Podcast appearances and mentions of anderson business advisors

In this episode, hosts Tait Duryea and Ryan Gibson sit down with attorney Amanda Wynalda from Anderson Advisors to unpack everything pilots and high-income earners need to know about trusts, wills, and asset protection. From revocable vs. irrevocable trusts to layering LLCs and avoiding the due-on-sale clause, this episode is a blueprint for protecting your wealth while staying legally compliant. Amanda Wynalda is a licensed attorney and executive at Anderson Business Advisors, where she leads the land trust and deed department. With a background in tax law, estate planning, and a personal history in a multi-generational real estate business, Amanda brings practical and legal expertise to asset protection. She's also a dynamic speaker, educator, and trusted advisor for high-income professionals looking to protect and structure their wealth.Show notes:(0:00) Intro(04:51) Amanda's legal and real estate background(08:13) Key differences between wills and trusts(12:41) Importance of funding your trust properly(20:41) Choosing the right trustee and backup(23:11) Real estate structure for everyday pilots(32:58) Liability risks with and without entities(46:17) Protecting your mortgage from acceleration(54:28) OutroConnect with Amanda Wynalda:Website: https://andersonadvisors.com LinkedIn: https://www.linkedin.com/in/amanda-fletcher-wynalda-a1a6373 — You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

In this Tax Tuesday episode, Anderson Business Advisors' Barley Bowler and Eliot Thomas, Esq., tackle complex listener questions covering bonus depreciation regulations, short-term to long-term rental property transitions, and the intricate tax ordering rules for combining stock losses with real estate gains. They explore nonprofit structures for foster care services, explain 1031 exchange debt requirements for orthodontic practice sales, and provide guidance on entity selection between partnerships and S-corporations for different business types. You'll hear how and when to handle Ponzi scheme theft loss deductions, corporate trading structures for stock income reduction, and the critical tax implications of providing company cars to family employees for personal use. Tune in for expert insights on these advanced tax strategies and planning considerations! Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics: "Regarding section 168 bonus depreciation, it says to qualify for 100% the property must have been purchased after January 20th, 2025. Does that mean property purchased in 24 but not put into use till 2025 would not qualify?" –This is proposed legislation, not current law yet. "What are the tax implications of shifting properties from short-term rental to long-term rental after leveraging cost segregation reports to accelerate depreciation to offset some W2 income?" – Cannot do both in same year; changes passive loss treatment. "Can you use short-term stock loss carryover to offset real estate depreciation recapture and capital gains?" – Yes, but only after specific tax code ordering rules. "In the state of Florida, could parent fostering be conducted as a nonprofit business entity?" – Cannot earmark nonprofit funds for specific individuals or children. "My husband's selling his orthodontic practice using a 1031 option. Can he pay off the existing loan before reinvesting the profit?" – Yes, QI will pay off debt; need equal/greater replacement debt. "My S corporation business doesn't have cash flow to reimburse me for all benefits. Can I add unpaid reimbursements to my balance sheet like an owner loan?" – Need specific analysis of cash flow and reimbursement timing. "My wife and I have a holding company LLC and multiple subsidiary LLCs currently taxed as partnerships. Should they be changed to S-corp?" – Real estate stays partnership; operating businesses - consider S-corp election. "In a Ponzi scheme, does the discovery year have to be the year charges are filed?" – Discovery year when you become aware through government notification. "Would establishing an LLC help me reduce tax on income from stock trading?" – Consider corporate trading partner structure for meaningful capital gains. "Our C corp employs our son part-time. What are the tax implications of buying him a car for personal use only?" – Buy in his name, increase salary; avoid corporate ownership. Resources: Schedule Your Free Consultation https://andersonadvisors.com/strategy-session/?utm_source=why-you-should-trade-stocks-through-an-llc&utm_medium=podcast Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=why-you-should-trade-stocks-through-an-llc&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons  

In this episode, Toby Mathis, Esq., of Anderson Business Advisors, welcomes David Pelligrinelli, a professional asset recovery expert from ActiveIntel. They dive deep into the alarming reality of employee theft and embezzlement in businesses of all sizes. David explains the "fraud triangle" concept—opportunity, pressure, and justification—that enables employee theft, sharing real-world examples of trusted employees who stole hundreds of thousands of dollars from their employers. They discuss essential prevention strategies like having owners open all financial mail, requiring employees to take vacations so others can review their work, and implementing proper checks and balances. The conversation reveals sophisticated theft techniques, including ghost vendor schemes and credit card fraud, while emphasizing that even trusted employees can succumb to temptation when proper controls aren't in place. David also shares fascinating stories about asset recovery investigations and explains how counter-investigation tactics can help those being investigated unfairly. Highlights/Topics: Introduction to employee theft and embezzlement as a common business problem The "fraud triangle" concept: opportunity, pressure, and justification Best practices for preventing employee theft (opening mail, mandatory vacations) Ghost vendor schemes and sophisticated theft techniques Long-term financial impact of embezzlement on business profitability Examples of elaborate asset concealment by debtors Employee dishonesty insurance coverage options Counter-investigation tactics and illegal investigation methods Share this with business owners you know Resources: Email: dave@activeintel.com https://actualhuman.com/ https://riskcoverage.com/ https://telemediator.com/ https://www.activeintel.com/ Schedule Your FREE Consultation Tax and Asset Protection Events Anderson Advisors Toby Mathis YouTube Toby Mathis TikTok Clint Coons YouTube

