Shows
Anderson Business Advisors PodcastThis ‘Boring’ Real Estate Asset Is Crushing It in 2025?
In this episode, Toby Mathis, Esq., of Anderson Business Advisors, sits down with Ryan Gibson from Spartan Investment Group to discuss the current housing market and the unique opportunities in self-storage investing. They explore how the housing market has changed with low transaction volumes due to homeowners holding onto low-interest-rate mortgages, creating opportunities in alternative real estate sectors.
Ryan explains how self-storage offers advantages over traditional rental properties, including no evictions, automated operations, and steady cash flow. The discussion covers Spartan's approach to acquiring mom-and-pop storage facilities and professionalizing their operations, the different investment strategies...2025-07-1523 min
Money, Mindset & Manuscripts: Decoding Personal Finance Books"Infinity Investing: How the Rich Get Richer and How You Can Do the Same" by Toby Mathis (Summary)"Infinity Investing" by Toby Mathis aims to educate readers on building long-term wealth through unconventional strategies. It critiques traditional investment advice and financial institutions, advocating for a mindset shift focused on generating passive income from assets rather than relying solely on employment or speculative trading. The book introduces concepts like "Infinity Income" and outlines a plan to achieve financial freedom by understanding the difference between assets and liabilities, avoiding debt-funded expenses or liabilities, and strategically investing in income-producing assets such as dividend-paying stocks and real estate. Mathis encourages readers to take control of their financial future by adopting the invest...2025-04-2312 minAnderson Business Advisors PodcastHow to Stop Employee Theft & Embezzlement in Your BusinessIn this episode, Toby Mathis, Esq., of Anderson Business Advisors, welcomes David Pelligrinelli, a professional asset recovery expert from ActiveIntel. They dive deep into the alarming reality of employee theft and embezzlement in businesses of all sizes. David explains the "fraud triangle" concept—opportunity, pressure, and justification—that enables employee theft, sharing real-world examples of trusted employees who stole hundreds of thousands of dollars from their employers. They discuss essential prevention strategies like having owners open all financial mail, requiring employees to take vacations so others can review their work, and implementing proper checks and balances. The conversation reveals soph...2025-04-1729 minAnderson Business Advisors PodcastThe #1 Real Estate Strategy for 2025In this episode, Toby Mathis, Esq., of Anderson Business Advisors, chats with Atticus LeBlanc, CEO of PadSplit. Toby and Atticus discuss the innovative approach PadSplit is taking to address homelessness and provide affordable housing. They dive into troubling statistics about homelessness in 2024 and how rising home prices and interest rates are impacting the housing market. PadSplit’s model—offering multi-room rentals—provides a solution for both underserved communities and real estate investors, creating a two-sided marketplace. The conversation covers the operational benefits for landlords, the low turnover rates, and the impact PadSplit has on helping residents transition out of homele...2025-02-0632 min
The Professor's Playbook029 | Innovative Teaching: Podcasting as a Tool in EducationAbout the Host
Toby Brooks is an enthusiastic and innovative educator with a flair for integrating creative tools into his teaching methodologies. Inspired by his vibrant school days under the guidance of Ms. Mathis, a renowned PE teacher in Illinois, Toby has channeled that same passion and creativity into his own career. He currently teaches Anatomical Kinesiology at Baylor University and is recognized for his engagement with tech-savvy educational methods, including the use of podcasts as teaching supplements.
Episode Summary
In this captivating episode of the Professor's Playbook, Toby Brooks delves into the transformative power...2025-01-2507 minAnderson Business Advisors PodcastConservation Easements in Crisis: What the New IRS Rules Mean for You!In this episode, Toby Mathis, Esq., of Anderson Business Advisors, chats with Tyler Surat of One Tree Advisors. Tyler is a seasoned expert in tax mitigation and land conservation strategies, who is helping clients utilize conservation easements to preserve land while mitigating taxes. You’ll hear the definition and benefits of conservation easements, the challenges posed by IRS scrutiny on certain easements due to misuse by "bad actors," and the importance of understanding state-specific tax laws. Tyler emphasizes the necessity of due diligence before pursuing an easement, considering factors like property registration and the differences between group and individual ap...2024-11-0530 minAnderson Business Advisors Podcast5 Reasons To Ditch Traditional Office Space: The Office-Free EntrepreneurIn this episode, Toby Mathis, Esq., of Anderson Business Advisors, sits down with Mike Sullivan from Alliance Virtual Offices to discuss the evolving landscape of workspaces. Mike details five compelling reasons to abandon traditional office spaces, highlighting Alliance's impressive 40 years in the industry, with 20 years dedicated to virtual solutions. The discussion demystifies the concept of a "virtual office," likening it to the 'Airbnb' of office rentals. Listeners will learn about the array of services offered, including phone support, professional addresses, receptionists, and flexible meeting spaces—all for a budget-friendly monthly cost.
Virtual offices can mitigate ris...2024-10-2325 min
Passive Income Pilots#76 - MOST POPULAR EPISODE: Reduce Taxes & Maximize Returns Using PROVEN Strategies with Toby MathisIn this episode of Passive Income Pilots, Tait Duryea takes you back to one of the most downloaded episodes in the show's history with Toby Mathis from Anderson Advisors. Discover how tax laws can work for you through real estate investments, cost segregation, and bonus depreciation strategies. Toby breaks down the game-changing legal strategies high-income earners can use to reduce their tax burden and maximize returns drastically. If you're a pilot frustrated with taxes or looking to level up your knowledge, this episode is packed with powerful insights.Toby Mathis is a tax attorney...2024-09-101h 10Anderson Business Advisors PodcastRenting Out a Property Without An LLCIn this episode, Toby Mathis, Esq., of Anderson Business Advisors, sits down with Brent Nagy, a highly accomplished real estate investor with over 20 years in the industry. Brent, who retired by the age of 40 with a portfolio of more than 50 cash-flowing properties, shares his expertise around the critical importance of proper asset protection, cautioning against owning real estate outside of a formal LLC or entity. He discusses common pitfalls and liability issues associated with residential properties, highlighting that a well-structured investment strategy can significantly reduce stress and risk. With a wealth of experience, Brent underscores that good intentions alone...2024-09-0924 min
Commercial Real Estate Uncovered with Erik SextonToby Mathis - Commercial Real Estate Uncovered with Erik SextonDive into the world of asset protection and tax efficiency with attorney and investor Toby Mathis, who joins us on this episode of Commercial Real Estate Uncovered. With over 400,000 YouTube followers and a wealth of knowledge on how to protect and grow your assets, Toby breaks down the critical steps to keeping what you earn. Discover the common mistakes real estate investors make that leave them exposed, the power of infinite income sources, and why smart structuring can mean the difference between financial freedom and financial ruin. Whether you’re a seasoned investor or just starting out, this episode is...2024-09-081h 12Anderson Business Advisors PodcastThe $100K+ Retirement Plan You Need to Know AboutIn this episode of Anderson Business Advisors, Toby Mathis, Esq., speaks with Jeff Mason and Chris Hammond from Redwood Retirement on the intricacies of $100,000+ cash balance retirement plans, focusing on how innovative solutions can benefit business owners. They explore the key aspects of these plans, including what can be paid and deducted, the hurdles involved, and the flexibility they offer. The discussion covers the effectiveness of Redwood's solutions, highlighting when payments are due for the tax year and showcasing best-case examples of significant tax savings achieved through cash balance plans. Chris and Jeff also clarify the differences between Cash...2024-08-2249 minAnderson Business Advisors PodcastHow The Federal Pivot Could Shake Up The Stock Market: Are You Ready?In this episode, Toby Mathis, Esq., of Anderson Business Advisors welcomes Erik Dodds- a seasoned financial planner, fiduciary, and active trader. Together, they delve into the anticipated pivot of the Federal Reserve from a hawkish to a dovish stance and its potential impacts on the market. Erik provides an in-depth analysis of historical trends and recent economic indicators to forecast future market movements, particularly focusing on the S&P 500 and its ETF proxy, SPY. He shares valuable investment strategies for both traders and long-term investors, including the use of covered calls, caller strategies, and understanding option Delta for optimizing...2024-08-2129 minAnderson Business Advisors PodcastWhy Savvy Investors Use Land Trusts for Real Estate InvestmentsToday Toby Mathis, Esq. speaks with Lauren Robins, Esq., a senior real estate attorney with Anderson Advisors, about helping savvy investors use land trusts in the right scenarios. Lauren explains how land trusts act as a versatile tool for investors, likening them to a ‘Swiss army knife’ due to their broad range of applications. We explore what land trusts can and can’t do, including the intricacies of trust ownership and beneficiary roles. Lauren details how land trusts can help avoid unnecessary taxes, clarify sale clauses, and offer homestead exemption benefits. We also discuss equity stripping and how land trusts...2024-08-1530 minAnderson Business Advisors PodcastHow To Use Your Self-Directed IRA For Real Estate InvestingToday, attorneys Toby Mathis, Esq., and Amanda Wynalda, Esq., delve into listener questions around topics like the benefits of LLCs for real estate investors, income-shifting tactics, and the implications of the Tax Cuts and Jobs Act on small business owners. The conversation also delves into the complexities of Qualified Business Income (QBI) deductions, using self-directed IRAs for real estate investments, and the tax implications of transferring appreciated property into LLCs. Submit your tax question to taxtuesday@andersonadvisors.com
Highlights/Topics:
Have you attended an in-person or virtual Tax and Asset Protection Workshops?
