Teaching Tax Flow: The Podcast cover art

All Episodes

Teaching Tax Flow: The Podcast — 188 episodes

#
Title
1

Ep. 187 | The Untapped Power of Property Tax Reviews

2

Ep. 186 | Divorce and Taxes: What Changes After Separation?

3

Ep. 185 | The Magic of Backdoor Roth IRAs

4

Ep. 184 | Mind-Blowing Tax Tips for New Professionals

5

Ep. 183 | Cost Segregation Gets A Major Update

6

Ep. 182 | Don't Fall For the Tax Extension Lie

7

Ep. 181 | 2026 Inflation Tax Adjustments

8

Ep. 180 | SALT Tax Planning

9

Ep. 179 | Section 179 vs Depreciation. Which Saves You More?

10

Ep. 178 | Case Study: Mark & Jessica

11

Ep. 177 | Your Best Retirement Move: Roth vs. Traditional?

12

Ep. 176 | The Truth About Personal Boards of Directors

13

Ep. 175 | Top 5 Tax Myths

14

Ep. 174 | When To Cut The Cord (on the kids)

15

Ep. 173 | Bonus Depreciation: When NOT to Claim It

16

Ep. 172 | The New Senior Tax Deduction

17

Ep. 171 | Don't Hire a Tax Pro Without Asking These Questions

18

Ep. 170 | What's New in 2026

19

Ep. 169 | Charitable Deductions for 2026

20

Ep. 168 | Commonly Missed Tax Deductions

21

Ep. 167 | A Sneak Peek at the New Form 1040

22

Ep. 166 | Unveiling the Middle Child: SECURE 2.0 Act

23

Ep. 165 | The Triple Tax Benefits of Health Savings Accounts (HSAs)

24

Ep. 164 | Student Aid + Tax Planning (FAFSA)

25

Ep. 163 | Marginal Tax Rates Matter Most

26

Ep. 162 | The Section 179 Deduction Explained

27

Ep. 161 | Mortgages For The Self-Employed

28

Ep. 160 | Schedule 1-A (Form 1040)

29

Ep. 159 | The IRS Says No Tax on Tips?

30

Ep. 158 | Material Participation Demystified

31

Ep. 157 | Steps For Forming An LLC

32

Ep. 156 | 4th Quarter Tax Planning for Business Owners

33

Ep. 155 | A Look Into The 2024 IRS Data Book

34

Ep. 154 | New Automobile Interest Deductions

35

Ep. 153 | The Power of Qualified Opportunity Zone Funds

36

Ep. 152 | OB3's Impact on Small Businesses

37

Ep. 151 | Self-Directed IRAs and Hidden Strategies

38

Ep. 150 | Celebrating The Journey (Guest Highlights)

39

Ep. 149 | 4-Step Strategy Implementation Process

40

Ep. 148 | Unveiling A Hidden Goldmine: QSBS Tax Exemption

41

Ep. 147 | Taxes to Consider When Changing Jobs or Retiring

42

Ep. 146 | The 3 Buckets of Tax Planning Implementations

43

Ep. 145 | One Big Beautiful Bill Act: Real Estate Opportunities

44

Ep. 144 | One Big Beautiful Bill Act: What It Means for Individuals

45

Ep. 143 | Taking Control: Mindset + Money

46

Ep. 142 | Hidden Taxes Exposed

47

Ep. 141 | Gift Taxes 101

48

Ep. 140 | BRRRR Method Explained

49

Ep. 139 | Keep More of Your $150K+ Business Income

50

Ep. 138 | The Future of The Tax Prep Industry

51

Ep. 137 | Digital Asset Reporting 101

52

Ep. 136 | Unpacking the Venmo Tax

53

Ep. 135 | Love, Taxes, and Filing Status

54

Ep. 134 | Financing Your Second Property (Taxes & Mortgage)

55

Ep. 133 | Beyond the Blackboard: Teachers & Taxes

56

Ep. 132 | Retirement Saver's Credit Explained

57

Ep. 131 | Infinite Banking with Whole Life Insurance

58

Ep. 130 | Who Should File A Tax Extension

59

Ep. 129 | Estate Planning 101

60

Ep. 128 | Top 5 Hacks for Real Estate Investors

61

Ep. 127 | Expert Social Security Insights

62

Ep. 126 | Decoding Required Minimum Distributions (RMDs)

63

Ep. 125 | Delaware Statutory Trusts Explained

64

Ep. 124 | ACE Series: Schedule E

65

Ep. 123 | ACE Series: Schedule C

66

Ep. 122 | ACE Series: Schedule A

67

Ep. 121 | Exploring Farm Tax Benefits and Strategies

68

Ep. 120 | Should I Be An S-Corp?

