The Monthly Recurring Revenue Institute provides industry-leading training and coaching to accounting and tax professionals that are committed to a healthy, profitable, and balanced life. Our commitment and focus are centered around teaching business processes that allow members to implement and grow a membership-based, subscription business model focused on value pricing.
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Welcome to “Teaching Tax Flow: The Podcast”, the show that’s all about demystifying taxes and helping you keep more of your hard-earned income in your pocket. Hosted by tax experts from the Teaching Tax Flow team, this unfiltered (but clean) podcast is designed to empower you with the knowledge and tools you need to confidently navigate the world of taxes. We’ll cover everything from understanding tax laws and regulations to maximizing deductions and credits. In each episode, we’ll break dow ...
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The show for the self-managing landlord and property investor.
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Working Capital features in-depth conversations with guests from a variety of areas in real estate, economics, education, investment and more. Host Jesse Fragale and guests discuss information about real estate investing that will actually help the average aspiring investor take the steps necessary to start and grow their real estate business.
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Ep. 105 | 2024 Election Tax Proposal Review: Kamala Harris
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In this episode of the Teaching Tax Flow podcast, hosts John and Chris delve into the politically charged waters of taxation as part of their White House Walkthroughs series, covering proposed tax changes by current candidates. The focus for this episode is Vice President Kamala Harris's tax proposals, analyzed strictly from a factual perspective u…
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Ep. 15 | Unlocking Tax Planning Strategies for Maximizing Client Value
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Episode Summary: In this engaging episode of The Mr. R Show, hosts Chris Picciurro and John Tripolsky dive into the world of advanced tax planning strategies. Designed for tax professionals seeking to modernize their practices, this episode offers a wealth of insights into maximizing revenue through proactive and strategic tax management. Chris del…
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Ep. 104 | Credit Unions vs. Banks: Which is Right for Your Money?
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About the Guest: Chrissy Siders Chrissy is a seasoned professional in the credit union industry, having begun her career in 1998. A degree holder from Michigan State University, Chrissy has developed a deep understanding of the financial industry through her extensive work in compliance, fraud, security, and internal audit. Since 2017, she has serv…
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Ep. 103 | Unlocking Oil & Gas Investments: Tax Benefits Unveiled
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About the Guest: Alec Hutchin Alec is the Vice President of Investments for MDS Energy Development, LLC. He holds a degree in economics and has a deep-rooted passion for the natural gas industry, having grown up in western Pennsylvania’s “Gasland.” Alec's career in the oil and gas sector began after an intriguing conversation with Michael Snyder of…
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Ep. 102 | Bonus Depreciation Explained
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In this episode appropriately titled, "Bonus Depreciation Explained," we aim to demystify one of the most queried topics in the tax community. Chris explains the fundamental principles of bonus depreciation, underlining its relevance and the strategic advantage it offers to businesses, particularly small entities and real estate investors. Listener…
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Ep. 101 | Exploring Leveraged Charitable Giving
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About the Guest: Caden Gunnell Caden is a Junior Partner at Strategic Associates, where he specializes in proactive tax planning and solution implementation for high-income earners, real estate investors, and successful entrepreneurs. With a background in business strategies and tax planning, Caden has been instrumental in connecting clients with i…
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Ep. 14 | Unlocking Real Estate Through Cost Segregation Studies
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FREE CPE (1 credit) via EarMark: https://www.earmark.app/c/1779 About the Guest: Heidi Henderson Heidi is a seasoned tax professional and the Executive Vice President at Engineered Tax Services (ETS). With over two decades of experience in the tax industry, Heidi specializes in cost segregation studies and various specialty tax services, bringing e…
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Ep. 100 | We Celebrate Episode 100 with Big Announcements
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Welcome to the 100th episode of the Teaching Tax Flow podcast! (we've gone visual - watch this full episode on our YouTube channel) In this milestone episode, hosts John Tripolsky and Chris Picciurro celebrate their journey from humble beginnings to becoming a top-tier resource in tax planning and strategy. They reflect on the podcast's inception—s…
