeaching Tax Flow: The PodcastEp. 124 | ACE Series: Schedule EWelcome to Episode 124 of the Teaching Tax Flow podcast, where hosts John Tripolsky and Chris Picciurro wrap up their informative series on tax schedules with a deep dive into Schedule E. This episode is sponsored by Integrated Investment Group, inviting accredited investors to explore new financial opportunities. They kick off the discussion by examining the nuances of Schedule E, a pivotal form for reporting rental income and expenses on personal tax returns. Chris emphasizes why treating your tax return as a verb, not a noun, is crucial for legal and ethical tax reduction through proactive planning.In...
2025-02-2524 minTeaching Tax Flow: The PodcastEp. 123 | ACE Series: Schedule CWelcome to Episode 123 of the Teaching Tax Flow Podcast, where hosts John Tripolsky and Chris Picciurro delve into part two of their insightful three-part series focused on Schedule C, a crucial element of the Form 1040. This episode is designed to shed light on the intricacies of reporting profit and loss for sole proprietors, freelancers, and gig economy workers through Schedule C. With expert guidance, you'll learn how this form plays a vital role in tax compliance and strategy, specifically targeting the needs of real estate investors and small business owners.Throughout the episode, John and Chris provide...
2025-02-1826 minTeaching Tax Flow: The PodcastEp. 123 | ACE Series: Schedule CWelcome to Episode 123 of the Teaching Tax Flow Podcast, where hosts John Tripolsky and Chris Picciurro delve into part two of their insightful three-part series focused on Schedule C, a crucial element of the Form 1040. This episode is designed to shed light on the intricacies of reporting profit and loss for sole proprietors, freelancers, and gig economy workers through Schedule C. With expert guidance, you'll learn how this form plays a vital role in tax compliance and strategy, specifically targeting the needs of real estate investors and small business owners.Throughout the episode, John and Chris provide...
2025-02-1826 minTeaching Tax Flow: The PodcastEp. 122 | ACE Series: Schedule AIn this episode of the Teaching Tax Flow Podcast, hosts Chris Picciurro and John Tripolsky look into the intricate world of Schedule A of Form 1040, unraveling its layers for taxpayers. This episode marks the beginning of the ACE series, an educational journey exploring Schedules A, C, and E, to aid the community in leveraging tax schedules effectively. Supported by relentless enthusiasm, Chris and John guide listeners through the nuances of itemized deductions, offering clarity on common deductions, interest paid, gifts to charity, and more.The hosts discuss various facets of Schedule A, highlighting the difference between itemizing...
2025-02-1124 minTeaching Tax Flow: The PodcastEp. 122 | ACE Series: Schedule AIn this episode of the Teaching Tax Flow Podcast, hosts Chris Picciurro and John Tripolsky look into the intricate world of Schedule A of Form 1040, unraveling its layers for taxpayers. This episode marks the beginning of the ACE series, an educational journey exploring Schedules A, C, and E, to aid the community in leveraging tax schedules effectively. Supported by relentless enthusiasm, Chris and John guide listeners through the nuances of itemized deductions, offering clarity on common deductions, interest paid, gifts to charity, and more.The hosts discuss various facets of Schedule A, highlighting the difference between itemizing...
2025-02-1124 minTeaching Tax Flow: The PodcastEp. 120 | Should I Be An S-Corp?In this episode of the "Teaching Tax Flow Podcast," hosts Chris Picciurro and John Tripolsky jump into the compelling topic of whether or not to elect S Corporation status for your business. The episode, titled "Should I Be An S Corp?" navigates the complexities surrounding this pivotal business tax decision. Kicking off with how S Corp status can significantly impact your tax liabilities, Chris and John share insights into when this election may be favorable and when it might be detrimental. Leveraging their expertise, they guide listeners through the essential considerations for making this crucial tax choice....
2025-01-2826 minTeaching Tax Flow: The PodcastEp. 120 | Should I Be An S-Corp?In this episode of the "Teaching Tax Flow Podcast," hosts Chris Picciurro and John Tripolsky jump into the compelling topic of whether or not to elect S Corporation status for your business. The episode, titled "Should I Be An S Corp?" navigates the complexities surrounding this pivotal business tax decision. Kicking off with how S Corp status can significantly impact your tax liabilities, Chris and John share insights into when this election may be favorable and when it might be detrimental. Leveraging their expertise, they guide listeners through the essential considerations for making this crucial tax choice....
2025-01-2826 minTeaching Tax Flow: The PodcastEp. 119 | 2024 Tax Year Filing UpdatesIn this episode of the Teaching Tax Flow podcast, hosts John Tripolsky and Chris Picciurro jump into the crucial tax filing updates for 2024, making sure listeners are well-prepared for the new tax season. With their signature blend of insightful advice and engaging banter, the hosts explore the potential impact of both current and anticipated changes to U.S. tax laws. Listeners who tune in to this engaging discussion will gain essential insights into the nuances of the Tax Cuts and Jobs Act adjustments, as well as important updates on standard deductions and tax brackets. Chris especially h...
2025-01-2122 minTeaching Tax Flow: The PodcastEp. 119 | 2024 Tax Year Filing UpdatesIn this episode of the Teaching Tax Flow podcast, hosts John Tripolsky and Chris Picciurro jump into the crucial tax filing updates for 2024, making sure listeners are well-prepared for the new tax season. With their signature blend of insightful advice and engaging banter, the hosts explore the potential impact of both current and anticipated changes to U.S. tax laws. Listeners who tune in to this engaging discussion will gain essential insights into the nuances of the Tax Cuts and Jobs Act adjustments, as well as important updates on standard deductions and tax brackets. Chris especially h...
2025-01-2122 minThe Mr. R ShowEp. 18 | Navigating Post-Election Tax StrategiesFREE CPE (1 credit) via EarMark:https://earmark.app/c/2174Welcome to episode 18 of the Mr. R Show, tailor-made for tax professionals seeking effective strategies for growth and enhancement in their practices. In this episode, John Tripolsky and Chris Picciurro, an esteemed tax expert, delve into the potential implications of the 2024 election results on tax planning for 2025. The conversation explores the critical changes tax professionals may anticipate, focusing on impacts stemming from possible revisions to the Tax Cuts and Jobs Act, corporate tax rates, and estate tax exemptions.With the Republican Party gaining control of...
2025-01-1757 minTeaching Tax Flow: The PodcastEp. 117 | Mastering Financial Goals in 2025In this episode of the Teaching Tax Flow Podcast, co-hosts Chris Picciurro and John Tripolsky dive into actionable personal and business goal-setting strategies for 2025. Recognizing the universal desire to start anew each January, they challenge both individuals and business owners to think beyond the typical New Year’s resolutions. Instead of letting Quitters Day—the second Friday of January—mark the end of ambitions, they encourage listeners to sustain their momentum throughout the year.Chris emphasizes the importance of aligning financial goals with life stages, creating realistic and SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals. For individuals, he adv...
2025-01-0728 min