Anderson Advisors has done a great...2024-07-091h 04Anderson Business Advisors PodcastThe Main Tax Differences Between An S-Corporation and C-CorporationToday, attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., delve into listener questions around topics like borrowing from your QRP (Qualified Retirement Plan) without it being considered income, utilizing depreciation from syndications as a real estate professional, and writing off Airbnb setup costs. Learn how to establish accountable expense reimbursement plans for your C-Corp, handle taxes for disregarded property holding entities, and calculate depreciation post-1031 exchange. Discover efficient strategies for paying kids in your small business and choosing between S-Corp and LLC structures. Simplify the complexities of C-Corp taxes and learn how to invest in real estate via self-directed...2024-06-2657 min
The TradeHacker MindsetTrading, Taxes & Legacy Planning with Toby MathisIn this episode, we are privileged to be joined by Toby Mathis, a distinguished figure in the realm of taxation and business law. For more about working with Anderson Business Advisors, see links below: Free Strategy Session: https://andersonadvisors.com/ss/?&utm_medium=affiliate&mls=Affiliate&utm_content=strategy-session&utm_campaign=Website-Consult-Form&utm_source=Navigation%20Trading&ocs=701VI000009RrnxYAC&aff_id=wjfb4ncd Tax and Asset Protection Workshop Registration: https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?&utm_medium=affiliate&mls=Affiliate&utm_content=event-registration&utm_source=Navigation%20Trading&ocs=701VI000009RrnxYAC&aff_id...2024-05-131h 12Passive Income Pilots#58 - Tax Tactics: The TOP 5 Ways You Can Save with Toby MathisWelcome back to Passive Income Pilots! In this episode we delve into essential tax strategies tailored specifically for pilots. With the expertise of Toby Mathis from Anderson Advisors, we explore five key ways you can reduce your tax liability effectively. Toby brings his depth of tax knowledge directly to our pilot audience, discussing everything from maximizing deductions to strategic asset management. Additionally, we'll cover an intriguing opportunity for pilots interested in aircraft ownership—how purchasing an airplane can not only serve personal and professional needs but also offer significant tax advantages. If you're looking to navigate the complexities of ta...2024-05-0753 minAnderson Business Advisors PodcastHow to Structure Your Real Estate FlippingIn this episode, Toby Mathis, Esq. chats with Jeffrey Cottle, Esq., Senior Attorney at Anderson Business Advisors, about the world of house flipping, with a focus on how to handle the tax implications. It emphasizes the importance of avoiding "dealer" status with the IRS and explores strategies like asset protection. Toby and Jeff discuss limitations placed on frequent flippers and analyze the pros and cons of different business structures like LLCs, C-Corps, and S-Corps. It concludes by examining the most common scenarios Jeff encounters at Anderson Advisors when working with house flippers.
Highlights/Topics:
Jeff Cottle intro
Flipping...2024-04-1123 min
Perennial PrideUnlocking Financial Freedom with Toby MathisJoin Tom for an enlightening episode featuring Toby Mathis, an attorney, entrepreneur, author, and tax expert. Toby shares his journey from humble beginnings to becoming a founding partner of Anderson Law Group. They discuss the keys to financial freedom, including the importance of diverse income streams, leveraging assets, and comprehensive financial planning. Whether you're a seasoned investor or just starting your financial journey, Tom and Toby's insights will inspire you to take control of your finances and create a lasting legacy. Don't miss this opportunity to learn from a true expert and achieve your financial goals. Highlights2024-03-1443 minAnderson Business Advisors PodcastHow to Form a Nevada Asset Protection TrustIn this episode, Toby Mathis, Esq. chats with fellow attorney John Anderson, Esq. of Anderson Business Advisors about the pros and cons of establishing trusts in Nevada. The discussion digs into Nevada trusts' specific functions and benefits, including the "seasoning period" and the role of trustees. Toby and John explore how a third-party trustee can offer protection, methods for withdrawing funds, and the power of appointment in Nevada trusts. Additionally, they touch upon safeguarding your home with a trust, using a trust for essential expenses, and the potential risks of insolvency and bankruptcy. The conversation highlights the likelihood of...2024-03-1429 minAnderson Business Advisors PodcastProfit First and Beyond: Mike Michalowicz Unveils 'All In' Strategies and Success StoriesHave you ever wondered how flipping the script on profit can revolutionize your business? Mike Michalowicz joins Toby Mathis, Esq., to dissect his innovative 'Profit First' formula, a game-changer for entrepreneurs swimming against the tide of traditional financial management. Mike, the sage behind several seminal business books, engages in a no-holds-barred discussion about the essentials of a prospering business—prioritizing profit, pinpointing pressing needs, and strategies for organic growth. You’ll also hear the details of Toby’s own multi-million-dollar tumble and the invaluable lessons that journey taught me, all of which dovetail with Mike's profound insights.
Highlights/Topics...2024-02-2229 minAnderson Business Advisors Podcast10 Ways To Reap Huge Benefits From A 501(c)(3)In this episode, Toby Mathis, Esq, of Anderson Business Advisors welcomes Karim Hanafy, Esq., head of Anderson Business Advisors’ Non-Profit Division. Karim and Toby will go over ten benefits of either donating to, or setting up your own 501(c)(3). From donor-advised funds to public vs. private foundations, Toby and Karim explain all the pros and cons.