In this episode, Toby Mathis, Esq., of Anderson Business Advisors, chats with Atticus LeBlanc, CEO of PadSplit. Toby and Atticus discuss the innovative approach PadSplit is taking to address homelessness and provide affordable housing. They dive into troubling statistics about homelessness in 2024 and how rising home prices and interest rates are impacting the housing market. PadSplit's model—offering multi-room rentals—provides a solution for both underserved communities and real estate investors, creating a two-sided marketplace. The conversation covers the operational benefits for landlords, the low turnover rates, and the impact PadSplit has on helping residents transition out of homelessness. Learn how this model offers affordable housing in 24-48 hours for under $300, while benefiting investors by reducing costs and increasing revenue. It's a win-win for both society and your investment portfolio! Highlights/Topics: Toby's PadSplit experience, frightening stats on homelessness for 2024 Increasing home prices, interest rates are not helping single-family residences PadSplit rooms are a great solution for the underserved, and for investors Reducing barriers to entry for the unhoused, revenue increases for landlords How PadSplit operates as a two-sided marketplace Different scenarios using PadSplit for multi-room home rentals Standard costs for a “turn” as a landlord, saving with PadSplit Early intervention for issues is easier with a PadSplit scenario Residents have thousands of options if they don't care for the room What are the eviction rates with PadSplit? What percentage of residents move from unhoused situations? This is the “invisible working population' - not people on the street with a cardboard sign. Residents can get a room within 24-48 hours, for under $300 So something good for society, and something good for yourself Share this with investors you know Resources: Atticus LeBlanc LinkedIn https://www.linkedin.com/in/atticus-leblanc-3960466/ PadSplit https://www.padsplit.com/ Schedule Your FREE Consultation https://andersonadvisors.com/strategy-session/?utm_source=1-real-estate-strategy-for-2025&utm_medium=podcast Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=1-real-estate-strategy-for-2025&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons

Ever wondered how rental properties can transform your financial future? This episode dives into inspiring stories of turnkey rental success with Michael Drew, CEO of Real Estate Done 4 U. Michael has guided hundreds of investors worldwide to replace W2 income with rental revenue, using strategies like IRAs, 1031 Exchanges, and mortgages. With over 1,000 real estate transactions, Michael is a seasoned expert in creating sustainable passive income. His journey began with a powerful realization: traditional retirement plans often fall short. By embracing rental real estate, he discovered a reliable income stream that grows with rising living costs while preserving the principal investment. Tune in as Michael shares his expertise, actionable tips, and real-world success stories to help you achieve financial independence through real estate. Connect with our Guest:Links: https://www.realestatedone4u.com/ Book: Rich Dad Series - Rich Dad Classics Boxed Set - Robert T. Kiyosaki: https://amzn.to/3P5UsCZ Looking for tax savings and asset protection for your investments?Anderson Business Advisors is your go-to partner. They specialize in assisting business owners and real estate investors in overcoming legal complexities and challenges that often arise.Sign up now for a FREE 45-minute consultation and pave the way to financial success!https://andersonadvisors.com/ss/?utm_... fore&utm_medium=affiliate&utm_content=strategy-session&utm_term=affiliate-portal&ocs=7016f000001auIJAAY&mls=Affiliate&cm=7016f000001auJ2AAI&aff_id=6e3abd00 ❗ SUBSCRIBE TO OUR YOUTUBE CHANNEL NOW ❗ ✅ / @icecreamwithinvestors ___Ice Cream with Investors was built on the idea that personal growth directly correlates to financial growth. Whether you want to cultivate wealth or well-being, the first step is reframing your mind.On our weekly podcast, we sit down with successful investors to learn how they strengthen their mindset muscles and make their money go to work for them. We help our listeners gain confidence, nix negative thinking, and drive life-long change through alternative investments.Because in a world that's more pessimistic than not, it's up to us to seek out the good. And what's more feel-good than ice cream?___

