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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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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The show for the self-managing landlord and property investor.
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Building a Real Estate Legacy with Gino Barbaro | EP182
34:55
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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. 96 | Creative Ventures: Hobby vs. Business – Know the Difference
24:50
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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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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 understanding of short-term rentals (STR) and the intricacies of real estate tax strategies. Natalie is also …
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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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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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Global Workplace Survey with Kevin Katigbak | EP179
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Kevin Katigback, Strategy Director Principal at Gensler. As the Strategy Director and Principal in Gensler's Toronto office, Kevin specializes in using place-making to create inclusive, accessible, and sustainable environments. In his role, Kevin delivers workplace and design strategies to help his clients adapt to disruption and the changing natur…
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Ep. 84 | Top Tax Strategies for Low-to-Mid Income Households (less than 100k annual income)
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In this episode of the Teaching Tax Flow podcast, Chris Piccurrio and his co-host John Tripolsky delve into valuable tax strategies for low to mid-income households, specifically targeting those with an annual taxable income of around $100k and below. The conversation quickly gets to the meat of the episode: tax planning for average-income earners.…
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Ep. 83 | What You Need To Know About Long-Term Care (LTC)
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In this episode of the "Teaching Tax Flow" podcast, we jump into the critical subject of long-term care (LTC) planning. Bringing on board expertise and personal insights, guest Brooke Crane Acre explores what individuals need to consider while preparing for potential LTC needs. Brooke shares stories and advice to help listeners understand the signi…
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This episode sheds light on the intricacies of tax rules that rental property investors face. From the various deductions and tax benefits real estate investors can enjoy to the different forms of property ownership and their implications on tax filings, the episode is brimming with valuable guidance. Listeners get a rundown of how rental propertie…
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Ep. 81 | A Look Into The 2023 IRS Data Book
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In this episode, hosts John and Chris dive into the often overlooked, yet insightful, Internal Revenue Service (IRS) Databook. The conversation opens with a spotlight on the importance of understanding IRS operations and statistics that can empower taxpayers to minimize their lifetime taxes legally and ethically. Discover key trends in electronic r…
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Austrian Economics with Walter Block | EP178
51:33
51:33
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Walter is an American Austrian School economist and anarcho-capitalist theorist. He was the Harold E. Wirth Eminent Scholar Endowed Chair in Economics at the School of Business at Loyola University New Orleans and a senior fellow of the non-profit think-tank Ludwig von Mises Institute in Auburn, Alabama In this episode, we talked about: • Walter’…
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In this episode of the Teaching Tax Flow podcast, we welcome Will Lopez of Gusto to unearth the critical significance of payroll beyond its traditional perception. The conversation dives deep into the transformative power of modern payroll services provided by Gusto, as well as how efficient payroll processing can be leveraged for strategic tax pla…
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Selling Thousands of Apartment Units in Less Than a Year with Brian Burke | EP177
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Brian Burke is President & CEO of Praxis Capital, Inc., a vertically integrated real estate private equity investment firm, which he founded in 2001. Brian is also a member of the Praxis Investment Committee. Praxis operates on multiple platforms, currently managing active syndications for the acquisition of single-family, multifamily and opportuni…
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Episode Summary: In this episode of the Teaching Tax Flow podcast, Chris Picciurro steps into the spotlight as he sheds light on his day-to-day life as a tax professional. The conversation takes an intimate turn as Chris shares his journey from an entrepreneurial paperboy to becoming a knowledge powerhouse in the realm of taxes. This episode delves…
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Ep. 78 | Common Retirement Accounts for Entrepreneurs
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Let's embark on a journey through the world of retirement accounts tailored for the modern entrepreneur in this episode of the Teaching Tax Flow podcast. We jump right into how to best create a robust financial future, while cleverly navigating through various retirement plans. In the multi-faceted discussion, Chris tactfully breaks down retirement…
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In this episode, we talked about: • Convincing Orders to Sell • Land and Marketing Listings • Finding Buyers • Tips for Negotiating and Closing TransactionsBy Jesse Fragale
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Ep. 77 | Short-Term Rental (STR) Loophole Explained
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In this episode of the Teaching Tax Flow podcast, the hosts dive into the intricate world of short-term rental (STR) investments and the associated tax loopholes. Guest expert Arda Bircan brings his wealth of knowledge and real-world experience to the table, providing listeners with a unique perspective on how to leverage STRs for financial gain an…
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