Karim is a nonprofit attorney with over 20 years of experience forming nonprofit organizations, obtaining 501(c)(3) tax-exempt status, advising with ongoing compliance, and assisting with annual tax reporting. Karim previously worked in the Tax Exempt Division at the IRS, and he uses hi...2023-12-2230 minAnderson Business Advisors PodcastSide Gig or Career: Why You Should Learn To WeldIn today’s episode, Toby Mathis, Esq. welcomes Tyler Sasse (“Sassy”), owner, founder, and lead instructor of Western Welding Academy in Gillette, Wyoming. Voted "#1 Welding School in the World", Western Welding Academy is the only pipe welding school in the country solely owned and operated by real pipeline/pipe welders. Toby and Tyler discuss teaching work ethic and integrity, how welders can make huge annual salaries after the academy’s 6-month program, the deficit of skilled workers and needs within the construction and other industries, and how to apply to attend this valuable trade school program.
Tyler Sasse’s...2023-12-1325 minAnderson Business Advisors PodcastHow Can You Write Off Business Start-Up Expenses?Welcome to another episode of Tax Tuesday, where tax experts Toby Mathis, Esq., and returning guest Jeff Webb, CPA, CFO of Anderson Business Advisors share their expert advice on writing off business expenses, end-of-the-year options for saving on tax deductions, inquiries about organizational vs. startup expenses, and how to borrow from your life insurance policy to invest in real estate. Submit your tax question to taxtuesday@andersonadvisors.
Highlights/Topics:
All my LLCs are disregarded…. I’m in the process of setting up…What are some of the write-offs for 2023? - You normally can’t write off until the business...2023-12-121h 09
Profit First for Real Estate InvestorsAdapting to Change: Anderson Advisors' Ongoing Evolution in Tax and Real EstateIn this episode of Profit First for REI, we have Toby Mathis. He is a speaker, author, investor, and one of the founding partners of Anderson Advisers.Toby talks about the best ways to get the most from your rentals. He also gives breakdowns of processes for different mindsets and team members he had.How to become an actual real estate investor with the right mindset? Find out on this episode. Enjoy the show!Key Takeaways:[01:10] Introducing Toby Mathis[03:05] Establishing Anderson Partners[10:37] The hard part o...2023-12-1234 minAnderson Business Advisors PodcastThe Best Low-Cost Side Gig For 2024In today’s episode, Toby Mathis, Esq. welcomes Shane Sams, CEO and Co-Founder of Flippedlifestyle.com. Shane is one half of the dynamic duo at FlippedLifestyle.com with his wife Jocelyn. The Sams Family built an online membership business that generates hundreds of thousands of dollars per year in profit, while only requiring a few hours of work per week. Now they help other people build & grow online memberships of their own.
Highlights/Topics:
Shane’s path to finding his own side gig
Librarians and their challenges
Selling what you know and solving problems
Startup costs and hosting plat...2023-12-0531 minAnderson Business Advisors Podcast4 Legal Landmines: How Landlords Can Avoid Costly LawsuitsDid you know you could be sued if your tenant’s dog bites someone? In this episode, Toby Mathis, Esq. welcomes Shawn Woedl, President and CEO of the National Real Estate Insurance Group. Shawn is an industry-recognized speaker and educator with an emphasis on Commercial Property and Premises Liability, and shares the top four lawsuits his company sees every day. From slip and falls to discrimination and dog bites, tune in to find out how to protect yourself from these common scenarios.
Highlights/Topics:
Top lawsuits as seen at National Real Estate Insurance Group
Lawsuit sizes - how muc...2023-11-2123 minAnderson Business Advisors PodcastWhat Steps To Take When Facing a LAWSUIT (And How to Sue Someone)Toby Mathis, Esq. welcomes Jason Zundel, Esq., an asset protection and estate planning attorney with Anderson Business Advisors. Jason and Toby discuss all the aspects of lawsuits, including getting served, things to worry about, protecting yourself, being actively involved, and possible outcomes. Protect your assets with Anderson’s asset protection services.
Highlights/Topics:
You need to receive a Service of Process for an actual lawsuit
Default judgements
Case studies from Toby and Jason - suits can haunt you for decades
Next steps when responding to a suit
Timeline to expect
Pursuing YOUR rights with a lawsuit- first steps
The...2023-10-2629 minAnderson Business Advisors PodcastHow To Use The 1031 Exchange To Avoid Taxes In Real Estate InvestingIn this episode of Anderson Business Advisors, Toby Mathis, Esq., welcomes Anderson Attorney Jonathan Evans, Esq., to dig into the ins and outs of using the IRS’ 1031 exchange in your real estate investment toolbox. Jonathan shares what a 1031 exchange is, how it works, what types of real estate investments you can exchange, the potential pitfalls, using a qualified intermediary (QI), and more.
Highlights/Topics:
Light/kind or 1031 exchanges
Using 1031 as a tool – only for trading real estate investment properties
Carrying out the transfer - using an intermediary or ‘accommodator’
Other rules and requirements - timeframe and number of propertie...2023-10-2519 minPassive Income Pilots#42 - Real Estate Investing: Tax-Saving Strategies and Best Practices with Billy WithersOn this episode of Passive Income Pilots, Tait and Ryan interview Billy Withers. Billy Withers, EA, MT, is a financial expert and the owner of Summit Advanced Tax Strategy. He has helped hundreds of real estate investors and business owners organize their financial systems and reduce tax liabilities. With his expertise and the flexibility of a virtual firm, he provides prompt and effective service to ensure the growth and needs of his clients are met. Billy's experience in the field has made him an invaluable asset to those looking to maximize their profits while minimizing their tax liabilities. Billy...2023-10-2554 minAnderson Business Advisors PodcastIs Airbnb Dead? The Numbers Nobody is DiscussingIn this episode of Anderson Business Advisors, Toby Mathis, Esq., welcomes Jamie Lane, the Chief Economist and SVP of Research at data aggregator AirDNA. Jamie’s research leadership has helped the whole STR (short-term rental) industry understand the drivers of success. He is a leading voice of authority on the health and outlook for the STR industry: on top of hosting AirDNA’s own podcast, STR Data Lab, he is a regular contributor to international media outlets such as Wall Street Journal, New York Times and Bloomberg, providing exclusive analysis and forecasts of the industry to global audiences. Jamie delv...2023-10-1930 minAnderson Business Advisors PodcastThinking of Buying a Business? How Big Changes to SBA Rules Can Make That a RealityIn this episode of Anderson Business Advisors, Toby Mathis, Esq. welcomes back Trent Lee of First Choice Business Brokers (FCBB). Trent has been ranked NUMBER ONE in business brokerages for the last five years in a row. You’ll hear Toby and Trent discuss the latest industry stats and requirements surrounding the purchase of small businesses. From restaurants to medical facilities to construction companies, there’s something for every interest in this space. Get in touch with Trent if you want the expert in the business broker space.
Highlights/Topics:
Trent’s the number one business broker in the co...2023-10-1236 minAnderson Business Advisors PodcastHow Crypto Mining, Sales, and Staking is TaxedToby Mathis, Esq. welcomes Preston Knight, Esq., Senior Attorney at Anderson Advisors to the show to discuss some of the tax implications around crypto mining. You’ll hear how and when transactions are taxed, how the IRS views crypto and mining as a business entity, and some tips and tricks for avoiding and minimizing short and long-term capital gain and other taxes.
