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PODCAST

Anderson Business Advisors Podcast

AndersonAdvisors.com

Real Estate Investors, Stock Traders, and Business Owners guide to preserve their wealth, protect their assets, and prosper in the future.

business investing

All Episodes

19:04

California Investors - Learn How to Avoid the...

Anderson Business Advisors Podcast ·

2023/09/26

In 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

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18:25

3 IMPORTANT Ways To Keep Your Assets Hidden From...

Anderson Business Advisors Podcast ·

2023/09/21

In 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

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32:05

Low Interest Rates Are Available (Here’s How...

Anderson Business Advisors Podcast ·

2023/09/20

In this episode, Clint Coons, Esq., speaks with Richard Advani, VP of Mortgage Lending at Guaranteed Rate. You’ll hear about specific loan and mortgage products, tactics, and insider information to help real estate investors looking for advantageous methods to invest in or buy primary homes and investment properties. Highlights/Topics: Intro and background - Richard Advani DSCR loans - the details Other loans - assuming the seller’s mortgage Can you target these assumable loans through public

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49:29

Business Structure - The Right Structure for a...

Anderson Business Advisors Podcast ·

2023/09/19

In this 201st episode, Eliot Thomas, Esq., hosts, along with Jeff Webb, CPA, Vice-President of Professional Services at Anderson Business Advisors. The looming filing deadlines in September and October are almost here, but we’ve still got our experts online to help answer your questions. In this episode, you’ll hear answers to questions about HELOCs, when to take social security, the Augusta rule, bad debt, and legacy planning tools, to name a few. Submit your tax question to

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22:04

Top 4 Costly Mistakes To Avoid When Creating Your...

Anderson Business Advisors Podcast ·

2023/09/12

In 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

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18:43

How to Avoid Taxes When Selling Your Rental Property...

Anderson Business Advisors Podcast ·

2023/09/07

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

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01:06:33

When Is the Best Time to Conduct Cost Segregation...

Anderson Business Advisors Podcast ·

2023/09/05

We’ve reached quite a milestone - our 200th episode! For today’s Tax Tuesday, tax experts Toby Mathis, Esq., and returning guest Jeff Webb, Esq., CFO of Anderson Business Advisors share their expert advice on tax strategies and navigating economic uncertainties, with a focus on rental property and financial diversification. You’ll hear about the complexities of non-recourse loans and taxation, myths and strategies for day traders, taxes on land flips, the best time to do a cost seg, and more. Three

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16:57

Recession Planning Part 3/3 - Commercial Real Estate...

Anderson Business Advisors Podcast ·

2023/09/04

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

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16:22

Recession Planning Part 2/3 - Private Lending...

Anderson Business Advisors Podcast ·

2023/08/31

In 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

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19:01

Recession Planning Part 1/3 - The Hidden Banking...

Anderson Business Advisors Podcast ·

2023/08/29

In 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,

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01:01:06

The Top Tax Benefits of Owning Rental Property

Anderson Business Advisors Podcast ·

2023/08/22

In today’s Tax Tuesday episode, tax experts Toby Mathis, Esq., and returning guest Jeff Webb, Esq., CFO of Anderson Business Advisors, discuss several interesting and complicated questions around collecting rent, refinancing your rental home, accountable plan reimbursements, and cost segregation. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topics: "I am single-family home real estate investor… should I collect the rent in a separate checking account LLC” - a property

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54:27

What Is The Best Business Structure For Real Estate...

Anderson Business Advisors Podcast ·

2023/08/08

In today’s Tax Tuesday episode, tax experts Toby Mathis, Esq., and returning guest Jeff Webb, Esq., CFO of Anderson Business Advisors discuss a number of common tax topics including IRA to Roth conversions, real estate depreciation deductions, LLC’s, S-Corps and Sole Proprietorships, gifting vs. inheriting property, and the title question about structuring your real estate business. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topics: "If I move money from my SDIRA, which

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45:59

Affordable Housing | Innovative Real Estate Investing...

