The MRR Institute provides industry-leading training and coaching to accounting and tax professionals who 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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John Tripolsky Podcasts
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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Ep. 24 | The 6-Step Strategy: Transforming Leads into Loyal Clients
58:06
58:06
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58:06FREE 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…
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Ep. 144 | One Big Beautiful Bill Act: What It Means for Individuals
29:26
29:26
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29:26Join 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 taxpayer…
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Ep. 143 | Taking Control: Mindset + Money
36:51
36:51
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36:51Join hosts Chris Picciurro, CPA, and John Tripolsky as they welcome transformational coach Curtis McCullom to explore the powerful connection between mindset and money. Discover how childhood programming shapes your financial decisions and learn to overcome the invisible barriers holding you back. What You'll Learn: • Why 95% of your behavior is dr…
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Episode 142: Hidden Taxes Exposed - The Taxes You Don't See Coming Join hosts Chris Picciurro, CPA and John Tripolsky as they shine a light on the "cockroach taxes" that hide in the dark - those sneaky hidden taxes that have nothing to do with your income level but can significantly impact your wallet. What You'll Learn: • The #1 hidden tax affecti…
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Join hosts Chris Picciurro, CPA, and John Tripolsky as they break down the often-confusing world of gift taxes in this comprehensive Gift Tax 101 episode. What You'll Learn: • Who pays gift tax (spoiler: it's not who you think!) • The 2025 annual gift tax exclusion of $19,000 per recipient (2024 = $18,000) • How married couples can strategically gi…
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Master the BRRRR Method: Real Estate Investing Strategy Explained | Teaching Tax Flow Ep. 140 Join Jim Ingersoll from Deal Maker as he breaks down the powerful BRRRR strategy (Buy, Rehab, Rent, Refinance, Repeat) for real estate investors. Learn how to leverage other people's money, maximize tax advantages, and build wealth through strategic proper…
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Ep. 23 | The Future of The CPA Profession
55:13
55:13
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55:13FREE CPE (1 credit) via EarMark: https://earmark.app/c/2552 --- --- --- About the Guest: Bob Doyle Bob is the President and CEO of the Michigan Association of CPAs (MICPA). Before entering the accounting field, Bob worked in marketing, communications, and advocacy within the robotics and automation industry. With a bachelor's degree in environmenta…
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Ep. 139 | Keep More of Your $150K+ Business Income
34:03
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34:03Keep More of Your $150K+ Business Income: Tax Strategies That Work | Teaching Tax Flow Ep. 139 Chris and John break down essential tax strategies for business owners earning over $150,000 annually. Learn how to legally reduce your tax burden and keep more of your hard-earned income through proven planning techniques. KEY TAKEAWAYS: • Why $150K is t…
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Ep. 138 | The Future of The Tax Prep Industry
43:11
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43:11The Future of the Tax Prep Industry: Challenges & Opportunities | Teaching Tax Flow Ep. 138 Chris and John dive into the evolving landscape of tax preparation, examining the critical challenges facing the industry and its implications for both taxpayers and professionals. KEY TAKEAWAYS: 75% of CPAs expected to retire within 15 years 37% drop in CPA…
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Digital Asset Reporting 101: What You Need to Know | Teaching Tax Flow Ep. 137 Join tax expert Tynisa "Ty" Gaines, EA, as she breaks down the essentials of cryptocurrency and digital asset tax reporting. Learn how the IRS views digital assets, when transactions are taxable, and how to prepare for upcoming reporting requirements. KEY TAKEAWAYS: • Di…
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Unpacking the Venmo Tax: What You Need to Know for 2025 Join Chris Picciurro, CPA, and John Tripolsky as they explain the so-called "Venmo Tax" and how third-party payment platforms will impact your tax reporting. Learn about the changing thresholds for 1099-K forms and what everyday Venmo users need to know. KEY TAKEAWAYS: 2025 Threshold: Only $2,…
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Ep. 22 | Skyrocket Your Tax Firm’s Growth with Value-Based Pricing
59:35
59:35
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59:35FREE CPE (1 credit) via EarMark: https://earmark.app/c/2472 About The Guest: Ivan Arroyo Ivan is a seasoned tax professional and the owner of a CPA practice in the Wenatchee Valley, Central Washington. With a focus on personalized client service, Ivan has significantly transformed his firm by adopting a subscription model, allowing for predictabili…
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Join Chris Picciurro, CPA, and John Tripolsky as they discuss how your relationship status affects your tax situation. Learn about the five filing statuses and how each impacts your tax liability, deductions, and credits. KEY TAKEAWAYS: • December 31st Rule: Your year-end status determines your filing status • Five Filing Statuses Explained: Single…
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Ep. 134 | Financing Your Second Property (Taxes & Mortgage)
36:24
36:24