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Ep. 99 | The Corporate Transparency Act: What You Need To Know
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About the Guest: Angelina Urquhart Angelina Urquhart is a compliance expert with Corpnet, a company specializing in business compliance and filing services. With a wealth of knowledge in entity formation and regulatory compliance, Angelina has been instrumental in helping businesses stay compliant with complex state and federal regulations. Her exp…
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Ep. 98 | Avoiding the Top 3 Tax Landmines That Could Cost You BIG $$
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Welcome to Episode 98 of the Teaching Tax Flow podcast! In this episode, hosts Chris Picciurro and John Tripolsky delve into the often-overlooked pitfalls in tax planning, aptly referred to as the "Top Three Tax Landmines." They aim to educate real estate investors and other listeners on how to navigate the treacherous waters of tax obligations. Th…
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Building a Real Estate Legacy with Gino Barbaro | EP182
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Gino Barbara is a real estate entrepreneur, he has grown his portfolio to over 350 million in assets under management and is teaching others how to do the same. Gino Barbaro is the co-founder of Jake & Gino, a multifamily real estate education company that offers coaching and training in real estate founded upon their proprietary framework of Buy R…
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Ep. 97 | Maximize Your Tax Savings: How to Ethically Pay Your Kids Through Your Business
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In Episode 97 of the Teaching Tax Flow podcast, hosts Chris and John delve into a powerful tax strategy, explaining how to income shift to family members or children. With the countdown to the 100th episode underway, this topic is timely and significant for business owners looking to control their tax liabilities. Chris and John unravel the intrica…
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Ep. 13 | Buy vs. Build A Successful Tax Practice
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FREE CPE (1 credit) via EarMark: https://earmark.app/c/1778 About the Guest: Matt Kidd, CPA, PFS, is a Michigan-based tax and accounting professional with a diverse background in public accounting. Growing up with a CPA father who was a managing partner, Matt was immersed in the accounting world from a young age. Post-college, he worked at small fi…
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Ep. 96 | Creative Ventures: Hobby vs. Business – Know the Difference
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On this episode of the Teaching Tax Flow podcast, we jump into the intricacies of "Hobby Loss Rules." Aimed at demystifying the often confusing threshold between hobbies and businesses, the hosts break down how the IRS defines and treats these activities differently for tax purposes. The discussion is particularly timely given the changes brought a…
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Ep. 95 | The Hidden Benefits of Deferred Sales Trusts for Real Estate Investors
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About the Guest: Todd Jackson: Todd Jackson is a highly experienced tax attorney, M&A advisor, and real estate attorney based in Franklin, Tennessee. Known for his expertise in Deferred Sales Trusts (DSTs), 1031 exchanges, and complex tax planning strategies, Todd has worked closely with clients to help them minimize tax liabilities on large capita…
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Bob Knakal: NYC’s Billion Dollar Broker | EP181
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Bob Knakal. Bob is a New York city broker. He has been doing this since 1984. Over that time, he has brokered the sale of over 2 ,300 buildings, having a market value of approximately $22 billion. For 26 of those years, he owned and ran Massey Knakal Realty Services, which was eventually sold to Cushman Wakefield, moved into JLL for a period of tim…
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Ep. 94 | Going for Gold: How Olympic Athletes Manage Their Tax Bills
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In this episode of the Teaching Tax Flow podcast, hosts Chris and John dive deep into the fascinating intersection of Olympic athletes and taxation. As the Olympic Games captivate viewers worldwide, this episode shifts focus to an often overlooked aspect of an athlete's journey – the tax implications of winning medals and earning prize money. The e…
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Ep. 93 | Selling or Renting Out Your Primary Property
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Episode Summary: In this episode of the Teaching Tax Flow podcast, hosts Chris and John dive into the critical question many homeowners face: should one sell or rent their personal property after moving out? This episode expertly navigates the tax implications, financial considerations, and emotional factors homeowners must weigh when making this d…