Highlights/Topics:
Taxable events
How the IRS views your work
Capital gains hit when paying with bitcoin
Short vs. Long term gains
‘Staking’ and how it is taxed
Working through an S-Corp
How to use a Roth t...2023-10-0514 minAnderson Business Advisors PodcastHow To Be a Note Investor (A Step-by-Step GUIDE)Host Toby Mathis, Esq. speaks with Bill Mencarow, founder of The Paper Source and 30-year veteran of real estate note investing. Bill writes for Think Realty magazine and has authored several guides and seminars on notes. He has been interviewed on numerous radio and TV programs including “Good Morning America,” national networks and in major U.S. newspapers and magazines.
You’ll hear Bill and Toby discuss the pros and cons of note investing, including how and when you can buy and sell, getting cash out of your note, and what to look for when buying a note...2023-10-0425 minAnderson Business Advisors PodcastHow Day Traders Can Reduce Taxes LegallyOn today’s Tax Tuesday, tax experts Toby Mathis, Esq., and returning guest Jeff Webb, CPA of Anderson Business Advisors, share their expert advice on tax strategies associated with setting up a home office, the potential consequences of being classified as a real estate dealer instead of investor, and how the IRS can view real estate flips as inventory and treat you as a dealer, leading to self-employment tax and other repercussions. Listeners are also guided through minimizing stock gains as a day trader and understanding rental property ownership. Submit your tax question to taxtuesday@andersonadvisors.
Highlights/Topics:
Wh...2023-10-031h 12Anderson Business Advisors PodcastWhat You Need To Know About The IRS Crackdown On Tax EvasionShould you be terrified by the IRS’ new league of 89,000 agents that they claim they’re hiring to do audits on people who make over $400K? Host Toby Mathis, Esq. and Lauren Robins, Esq., a Senior Attorney at Anderson, discuss the reality of what these numbers mean, and what they could mean for the average Jane and Joe Taxpayer.
Highlights/Topics:
What is actually happening with 89,000 new agents?
89K agents is actually the number being hired over 10 years
Funding for agents is going to “taxpayer services” like answering phones
Low-income resource centers being opened
Business expenses - have the pape...2023-09-2820 minAnderson Business Advisors PodcastCalifornia Investors - Learn How to Avoid the Franchise Tax & Save ThousandsIn today’s episode, Toby Mathis, Esq. welcomes Carter Coons, Esq., an attorney at Anderson whose last name you may recognize… he is also the son of partner Clint Coons. Carter shares some of the benefits of utilizing a Wyoming Statutory Trusts (WSTs) as holding companies for your California LLCs to avoid the $800 per entity tax that is due annually. You’ll hear how to layer these protections to secure your anonymity and save money.
Highlights/Topics:
California properties and LLCs
How can we avoid this franchise tax?
Wyoming Statutory Trusts (WST) are exempt
WST as a holding compan...2023-09-2619 minAnderson Business Advisors Podcast3 IMPORTANT Ways To Keep Your Assets Hidden From Creditors And LawyersIn today’s episode, Toby Mathis, Esq. welcomes Joshua Robertson, Esq., Senior Attorney at Anderson Business Advisors, to the podcast to discuss different approaches to protecting your property and assets from liability and lawsuits.
Josh shares three important strategies for building a structurally sound legal protection plan that will prevent your assets from appearing in public information records and protect them from being targeted. From setting up LLCs as owners, to separating ownership of your assets and the ‘use’ of those assets, Josh explains some simple tactics that take simple “anonymity” a step further - building additional legal prot...2023-09-2118 minPassive Income Pilots#37 - Empowering Insights and Strategies On Short-Term Rentals with Alex JarboOn this episode of Passive Income Pilots, Tait and Ryan dive into the dynamic world of short-term rentals with Alex Jarbo, the founder and CEO of Open Atlas Investments. Alex is a trailblazing entrepreneur revolutionizing the vacation rental and hospitality industry through innovative micro-resort developments. With a remarkable portfolio exceeding $10 million in unique short-term rentals, Alex shares his expert insights on how to unlock the full potential of this lucrative market. Discover the benefits and tax advantages of vacation rentals, and learn about effective underwriting strategies. Alex also delves into the nuances of regulations, themed properties, and the best...2023-09-2032 minAnderson Business Advisors PodcastTop 4 Costly Mistakes To Avoid When Creating Your Business EntityIn today’s episode, Toby Mathis, Esq. welcomes his long-time business partner, Anderson Advisor’s Michael Bowman, Esq., back to the show.
Michael shares four of the top mistakes he sees when people file incorporation papers to set up a business. From simple things like using a business (not your home) address, to utilizing the correct paperwork and formats, to keeping excellent records and bookkeeping, Michael and Toby discuss interesting real stories they’ve witnessed or been part of, to illustrate each point.
Highlights/Topics:
Many mistakes will end up in court
The top 4 repeated mistakes- incorre...2023-09-1222 minAnderson Business Advisors PodcastHow to Avoid Taxes When Selling Your Rental Property (Using 1031s, IRC 121, And More!)In this episode, host Toby Mathis, Esq., joins regular guest Eliot Thomas, Esq., Manager of Tax Advisors at Anderson Business Advisors, to discuss several options that can protect homeowners and investors from paying exorbitant taxes on the sale of property. Eliot and Toby share important information and tactics for passive losses, installment sales, 121 and 1031 scenarios, Delaware Statutory Trusts, UPREITs (Umbrella Partnership Real Estate Investment Trusts), and opportunity zone funds.
Highlights/Topics:
Passive losses and gains
Spreading gain over several years
Can homeowners save taxes on the sale of their home?
The 121 exclusion and its rules
Changing your home...2023-09-0718 min
The Wealth and Freedom Nexus PodcastWFN #099 - How Asset Protection 🔐and Tax Savings 💵 Work TOGETHER 🤝with Toby Mathis Too many people look at separate places when choosing a CPA and an attorney. Why not pick ONE company that can handle BOTH?Anderson Advisors is a top rated, Best Places to Work and Inc 5000 company that has helped clients all over the country to SAVE on taxes, PROTECT their investments AND create the best estate planning.Today's guest, Toby Mathis joins us to explain what him and his business partner do, how he got started and finally puts to bed many of the myths and fears when it comes to asset protection....2023-09-0635 minAnderson Business Advisors PodcastRecession Planning Part 3/3 - Commercial Real Estate Is Melting FAST (How To Protect Yourself)Welcome to Part III of our recession planning series. Toby Mathis, Esq. and Stefan Whitwell, Founder and Chief Investment Officer of Whitwell & Co., LLC, are back to discuss the facts, statistics, and future trends they see happening in the crumbling commercial real estate market. There are great investment deals out there, but you need to look at facts and numbers. Don’t fall for the bargain investment “story.” Enlist the assistance of a pro to make sure you don’t get in over your head.
