Teaching Tax Flow: The Podcast

In this episode of the Teaching Tax Flow Podcast, we are joined by Nate Hamil of Integrated Investment Group to discuss the pivotal question: " When do I need life insurance? "  This episode serves as an essential listening point for anyone looking to understand the intricacies of choosing the right life insurance policy tailored to their unique life circumstances. It opens up a world of financial...

Fusing the excitement of gambling with the precision of tax planning, hosts Chris Piccuirro and John Tripolsky navigate the complexities of one's obligations to the IRS following those auspicious wins or painfully remembered losses. Both Piccuirro and Tripolsky pepper their discussion with humor and relatable anecdotes that easily resonate with their audience. This episode especially appeals to li...

In this episode, we reconnect with tax expert Andrew Poulos to jump into the anticipated IRS updates for the year 2024. As we traverse through recent transformations within the IRS, Andrew sheds light on what lies ahead for taxpayers and practitioners. This episode is a treasure trove of information for those looking to stay ahead of the curve in tax planning and compliance. Listeners will gain a...

In this engaging episode of Teaching Tax Flow, hosts Chris Picciurro and John Tripolsky unpack the intricacies of Roth IRA conversions. They jump into the core concepts, outlining the benefits and distinctions between traditional IRAs and Roth accounts, accentuating strategies tailored to tax minimization and financial growth. The introduction sets the stage for a deep dive into the fiscal implica...

In this episode, titled "Understanding The Corporate Transparency Act," the Teaching Tax Flow podcast hosts, Chris Picciurro and John Tripolsky, along with expert guest Jeff Hampton, dive into the intricacies of the newly enacted Corporate Transparency Act (CTA). This conversation is a must-listen for businesses and investors keen on remaining compliant with the latest federal laws that aim to cur...

In this episode of the Teaching Tax Flow podcast, hosts Chris Picciurro and John Tripolsky discuss tax prep readiness. They emphasize the importance of tax planning throughout the year, rather than just during tax season. They also highlight the need for organization and proper documentation to ensure the best possible outcome on your tax return. Chris and John provide practical tips for collectin...

In this episode, Chris Picciurro explains the concept of quarterly estimated tax payments, which are required for self-employed individuals, business owners, or rental property owners. He discusses the due dates for these payments and the rules for calculating the amount to be paid. Chris also highlights three complications that individuals may encounter when making quarterly estimated tax payment...

In this episode of the Teaching Taxable podcast, Chris and John discuss last-minute tax moves for the 2023 tax year. They cover individual tax moves, such as itemized deductions, state and local taxes, and retirement plan distributions. They also discuss business tax moves, including accelerating deductions and making equipment purchases. Additionally, they provide advice for real estate investors...

In this episode, Chris Picciurro and John Tripolsky are joined by Heidi Henderson from Engineered Tax Services to discuss cost segregation studies and their benefits for taxpayers. They cover topics such as the timing and considerations for cost segregation studies, the difference between new construction and existing properties, and even the potential tax benefits of container homes. They also em...

Rev up your tax-saving engines with the latest episode of "Teaching Tax Flow: The Podcast"! Listen in as our expert team unravels the complexities of the all-new Clean Used Vehicle Tax Credits introduced in 2023. Buckle up for a ride through the world of tax incentives, designed not just for new vehicles but now extending to pre-owned rides! WARNING: The puns and car-related dad jokes run deep in...

As the year comes to a close, it's time to make strategic financial moves that can positively impact your tax situation. In this special episode of Teaching Tax Flow, our expert team unveils the top 5 year-end tax strategies designed to help you optimize your financial standing and pave the way for a prosperous new year. Join us as we break down essential tips and tactics to minimize your tax liab...

In this podcast episode, join our team as we delve into the critical distinctions between Tax Planning and Tax Preparation. Uncover the strategic differences that set these two activites apart and learn how they collaboratively contribute to optimizing your financial outcome on your taxes. Discover the proactive measures involved in Tax Planning that can potentially save you money, contrasted with...