Ever wondered how fractional banking and defaulted mortgagesshape the financial world? It's time to pull back the curtain! Join us for aninsightful episode as we sit down with Christopher Seveney, CEO &Co-founder of 7e Investments, to demystify the complex world of fractionalbanking and defaulted mortgages. With over 25 years of real estate expertiseand a portfolio exceeding $25 million in mortgage notes, Chris brings a wealthof knowledge to the table.From managing multimillion-dollar assets to overseeing $750 million inconstruction projects, his career is a testament to innovation and excellence.Chris shares his journey, his strategies for navigating challenging markets,and how he's reshaping the real estate investment space. Whether you're aseasoned investor or just curious about how these financial systems work, thisepisode delivers actionable insights and a deep dive into the mechanics behindthe scenes. Tune in and transform how you think about finance!Connect with ourGuest:Website: https://7einvestments.com/LinkedIn: https://www.linkedin.com/in/christopherseveney/Book: What Got You Here Won't Get You There - Marshall Goldsmith: https://amzn.to/4eRkvZ4 Looking for tax savings and asset protection for your investments?Anderson Business Advisors is your go-to partner. Theyspecialize in assisting business owners and real estate investors in overcominglegal complexities and challenges that often arise.Sign up now for a FREE 45-minute consultation and pave theway to financial success!https://andersonadvisors.com/ss/?utm_... fore&utm_medium=affiliate&utm_content=strategy-session&utm_term=affiliate-portal&ocs=7016f000001auIJAAY&mls=Affiliate&cm=7016f000001auJ2AAI&aff_id=6e3abd00 ❗ SUBSCRIBE TO OUR YOUTUBECHANNEL NOW ❗ ✅ /@icecreamwithinvestors ___Ice Cream with Investors was built on the idea that personalgrowth directly correlates to financial growth. Whether you want to cultivatewealth or well-being, the first step is reframing your mind.On our weekly podcast, we sit down with successful investorsto learn how they strengthen their mindset muscles and make their money go towork for them. We help our listeners gain confidence, nix negative thinking,and drive life-long change through alternative investments.Because in a world that's more pessimistic than not, it's up to us to seek outthe good. And what's more feel-good than ice cream?___

In today's episode of the Hospitable Hosts podcast, we're talking to Jeffrey Cottle, Senior Attorney at Anderson Business Advisors. Jeff and Miles dig into some key tax topics for short-term rental hosts in the US including how to decide on a business structure, how to maximize tax deductions, and some of the challenges that come with managing rentals across multiple states.Tax and Asset Protection WorkshopStrategy SessionSleep easy, host confidently with Hospitable. Automate your guest messages, sync your calendar across booking channels, and protect yourself from bad direct booking guests.Sign up today at hospitable.com/podcast and get 25% off your bill for 3 months.

Tax planning isn't just a numbers game it's a strategic art.Join Shauna A. Wekherlien, known as the “Tax Goddess,” as she breaks down hergame-changing “Three-Legged Stool” approach to maximizing tax savings. Shauna,a CPA, MTax, and renowned Tax Strategist, has saved her clients over $1 billionin taxes through custom strategies tailored to business owners, investors, andentrepreneurs. With over 65 team members at Tax Goddess Business Services.Her fully digital firm ranks in the top 1% of U.S. tax strategists. Shauna'sexpertise has been spotlighted on Forbes, CNN Money, Entrepreneur, and more. Inthis episode, Shauna shares actionable insights to minimize tax burdenslegally, maximize deductions, and build a tax-efficient future. Whether you'rea seasoned entrepreneur or just starting, these strategies will transform howyou approach your finances. Tune in and take control of your tax game today!Connect with ourGuest:https://taxgoddess.com/ https://www.linkedin.com/in/taxgoddess/ https://www.facebook.com/thetaxgoddess https://www.instagram.com/thetaxgoddess Book: The 4-hour Workweek - Tim Ferriss: https://amzn.to/4g26fO5 Looking for tax savings and asset protection for your investments?Anderson Business Advisors is your go-to partner. Theyspecialize in assisting business owners and real estate investors in overcominglegal complexities and challenges that often arise.Sign up now for a FREE 45-minute consultation and pave theway to financial success!https://andersonadvisors.com/ss/?utm_... fore&utm_medium=affiliate&utm_content=strategy-session&utm_term=affiliate-portal&ocs=7016f000001auIJAAY&mls=Affiliate&cm=7016f000001auJ2AAI&aff_id=6e3abd00 ❗ SUBSCRIBE TO OUR YOUTUBECHANNEL NOW ❗ ✅ /@icecreamwithinvestors ___Ice Cream with Investors was built on the idea that personalgrowth directly correlates to financial growth. Whether you want to cultivatewealth or well-being, the first step is reframing your mind.On our weekly podcast, we sit down with successful investorsto learn how they strengthen their mindset muscles and make their money go towork for them. We help our listeners gain confidence, nix negative thinking,and drive life-long change through alternative investments.Because in a world that's more pessimistic than not, it's up to us to seek outthe good. And what's more feel-good than ice cream?___

