Ep 7: Will Future Federal Tax Rates Be Increasing?
Will you be paying Uncle Sam more or less in the future? While our superpower of knowing exactly what is going to happen is down for maintenance at the moment, we DO know that you hold the power on how much you may be stroking a check for. Listen in and own your tax strategy. Visit www.teachingtaxflow.com/podcast to share your episode ideas.
December 02, 2022
Ep 6: Lending Partners. Why Your 'Board of Directors' Needs Them.
It pays, literally, to have a solid lending partner lined up before and during the search for any investment properties. To drive home the importance of this role a lender fulfills, Brenna M. Carles, The Mortgage Shop CEO and Co-Founder, joins us to talk all things QM (Qualified Mortgages) and DSCR (Debt Service Coverage Ratio). Whether your Teaching Tax Flow diagnosis is Red, Purple, or Gold, understanding your lending options is critical. The Mortgage Shop: www.mortgage.shop Visit www.teachingtaxflow.com/podcast to share your episode ideas.
November 23, 2022
Ep 5: Capital Loss Harvesting
Is it really as direct as it sounds? Are you familiar with the little-known Wash Sale Rule? We’re creeping up on the end of the year and there is still limited time to execute this strategy. Of course, it’s important to be aware of when it makes sense and what limitations may be present in your situation. IRS 2021 Publication 550 (REF: page 56) Visit www.teachingtaxflow.com/podcast to share your episode ideas.
November 17, 2022
Ep 4: Real Estate Market Spotlight (Panama City Beach, FL)
Tune in for a Panama City Beach, Florida real estate market update with our friend Crystal Ball (yes, that is her legal name) of Investors Gone Wild. Her insight on what to look for and what's hot in the area is key to your next property search. Investors Gone Wild (Crystal Ball): www.investshortterm.com www.facebook.com/InvestorsGoneWildRealty Visit www.teachingtaxflow.com/podcast to share your episode ideas.
November 10, 2022
Ep 3: 1031 Exchange. Use It, or Lose It.
Capital Gains Tax causes many to shed tears at the mere sound of it. Obviously, there are rules and strategies around avoiding having to cut a check for this after the sale of a property. Did you know there are options beyond rolling directly into another property? Listen in and grab your notepad. Your MASSIVE tax savings answers are just beyond this play button. Visit www.teachingtaxflow.com/podcast to share your episode ideas.
November 03, 2022
Ep 2: Talking Single Member LLCs
Listen in as we discuss single-member LLCs (Limited Liability Companies) from a tax perspective. Do you really need one? What do they offer? Is it worth it? Sometimes it is a perfect fit for your business or investments. Other times, it may not be since there are no federal tax advantages for forming an LLC. Crank up the volume and grab the notepad. Here's a no-fluff overview of forming an LLC. Visit www.teachingtaxflow.com/podcast to share your episode ideas.
October 25, 2022
Ep 1: Tax Deferred vs Tax Free
Are tax rates high now? Will they increase in 25 years? We don't know but it may be time to break the mold in your tax strategy. One of the more common requests we're asked is to compare the differences between tax free and tax deferred strategies. In this episode, we jump right into our gold diagnosis, tax free and growth. Listen in for some knowledge nuggets on these strategies, what they consist of, and a high-level discussion on how to plan their implementation. Visit www.teachingtaxflow.com/podcast to share your episode ideas.
October 20, 2022
Welcome to Teaching Tax Flow. In this brief introduction, we're diving into the background of TTF and the mastermind behind it, Chris Picciurro, CPA, MBA, PFS, ARA. After countless conversations and some fresh air, we're now launching this weekly podcast. Our recording calendars are scheduled, mics are on, and we're ready. Visit www.teachingtaxflow.com/podcast to share your episode ideas we can squeeze in.
October 18, 2022