In this episode, we jump into the world of Qualified Charitable Distributions (QCDs) and unravel their significance in tax planning. Discover the little-known strategy that allows you to make charitable donations directly from your Individual Retirement Account (IRA) without incurring tax on the distribution. Join us as we break down the key aspects of QCDs, exploring how they present a tax-effici...

Many taxpayers find themselves scratching their heads when it comes to understanding the disparity between tax deductions and credits. Are they interchangeable? What sets them apart? In this episode, we break down the fundamental differences, shedding light on why confusion persists and providing valuable insights to help listeners navigate the labyrinth of tax regulations. From homeowners to entr...

In this episode, we jump into the new (and sometimes confusing) updates from the IRS on Form 1099-K. Many of you have never heard of this form, but you may come tax time next year. From a simple Facebook Marketplace sale, Taylor Swith concert tickets, or maybe your bestie paying you back for a way-to-much fun night at the bar last weekend, you may have just triggered a threshold. If so, it's on yo...

In this episode, we're here to help you conquer your fear of taxes! Taxes can be intimidating, complex, and downright scary, but fear not, because we've got some tips and tricks up our sleeves to help you take control of your finances and defeat the tax monster. Join us as we break down the daunting world of taxes into a few manageable pieces.  In this episode, we'll discuss: Understanding what an...

Join us for a special episode of Teaching Tax Flow: The Podcast as we take a step back to reflect on the journey from our very first episode to where we are today. In this episode, we delve into the pivotal moments that have shaped our organization and discuss the exciting road ahead. Over the past year, we've had the privilege of exploring the intricate world of taxes, providing valuable insights...

In this episode, we have the privilege of picking the brain of Chris Picciurro, the Founder and Educator of TTF (Teaching Tax Flow). Join us as we embark on a dive into the world of understanding Federal Tax Energy Credits. With Chris as our guide, we'll unravel the intricacies of the tax credits available to homeowners and renters, demystifying the often overwhelming opportunities in this space....

In this episode of the podcast, Chris and John from the Teaching Tax Flow team dive deep into the newly released tax brackets for 2023. Tax planning can be intimidating, but understanding your tax bracket and Marginal Tax Rate (MTR) can make a difference in your financial planning. Tune in as Chris and John break down the crucial distinction between your tax bracket and MTR and why both are essent...

In this episode, we dive into the world of taxes and medical expenses. Join us as our team walks you through the process of maximizing your medical expenses on your taxes. With detailed recordkeeping being key, we discuss tips and tricks for keeping track of all your medical expenses throughout the year. From deductibles to prescriptions, we cover it all while shedding light on the importance of t...

Join us on this insightful episode as we delve into the intriguing world of business failures with our esteemed guest, Jon Neal, CPA, MST, CPFP, CTP, and founder of The Neal Group. This thought-provoking conversation explores why businesses may fail in the modern age, going beyond the commonly assumed notion of undercapitalization. From inadequate market research to poor planning, we uncover the h...

Join us in this illuminating episode as we welcome LaShawn Thomas, the Director of Government Relations at MICPA, for an insightful exploration into the intricate world of state taxation. Get ready to uncover the journey of how taxes are created and navigate their way through the legislative process at the state level. LaShawn brings her extensive expertise to the table, shedding light on the behi...

Put your game face on and get ready for a financial game-changer in this episode!  Join us as we sit down with Chris Picciurro, Founder of Teaching Tax Flow and a seasoned expert with over 20 years of experience running a thriving private CPA practice. Chris will be our guide as we delve into the crucial world of Q4 tax planning. As the year comes to a close, the importance of effective tax planni...

In this episode, we dive deep into the intricacies of employer classification with a renowned expert, Jason Moll, CPA . Join us as we unravel the real differences between a 1099 Contractor and a W2 Employee, and why these distinctions matter not only for you but also for your clients and employers. As the gig economy continues to grow and businesses explore different employment arrangements, under...

Are you venturing into the world of long-term rentals and feeling overwhelmed by the tax implications? If you're unsure about what qualifies as a long-term rental property according to IRS guidelines, you won't want to miss this episode! In this comprehensive discussion, our expert team demystifies the complexities surrounding tax reporting for long-term rental properties. We break down key IRS de...