In this insightful episode, Joey Mure, Co-Founder and Partner at Wealth Without Wall Street, delves into the deeper meaning of financial independence. As a passionate advocate for re-educating individuals and families on how money really works, Joey challenges the traditional mindset tied to Wall Street investments and debt-free living. Instead, he shares strategies for achieving freedom without relying on risky markets or conventional financial advice.Joey's online community, Wealth Without Wall Street, has helped countless people redefine their relationship with money and build a life they control. Tune in to discover why financial freedom isn't just about the dollars—it's about aligning your financial decisions with your personal goals and values. Don't miss this opportunity to reshape your approach to wealth and independence.Connect with our Guest:Links: https://go.wealthwithoutwallstreet.com/icecreamwithinvestors Book: $100M Offers - Alex Hormozi: https://amzn.to/3ZoZJeU Looking for tax savings and asset protection for your investments?Anderson Business Advisors is your go-to partner. They specialize in assisting business owners and real estate investors in overcoming legal complexities and challenges that often arise.Sign up now for a FREE 45-minute consultation and pave the way to financial success!https://andersonadvisors.com/ss/?utm_... fore &utm_medium=affiliate&utm_content=strategy-session&utm_term=affiliate-portal&ocs=7016f000001auIJAAY&mls=Affiliate&cm=7016f000001auJ2AAI&aff_id=6e3abd00 ❗ SUBSCRIBE TO OUR YOUTUBE CHANNEL NOW ❗ ✅ / @icecreamwithinvestors ___Ice Cream with Investors was built on the idea that personal growth directly correlates to financial growth. Whether you want to cultivate wealth or well-being, the first step is reframing your mind.On our weekly podcast, we sit down with successful investors to learn how they strengthen their mindset muscles and make their money go to work for them. We help our listeners gain confidence, nix negative thinking, and drive life-long change through alternative investments.Because in a world that's more pessimistic than not, it's up to us to seek out the good. And what's more feel-good than ice cream?___

In this episode, Jack Bosch shares how he turned two suitcases, a nearly empty bank account, and a big dream into a thriving multi-million-dollar land investment business. Originally from Germany, Jack moved to the U.S., where he and his wife, Michelle, flipped over 5,000 properties. Drawing from their incredible journey, they developed the “Forever Cash” model—a proven system that has empowered over 1,000 people to achieve millionaire status.Learn why land investments offer unparalleled wealth-building opportunities, how Jack scaled his business, and actionable insights to kickstart your own journey. Whether you're a seasoned investor or just starting out, Jack's story and strategies will inspire and equip you to create financial freedom. Tune in and discover how to build wealth through land investments! Don't forget to like, subscribe, and share to help others unlock their potential.Connect with our Guest:Facebook: https://www.facebook.com/joachim.bosch.1Instagram: https://www.facebook.com/joachim.bosch.1 TikTok: https://www.tiktok.com/@jack.bosch LinkedIn: https://www.linkedin.com/company/neighbor YouTube: https://www.youtube.com/@JackBoschOfficial/videos?view=0&sort=dd&shelf_id=0 LinkedIn: https://www.linkedin.com/in/jack-bosch-a923b59/Land Profit Fun: https://secure.landprofitgenerator.com/7mm/30daybp/register-v1 Book: Unreasonable Hospitality by Will Guidara: https://amzn.to/4eDNfoe Looking for tax savings and asset protection for your investments?Anderson Business Advisors is your go-to partner. They specialize in assisting business owners and real estate investors in overcoming legal complexities and challenges that often arise.Sign up now for a FREE 45-minute consultation and pave the way to financial success!https://andersonadvisors.com/ss/?utm_... fore &utm_medium=affiliate&utm_content=strategy-session&utm_term=affiliate-portal&ocs=7016f000001auIJAAY&mls=Affiliate&cm=7016f000001auJ2AAI&aff_id=6e3abd00 ❗ SUBSCRIBE TO OUR YOUTUBE CHANNEL NOW ❗ ✅ / @icecreamwithinvestors ___Ice Cream with Investors was built on the idea that personal growth directly correlates to financial growth. Whether you want to cultivate wealth or well-being, the first step is reframing your mind.On our weekly podcast, we sit down with successful investors to learn how they strengthen their mindset muscles and make their money go to work for them. We help our listeners gain confidence, nix negative thinking, and drive life-long change through alternative investments.Because in a world that's more pessimistic than not, it's up to us to seek out the good. And what's more feel-good than ice cream?___

Unused spaces can do more than gather dust, they can generatesteady income with Joseph Woodbury, discover how one innovative platform istransforming the way property owners maximize their assets. Joseph Woodbury,Co-Founder and CEO of Neighbor, shares his journey in disrupting the $500billion self-storage industry. By empowering homeowners and property managersto monetize underutilized spaces, Neighbor has become the largest network ofstorage and parking solutions across all 50 states.In this episode, Joseph dives into how Neighbor leverages technology andcreative thinking to help property owners unlock hidden value. He discusses theplatform's impressive growth, raising over $65 million from top investors likeAndreessen Horowitz and Airbnb, and the future of shared space utilization.Whether you're a homeowner looking for extra income or curious about industrydisruption, this conversation offers actionable insights into turning yourspare space into profit.Connect with ourGuest:Facebook: https://www.facebook.com/storewithneighbor/ Instagram:@neighbor.app - https://www.instagram.com/neighbor.app/ Twitter:@neighborstorage - https://x.com/neighborstorage?lang=en LinkedIn:https://www.linkedin.com/company/neighbor YouTube:https://www.youtube.com/@tryneighbor/ LinkedIn:https://www.linkedin.com/in/josephwoodbury/ Twitter:@woodburyjoseph1 Book: With Malice Toward None - Stephen B. Oates: https://amzn.to/3UkE6cO Looking for tax savings and asset protection for your investments?Anderson Business Advisors is your go-to partner. Theyspecialize in assisting business owners and real estate investors in overcominglegal complexities and challenges that often arise.Sign up now for a FREE 45-minute consultation and pave theway to financial success!https://andersonadvisors.com/ss/?utm_... fore&utm_medium=affiliate&utm_content=strategy-session&utm_term=affiliate-portal&ocs=7016f000001auIJAAY&mls=Affiliate&cm=7016f000001auJ2AAI&aff_id=6e3abd00 ❗ SUBSCRIBE TO OUR YOUTUBECHANNEL NOW ❗ ✅ /@icecreamwithinvestors ___Ice Cream with Investors was built on the idea that personalgrowth directly correlates to financial growth. Whether you want to cultivatewealth or well-being, the first step is reframing your mind.On our weekly podcast, we sit down with successful investorsto learn how they strengthen their mindset muscles and make their...

