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800-706-4741

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   Events
   * Tax & Asset Protection Workshop
   * Start & Run a Non-Profit Workshop
   * Tax Wise Workshop
   * Structure Implementation Series
   * Exclusive Events & Workshops
   * Tax Tuesdays Live Stream
   * Infinity Investing Workshop
   * Client Reviews
 * 
   Services
   * Free Strategy Session
   * Real Estate Asset Protection
   * Estate Planning
   * Tax Planning
   * Retirement Planning
   * Living Trusts
   * Entity Formation
   * Entity Management
   * Bookkeeping
   * Registered Agent
   * Real Estate Funding
   * Nonprofit 501(c)(3)
   * All Services & Products
   * Client Reviews
   * Tax Toolbox
   * Corporate Transparency Act Compliance
 * 
   Platinum
   * Platinum Membership
   * Login
   * Pay Your Invoice
   * The Anderson System
   * Minutes Request
 * 
   About
   * Your Anderson Team
   * About Anderson
   * 
     Who We Serve
     * Real Estate Investors
     * Business Owners
     * Stock Traders
   * Our Locations
   * Client Testimonials
   * Careers
 * 
   Learning
   * Anderson Blog
   * Anderson eBooks
   * Anderson YouTube
   * Books Authored
   * Anderson Podcast
   * Emergency Binder
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   Resources
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YOUR TEAM OF ADVISORS

GAIN ACCESS TO ESTATE PLANNING ATTORNEYS, CPAS AND FINANCIAL ADVISORS TO DEVELOP
YOUR PERSONALIZED WEALTH PLANNING BLUEPRINT

CLINT COONS, ESQ.

MICHAEL BOWMAN, ESQ.

TOBY MATHIS, ESQ.

JEFFERY WEBB, CPA

Meet the Team




ASSET PROTECTION & TAX PLANNING THAT FITS YOUR LIFESTYLE

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ASSET PROTECTION, TAX AND ESTATE PLANNING BLOG

LEARN STRATEGIES FOR BUSINESS OWNERS, REAL ESTATE INVESTORS AND TRADERS FROM OUR
EXPERT ADVISORS, ATTORNEYS AND CPAS

NEW ARTICLES FEATURED ARTICLES VIDEOS PODCASTS

Navigating the 1031 Exchange to Maximize Investments for Business Owners
Toby Mathis - December 27, 2023
Real Estate Investing

A 1031 exchange is a real estate investment strategy where you defer paying
capital gains tax on a property you sell by putting the proceeds toward a
like-kind property. If that seems a little esoteric, don’t worry. Here, we
explain everything you need to know about 1031 exchanges, including what we mean
by... Continue Reading
Deferral of Capital Gains Tax vs Step-Up in Basis
Toby Mathis - December 20, 2023
Capital Gains

Are There Any State-Specific Estate Taxes in Addition to the Federal Tax?
Toby Mathis - December 11, 2023
Real Estate Investing

Combining 1031 Exchange and LLCs and Trusts
Clint Coons - December 6, 2023
Real Estate Investing

Tax-free vs. Tax-deferred Tax Planning
Toby Mathis - November 29, 2023
Tax Planning

More Articles
Guide: How to Avoid Capital Gains Tax on Real Estate
Clint Coons - June 23, 2023
Real Estate Investing

Federal capital gains taxes as high as 37% can significantly cut into your real
estate profits. Learn how to avoid capital gains taxes on real estate, including
what exemptions you might already be eligible to receive. Find out how you can
also qualify to reinvest your real estate profits to defer your capital gains...
Continue Reading
Common Tax Mistakes for Real Estate Investors
Toby Mathis - March 8, 2023
Real Estate Investing

More Articles
When and Why Do I Need Legal Advice for Asset Protection?
Clint Coons - June 28, 2023
Asset Protection

Asset protection is an important topic for anyone with valuable assets to their
name. You face many potential dangers from creditors and claimants alike. While
you can take some basic steps to protect your finances on your own, it’s best to
seek legal advice for more significant protections, such as trusts,... Continue
Reading
Important IRS Changes That You Need to Know for 2022 Tax Returns
Anderson Advisors - January 24, 2023
Tax Strategies

More Videos
Why Invest in Multi-Family and Why Now
Toby Mathis - January 3, 2024
Toby Mathis Why Invest in Multi-Family and Why Now Play Episode Pause Episode
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Recorded on January 3, 2024In this episode, Toby Mathis, Esq, of Anderson
Business... Continue Reading
How To Select The Best Entity For Flipping Houses
Toby Mathis - December 27, 2023
10 Ways To Reap Huge Benefits From A 501(c)(3)
Toby Mathis - December 22, 2023
Side Gig or Career: Why You Should Learn To Weld
Toby Mathis - December 13, 2023
How Can You Write Off Business Start-Up Expenses?
Toby Mathis - December 12, 2023
More Podcasts

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TOBY MATHIS, ESQ.

FOUNDING PARTNER ATTORNEY

Toby is an attorney on a mission to help investors and business owners keep and
grow more. A founding partner of Anderson Business Advisors, Toby helped
Anderson grow its practice from one of business and estate planning to a
thriving tax practice and registered agent service with tens of thousands of
clients nationwide. In addition to advising clients and investing in his own
real estate projects throughout the United States, Toby is a member of the
Forbes Real Estate and Finance Council and has authored several books, including
Tax-Wise Business Ownership (now in its fourth edition) and 12 Steps to Running
a Successful Business. Toby teaches extensively throughout the US to groups of
investors and professionals, with many of his courses certified for continuing
education credit for legal, accounting, and real estate professionals. He
teaches a popular bi-weekly webinar, Tax Tuesday, where business owners and
investors can ask any tax question and get answers LIVE on-air.

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