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Ep. 92 | Untangling Business Vehicle Deductions (the facts)
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This episode of the Teaching Tax Flow podcast dives deep into the complexities of car and truck deductions for businesses. Joined by a seasoned tax professional, the discussion centers on the eligibility and nuances of vehicle expense deductions, explaining what they are and what they aren't. In a detailed conversation with tax expert Shawn Flatter…
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Ep. 12 | Exploring Tax Strategies and Benefits of Short-Term Rentals
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FREE CPE (1 credit) via EarMark: https://www.earmark.app/course/db3262bd-66a7-426a-828c-c445d7baa1ee About the Guest: Natalie Kolodij is a seasoned Enrolled Agent (EA) specializing in real estate taxation. She is the founder of Kolodij Tax and Consulting and serves as an educator and consultant for tax professionals. She offers an in-depth understa…
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Ep. 91 | Top 3 Tax Free Income Strategies
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In this episode of the Teaching Tax Flow podcast, hosts John and Chris delve into Chris's top three tax-free income strategies. John and Chris provide invaluable insights on how to legally and ethically minimize taxes over one's lifetime, offering listeners actionable advice on educational savings, Roth accounts, and advanced whole life insurance p…
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In this enlightening episode of the Teaching Tax Flow podcast, hosts John and Chris delve into the history of U.S. taxes, providing a timely reflection given the Independence Day holiday. Episode 90 offers a fascinating journey through the evolution of the U.S. tax system, from its early introduction during the Civil War era to the complexities of …
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Ep. 89 | Why Real Estate Investing is So Popular
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About the Guest: Bill Allen is a retired Navy pilot turned real estate investment mogul. With a background as a Navy test pilot, Bill transitioned into real estate, starting with hands-on house flipping and later expanding into large-scale apartment syndications and passive investing. He is the founder of Flip Hacking Live and has a notable presenc…
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Ep. 88 | Mortgage vs. Savings: The Ultimate Debate
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In the intriguing episode of the Teaching Tax Flow podcast, John and Chris delve headfirst into an important financial debate: "Should you use your savings to pay down or pay off your mortgage?". This episode navigates through various financial strategies, tax considerations, and personal factors that can influence this decision, aiming to provide …
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The State of Industrial Real Estate with Chad Griffiths | EP180
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Chad has been in the industrial Real Estate industry since 2005 as a global commercial Real Estate company member and a partner with his local firm. Chad has completed over a thousand deals with clients ranging from small companies to large institutional owners as an active investor. Since 2014, Chad is co-owner of 150,000 square feet of industrial…
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Ep. 11 | Future-Proof Your Tax Practice with AI
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FREE CPE (1 credit) via EarMark: https://bit.ly/4baSg5P Episode Summary: In this enlightening episode of the Mr. R Show, hosts John and Chris dive deep into the transformative power of AI in the tax and accounting industry, featuring industry thought leader John Higgins. Against the backdrop of returning from a brief hiatus, they explore the future…
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Ep. 87 | Tax & Legal Considerations When Selling A Business
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In this episode of the Teaching Tax Flow Podcast, hosts Chris and John are joined by guest, Jim Cunningham, and jump deep into the intricacies of selling a business. With a focus on empowering listeners to minimize tax liabilities while navigating significant legal considerations, this episode is a must-listen for business owners considering a tran…
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Ep. 86 | What's the 411 with 529 Plans?
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In Episode 86 of the Teaching Tax Flow podcast, hosts John and Chris delve into an essential topic for many families: 529 plans. The episode, cleverly titled "What's the 411 with 529 Plans," explores the ins and outs of these educational savings accounts, aiming to provide listeners with deep insights on how to leverage these plans to minimize tax …
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In this episode of the Teaching Tax Flow podcast, we jump into the intricacies of 1031 exchanges, a topic vital for anyone looking to optimize their real estate investments. Focusing on the practical aspects of 1031 exchanges with guest, Scott Saunders, who provides a detailed explanation of the associated rules, from identification to replacement …
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