Building Essential Housing for the Future with Peter Neilldives into one of the most pressing challenges of our time—creating affordablehousing that meets the needs of growing communities. Peter Neill, Co-Founder ofGSP REI, shares his expertise in real estate development, fundraising, andasset management. With a background in distressed mortgage investments and atrack record of raising over $80MM for private investment funds, Peter brings awealth of knowledge to the conversation.He discusses the critical role essential housing plays in shaping the future,how his team approaches acquisitions and construction, and the strategiesbehind building sustainable housing solutions. Whether you're an investor,developer, or simply passionate about housing reform, this episode offers adeep dive into the opportunities and challenges of essential housingdevelopment. Tune in to learn how Peter and GSP REI are paving the way forfuture-focused communities.Connect with ourGuest:Website: https://gsprei.com/ Book: How to Win Friends & Influence People - Dale Carnegie: https://amzn.to/40bVVP0 Looking for tax savings and asset protection for your investments?Anderson Business Advisors is your go-to partner. Theyspecialize in assisting business owners and real estate investors in overcominglegal complexities and challenges that often arise.Sign up now for a FREE 45-minute consultation and pave theway to financial success!https://andersonadvisors.com/ss/?utm_... fore&utm_medium=affiliate&utm_content=strategy-session&utm_term=affiliate-portal&ocs=7016f000001auIJAAY&mls=Affiliate&cm=7016f000001auJ2AAI&aff_id=6e3abd00 ❗ SUBSCRIBE TO OUR YOUTUBECHANNEL NOW ❗ ✅ / @icecreamwithinvestors ___Ice Cream with Investors was built on the idea that personalgrowth directly correlates to financial growth. Whether you want to cultivatewealth or well-being, the first step is reframing your mind.On our weekly podcast, we sit down with successful investorsto learn how they strengthen their mindset muscles and make their money go towork for them. We help our listeners gain confidence, nix negative thinking,and drive life-long change through alternative investments.Because in a world that's more pessimistic than not, it's up to us to seek outthe good. And what's more feel-good than ice cream?___

In this episode, we break down the ins and outs of rent-to-own and seller financing, two powerful strategies that allow investors to purchase properties creatively. Discover how Jenn and Joe re-engineered their approach to work remotely, helping students achieve both financial and time freedom. Unlock the potential of creative real estate investing with Jenn and Joe Delle Fave in Mastering Rent-to-Own and Seller Financing. With over 20 years in the field, Jenn and Joe are the masterminds behind the Creative Finance Playbook—the ultimate guide for acquiring property without traditional loans, credit checks, or large cash reserves. Known for their top-ranked Creative Finance Playbook Podcast and featured on platforms like Bigger Pockets, Jenn and Joe have transformed how people think about financing real estate.Connect with our Guest:Website: https://creativefinanceplaybook.com Twitter: @creativefinanceplaybookprivategroup Facebook: @creativefinanceplaybookInstagram: @creativefinanceplaybook YouTube: @creativefinanceplaybookLooking for tax savings and asset protection for your investments?Anderson Business Advisors is your go-to partner. They specialize in assisting business owners and real estate investors in overcoming legal complexities and challenges that often arise.Sign up now for a FREE 45-minute consultation and pave the way to financial success!https://andersonadvisors.com/ss/?utm_... fore&utm_medium=affiliate&utm_content=strategy-session&utm_term=affiliate-portal&ocs=7016f000001auIJAAY&mls=Affiliate&cm=7016f000001auJ2AAI&aff_id=6e3abd00 ❗ SUBSCRIBE TO OUR YOUTUBE CHANNEL NOW ❗ ✅ / @icecreamwithinvestors ___Ice Cream with Investors was built on the idea that personal growth directly correlates to financial growth. Whether you want to cultivate wealth or well-being, the first step is reframing your mind.On our weekly podcast, we sit down with successful investors to learn how they strengthen their mindset muscles and make their money go to work for them. We help our listeners gain confidence, nix negative thinking, and drive life-long change through alternative investments.Because in a world that's more pessimistic than not, it's up to us to seek out the good. And what's more feel-good than ice cream?___