Highlights/Topics:
Commercial real estate – current stats and trends
Interest rates are doubling
Commercial...2023-09-0416 minAnderson Business Advisors PodcastRecession Planning Part 2/3 - Private Lending Opportunities & RisksIn today’s episode, Toby Mathis, Esq. welcomes Stefan Whitwell, Founder and Chief Investment Officer of Whitwell & Co., LLC, back to the show for Part II of a three-part series. Stefan is a sought-after advisor who works closely with clients at the intersection of health, wealth, and purpose. Toby and Stefan discuss the shrinking assets and lack of funding from big banks and the private funding (as well as investment) opportunities that you might consider instead. Find a fiduciary who is a money manager and get access to these things the right way.
Highlights/Topics:
Opportunities in this ma...2023-08-3116 min
Real Estate Runway151: Tax Tactics & Property Paths with Toby MathisHow can a seasoned tax attorney's insights transform your approach to real estate investing? In this episode, host Chad interviews Toby Mathis, an investor, owner, and tax attorney with Anderson Business Advisors, to discuss his thoughts on the current market and where it may be headed. Toby shares his journey as a tax attorney and the lessons he's learned about the significance of cash flow in real estate investments. Emphasizing the necessity of hands-on experience, Toby provides listeners with valuable advice, suggesting they collaborate with professionals seasoned in the real estate field. Both individuals resonate with the...2023-08-2938 minAnderson Business Advisors PodcastRecession Planning Part 1/3 - The Hidden Banking Crisis & How To Protect YourselfIn today’s episode, Toby Mathis, Esq. speaks with Stefan Whitwell, Founder and Chief Investment Officer of Whitwell & Co., LLC. Stefan leads the overall Firm and its investment practice. He is also a sought-after advisor who works closely with clients at the intersection of health, wealth, and purpose. Toby and Stefan reveal that the “bad stuff” is not over with big banking, and that we will continue to see bank failures and devastating client money losses … so make sure your money is protected, see a professional!
Highlights/Topics:
The state of big banks today
What happens to your $1 Million...2023-08-2919 min
Decode REI047: How to Transform Tax Confusion into Clarity: Insights from Toby MathisWhy is it crucial to be an active participant in filing taxes and protecting assets? In this episode, we talk to Toby Mathis from Anderson Business Advisors about making taxes simple and understandable. From breaking down IRS codes into language everyone can understand to offering advice on how to become an active participant in filing taxes and protecting your assets, Toby is an expert in his field. We'll also talk about the differences between tax preparers and tax planners, so listeners will understand the importance of ensuring their planner is invested in the same things t...2023-08-2312 minDecode REI046: How To Make Your Wealth Work For You: Toby Mathis' Tax StrategiesWhy is seeking professional tax guidance more than just a smart move but potentially a money-saving strategy? In this conversation, Toby Mathis shares his expertise on asset protection, paying taxes without overpaying, and taking advantage of available strategies such as 401(k)s, charitable activity, HSAs, real estate investments, and much more. Learn the importance of actively understanding your taxes, investments, and other financial activities. Discover what strategies work best for your situation to optimize returns and reduce risk, and hear why consulting with a professional can make all the difference when saving money on taxes. ...2023-08-2135 min
The Best Ever CRE ShowJF3232: What Real Estate Investors Need to Know About Asset Protection ft. Toby MathisToby Mathis is the founding partner of Anderson Law Group and managing partner of Anderson Business Advisors, which helps entrepreneurs around the world live lives free from the burden of financial imprisonment through wealth creation. In this episode, Toby guides listeners through the complicated world of tax codes and asset protection, providing expert insights into how to shelter your assets properly to reduce risk and preserve wealth. Toby Mathis | Real Estate Background Founding partner of Anderson Law Group and managing partner of Anderson Business Advisors Portfolio: 400 properties Commercial Self-storage Single-family homes Based in: Las V...2023-07-1144 min
The REI Concierge PodcastToby Mathis, Tax Attorney & RE Investor, Anderson AdvisorsTim and Lisa are excited about talking with Toby Mathis, Tax Attorney, RE Investor, and Founding Partner of Anderson Advisors. Toby has all kinds of great knowledge to share about how to maximize the benefits of RE investments from a tax perspective. We talk about cost segregation studies, what it means to be a real estate professional, and other important considerations about taxes.Connect with Toby and Anderson Advisors hereYouTubeWebsiteInstagramConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a c...2023-06-2859 min
Passive Income Unlocked401. Exploring Purpose-Driven Investing with Toby MathisAre you passionate about making a positive impact through purpose-driven investing? On today's episode, we talk to Toby Mathis about purpose-driven investing and how it provides much-needed housing for underserved areas of society. Get expert advice on using grant money and other social benefits for your investments, as well as tips on house hacking to increase net operating income. Don't miss this chance to learn from experts how to make the most of your real estate investments! Toby Mathis is a 25-year tax attorney and founding partner at Anderson Advisors, whose career has focused on h...2023-06-1516 minPassive Income Unlocked401. Exploring Purpose-Driven Investing with Toby MathisAre you passionate about making a positive impact through purpose-driven investing? On today's episode, we talk to Toby Mathis about purpose-driven investing and how it provides much-needed housing for underserved areas of society. Get expert advice on using grant money and other social benefits for your investments, as well as tips on house hacking to increase net operating income. Don't miss this chance to learn from experts how to make the most of your real estate investments! Toby Mathis is a 25-year tax attorney and founding partner at Anderson Advisors, whose career has focused on h...2023-06-1516 minPassive Income Unlocked400. Investing in Assets and Letting Them Compound with Toby MathisCan you take control of your financial destiny and build a solid investment portfolio? Today, Toby Mathis provides insight on how to think long-term when it comes to investing and emphasizes the importance of cash flow. He outlines five categories of income that can be invested in passive income streams and shares tips on budgeting money wisely. Tune in as we explore these ideas further! 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 o...2023-06-1440 minPassive Income Unlocked400. Investing in Assets and Letting Them Compound with Toby MathisCan you take control of your financial destiny and build a solid investment portfolio? Today, Toby Mathis provides insight on how to think long-term when it comes to investing and emphasizes the importance of cash flow. He outlines five categories of income that can be invested in passive income streams and shares tips on budgeting money wisely. Tune in as we explore these ideas further! 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 o...2023-06-1440 min
Eat, Sleep, InvestEP105: Best Real Estate Investor Strategies for Minimizing Taxes | Toby MathisWhether you're new to the world of real estate investing or a seasoned veteran, you need to make sure your income is protected from taxes. That’s why today, I’m here with Toby Mathis. Toby is a tax attorney, speaker, author, investor, and president of Anderson Business Advisors. He has worked with tens of thousands of investors and is a true authority in the field. In this episode of Eat, Sleep, Invest, Toby shares some profitable tax planning strategies specifically designed for real estate investors and explains how to avoid frivolous lawsuits by removing your...2023-06-0826 min
The Wealth Vibe Show!Episode #100 How to Optimize your BusinessSend us a textWhen 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 a...2023-05-3040 min