Anderson Business Advisors Podcast ·

2023/08/01

In today’s episode, Toby Mathis, Esq. speaks with some unique, socially-minded real estate developers - Kevin Cavenaugh and Sujata (Suja) Shyam from Guerrilla Development. Guerrilla is a Portland real estate company focused on creating inventive and experimental projects that use both hemispheres of the brain. Their buildings prove that good design and good financial returns are not mutually exclusive. Success for Guerilla is measured by the social capital their developments produce as well as by

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56:21

How to Decrease Taxes When Selling a Rental Property

Anderson Business Advisors Podcast ·

2023/07/25

Welcome to Episode 197 of the Tax Tuesday show. Host Eliot Thomas, Esq., Manager of Tax Advisors at Anderson Business Advisors, welcomes CPA Kurt Bergfjord to help answer your questions. We send a big thank you to all our people online answering your questions today. Today Kurt and Eliot answer listener questions on tax liens and wholesaling. They discuss the complexities of property tax implications, the benefits of a C-Corp for property flipping, and the tax implications of inheritance. The

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26:51

How to Transition From W-2 Employee to Real Estate...

Anderson Business Advisors Podcast ·

2023/07/20

In this episode, Clint Coons, Esq. speaks with Dr. Param Baladandapani, CEO of Generational Wealth MD. Dr. “Bala” went from a ‘burnt-out radiologist’ to a retired real-estate investor in one year, at the age of only 41. Dr. Bala’s advice, methods, and insider information can help you ‘accelerate to financial independence by investing in real estate the right way.’ Param Baladandapani is a radiologist in Southern California who built a multi-million dollar real estate portfolio and financial

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35:11

Top 10 Mistakes People Make When Setting Up and...

Anderson Business Advisors Podcast ·

2023/07/18

In today’s episode, Toby Mathis, Esq. speaks with Karim Hanafy, Esq., about the top ten most common mistakes that are made when setting up a non-profit 501(c)3. From issues with state vs. federal requirements, to describing your charitable activities, compensation of your board, and the ever-important asset protection, Karim has seen every mistake possible and wants to help you have a seamless experience when setting up your non-profit organization. See the links below for a free workshop from

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27:03

Maximizing Your Real Estate Profits Find Untapped...

Anderson Business Advisors Podcast ·

2023/07/13

In this episode, Clint Coons, Esq. and Aaron Adams, CEO of Alpine Capital, discuss how to shift focus in the real estate investment space to maintain double-digit growth. Aaron has maximized investments in a market plagued by a shortage of 6 million homes by purchasing RV parks, KOA campgrounds, and mobile home parks to convert them to long-term manufactured home communities. Check the resource links for upcoming live event dates from Alpine Capital in Indianapolis and Idaho. Aaron Adams has been a

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33:54

From NFL To Ivy League Professor: How Brandon...

Anderson Business Advisors Podcast ·

2023/07/06

In today’s episode, Toby Mathis, Esq. speaks with ex-NFL linebacker turned Ivy League professor Brandon Copeland about his financial literacy eCourse program ”Life 101” which was designed to make financial freedom accessible for everyone. The program tackles everything from opening a savings account, to stock market investing, to buying your first home. In his career and life, Brandon realized that many financial opportunities were inaccessible to most people – if they even knew about them at all

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57:03

Here’s How to Reduce Taxes When Investing

Anderson Business Advisors Podcast ·

2023/06/27

Welcome to another episode (#197!) of the Anderson Advisors Tax Tuesday show. Host Toby Mathis, Esq., joins our regular guest Eliot Thomas, Esq., Manager of Tax Advisors at Anderson Business Advisors, to help answer your questions. On today’s episode, Eliot and Toby answer listener inquiries including the requirements and tax implications for selling your home to a relative in installments, how to minimize taxes on profits from crypto-trading, and the pros and cons to investing in stocks within a

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46:42

How To Structure A 50/50 Business Partnership

Anderson Business Advisors Podcast ·

2023/06/13

Welcome to podcast episode #196 from Anderson Business Advisors, and this week’s edition of the Tax Tuesday show. Host Eliot Thomas, Esq., Manager of Tax Advisors at Anderson Business Advisors, welcomes Kurt Bergfjord, Esq.,Tax Consultant for ABA and CPA for Entrepreneurial Business Services at Mazars, to help answer your questions. We send a big thank you to all our people online answering your questions online today including Dana, Jared, Ross, Tanya, Troy, all from different departments,

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172 results

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