The Mr. R Show

FREE CPE (1 credit) via EarMark: https://earmark.app/c/3103 About the Guest: Taylor Ranker Taylor is a prominent figure in the wealth management sector. As the lead at Questmont Virtual Family Office, he specializes in providing financial consulting and actionable strategies tailored for ultra-high-net-worth families. His career journey began in the financial services industry, where he quickly gr...

FREE CPE (1 credit) via EarMark: https://earmark.app/c/3102 About the Guest: Kelly Bender Kelly is an Enrolled Agent based in Pennsylvania, recognized for her dynamic presentations and entrepreneurial mindset in the tax profession. With extensive experience in teaching tax updates and a passion for aiding entrepreneurs and accountants to enhance their business efficiency, Kelly is also a podcast h...

FREE CPE (1 credit) via EarMark: https://earmark.app/c/2882 About the Guest: Greg Seay, CPA Greg is a seasoned tax professional and the owner of a CPA firm based in Arkansas, specializing in real estate investing. He began his practice in 2016, working initially with friends and family before expanding his clientele. In 2023, he significantly grew his practice by acquiring another firm, increasing...

FREE CPE (1 credit) via EarMark: https://www.earmark.app/c/2819 Guest: Marit Burmood Marit is a CPA and Enrolled Agent with a specialized focus on influencer tax strategies. After shifting into accounting in her late 20s to launch her entrepreneurial journey, she has spent over a decade building a thriving practice dedicated to serving entrepreneurs—particularly those in the high-profile influence...

FREE CPE (1 credit) via EarMark: https://earmark.app/c/2732 Welcome 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 seaso...

FREE 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 professi...

FREE 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 environmental engineering, he possesses a rich background that...

FREE 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 predictability and efficiency in business operations. Bilingua...

FREE 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 known for championing a healthy work-life balance...

FREE 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 organizations like the American Red Cross before...

FREE 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 within retail banks. He now operates a dual pract...

FREE CPE (1 credit) via EarMark: https://earmark.app/c/2174 Welcome 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 ex...

FREE CPE (1 credit) via EarMark: https://earmark.app/c/2095 Episode Summary: In this episode of the Mr. R Show presented by the MRR Institute, hosts Chris Picciurro and John Tripolsky dive into the strategic role of partnerships in scaling and modernizing tax practices. Aimed at tax professionals eager to maximize revenue and enhance client value, this episode sheds light on how building strong pa...

FREE CPE (1 credit) via EarMark: https://www.earmark.app/c/1984 About the Guest: Kareyna Miller, CPA, CRISC Kareyna is a seasoned CPA with extensive expertise in the cannabis industry. Based in Michigan, Kareyna has carved out a niche working with smaller cannabis businesses, particularly growers and processors. With prior experience in office technology, she applies her entrepreneurial mindset to...

FREE CPE (1 credit) via EarMark: https://www.earmark.app/c/1919 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 managem...

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 extensive expertise to real estate tax strategies....

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 firms and then made a bold decision to buy a tax pra...

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 understanding of short-term rentals (STR) and the intricac...

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 of tax practices and the significant role of arti...

In this episode, we are joined by Chase Birky, founder of Dark Horse CPA, who shares his journey from accidentally starting his own firm to creating a platform CPA firm that supports and empowers other tax professionals. He discusses the difference between growing and scaling a practice and the importance of client selection, pricing, and setting expectations. Chase also highlights the value of co...

In this jam-packed episode of the Mr. R Show, we venture into the realm where the worlds of cybersecurity and successful tax practices intersect. As technology continues to advance at an unprecedented pace, the challenges of safeguarding client data and records in the tax industry have become more pronounced than ever. Join us as we unravel the complexities of this crucial topic and shed light on...

FREE CPE (1 credit) via EarMark: https://www.earmark.app/course/521c210f-81d8-44be-89e7-b16168bd1c3e In this jam-packed episode, we sit down with Chris Picciurro, CPA, MBA, PFS, ARA , a seasoned tax professional and founder of the Monthly Recurring Revenue Institute, who has transformed his private practice by embracing a revolutionary concept - "Subscribing to A Better Firm." Join us as Chris sha...

FREE CPE (1 credit) via EarMark: https://www.earmark.app/course/3c2e605d-2daa-4972-90ef-eb11477ffa28 Welcome back for another episode! Today we jump into the world of tax planning for foreign investors, featuring Angie Ortega, the founder of CEO Accountant. In this discussion, we'll explore a range of real-world client examples that shed light on effective tax strategies for international investor...

FREE CPE (1 credit) via EarMark: https://www.earmark.app/course/cf6e591d-8f39-4198-8c19-0d2db4950aaf Prepare for an in-depth exploration of the Top 5 Advanced Strategies for Real Estate Investors (REIs) in this episode, as co-hosts John Tripolsky and Chris Picciurro lead the way. Chris brings over two decades of experience in running a highly successful private practice, where he's honed his exper...

FREE CPE (1 credit) via EarMark: https://www.earmark.app/course/3f2a8918-d5b4-40e6-95f7-117f503fcfb8 Prepare for an enlightening and transformative episode as we extend a warm welcome to a true luminary in the world of taxation: Julio Gonzalez, the charismatic and visionary CEO of Engineered Tax Services Inc. (ETS). In this upcoming installment, Julio opens the doors to a captivating journey, offe...