The Wealth Vibe Show!Episode #100 How to Optimize your BusinessWhen 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 f...2023-05-2339 minPassive Income Pilots#14 - Depreciation Demystified: Cost Segregation and Tax Savings in Real Estate with Toby MathisOn this episode of Passive Income Pilots, Tait and Ryan welcome back Toby Mathis for an insightful discussion on depreciation and tax strategies for investors. Toby, a renowned attorney, investor, speaker, and bestselling author, is the founding partner of Anderson Business Advisors. Known for his expertise in business and real estate investing, Toby educates U.S. investors through his popular "Tax Tuesday" webinars. His book "Infinity Investing" is an Amazon bestseller and Global Book Award winner. Toby delves into depreciation, bonus depreciation, cost segregation, and tax-saving strategies, providing actionable insights for investors. Enjoy the show!2023-05-031h 03Passive Income Pilots#10 - Reduce Your Taxes & Maximize Returns Using PROVEN Investment Strategies with Toby MathisOn this episode of Passive Income Pilots, Tait and Ryan sit down with Toby Mathis, a multi-talented attorney, speaker, bestselling author, and investor. As a founding partner of Anderson Business Advisors, Toby has led the company to numerous accolades, including being listed on Inc 5000 five times and recognized as one of the Best Places to Work. Toby is known for his popular bi-weekly webinar, Tax Tuesday, and his #1 bestselling book "Infinity Investing," published by Forbes Books. He is also a member of the Forbes Real Estate and Finance Council. In this episode, Toby shares invaluable insights and strategies for...2023-04-191h 08
Accelerated Real Estate Investor358: How to Grow Your Wealth and Legally Slash Your Taxes with Toby MathisNo matter what your portfolio looks like, there’s a very good chance that you’re unaware of all the ways you can save money and legally slash your taxes. So, how do you legally reduce your tax liability? To answer that question, today’s guest is Toby Mathis. Toby is a founding partner at Andersen Advisors, where he’s been a tax attorney for over 25 years. He’s helped over 100,000 clients prepare better tax returns, and he has a deep understanding of how to become wealthy and legally slash your taxes so you can keep your we...2023-04-1836 min
The Agent of WealthFive Infinity Sources of Passive Income to Fund a Lifetime With Toby MathisIn this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Toby Mathis, a 25-year tax attorney and founding partner at Anderson Advisors. Mathis advances his client's interests by combining expert tax advice with his personal experiences investing in over 200 real estate projects in the US. His expertise reaches many others through his award-winning publications, including Tax-Wise Business Ownership and Infinity Investing: How the Rich Get Richer and How You Can Do the Same.In this episode, you will learn:What it means to infinity invest, including the five infinity sources of p...2023-04-0735 min
Streams to ImpactREIA 281 Toby Mathis: How the Rich Get Richer and How You Can Do the SameWe'd love to hear from you. What are your thoughts and questions?Toby Mathis, Esq. is a founder of Infinity Investing and Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. As a result of Anderson’s tax work with tens of thousands of successful investors, Toby has seen which strategies stand the test of time and which do not. He brings a wealth of experience to Infinity Investing and is ready to transform the way you look at your investments.Main Points:Wh...2023-03-2434 min
The ChurchGear PodcastFrom Drumming for Jesus Culture to FOH at Church of The City [Josh Fisher]What happens when opportunity and skill intersect? You become the drummer for Jesus Culture! Josh Fisher was the drummer for Jesus Culture, and he is now serving on the production team for Church of the City. In this episode you'll hear: 1:00 Toby and Blake shooting guns 5:15 Josh Fisher joins us from Church of the City! 15:00 Josh steals the stage from Dave Mathis! 21:00 How Josh ended up in the Jesus Culture Band 28:40 Tommee Profitt (NF’s Producer) produces COTC’s Christmas 35:00 How to handle the pressure that comes with mixing 38:00 Church of t...2023-03-2052 min
Scalable Real Estate Investing#68 Mastering Land Trusts and Taxes with Toby MathisIf you enjoyed this episode, or are enjoying the Scalable REI show overall, show your support by buying the Scalable REI team a cup of coffee: https://www.buymeacoffee.com/scalablereiToby 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 Ma...2023-02-281h 37
Real Estate of Mind Show with Glenn & Amber SchwormUnderstanding Real Estate Taxation with Toby MathisHaving worked with tens of thousands of investors as a tax attorney, Toby Mathis is a true authority on how people can make money consistently. He is a managing partner/president of Anderson Business Partners and current manager of Anderson’s Las Vegas office. In that capacity, he helped Anderson grow into the thriving organization it is today—a tax practice and national registered agent service that is trusted by over 18,000 clients. Toby became an attorney focusing exclusively on small business, taxation, and trusts. He is an author of several books and hundreds of articles concerning best practices and grow...2023-02-2436 min
Multifamily InsightsAdvanced Tax Strategies for Multifamily Investors with Toby Mathis, Ep. 479Toby Mathis advances his client's interests by combining expert tax advice with his personal experiences investing in over 200 real estate projects in the United States. His expertise reaches many others through his award-winning publications, including Tax-Wise Business Ownership and Infinity Investing: How the Rich Get Richer and How You Can Do the Same. Toby continues his crusade daily to help investors and business owners preserve their wealth, protect it from lawyers, snoops, and Uncle Sam, and create amazing legacies for future generations. We talked to Toby about tax strategies to reduce liability, passive capital income a...2023-02-1735 min
The Residual Real Estate Agent ShowHow To Protect Your Real Estate Investments With Toby Mathis - Real Estate Asset ProtectionUnlock the secret to asset protection for real estate agents! As a real estate agent, you know the importance of protecting your assets. With the right strategies, you can safeguard your investments and avoid liability. In today's episode, we are joined by Toby Mathis and we'll be discussing the best ways to protect your assets as a real estate agent. From understanding universal principles of asset protection to choosing the right entity for your properties, you'll learn how to protect your assets. We'll also delve into taxes, business and loan' impact, and insurance coverage's importance. This video i...2023-02-161h 00The Residual Real Estate Agent ShowHow To Build Residual Income With Infinity Investing | Toby MathisAre you ready to learn the secrets of making residual income? Look no further! In this episode, Toby Mathis, author of "Infinity Investing: How the Rich Get Richer and How You Could Do the Same", talks to us about how to build residual income with infinity investing, shares some strategies and insights on how to create a passive income stream. From investments to real estate, Toby covers it all and provides actionable tips for anyone looking to increase their income and achieve financial freedom.Whether you're new to the concept of residual income or a s...2023-01-2550 min
The Smart Real Estate Coach Podcast|Real Estate InvestingReducing Your Taxes and Protecting Your Assets, with Toby MathisToby Mathis is a founding partner of Anderson Law Group and current manager of Anderson’s Las Vegas office. He has helped Anderson grow its practice from one of business and estate planning to a thriving tax practice and national registered agent service with more than 18,000 clients. In his work as an attorney, he has focused exclusively in areas of small business, taxation, and trusts. In addition, Toby was the past director and host of the longest-running local business radio program on KNUU in Las Vegas “The BOSS Business Brief”. He sits on the bo...2023-01-2527 min
