Podcast
Teaching Tax Flow: The Podcast
Hosted by Chris Picciurro and John Tripolsky · EN
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 down a specific tax-related topic in a clear and accessible way, providing practical tips and strategies you can use to optimize your tax situation. We’ll also answer listener questions, share the mic with amazing guests, and share real-world examples to help illustrate key concepts.
Whether you’re a freelancer, small business owner, real estate investor, or just looking to understand your taxes better, this podcast is for you. So tune in, take notes, and start building your confidence in taxes today.
Produced and hosted by Teaching Tax Flow.
www.TeachingTaxFlow.com
33episodes
Episodes
Newest firstAll episodes
Ep. 179 | Section 179 vs Depreciation. Which Saves You More?
Mar 1700:19:35Tap to summarizeWelcome back to episode 179 of the Teaching Tax Flow Podcast! In this episode, we tackle Section 179 of the IRS Code Book, a key component for any small business aiming for significant tax savings. We'll break down how bonus depreciation can enhance your tax efficiency and improve your strategic planning when acquiring new equipment. This discussion is crucial for understanding business taxes and maximizing your deductions."Defeating Taxes" NOW Available on Amazonwww.defeatingtaxes.comThe HUBwww.teachingtaxflow.com/hub⸻EPISODE SPONSORStrategic Associates, LLCRoger Roundyhttp://www.linkedin.com/in/roger-roundy-86887b23⸻🎧 Listen on your favorite podcast platform:👉 Spotify https://bit.ly/3KdmtJL👉 Apple Podcasts https://apple.co/3ZkyEtX👉 Amazon https://amzn.to/4qmdqa5👉 iHeart https://bit.ly/iheart-TTF (00:01) - Exploring Section 179 Tax Deduction with a Play-Doh Analogy (01:22) - Section 179 and Bonus Depreciation for Tax Flexibility (07:00) - Tax Rules, Inflation Indexing, and Santa's Bad List (09:12) - Understanding Section 179 Deductions for Business Assets (11:50) - Strategies for Reducing Tax Liability for High Earners (13:11) - Tax Deductions for Commercial Building Improvements (14:28) - Understanding Depreciation and Tax Deductions for Business Assets (17:17) - Exploring Tax Resources and Historical Anecdotes (18:59) - Understanding Financial Advice and Investment Services
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Ep. 178 | Case Study: Mark & Jessica
Mar 1000:21:39Tap to summarizeWelcome back to episode 178 of the Teaching Tax Flow Podcast! In this episode, we're diving into a specific case study from the "Defeating Taxes" book. We'll be using real-world case studies to provide practical insights, helping you better understand tax strategies and entrepreneurship. The discussion pivots on Mark and Jessica's life situation, exploring effective tax planning techniques for middle-income families. Chris unpacks the steps involved in transforming a "simple" tax return into a powerful instrument for financial growth and resilience. Topics highlighted include strategic retirement contributions, leveraging HSAs and FSAs, and important estate planning tips that go beyond mere asset accumulation. Through this enlightening conversation, listeners can learn how to align their financial goals with effective tax-saving methods, ensuring a secure future for themselves and their dependents."Defeating Taxes": Available on AmazonThe HUB: www.teachingtaxflow.com/hubEPISODE SPONSORWealth Builders Mortgage GroupYour trusted mortgage partner for investors and entrepreneurs.👉 https://www.wealthbuildersmortgagegroup.com⸻👉 Spotify https://bit.ly/3KdmtJL👉 Apple Podcasts https://apple.co/3ZkyEtX👉 Amazon https://amzn.to/4qmdqa5👉 iHeart https://bit.ly/iheart-TTF (00:01) - Exploring Tax Strategies Through Mark and Jessica's Case Study (03:05) - Tax Planning and Strategy for Moderate Income Households (06:27) - Understanding Marginal Tax Rates and Their Impact on Income (08:23) - Financial Planning for New Homeowners with an Infant (10:25) - No Such Thing as a Simple Tax Return (12:04) - Maximizing Retirement Contributions and Tax Efficiency for Couples (14:36) - The Importance of Life Insurance and Estate Planning (15:50) - Maximizing Tax Efficiency Through Strategic Financial Planning (20:41) - Teaching Tax Flow: Insights and Community Engagement
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Ep. 177 | Your Best Retirement Move: Roth vs. Traditional?
