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.
…
continue reading
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 ...
…
continue reading
Welcome to Cashflow Legendz! Join your hosts Nate, Brandon, and Brock in this podcast as they empower you with the financial knowledge necessary to thrive in today’s world, all while adding a touch of Southern Charm. So, grab a sweet tea, settle in, and discover the secrets of personal finance and infinite banking.
…
continue reading
The show for the self-managing landlord and property investor.
…
continue reading

1
S2EP65| Tax Clarity with guest Chris Picciurro
38:32
38:32
Play later
Play later
Lists
Like
Liked
38:32In this episode of Cashflow Legendz, we're joined by CPA and financial educator Chris Picciurro, who breaks down one of the most overlooked distinctions in entrepreneurship: cash flow and tax flow are NOT the same. Chris shares actionable insights to help business owners avoid costly financial blind spots and make more informed decisions year-round…
…
continue reading
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…
…
continue reading

1
Ep. 23 | The Future of The CPA Profession
55:13
55:13
Play later
Play later
Lists
Like
Liked
55:13About 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 holds a rich background that spans from engineering ro…
…
continue reading
In this powerful episode of Cashflow Legendz, we dive deeper into the Becoming Your Own Banker series with a focus on how whole life insurance dividends play a pivotal role in turning you into your own bank. We break down what whole-life dividends really are, how they’re generated, and how savvy entrepreneurs and investors use them to supercharge c…
…
continue reading

1
Ep. 139 | Keep More of Your $150K+ Business Income
34:03
34:03
Play later
Play later
Lists
Like
Liked
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…
…
continue reading

1
Ep. 138 | The Future of The Tax Prep Industry
43:11
43:11
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
In Part 10 of our Becoming Your Own Banker series, we go beyond the surface to uncover the truth about one of the most misunderstood financial tools: the dividend-paying whole life insurance policy. You’ve heard the buzzwords—guaranteed growth, tax advantages, living benefits—but what does it all actually mean? In this episode, we break down what a…
…
continue reading
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…
…
continue reading
In Part 9 of the Becoming Your Own Banker series, the Cashflow Legendz dive deep into one of the most misunderstood, and powerful aspects of whole life insurance: dividends. Ever wondered how mutual insurance companies pay dividends, and what they really mean for your policy and cash flow strategy? This episode breaks it all down from how dividends…
…
continue reading
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,…
…
continue reading

1
S2EP62| An Entrepreneur Takes on Becoming Your Own Banker with Guest Brad Norwood
48:59
48:59
Play later
Play later
Lists
Like
Liked
48:59In this episode of Cashflow Legendz, we sit down with entrepreneur and visionary Brad Norwood to explore the powerful concept of becoming your own banker. Brad shares his unique journey from traditional business ownership to mastering the principles of financial independence through the Infinite Banking Concept. Learn how Brad applied this strategy…
…
continue reading

1
Ep. 22 | Skyrocket Your Tax Firm’s Growth with Value-Based Pricing
59:35
59:35
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
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…
…
continue reading
In Part 8 of the Becoming Your Own Banker series, the Cashflow Legendz peel back the curtain on the banking system to reveal how traditional banks really operate—and why understanding their inner workings is critical if you want to break free from financial dependency. From fractional reserve lending to the profit mechanics behind every loan, this …
…
continue reading

1
Ep. 134 | Financing Your Second Property (Taxes & Mortgage)
36:24
36:24
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
In this episode of Cashflow Legendz, we continue with the Becoming Your Own Banker series with a deep dive into the mindset shift required to take control of your financial destiny. It’s not just about learning new strategies—it's about unlearning old beliefs. We explore how to rethink your thinking around money, debt, and traditional banking, and …
…
continue reading

1
Ep. 133 | Beyond the Blackboard: Teachers & Taxes
25:11
25:11
Play later
Play later
Lists
Like
Liked
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: •…
…
continue reading
What if you could turn your everyday expenses into a financial strategy that builds wealth over time? In this episode of Cashflow Legendz in our Becoming Your Own Banker series, we dive into one of the most powerful concepts in the Infinite Banking world: The Grocery Store Theory. Join us as we explore this simple yet mind-shifting analogy, first i…
…
continue reading

