The Wealth and Freedom Nexus Podcast

WFN #099 - How Asset Protection πŸ”and Tax Savings πŸ’΅ Work TOGETHER 🀝with Toby Mathis

September 06, 2023
WFN #099 - How Asset Protection πŸ”and Tax Savings πŸ’΅ Work TOGETHER 🀝with Toby Mathis
The Wealth and Freedom Nexus Podcast
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The Wealth and Freedom Nexus Podcast
WFN #099 - How Asset Protection πŸ”and Tax Savings πŸ’΅ Work TOGETHER 🀝with Toby Mathis
Sep 06, 2023

 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.

Tip/Trivia – Wyoming is one of the BEST states to incorporate in, especially for privacy.  In fact, the state does NOT keep electronic records of the members or managers of an LLC!


RESOURCES MENTIONED:

Signup for my newsletter!

Cover Your Ass(ets)

Toby's Book - Infinity Investing

Anderson Business Advisor's podcast

Olmstead v. Federal Trade Commission

Iowa farmer sentenced for filing false returns in tax fraud case

IRS Publication 55

What is Cost Segregation?

CONNECT WITH TOBY AND ANDERSON ADVISORS:

Toby Mathis

Toby's YouTube Channel


SHOW SPONSORS

Freedom Family

Simple Passive Cashflow

Hero Lending

Focus Wealth

Support the Show.

πŸ‘ LIKE THE SHOW? πŸ‘

Show your support, subscribe, become a Patreon or buy me a coffee β˜•

STAY CONNECTED!

πŸ“· Instagram
πŸ•ŠοΈ Twitter
πŸŽ₯YouTube
πŸ”—Website

As always, be sure to follow 🫡, subscribe πŸ””, rate 🌟 and share πŸ‘†this podcast with other like-minded individuals in pursuit of WEALTH and FREEDOM!

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Show Notes

 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.

Tip/Trivia – Wyoming is one of the BEST states to incorporate in, especially for privacy.  In fact, the state does NOT keep electronic records of the members or managers of an LLC!


RESOURCES MENTIONED:

Signup for my newsletter!

Cover Your Ass(ets)

Toby's Book - Infinity Investing

Anderson Business Advisor's podcast

Olmstead v. Federal Trade Commission

Iowa farmer sentenced for filing false returns in tax fraud case

IRS Publication 55

What is Cost Segregation?

CONNECT WITH TOBY AND ANDERSON ADVISORS:

Toby Mathis

Toby's YouTube Channel


SHOW SPONSORS

Freedom Family

Simple Passive Cashflow

Hero Lending

Focus Wealth

Support the Show.

πŸ‘ LIKE THE SHOW? πŸ‘

Show your support, subscribe, become a Patreon or buy me a coffee β˜•

STAY CONNECTED!

πŸ“· Instagram
πŸ•ŠοΈ Twitter
πŸŽ₯YouTube
πŸ”—Website

As always, be sure to follow 🫡, subscribe πŸ””, rate 🌟 and share πŸ‘†this podcast with other like-minded individuals in pursuit of WEALTH and FREEDOM!