Mar 300:26:12Tap to summarizeOn this episode of the Teaching Tax Flow podcast, we're diving into Roth vs. Traditional IRA accounts, essential for your financial education. We explore how these choices impact your retirement planning and overall tax/financial strategies. Join us for practical insights to help you make informed decisions about your financial future.EPISODE GUESTAndrew ChariparCharipar Wealth Management⸻EPISODE SPONSORREPStrackerwww.repstracker.com/affiliate/teachingtaxflow (CODE: IFG)⸻👉 Spotify https://bit.ly/3KdmtJL👉 Apple Podcasts https://apple.co/3ZkyEtX👉 Amazon https://amzn.to/4qmdqa5👉 iHeart https://bit.ly/iheart-TTF (00:01) - Roth Versus Traditional Retirement Accounts Explained (01:07) - Choosing Between Roth and Traditional Retirement Accounts (05:38) - Andrew Charper's Journey into Financial Advising and Client Connections (08:06) - Financial Planning for Young Adults: Traditional vs. Roth Contributions (09:16) - Financial Strategies for High Earners and Life Changes (14:00) - Financial Planning Strategies for Variable Incomes and Tax Optimization (16:28) - Managing Financial Distractions in Your 40s (17:58) - Financial Strategies for Different Life Stages and Tax Planning (22:31) - The Importance of Collaboration Among Financial Professionals (25:36) - Teaching Tax Flow's Educational Insights on Financial and Tax Advice
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Ep. 176 | The Truth About Personal Boards of Directors
Feb 2400:18:41Tap to summarizeThis episode of the Teaching Tax Flow podcast tackles a frequently asked question: Do you need a personal advisory board? We explore what a personal board of directors entails for your personal life, distinct from corporate or non-profit structures. Join us to understand how this concept can contribute to your personal growth and overall financial development.The HUB https://teachingtaxflow.com/hubDefeating Taxes https://defeatingtaxes.com⸻EPISODE SPONSORStrategic Associates, LLCRoger Roundyhttp://www.linkedin.com/in/roger-roundy-86887b23⸻🎧 Listen on your favorite podcast platform:👉 Spotify https://bit.ly/3KdmtJL👉 Apple Podcasts https://apple.co/3ZkyEtX👉 Amazon https://amzn.to/4qmdqa5👉 iHeart https://bit.ly/iheart-TTF (00:01) - Understanding the Importance of a Personal Board of Directors (03:42) - Building Your Financial Board of Directors (07:19) - Building Financial Relationships for Future Home and Asset Purchases (11:40) - Building a Personal Board of Directors for Business Success (18:04) - Educational Insights on Tax Flow and Financial Advice
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Ep. 175 | Top 5 Tax Myths
Feb 1700:20:59Tap to summarizeIn this episode, we're diving into common tax misconceptions and debunking them once and for all. We'll be sharing essential tax facts and practical tax tips to help you with your tax planning. Join us for a crucial session of tax education and money education from the Teaching Tax Flow podcast!"Defeating Taxes" Now Available on Amazonhttps://www.bit.ly/4tDWJbz⸻EPISODE SPONSORLegacy LockBook a 30-minute complimentary discovery session at teachingtaxflow.com/legacy(Mention Teaching Tax Flow for special pricing)⸻👉 Spotify https://bit.ly/3KdmtJL👉 Apple Podcasts https://apple.co/3ZkyEtX👉 Amazon https://amzn.to/4qmdqa5👉 iHeart https://bit.ly/iheart-TTF (00:04) - Unveiling Tax Myths and Strategies in Defeating Taxes (02:18) - Debunking Tax Myths and Emphasizing Control Through Planning (05:51) - Debunking Tax Myths and Effective Tax Planning Strategies (16:05) - Navigating IRS Challenges with Taxpayer Advocacy and Professional Help (18:56) - Teaching Tax Flow and Engaging Tax Planning Strategies
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Ep. 174 | When To Cut The Cord (on the kids)
