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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

30:14

Is Airbnb Dead? The Numbers Nobody is Discussing

Anderson Business Advisors Podcast ·

2023/10/19

In 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

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52:04

How To Write-Off General Business Expenses

Anderson Business Advisors Podcast ·

2023/10/17

On today’s Tax Tuesday, host Troy Butler, Senior Manager of Bookkeeping at Anderson, speaks with Jeff Webb, CPA, Vice-President of Professional Services at Anderson about some timely tax questions around deductions and payroll. The discussion also addresses some detailed information around bookkeeping including services offered by Anderson, and other apps and software that are best for certain situations. Submit your tax questions to taxtuesday@andersonadvisors. Highlights/Topics: "How do you

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36:33

Thinking of Buying a Business? How Big Changes to SBA...

Anderson Business Advisors Podcast ·

2023/10/12

In 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

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20:28

Real Estate Wholesaling: How to Safeguard Your Deals...

Anderson Business Advisors Podcast ·

2023/10/10

In this episode, Clint Coons, Esq. speaks with “Mojo Michael” Gefteas about real estate wholesaling. Clint has been working with Michael for many years in the wholesaling space. After 25 years in the ‘corporate world,’ Michael went out on his own, building a huge buyers list over most of the last decade, and fine-tuning the way buyers and sellers approach wholesale deals. In this episode, you’ll hear about what wholesaling is, why you should consider investing this way, and some of the pitfalls and

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14:29

How Crypto Mining, Sales, and Staking is Taxed

Anderson Business Advisors Podcast ·

2023/10/05

Toby 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

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25:29

How To Be a Note Investor (A Step-by-Step GUIDE)

Anderson Business Advisors Podcast ·

2023/10/04

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

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01:12:08

How Day Traders Can Reduce Taxes Legally

Anderson Business Advisors Podcast ·

2023/10/03

On 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

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20:03

What You Need To Know About The IRS Crackdown On Tax...

Anderson Business Advisors Podcast ·

2023/09/28

Should 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

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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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180 results

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