When it comes to maximizing tax benefits while minimizing legal risk, it is crucial to adopt a strategic and prudent approach. Engaging in legal tax planning allows investors to take advantage of available deductions, credits, and exemptions within the boundaries of the law. By thoroughly understanding the tax laws and utilizing legitimate tax planning techniques, investors can optimize their tax positions while staying within legal boundaries. This includes proper record-keeping, timely and accurate reporting, and adherence to all relevant tax regulations.
Toby Mathis is a 25-year tax attorney and founding partner at Anderson Advisors, whose career has focused on how to save money and how to make money. As a result of Anderson’s tax work with tens of thousands of successful investors including preparing over 100,000 investor tax returns, Toby has pieced together their methods to building wealth and now educates on the surprisingly simple processes.
Toby Mathis has helped Anderson grow its practice from one of business and estate planning to include a thriving tax practice and registered agent service with tens of thousands of clients nationwide.
In this Episode, Vinki & Toby chat about:
-Business Structuring and Tax Planning
-Understanding Syndication Structure
-Role of Passive Investors in Deal Participation
-Impact of Cost Segregation and Bonus Depreciation on Limited Partners
-Depreciating a Property Twice
Contact Toby: https://www.linkedin.com/in/tobymathis/
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