Feb 1000:23:40Tap to summarizeChris Picciuro, CPA, and John Tripolsky explore the stages of introducing financial responsibility and tax education to children in this episode of the Teaching Tax Flow podcast. They discuss three phases: Supported Learning Years, Shared Responsibility Years, and Independence. Chris shares practical advice on how parents can gradually transition from financial providers to advisors, emphasizing the importance of involving children in tax planning from a young age. They also consider strategies like contributing to Roth IRAs and discuss real-life financial lessons that prepare kids for the future. Engage in this insightful conversation to help guide your child towards financial independence.⸻CHAPTERS0:04 Electing Out of Automatic Bonus Depreciation for Tax Benefits4:11 Strategic Tax Planning and Bonus Depreciation Decisions8:48 Tax Planning Strategies for Equipment and Vehicle Deductions10:50 Maximizing Tax Benefits Through Strategic Bonus Depreciation Decisions12:11 Efficiency of Travel and Tax Savings Compared13:28 Introducing The Hub for Tax Planning and Partner Connections⸻EPISODE SPONSORWealth Builders Mortgage GroupYour trusted mortgage partner for investors and entrepreneurs.👉 https://www.wealthbuildersmortgagegroup.com⸻👉 Spotify https://bit.ly/3KdmtJL👉 Apple Podcasts https://apple.co/3ZkyEtX👉 Amazon https://amzn.to/4qmdqa5👉 iHeart https://bit.ly/iheart-TTF (00:03) - Teaching Kids About Taxes and Financial Responsibility (07:41) - Guiding Children Through Financial Independence Stages (15:21) - Wealth Builders Mortgage Group Empowers Real Estate Investors (15:52) - Teaching Financial Independence Through Staged Learning and Budgeting (21:26) - Engage in Tax Planning and Share Tips on YouTube
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Ep. 173 | Bonus Depreciation: When NOT to Claim It
Feb 300:15:52Tap to summarizeThis episode of the Teaching Tax Flow podcast dives into the intricacies of bonus depreciation, a crucial element for effective tax planning. We discuss how this tax deduction, reintroduced by the One Big Beautiful Bill Act, offers significant tax tips for small business owners looking to optimize their income tax liabilities. Understanding these business tax deductions is key to your tax strategy.⸻CHAPTERS0:04 Electing Out of Automatic Bonus Depreciation for Tax Benefits4:11 Strategic Tax Planning and Bonus Depreciation Decisions8:48 Tax Planning Strategies for Equipment and Vehicle Deductions10:50 Maximizing Tax Benefits Through Strategic Bonus Depreciation Decisions12:11 Efficiency of Travel and Tax Savings Compared13:28 Introducing The Hub for Tax Planning and Partner Connections⸻EPISODE SPONSORStrategic Associates, LLCRoger Roundyhttp://www.linkedin.com/in/roger-roundy-86887b23⸻👉 Spotify https://bit.ly/3KdmtJL👉 Apple Podcasts https://apple.co/3ZkyEtX👉 Amazon https://amzn.to/4qmdqa5👉 iHeart https://bit.ly/iheart-TTF (00:04) - Electing Out of Automatic Bonus Depreciation for Tax Benefits (04:11) - Strategic Tax Planning and Bonus Depreciation Decisions (08:48) - Tax Planning Strategies for Equipment and Vehicle Deductions (10:50) - Maximizing Tax Benefits Through Strategic Bonus Depreciation Decisions (12:11) - Efficiency of Travel and Tax Savings Compared (13:28) - Introducing The Hub for Tax Planning and Partner Connections
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Ep. 172 | The New Senior Tax Deduction
