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 seasoned tax planner, leads the discussion to shed light on moving from compliance-focused tasks to strat...
Aug 15, 2025•1 hr 3 min•Ep. 25
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 professionals and a shortage of new entrants. This episode is centered on developing a robust client acquisi...
Jul 15, 2025•58 min•Ep. 24
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 spans engineering roles in the automotive industry to leadership positions in associations. Since j...
Jun 15, 2025•55 min•Ep. 23
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. Bilingual and deeply integrated into his community, Ivan specializes in serving the Hispanic business commun...
May 15, 2025•1 hr•Ep. 22
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 and effective process management within the tax industry. Based in Washington State, she operates MH...
Apr 15, 2025•58 min•Ep. 21
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 venturing into the corporate sector. He carved out a niche in the accounting and tax industry, drawi...
Mar 15, 2025•56 min•Ep. 20
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 practice, combining accounting services with investment advisory through a partnership with a wealth mana...
Feb 15, 2025•56 min•Ep. 19
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 explores the critical changes tax professionals may anticipate, focusing on impacts stemming from poss...
Jan 17, 2025•58 min•Ep. 18
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 partnerships can drive business growth and client satisfaction. Chris, a proponent of collaboration ov...
Dec 15, 2024•53 min•Ep. 17
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 help clients navigate complex regulations and optimize their financial practices within the cannabi...
Nov 15, 2024•53 min•Ep. 16
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 management. Chris delivers actionable advice on how to add significant value to client relationships while ...
Oct 15, 2024•51 min•Ep. 15
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. Her career is marked by a dedication to helping clients legally and ethically maximize their tax ben...
Sep 15, 2024•57 min•Ep. 14
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 practice in 2017. Since then, he has successfully managed and adapted the practice, incorporating moder...
Aug 15, 2024•52 min•Ep. 13
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 intricacies of real estate tax strategies. Natalie is also the creator of the Certified Real Estate Tax Stra...
Jul 15, 2024•56 min•Ep. 12
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 artificial intelligence. John kicks off the conversation emphasizing the necessity for harmony between w...
Jun 15, 2024•56 min•Ep. 11
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 collaboration and the need for tax professionals to focus on their core strengths while leveraging tec...
Jan 03, 2024•1 hr 4 min•Ep. 10
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 the latest developments. Our special guest, Brand Messner, a seasoned expert an leader in the field,...
Dec 20, 2023•1 hr 19 min•Ep. 9
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 shares his inspiring journey of modernizing his operations, regaining control of his life, and enhancin...
Oct 17, 2023•1 hr 7 min•Ep. 8
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 investors. What does tax planning for foreign investors entail, you might wonder? It's a crucial aspect of f...
Oct 01, 2023•59 min•Ep. 7
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 expertise and established a niche within the Real Estate Investor space. As the Founder of Teaching Tax F...
Sep 02, 2023•57 min•Ep. 6
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, offering a front-row seat into the mesmerizing realm of Specialized Tax Services. Julio's extraordinary ...
Aug 16, 2023•1 hr•Ep. 5
RECORDED LIVE AT TAXPOSIUM 2023! FREE CPE (1 credit) via EarMark: https://www.earmark.app/course/b5c64f5f-76c3-4a35-91f5-3779a4b3ae5a In this podcast episode, we have the distinct privilege of hosting Jaimee Hammer, the current President of the National Association of Tax Professionals (NATP), as our esteemed guest. Join us for a thought-provoking discussion that delves deep into the multifaceted role that professional associations play in shaping the tax industry. Jaimee's extensive background,...
Aug 02, 2023•58 min•Ep. 4
FREE CPE (1 credit) via EarMark: https://www.earmark.app/course/a44df958-65f6-4789-b4ff-64f8b104e29e Join us on this enlightening episode that will supercharge your understanding of 1031 Exchanges! We have a real treat for our listeners as we welcome a true expert in the field, Scott R. Saunders, Senior Vice President at Asset Preservation, Inc. (API). His exceptional knowledge of all the ins and outs of properly executing a 1031 Exchange is simply incredible. What is a 1031 Exchange, you may as...
Jul 15, 2023•1 hr 1 min•Ep. 3
FREE CPE (1 credit) via EarMark: https://www.earmark.app/course/ab30bcbf-2adf-4b1f-a1db-fab83924fcec In this episode of The Mr. R Show, we dive deep into the world of IRS representation, exploring best practices and gaining invaluable insights from our special guest, Andrew Poulos. With his extensive experience working directly with the IRS for decades, Andrew has navigated a wide range of scenarios, from preparing tax returns to resolving complex tax issues. Join us as we uncover the strategies...
Jul 01, 2023•1 hr 3 min•Ep. 2
Join us on this inaugural episode of "The Mr. R Show," presented by the Monthly Recurring Revenue Institute . In this captivating podcast series, our esteemed founder (Christopher Picciurro, CPA, MBA, PFS, ARA) and guests guide us on an enlightening journey into the world of operating a private accounting practice and share invaluable insights gained over countless years in the trenches. The lineup of guests is, well, incredible! Through engaging storytelling and practical advice, we invite list...
Jul 01, 2023•8 min•Ep. 1