1
Ep. 132 | Retirement Saver's Credit Explained
26:52
26:52
Play later
Play later
Lists
Like
Liked
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 …
…
continue reading

1
S2EP58| Becoming Your Own Banker Part 5: Imagination
32:48
32:48
Play later
Play later
Lists
Like
Liked
32:48In this episode of Cashflow Legendz, we're diving deep into one of the most powerful — yet underrated — tools you have: your imagination. But we're not just talking about dreaming big — we're talking about how imagination ties directly into wealth creation, control, and becoming your own banker. 💡💰 Inspired by the principles of Infinite Banking, we…
…
continue reading

1
Ep. 21 | Taking the Leap… Into Firm Ownership
57:45
57:45
Play later
Play later
Lists
Like
Liked
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 …
…
continue reading

1
Ep. 131 | Infinite Banking with Whole Life Insurance
35:16
35:16
Play later
Play later
Lists
Like
Liked
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…
…
continue reading

1
S2EP57| Financial Advice That Will Keep You Broke
35:50
35:50
Play later
Play later
Lists
Like
Liked
35:50In this episode of Cashflow Legendz, we’re breaking down one of the most recycled pieces of financial advice out there: "Live below your means." While it sounds responsible, it could actually be the very thing keeping you broke. We dive deep into why this mindset might be limiting your growth instead of unlocking your potential. From missed opportu…
…
continue reading

1
Ep. 130 | Who Should File A Tax Extension
25:10
25:10
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
In this episode, we continue our journey through Nelson Nash’s Infinite Banking Concept (IBC) with Part 4 of Becoming Your Own Banker. We explore insights from Nash’s final book and take a deeper dive into the mechanics of whole life insurance as the foundation of IBC. We break down how properly structured whole life insurance policies work, why th…
…
continue reading
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 …
…
continue reading

1
S2EP55| Retire Rich, Not Just Comfortable
34:49
34:49
Play later
Play later
Lists
Like
Liked
34:49In this episode of Cashflow Legendz, we'll touch on why most people plan for retirement all wrong. The truth is you don’t need a retirement plan, you need an income plan—one that keeps cash flowing long after you stop working. In this episode, we break down how to shift your mindset from merely saving for the future to creating sustainable, long-te…
…
continue reading

1
Ep. 128 | Top 5 Hacks for Real Estate Investors
24:04
24:04
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
In this episode of Cashflow Legendz, we’re diving deep into the powerful concept of becoming your own banker—a game-changing strategy that puts you in control of your finances. We’ll break down how to think differently about money, leverage your own banking system, and escape the traditional financial traps that keep most people stuck. Join us as w…
…
continue reading

1
Ep. 127 | Expert Social Security Insights
33:30
33:30
Play later
Play later
Lists
Like
Liked
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…
…
continue reading

1
Ep. 20 | Marketing Strategies for Tax Professionals
55:43
55:43
Play later
Play later
Lists
Like
Liked
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 …
…
continue reading
In this episode of Cashflow Legendz, we continue our deep dive into the concept of Becoming Your Own Banker and how you can take control of your financial future. Building on the principles from Part 1, we explore advanced strategies for leveraging infinite banking, optimizing your cash flow, and using whole life insurance policies as a powerful fi…
…
continue reading

1
Ep. 126 | Decoding Required Minimum Distributions (RMDs)
24:09
24:09
Play later
Play later
Lists
Like
Liked
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…
…
continue reading

1
Ep. 125 | Delaware Statutory Trusts Explained
31:19
31:19
Play later
Play later
Lists
Like
Liked
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…
…
continue reading

1
S2EP52| How to Budget Your Way to a Stress-Free Life in 30 Days
36:46
36:46
Play later
Play later
Lists
Like
Liked
36:46Are you tired of living paycheck to paycheck or feeling overwhelmed by your finances? In this episode of Cashflow Legendz, we’re breaking down a simple, 30-day plan to help you take control of your money and reduce financial stress—without giving up everything you love. We’ll cover: 💰 The first steps to building a budget that actually works for you…
…
continue reading