In this episode, Toby Mathis, Esq., of Anderson Business Advisors, chats with Tyler Surat of One Tree Advisors. Tyler is a seasoned expert in tax mitigation and land conservation strategies, who is helping clients utilize conservation easements to preserve land while mitigating taxes. You'll hear the definition and benefits of conservation easements, the challenges posed by IRS scrutiny on certain easements due to misuse by "bad actors," and the importance of understanding state-specific tax laws. Tyler emphasizes the necessity of due diligence before pursuing an easement, considering factors like property registration and the differences between group and individual applications. Tune in for valuable insights into navigating the complexities of conservation strategies and tax implications. Highlights/Topics: Toby introduces Tyler, from CPA to CFO What is it, and what's covered under a ‘Conservation Easement'? The IRS is contesting some easements from ‘bad actors' in the real estate business Groups vs. individuals Is the property on a National Registry? Tax laws in your specific state need to be considered Audits can be a risk due to past individuals who have misused this tax break Due diligence is essential before requesting an easement Get in touch with Tyler at his email below with your questions Share this with new investors you know Resources: Connect with Tyler Surat Email: tsurat@onetreeadvisors.com tsurat@onetreeadvisors.com Schedule Your FREE Consultation https://andersonadvisors.com/strategy-session/?utm_source=conservation-easements-in-crisis&utm_medium=podcast Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=renting-out-a-property-without-an-llc&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons

In this episode, Grant Shipman, founder of Livingsmith and atrailblazer in co-living property management, dives deep into the lucrativepotential of shared housing investments. With over 20 years of experience,Grant has mastered the art of optimizing tenant retention and occupancy,boasting a 97% lifetime occupancy rate and a nearly 2-year average tenant stay.He shares insights into what makes co-living a unique and profitable realestate venture, as well as tips from his groundbreaking co-living course, thefirst of its kind, launched in 2019. Through his books, blog, and podcast,Grant educates others on the path to co-living success. Tune in to learn howthis innovative model could be your next big investment move, combiningproperty management efficiency with community-driven living to maximizereturns.Connect with ourGuest:livingsmithpro.com/icecream/ in/GrantShipman@LivingsmithProBook: Do the Impossible - Jason Drees: https://amzn.to/3NvXbVD Looking for tax savings and asset protection for yourinvestments?Anderson Business Advisors is your go-to partner. Theyspecialize in assisting business owners and real estate investors in overcominglegal complexities and challenges that often arise.Sign up now for a FREE 45-minute consultation and pave theway to financial success!https://andersonadvisors.com/ss/?utm_... fore&utm_medium=affiliate&utm_content=strategy-session&utm_term=affiliate-portal&ocs=7016f000001auIJAAY&mls=Affiliate&cm=7016f000001auJ2AAI&aff_id=6e3abd00 ❗ SUBSCRIBE TO OUR YOUTUBECHANNEL NOW ❗ ✅ /@icecreamwithinvestors ___Ice Cream with Investors was built on the idea that personalgrowth directly correlates to financial growth. Whether you want to cultivatewealth or well-being, the first step is reframing your mind.On our weekly podcast, we sit down with successful investorsto learn how they strengthen their mindset muscles and make their money go towork for them. We help our listeners gain confidence, nix negative thinking,and drive life-long change through alternative investments.Because in a world that's more pessimistic than not, it's up to us to seek outthe good. And what's more feel-good than ice cream?___

In today's volatile economic landscape, how can real estate investors find stability and growth? Join us as we sit down with Arn Cenedella, a seasoned real estate broker and investor with over 40 years of experience. Starting in Silicon Valley, Arn built a successful brokerage business and an impressive portfolio of single-family rentals across the U.S. By 2020, he shifted his focus to multifamily investments, founding Spark Investment Group to help busy professionals benefit from commercial real estate without the day-to-day management.With extensive expertise in market analysis, financing, and 1031 exchanges, Arn shares invaluable insights into navigating high inflation and market fluctuations in real estate. He currently manages over 1,100 multifamily units worth over $138 million, making him a trusted guide through these challenging times. Whether you're a seasoned investor or just starting out, this episode offers practical advice on how to build resilient real estate investments.