The Nice Guys on BusinessToby Mathis: How To Make Investment RelevantFounding partner of Anderson Business Advisors, Toby Mathis has been a tax attorney for over 20 years and helps clients apply some common sense legal strategies to become more invisible. Toby is THE go-to expert in applying the tax code, asset protection, probate, and trusts and provides expert tax advice. He has personal experience investing in over 200 hundred real estate projects in the United States.Connect with Toby Mathis: Website: https://tobymathis.com/ Podcast: www.TobyMathis.com/Podcast YouTube: https://www.youtube.com/@TobyMathis Facebook: https://www.face...2023-01-0946 min
Rental Property Owner & Real Estate Investor PodcastEP367 Successful Investing Strategies this Tax Attorney Has Learned from Over 10,000 Clients with Toby MathisMy guest today is a tax attorney who has worked with real estate clients for over twenty years, and in that time has come to recognize the choices and strategies that separate the successful investors from those who struggle. Toby Mathis, Esq., is a founding partner of Anderson Business Advisors with tens of thousands of clients nationwide. Toby advances his clients’ interests by combining expert tax advice with his personal experiences investing in over 200 of his own real estate projects. He’s also an award-winning writer and his recent book was an Amazon #1 bestseller called “Infinity Investing: How th...2023-01-0932 min
REL Freedom PodcastToby Mathis - Advice From Preparing 100,000 Real Estate Investor Tax ReturnsWhen you have 25 years experience as a tax attorney and founded a company doing over 100,000 real estate investor's tax returns, and you have invested in over 200 real estate projects yourself, you know how to make the most of the intersection between real estate and taxes to help build wealth. He's the author of "Tax-Wise Business Ownership" and "Infinity Investing: How The Rich Get Richer and How You Can Do The Same". He's focused on helping investors preserve their wealth and create amazing legacies for future generations. If you're looking to get started, check out all the free resources on...2022-12-1545 min
The IDEAL Investor Show: The Path to Early RetirementEpisode 59: Protecting Your Investments for the Future with Toby MathisMore on YouTube? Check the video version on YoutubeWho is the Guests?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 proces...2022-11-2340 min
The Real Estate Investing ClubTax Strategies, Asset Protection & Growing a Portfolio of Workforce Housing with Toby Mathis (The Real Estate Investing Club #285)Want to become financially free through real estate? Check out our eBook to learn how to jump start a cash flowing real estate portfolio here https://www.therealestateinvestingclub.com/real-estate-wealth-bookIn this episode of The Real Estate Investing Club I interview Toby Mathis, Mr. Mathis is a founding partner of Anderson Law Group and current manager of Anderson’s Las Vegas office. Toby has extensive experience as a tax and legal advisor for real estate, and has grown a portfolio of workforce single family housing across the US.. Toby Mathis is a real estate investor who has a grea...2022-11-1536 min
How Did They Do It? Real EstateSA563 | Tax-Efficiency and Cost-Cutting Measures in Real Estate with Toby MathisThere’s a wealth-building technique the riches use to make their wealth last while growing exponentially, and Toby Mathis is with us today to discuss it. He talks about his top buying strategies, cash flow generation, and property taxation. Tune in to discover more about multiplying your revenue!Key Takeaways to Listen forWhy you should start investing in companies that pay dividendsThe concept of creating a legacy through perpetual income streamsIdeal investments for first-time asset buyersThe process involved in IRS assessment before taxing your propertyPeople you should listen to and follow when in...2022-11-1139 min
PassivePockets: The Passive Real Estate Investing Show89. Infinity Investing: Your Road Map To Financial Freedom With Toby Mathis
You can’t get rich overnight because it takes time to implement long-lasting strategies that lead to financial independence. The guest in today’s episode, Toby Mathis, founding partner of Anderson Advisors and author of Infinity Investing: How The Rich Get Richer And How You Can Do The Same, is a gifted storyteller and a clear-eyed researcher who spent years studying successful investors who built their wealth by creating a plan and sticking to it. Toby shares his build-wealth-slowly approach based on patient investing and money management practices to reach financial freedom. Most investors try to make money through acti...2022-11-0649 min
The WEInvested PodcastInfinity Investing: Build Wealth Like The Rich ft Toby MathisToby 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.2022-10-0553 min
Wealth and LawHow to Own a Business
Brent chats with Toby Mathis about strategies for business ownership. They cover the difference between corporations, partnerships, and sole proprietorships. They also talk about how trusts can be used to enhance owner protections in a business structure.
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...2022-10-0431 min
The Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes | Business Of Medicine | Financial EducationS7, Episode 27 - Tax Strategies with a Tax Attorney---Toby Mathis of Anderson Law GroupAn experienced tax attorney can help you understand complicated rules, handle trusts and estates, estate planning, business, and commercial litigation, and compliance.
In this episode, Tony Mathis will cover the most important things that you need to know in Tax Strategies.
Toby Mathis is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States
In this episode, Toby & Dav...2022-09-2346 minThe Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes | Business Of Medicine | Financial EducationS7, Episode 27 - Tax Strategies with a Tax Attorney---Toby Mathis of Anderson Law GroupAn experienced tax attorney can help you understand complicated rules, handle trusts and estates, estate planning, business, and commercial litigation, and compliance.
In this episode, Tony Mathis will cover the most important things that you need to know in Tax Strategies.
Toby Mathis is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States
In this episode, Toby & Dav...2022-09-2346 min
Massive Passive Cash Flow PodcastEpisode 144: Creating Long Term Wealth, with Toby MathisToby is a founder of Infinity Investing Workshop and Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Toby’s businesses have been featured on the Inc. list of fastest-growing US companies on 3 different occasions, and have been voted as a “Best Places to Work”. He has sat on the Boards of hundreds of companies including public and private enterprises, non-profits, and business leagues. He brings a wealth of experience to Infinity Investing and is ready to transform the way you look at your investments. Toby’s latest...2022-06-0242 min
Rogue Retirement Lounge with Matt Franklin: Entrepreneur, Investor, Bitcoin EnthusiastCelebrity Interview! Toby Mathis: Tax Attorney, Author, Investor And All-Around Cool Guy.Okay folks, in this episode of the Rogue Retirement Lounge, I'm very proud to have Toby Mathis Joining me. Toby is a tax attorney, he’s one of the founding partners of Anderson Advisors, which is a nationwide tax and asset protection firm, and he’s the author of the best-selling book Infinity Investing: How The Rich Get Richer And How You Can Do The Same. Toby is also the host of the Tax Tuesday podcast, which I’ve been listening to for a couple years and I highly recommend.Today we talk about:Asset ProtectionThe Tax Tu...2022-04-101h 05
Authority MarketingAM13: Toby Mathis, Founding Partner of Anderson Legal, Business & Tax AdvisorsToby Mathis, Founding Partner of Anderson Legal and multi-book author, talks with Rusty Shelton about how he branded himself the “rouge tax attorney” and how he broke out of a commoditized industry to build his brand and business around his give-give-give-get model.2021-08-0520 min
The Authority CompanyFeatured Guest: Toby MathisDo you ever get the feeling that your attorney or financial advisor isn't really looking out for you? This week's guest is Toby Mathis, and he's an attorney on a mission to help investors and business owners to keep and grow more money. Toby talks to Joe about the basis of Infinity Investing, how we're taught to lose money, and why the rich keep getting richer.2021-07-0934 min
