In this episode, we are privileged to be joined by Toby Mathis, a distinguished figure in the realm of taxation and business law.

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Toby Mathis, Esq., bio

Toby Mathis, Esq., is an attorney on a mission: guiding investors and business owners to growth and prosperity. A founding partner of Anderson Business Advisors, he 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. Toby explains these accomplishments, "I am a tax attorney basing my strategies on the successful results of our clients. We see what successful investors have done over 20 years and apply those commonsense legal strategies to our client's benefit." Anderson stands out due to Toby's expertise in applying the tax code, asset protection statutes, and probate and trust statutes. Their achievements have been noted five times by Inc 5000 along with Anderson being recognized in multiple years as one of the Best Places to Work with a #1 Values rating in Nevada (2021). Toby also advances his clients' interests by combining expert tax advice with his personal experiences investing in over 200 of his own real estate projects in the United States. His expertise reaches many others through his award-winning publications, including Tax-Wise Business Ownership (now in its fourth edition) and Infinity Investing: How the Rich Get Richer and How You Can Do the Same. Published by Forbes Books, Infinity Investing is a #1 bestseller on Amazon and was awarded a Global Book Award—Gold Medal. His influence extends even further due to his extensive teaching throughout the US to groups of investors and professionals, including a popular bi-weekly, livestreamed webinar, Tax Tuesday. Many of these courses are certified as continuing education credit for legal, accounting, and real estate professionals. He is a member of the Forbes Real Estate and Finance Council. Toby continues his crusade on a daily basis to help investors and business owners preserve their wealth, protect it from lawyers, snoops, and Uncle Sam, and create amazing legacies for future generations.

095 Trading, Taxes & Legacy Planning with Toby Mathis