69

Ep. 119 | 2024 Tax Year Filing Updates

70

Ep. 118 | From Plant to Profit: Navigating Cannabis and Taxes

71

Ep. 117 | Mastering Financial Goals in 2025

72

Ep. 116 | Taxpayer Timeline Explained

73

Ep. 115 | Top 5 Gifts From The IRS

74

Ep. 114 | Student Loans and Taxes

75

Ep. 113 | Should You Pay Your Spouse? Tax Benefits and Pitfalls

76

Ep. 112 | Capital Loss Harvesting Explained

77

Ep. 111 | Should I Be An LLC?

78

Ep. 110 | Followers to Fortune: Influencers and Content Creators

79

Ep. 109 | 2024 Election Recap

80

Ep. 108 | Rapid Fire Q&A with Teaching Tax Flow

81

Ep. 107 | Navigating Business Life Cycles

82

Ep. 106 | 2024 Election Tax Proposal Review: Donald Trump

83

Ep. 105 | 2024 Election Tax Proposal Review: Kamala Harris

84

Ep. 104 | Credit Unions vs. Banks: Which is Right for Your Money?

85

Ep. 103 | Unlocking Oil & Gas Investments: Tax Benefits Unveiled

86

Ep. 102 | Bonus Depreciation Explained

87

Ep. 101 | Exploring Leveraged Charitable Giving

88

Ep. 100 | We Celebrate Episode 100 with Big Announcements

89

Ep. 99 | The Corporate Transparency Act: What You Need To Know

90

Ep. 98 | Avoiding the Top 3 Tax Landmines That Could Cost You BIG $$

91

Ep. 97 | Maximize Your Tax Savings: How to Ethically Pay Your Kids Through Your Business

92

Ep. 96 | Creative Ventures: Hobby vs. Business – Know the Difference

93

Ep. 95 | The Hidden Benefits of Deferred Sales Trusts for Real Estate Investors

94

Ep. 94 | Going for Gold: How Olympic Athletes Manage Their Tax Bills

95

Ep. 93 | Selling or Renting Out Your Primary Property

96

Ep. 92 | Untangling Business Vehicle Deductions (the facts)

97

Ep. 91 | Top 3 Tax Free Income Strategies

98

Ep. 90 | The History of Taxes

99

Ep. 89 | Why Real Estate Investing is So Popular

100

Ep. 88 | Mortgage vs. Savings: The Ultimate Debate

101

Ep. 87 | Tax & Legal Considerations When Selling A Business

102

Ep. 86 | What's the 411 with 529 Plans?

103

Ep. 85 | 1031 Exchange Update

104

Ep. 84 | Top Tax Strategies for Low-to-Mid Income Households (less than 100k annual income)

105

Ep. 83 | What You Need To Know About Long-Term Care (LTC)

106

Ep. 82 | How Rental Properties are Taxed

107

Ep. 81 | A Look Into The 2023 IRS Data Book

108

Ep. 80 | Modern Payroll 101

109

Ep. 79 | A Day In The Life of A Tax Pro

110

Ep. 78 | Common Retirement Accounts for Entrepreneurs

111

Ep. 77 | Short-Term Rental (STR) Loophole Explained

112

Ep. 76 | Top 3 Parent Tax Strategies

113

Ep. 75 | 1099s - The What, When, and How They Are Issued

114

Ep. 74 | Tax Benefits of Primary Home Ownership

115

Ep. 73 | Understanding 'Step-Up in Basis' for Minimizing Taxes

116

Ep. 72 | Bookkeeping 101 - The Real Deal

117

Ep. 71 | K-1s for Dummies

118

Ep. 70 | When Do I Need Life Insurance?

119

Ep. 69 | Gambling + Taxes (say what?)