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36:24Financing Your Second Property: Tax & Mortgage Strategies | Teaching Tax Flow Ep. 134 Join Chris Picciurro, John Tripolsky, and special guest Parker Borofsky, Branch Leader at Wealth Builders Mortgage Group, as they dive into the intricate relationship between mortgages and taxes when financing a second property. Learn from Parker's expertise in bo…
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Ep. 133 | Beyond the Blackboard: Teachers & Taxes
25:11
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25:11Beyond the Blackboard: Teachers & Taxes | Teaching Tax Flow Ep. 133 Join Chris Picciurro, CPA, and John Tripolsky as they break down essential tax strategies specifically for educators. Discover five game-changing tax benefits that every teacher should know about, from classroom expense deductions to retirement planning strategies. KEY TAKEAWAYS: •…
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Ep. 132 | Retirement Saver's Credit Explained
26:52
26:52
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26:52In this episode of the Teaching Tax Flow podcast, John and Chris jump into the details of the Retirement Savings Contributions Credit, commonly known as the Saver's Credit. Throughout the discussion, they share valuable insights into how this federal tax credit benefits taxpayers, particularly those with low to moderate income, by encouraging them …
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Ep. 21 | Taking the Leap… Into Firm Ownership
57:45
57:45
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57:45FREE CPE (1 credit) via EarMark: https://earmark.app/c/2392 About the Guest: Katie Munoz Katie is a seasoned tax professional and firm owner with a career spanning over eight years. She leverages her expertise to modernize tax practices with a focus on integrating innovative solutions tailored for firm management and personal development. Katie is …
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Ep. 131 | Infinite Banking with Whole Life Insurance
35:16
35:16
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35:16Episode Guest: Tom Laune Tom Laune is an experienced financial advisor and nationally recognized speaker specializing in infinite banking and financial strategies. With a unique background as a recording engineer for top musical artists like Bruce Springsteen and Aretha Franklin, Tom transitioned into the financial sector after a pivotal personal e…
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Ep. 130 | Who Should File A Tax Extension
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25:10
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25:10Episode 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…
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About the Guest: Court Pitcher Court is a seasoned expert in estate planning, currently serving as a key member of Legacy Lock, a company offering comprehensive estate planning solutions. With a career spanning over two decades, Court was driven into the estate planning field after personal experiences highlighted the criticality of having a solid …
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Ep. 128 | Top 5 Hacks for Real Estate Investors
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24:04In 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 s…
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Ep. 127 | Expert Social Security Insights
33:30
33:30
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33:30Episode Guest: Rob Soerens Rob is a financial advisor with Gateway Financial Advisors, holding over a decade of experience in the financial industry. Prior to his current role, Rob practiced as an attorney specializing in mergers and acquisitions, tax law, and estate planning. Transitioning from law to financial advising, Rob's expertise spans acro…
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Ep. 20 | Marketing Strategies for Tax Professionals
55:43
55:43
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55:43FREE CPE (1 credit) via EarMark: https://earmark.app/c/2286 ---- About the Guest: Scott Cytron Scott is the founder of a marketing, public relations, and communications firm that has been thriving for nearly 30 years. With an extensive background in journalism, Scott transitioned into the world of marketing and PR, initially working with nonprofit …
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Ep. 126 | Decoding Required Minimum Distributions (RMDs)
24:09
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24:09In 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 withdra…
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Ep. 125 | Delaware Statutory Trusts Explained
31:19
31:19
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31:19About the Guest: Warren Thomas Warren Thomas is a distinguished expert in real estate taxation and investment, known for his extensive background and expertise in Delaware Statutory Trusts (DSTs) and 1031 exchanges. With a career that began as a CPA and auditor at Ernst and Young, he founded his own successful CPA firm in Southern California, focus…
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Welcome 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 ex…
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Welcome 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…
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Ep. 19 | Implementing Financial Planning Into A Tax Practice
56:00
56:00
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56:00FREE CPE (1 credit) via EarMark: www.earmark.app/c/2197 Guest: Scott T. Nelson Scott Nelson is a seasoned CPA based in Southwest Florida, with a background that includes serving in the Air Force and earning a degree in finance. Initially interested in becoming a financial advisor, Scott shifted to accounting after experiencing the industry dynamics…
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In 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 effecti…
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