In this episode, Toby Mathis, Esq., of Anderson Business Advisors, sits down with Mike Sullivan from Alliance Virtual Offices to discuss the evolving landscape of workspaces. Mike details five compelling reasons to abandon traditional office spaces, highlighting Alliance's impressive 40 years in the industry, with 20 years dedicated to virtual solutions. The discussion demystifies the concept of a "virtual office," likening it to the 'Airbnb' of office rentals. Listeners will learn about the array of services offered, including phone support, professional addresses, receptionists, and flexible meeting spaces—all for a budget-friendly monthly cost.   Virtual offices can mitigate risks associated with rising rent and personnel disputes, providing the flexibility needed for businesses to thrive. Ideal for those navigating talent needs or seeking cost-effectiveness, Alliance also offers rental agreements that start with a six-month minimum, transitioning to month-to-month options. Tune in to discover how virtual offices can transform your business strategy!   Highlights/Topics: Five key reasons to ditch your office space Alliance's 40 years in the business - 20 years virtual Ambiguity – exactly what is a “virtual office”? The ‘Airbnb' of office space Services available - phone number, operators, address, receptionist, meeting space, workspace Monthly cost of $50-$70 per month globally Rent on an as-needed basis, for example, attorneys are the largest percentage of renters Mitigating risk/credit - eliminating rising monthly rent, credit, personnel disputes or conflicts, separating business from personal Flexibility is key for hiring and cost-effectiveness Talent needs - if employees are unable to work from home Rental agreements - 6-month minimum, then month-to-month is available Utilizing space for private interviews Share this with new investors you know Resources: Alliance Virtual Offices Offer for Listeners https://www.alliancevirtualoffices.com/lp/anderson-advisors?gspk=YW5kZXJzb25hZHZpc29yczUyNDA&gsxid=YHqclhuYOPk8&pscd=ps.alliancevirtualoffices.com Schedule Your FREE Anderson Consultation https://andersonadvisors.com/strategy-session/?utm_source=5-reasons-to-ditch-traditional-office-space&utm_medium=podcast Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=5-reasons-to-ditch-traditional-office-space&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq  

In today's episode, we pivot from our usual discussions aboutreal estate to address a pressing humanitarian issue. Host Matt Fore inviteslisteners to reflect on the recent devastating floods that have ravaged westernNorth Carolina and eastern Tennessee, particularly the areas close to hishometown.These small, tight-knit communities, often overlooked in nationalconversations, face an uphill battle in the wake of destruction. With homesinundated and businesses destroyed, the immediate crisis may be easing, but thelong and arduous road to recovery is just beginning. Matt emphasizes theimportance of community support, not just in terms of resources, but inrestoring the fabric of these neighborhoods where every loss is felt deeply byall.Join Matt as he highlights the need for collective action and the long-termcommitment required to rebuild lives and restore hope in these vulnerableareas.Looking for tax savings and asset protection for yourinvestments?Anderson Business Advisors is your go-to partner. Theyspecialize in assisting business owners and real estate investors in overcominglegal complexities and challenges that often arise.Sign up now for a FREE 45-minute consultation and pave theway to financial success!https://andersonadvisors.com/ss/?utm_... fore&utm_medium=affiliate&utm_content=strategy-session&utm_term=affiliate-portal&ocs=7016f000001auIJAAY&mls=Affiliate&cm=7016f000001auJ2AAI&aff_id=6e3abd00 ❗ SUBSCRIBE TO OUR YOUTUBECHANNEL NOW ❗ ✅ /@icecreamwithinvestors ___Ice Cream with Investors was built on the idea that personalgrowth directly correlates to financial growth. Whether you want to cultivatewealth or well-being, the first step is reframing your mind.On our weekly podcast, we sit down with successful investorsto learn how they strengthen their mindset muscles and make their money go towork for them. We help our listeners gain confidence, nix negative thinking,and drive life-long change through alternative investments.Because in a world that's more pessimistic than not, it's up to us to seek outthe good. And what's more feel-good than ice cream?___

Turning setbacks into successes is the hallmark of a true entrepreneur, and JP Albano's journey exemplifies this. In this episode, JP, the Co-Founder and CEO of Significan Lifestyle Communities, shares his inspiring transformation from a single rental failure to successfully managing 700 multifamily units, with over $60 million in assets under management.With a robust background in IT and B2B sales, where he achieved over $220 million in sales, JP brings a wealth of experience to the table. He discusses the lessons learned along the way, including strategies for overcoming initial challenges and mastering passive investments in real estate.Show Highlights:✅03:38 – Who is JP Albano?✅10:05 – Sales position✅16:49 – Tax brackets✅26:44 – Work life balance✅34:31 – Book writing process ✅40:51 – Final thoughts

In this episode, we explore the future of real estate investing with insights from seasoned experts Matt Fore and Peter Lewis. Matt Fore, with over 25 years of real estate experience, shares his strategic approaches to navigating the ever-evolving market. Peter Lewis, originally hailing from Kansas and now an international entrepreneur, brings a unique perspective shaped by his global experiences and innovative ventures.Together, they discuss value-add investing, technology's impact on the industry, and the exciting opportunities in student housing. Peter's diverse background—ranging from CNN Foreign Affairs correspondent to TV host and tech entrepreneur—complements Matt's extensive expertise in real estate. Tune in to gain valuable knowledge from two thought leaders who are shaping the future of real estate investing, and discover how to position yourself for success in this dynamic market.Show Highlights:✅02:37 – Matt's daily routine✅08:57 – Matt's experience✅18:19 – Mistakes & mishaps✅29:36 – Ironman motivation✅38:22 – Setting goals✅46:27 – Final thoughts