120

Ep. 68 | 2024 IRS Update

121

Ep. 67 | Roth Conversions Explained

122

Ep. 66 | Understanding The Corporate Transparency Act

123

Ep. 65 | Tax Prep Readiness

124

Ep. 64 | Quarterly Estimated Tax Payments

125

Ep. 63 | Last Minute Tax Moves in 2023

126

Ep. 62 | Understanding The Cost Segregation Study

127

Ep. 61 | Used Clean Vehicle Tax Credit (personal)

128

Ep. 60 | Top 5 Year End (2023) Tax Strategies

129

Ep. 59 | Tax Planning vs. Tax Preparation

130

Ep. 58 | Qualified Charitable Distributions

131

Ep. 57 | Tax Deductions vs. Credits

132

Ep. 56 | Form 1099-K Updates (Why You May Receive One)

133

Ep. 55 | Overcoming the Fear Factor in Taxes

134

Ep. 54 | Reflecting on a Year of TTF

135

Ep. 53 | Understanding Federal Tax Energy Credits

136

Ep. 52 | IRS NEWS - 2023 Tax Bracket Updates

137

Ep. 51 | Maximizing Medical Deductions

138

Ep. 50 | Why Businesses Fail

139

Ep. 49 | How Taxes Are Made

140

Ep. 48 | Q4 Tax Planning - It's Time

141

Ep. 47 | W-2 vs 1099 Employment Classification

142

Ep. 46 | Long-Term Rental Tax Reporting

143

Ep. 45 | Not All Income is Taxed The Same

144

Ep. 44 | S Corporation Basics

145

Ep. 43 | Money Tips For Teens

146

Ep. 42 | Mortgage Prep 101 (mortgage readiness)

147

Ep. 41 | Mid-Year IRS Update (Taxpayer SCAMS)

148

Ep. 40 | State Residency Tax Planning: Discovering the Hidden Tax Havens

149

Ep. 39 | Multi-Member LLC Basics

150

Ep. 38 | IRS War Stories

151

Ep. 37 | Earn up to $500k Tax-Free: Exploring Lucrative Opportunities

152

Ep. 36 | You Won $1,000,000! Now What?

153

Ep. 35 | Revocable Living Trusts 101

154

Ep. 34 | Empowerment Through Education and Financial Literacy

155

Ep. 33 | Unleashing Potential: Conversation with Sports Agent Extraordinaire, Leigh Steinberg

156

Ep. 32 | Legal Insight Into Short-Term Rentals (STRs)

157

Ep. 31 | What Qualifies As A Business Deduction

158

Ep. 30 | Music and Money (w/ Moon Taxi)

159

Ep. 29 | Real Estate Market Spotlight (Nashville, TN)

160

Ep. 28 | Self-Employed Basics

161

Ep. 27 | Alternative Investments (Wildlife Conservation)

162

Ep. 26 | Private Reinsurance Program / 831(b)

163

Ep. 25 | The Value of Tax Extensions

164

Ep. 24 | Research & Development Credits

165

Ep. 23 | Choosing The Best Tax Professional

166

Ep. 22 | The REAL Opportunities with Self-Directed IRAs

167

Ep. 21 | Hunting (PIGs) Passive Income Generators

168

Ep. 20 | Real Estate Market Spotlight (Fort Walton Beach, FL)

169

Ep. 19 | Building Your Personal Board of Directors

170

Ep. 18 | Employee Retention Tax Credit (ERTC)

171

Ep. 17 | Home Office Deductions Explained

172

Ep. 16 | Building Teaching Tax Flow (w/ Nate Hamil, VP of Member Engagement)

173

Ep. 15 | What (and who) is the gig economy?

174

Ep. 14 | Love Letters from Darth Vader? (Handling IRS Notices)

175

Ep. 13 | Itemized vs. Standard Deduction

176

Ep. 12 | Real Estate Professional Status (REPS) and Material Participation

177

Ep. 11 | Gold Diagnosis (tax-free income and/or growth)

178

Ep. 10 | Purple Diagnosis (tax deferral)

179

Ep. 9 | Green Diagnosis (low marginal tax rate)

180

Ep. 8 | Red Diagnosis (high marginal tax rate)

181

Ep. 7 | Will Future Federal Tax Rates Be Increasing?

182

Ep. 6 | Lending Partners: Why Your 'Board of Directors' Needs Them

183

Ep. 5 | Capital Loss Harvesting

184

Ep. 4 | Real Estate Market Spotlight (Panama City Beach, FL)

185

Ep. 3 | 1031 Exchange. Use It, or Lose It.

186

Ep. 2 | Talking Single Member LLCs

187

Ep. 1 | Tax-Deferred vs Tax-Free

188

Ep. 1 | Introduction