Jan 2700:19:37Tap to summarizeThis episode provides a comprehensive analysis of the senior tax deduction, focusing on the eligibility criteria and unique advantages it offers. Chris and John highlight that individuals aged 65 and older with a valid Social Security number who file jointly or as head of household can benefit from this deduction between 2025 and 2028. The hosts clarify that it applies whether one itemizes deductions or chooses the standard deduction, potentially offering up to a $12,000 deduction for married couples. Additionally, they discuss the income phase-out range, highlighting the nuanced details that can affect one's tax return.Episode Sponsor:REPStrackerwww.repstracker.com/affiliate/teachingtaxflow (CODE: IFG) (00:00) - Exploring the New Senior Tax Deduction and Its Implications (05:16) - Tax Deductions for Seniors Aged 65 and Older (07:29) - Understanding Tax Deductions and Phase Outs for Married Couples (11:46) - Maximizing Senior Tax Deductions with Schedule 1A (16:29) - The Value of Tax Professionals and Avoiding Procrastination
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Ep. 171 | Don't Hire a Tax Pro Without Asking These Questions
Jan 2000:16:11Tap to summarizeWelcome back to the Teaching Tax Flow podcast, episode 171! This episode guides you through selecting a tax professional and covers the importance of a CPA and an enrolled agent. We'll explore essential "interview" questions and answers to help you choose the right accountant or tax pro for your tax preparation and planning needs. Get ready to make informed decisions for your tax career.⸻🎧 Listen on your favorite podcast platform:👉 Spotify https://bit.ly/3KdmtJL👉 Apple Podcasts https://apple.co/3ZkyEtX👉 Amazon https://amzn.to/4qmdqa5👉 iHeart https://bit.ly/iheart-TTF (00:00) - Introduction to Episode 171 (00:34) - Importance of Tax Professionals (01:10) - Insights on the CPA Profession (02:22) - Choosing the Right Tax Professional (05:05) - Trust in Tax Professional Relationships (09:21) - Accreditation of Tax Professionals (11:59) - Understanding the X Factor (13:39) - Importance of Due Diligence and Price (15:34) - Closing Remarks
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Ep. 170 | What's New in 2026
Jan 1300:18:14Tap to summarizeIn this episode of the Teaching Tax Flow podcast, hosts Chris Picciurro and John Tripolsky dive deep into the transformative tax changes set to take effect in 2026. As a follow-up to their previous discussions, they address crucial tax modifications outlined in the "One Big Beautiful Bill Act," including deductions on tips, overtime, and notable alterations to the standard deduction, all while providing strategies for optimization.The episode unfolds with a detailed exploration of the major tax adjustments for taxpayers beginning in the 2025 tax year, which will significantly impact 2026 tax filings. Key highlights include the introduction of new deductions, such as "No Tax on Tips" and "No Tax on Overtime," tailored to benefit a variety of income groups, while also shedding light on enhancements to the child tax credit and the preservation of the QBI deduction to bolster small business growth. The duo pepper the discourse with insights into extending bonus depreciation at 100%, making it a significant boon for eligible asset acquisitions, particularly in the real estate sector. Taxpayers are encouraged to consult trusted advisors and partake in the show's community to fully leverage these benefits.⸻EPISODE SPONSORWealth Builders Mortgage GroupYour trusted mortgage partner for investors and entrepreneurs.👉 https://www.wealthbuildersmortgagegroup.com⸻🎧 Listen on your favorite podcast platform:👉 Spotify https://bit.ly/3KdmtJL👉 Apple Podcasts https://apple.co/3ZkyEtX👉 Amazon https://amzn.to/4qmdqa5👉 iHeart https://bit.ly/iheart-TTF (00:00) - Exploring Tax Changes and Planning for 2026 (02:34) - Major Tax Changes and Deductions for 2025 and Beyond (06:46) - High Taxes and Weather Jokes Between Michigan and Tennessee (07:14) - Tax Deductions and Benefits for Seniors and Business Owners (10:25) - Tax Benefits and Strategies for Real Estate Investors (12:57) - Tax Planning Strategies and Changes for 2026 (17:53) - Investment Advisory and Securities Offerings Explained
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