The Financial Quarterback: Inside The HuddleWe have an epidemic of debt with Toby MathisJosh Jalinski, The Financial Quarterback is joined by Toby Mathis, founding Partner, Attorney, Author & Business Tax Expert. Toby is a founding partner of Anderson Law Group and current manager of Anderson’s Las Vegas office. In his work as an attorney, he has focused exclusively in areas of small business, taxation, and trusts. Toby was the host of the longest-running local business radio program on KNUU in Las Vegas “The BOSS Business Brief” and he has a new book, Infinity Investing: How The Rich Get Richer And How You Can Do The Same
In this segment, Toby talks a...2021-04-2503 minThe Financial Quarterback: Inside The HuddleThe investing model has changed with Toby MathisJosh Jalinski, The Financial Quarterback is joined by Toby Mathis, founding Partner, Attorney, Author & Business Tax Expert. Toby is a founding partner of Anderson Law Group and current manager of Anderson’s Las Vegas office. In his work as an attorney, he has focused exclusively in areas of small business, taxation, and trusts. Toby was the host of the longest-running local business radio program on KNUU in Las Vegas “The BOSS Business Brief” and he has a new book, Infinity Investing: How The Rich Get Richer And How You Can Do The Same
In this segment, Josh and Tob...2021-04-2506 minThe Financial Quarterback: Inside The HuddlePassing values to future generations with Toby MathisJosh Jalinski, The Financial Quarterback is joined by Toby Mathis, founding Partner, Attorney, Author & Business Tax Expert. Toby is a founding partner of Anderson Law Group and current manager of Anderson’s Las Vegas office. In his work as an attorney, he has focused exclusively in areas of small business, taxation, and trusts. Toby was the host of the longest-running local business radio program on KNUU in Las Vegas “The BOSS Business Brief” and he has a new book, Infinity Investing: How The Rich Get Richer And How You Can Do The Same
In this segment, Toby talks a...2021-04-2506 minThe Financial Quarterback: Inside The HuddleFocus on value vs. a balance sheet with Toby MathisJosh Jalinski, The Financial Quarterback is joined by Toby Mathis, founding Partner, Attorney, Author & Business Tax Expert. Toby is a founding partner of Anderson Law Group and current manager of Anderson’s Las Vegas office. In his work as an attorney, he has focused exclusively in areas of small business, taxation, and trusts. Toby was the host of the longest-running local business radio program on KNUU in Las Vegas “The BOSS Business Brief” and he has a new book, Infinity Investing: How The Rich Get Richer And How You Can Do The Same
In this segment, Toby gives u...2021-04-2505 minThe Financial Quarterback: Inside The HuddleThe difference between wealthy mindset and poor mindset with Toby MathisJosh Jalinski, The Financial Quarterback is joined by Toby Mathis, founding Partner, Attorney, Author & Business Tax Expert. Toby is a founding partner of Anderson Law Group and current manager of Anderson’s Las Vegas office. In his work as an attorney, he has focused exclusively in areas of small business, taxation, and trusts. Toby was the host of the longest-running local business radio program on KNUU in Las Vegas “The BOSS Business Brief” and he has a new book, Infinity Investing: How The Rich Get Richer And How You Can Do The Same
In this segment, Toby gives u...2021-04-2504 min
The Wealth Elevator2020 Advanced Tax Saving Tips w/ Toby Mathis [Part 2 of 2]Summary: In today's episode we go over advanced tax saving strategies such as Land Use Restrictive Agreement (LURA), non-profits, businesses structures, and more! Toby looks into his crystal ball to share an upcoming tax deduction.
🎥 Link: https://youtu.be/FTj-nJEGi-4
Website Link: https://simplepassivecashflow.com/202...
🎁 Free Goodies & Reach out to Lane 👉 https://linktr.ee/laneKawaoka
Start learning about real estate investing - SimplePassiveCashflow.com/start
Subscribe to the Top-50 Investing Free Podcast - https://podcasts.a...2020-11-2536 min
The Wealth Elevator Podcast: Real Estate, Taxes, Investing2020 Advanced Tax Saving Tips w Toby Mathis [Part 2 of 2]Summary: In today's episode we go over advanced tax saving strategies such as Land Use Restrictive Agreement (LURA), non-profits, businesses structures, and more! Toby looks into his crystal ball to share an upcoming tax deduction. 🎥 Link: https://youtu.be/FTj-nJEGi-4Website Link: https://simplepassivecashflow.com/202...🎁 Free Goodies & Reach out to Lane 👉 https://linktr.ee/laneKawaokaStart learning about real estate investing - SimplePassiveCashflow.com/startSubscribe to the Top-50 Investing Free Podcast - https://podcasts.apple.com/us/podcast......2020-11-2536 min
The Passive Income MD Podcast#11: CARES Act Live Q&A feat. Toby MathisOn today's bonus episode, we have Toby Mathis, co-founder of Anderson Business Advisors. He and I virtually sat down together for a FB Live Q&A about the CARES Act with the members of my Facebook Group for Physicians and high-income Professionals who want to create passive income. We spoke about the bill, how it was designed to keep the economy from falling off a cliff, and the opportunities within the bill from which physicians and high-income professionals can benefit.2020-04-0939 min
The Legacy BlueprintChange The Way You Behave Today - Toby Mathis Interview [Ep.17]In this episode, Joe talks with tax attorney Toby Mathis. They discuss a wide variety of topics that will save you money in all aspects of your life as well as set up a legacy for your family, friends, and business for the future. They breakdown tax loopholes when starting in real estate, finding the right CPA, avoiding "bad debt," Infinity Investing, the right way to estate planning, the new tax laws that are being put in place, and more. To connect with Toby head to... andersonadvisors.com Email: t...2019-09-2634 min
The Legacy BlueprintChange The Way You Behave Today - Toby Mathis Interview [Ep.17]In this episode, Joe talks with tax attorney Toby Mathis. They discuss a wide variety of topics that will save you money in all aspects of your life as well as set up a legacy for your family, friends, and business for the future. They breakdown tax loopholes when starting in real estate, finding the right CPA, avoiding "bad debt," Infinity Investing, the right way to estate planning, the new tax laws that are being put in place, and more. To connect with Toby head to... andersonadvisors.com Email: t...2019-09-2634 min
Think Bigger Real EstateKeep More of What You Earn with Toby MathisWelcome back to The Think Bigger Real Estate Show. I'm your host, Justin Stoddart. I'm very excited about today, you as real estate agents work very hard for your money, right? Most of you, some of you don't. Those that are high producers, those that love this show are very hard working. And wouldn't it be nice if you could keep more of the money you earn number one? And number two, wouldn't it be nice if you had a strategy to be able to differentiate yourself from the typical agent, differentiate yourself from technology disruptors, and give people...2019-08-2238 minThe Wealth ElevatorLEGAL ADVICE FOR HIGH NET WORTH INVESTORS W/ TOBY MATHISFor Simple Passive Cashflow Hui Deal Pipeline Members book a complimentary session to the CPA/Legal team I use here. http://bit.ly/2WbIiuF
2018 Tax Cuts and Jobs Act
2019 Changes vs 2018 Changes
Tax brackets changed
Mileage 54 to 58 cents
Alimony – only decrees 2019 and beyond
Standard deduction up
Retirement amounts incrementally up
Opportunity Fund Zone
For flippers only?
Shelter non real asset gains like stock gains?
Deducting Meals?
With Spouse?
With Client?
Take La...2019-08-1459 minThe Wealth Elevator Podcast: Real Estate, Taxes, InvestingLegal Advice for High Net Worth Investors w/ Toby Mathishttps://youtu.be/y1DNdnOJLoQFor Simple Passive Cashflow Hui Deal Pipeline Members book a complimentary session to the CPA/Legal team I use here. - http://bit.ly/2WbIiuF2018 Tax Cuts and Jobs Act2019 Changes vs 2018 ChangesTax brackets changedMileage 54 to 58 centsAlimony - only decrees 2019 and beyondStandard deduction upRetirement amounts incrementally upOpportunity Fund ZoneFor flippers only?Shelter non real...2019-08-1459 min