In this episode, Toby Mathis, Esq., of Anderson Business Advisors, sits down with Brent Nagy, a highly accomplished real estate investor with over 20 years in the industry. Brent, who retired by the age of 40 with a portfolio of more than 50 cash-flowing properties, shares his expertise around the critical importance of proper asset protection, cautioning against owning real estate outside of a formal LLC or entity. He discusses common pitfalls and liability issues associated with residential properties, highlighting that a well-structured investment strategy can significantly reduce stress and risk. With a wealth of experience, Brent underscores that good intentions alone are not enough—talking to other investors and understanding protection as a vital cost of doing business is essential for long-term success. Highlights/Topics: Toby introduces Brent, his back story and progression Making money passively, “Rich Dad Poor Dad”, becoming an investor Owning real estate outside of an LLC or entity - NEVER Proper structure and proper protection is paramount for investing in real estate Residential properties - liability examples and faulty advice So much stress can be avoided with the right structure in place Good intentions can never trump experience Talk to other investors, protection is the ‘cost of doing business' Share this with new investors you know Resources: Schedule Your FREE Consultation https://andersonadvisors.com/strategy-session/?utm_source=renting-out-a-property-without-an-llc&utm_medium=podcast Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=renting-out-a-property-without-an-llc&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq

In this episode, Greg Bronson an industry veteran with over $2 billion in transactions—unveils the art of transforming underperforming student housing properties into high-performing assets. With nearly two decades of experience spanning student, multifamily, and senior housing, Greg has an unparalleled track record of success.He's the founder of Ash Real Estate, where he spearheads student housing projects, and has held senior roles at industry giants like Saxum Real Estate and Safanad. An Adjunct Professor at NYU Schack Institute of Real Estate, Greg is deeply committed to educating the next generation of real estate professionals. Tune in to discover his proven strategies for unlocking value in student housing and how you can leverage them to generate significant returns in this niche market.Show Highlights:✅01:21 – Who is Greg?✅07:43 – Distressed debt✅17:02 – Supply and demand✅26:08 – Banking industry✅33:58 – Fed rates✅37:46 – Final thoughts

In this episode, Ivan takes us through his incredible journey from humble beginnings to becoming one of the Midwest's top multifamily owners, managers, and syndicators. As the Founder and CEO of The BAM Companies, Ivan has raised nearly $400 million in equity and managed over $1.33 billion in transaction volume.With his firm now recognized as a six time Inc5000 honoree, Ivan shares the strategies that have fueled his success, including insights into equity finance, acquisitions, and company strategy. Whether you are a seasoned investor or just getting started, Ivan's story offers invaluable lessons in scaling a real estate portfolio, achieving operational excellence, and staying focused on long-term goals.Show Highlights:✅01:35 – Who is Ivan?✅08:09 – Market investing✅15:27 – Syndication vs fund✅26:10 – Market supply✅34:13 – The 4 toppings✅38:01 – Final thoughts

Savvy financial management for real estate agents is about a lot more than just bringing in money and writing off business expenses. It's about being educated on how to make your money work for you so that you can ensure financial freedom and cement a legacy for the people you love even after you're gone.    In this episode of the Tom Ferry Podcast Experience, I'm talking with Toby Mathis, the President of Anderson Business Advisors, author of “Infinity Investing,” and one of the best tax attorneys on the planet. He's sharing the secrets of savvy financial management which real estate agents can use to create real generational wealth.    Stop wasting the money you make and start your journey to savvy financial management by watching or listening to this episode. Also, be sure to get your copy of Toby's book, “Infinity Investing.” 

In this episode of Anderson Business Advisors, Toby Mathis, Esq., speaks with Jeff Mason and Chris Hammond from Redwood Retirement on the intricacies of $100,000+ cash balance retirement plans, focusing on how innovative solutions can benefit business owners. They explore the key aspects of these plans, including what can be paid and deducted, the hurdles involved, and the flexibility they offer. The discussion covers the effectiveness of Redwood's solutions, highlighting when payments are due for the tax year and showcasing best-case examples of significant tax savings achieved through cash balance plans. Chris and Jeff also clarify the differences between Cash Balance Plans and Defined Benefit Plans, explain the limits and maximum contributions, and introduce a sample plan for effective modeling. With insights into flexibility, payroll funding, and real-world case study outcomes, this episode is a comprehensive guide to leveraging cash balance plans for optimal retirement planning and tax efficiency. Highlights/Topics: Chris and Jeff intro, Redwood Retirement and their cash balance plans Liability - what you can pay and deduct, hurdles, flexibility Redwood's solutions, proof of effectiveness When are payments due for the tax year? Best case examples of cash balance plans and their tax savings Definitions and differences - Cash Balance Plan vs. Defined Benefit Plan Limits and maximum contributions Modeling a ‘Toby Mathis plan' What all this means for business owners Flexibility, funding with payroll Favorite case study outcomes If you want to speak with Jeff and Chris - click the link below to see if their services can help you! Resources: Do you want to discuss if a Redwood Retirement Cash Balance Plan Design is right for your company?

In this episode, Toby Mathis, Esq., of Anderson Business Advisors welcomes Erik Dodds- a seasoned financial planner, fiduciary, and active trader. Together, they delve into the anticipated pivot of the Federal Reserve from a hawkish to a dovish stance and its potential impacts on the market. Erik provides an in-depth analysis of historical trends and recent economic indicators to forecast future market movements, particularly focusing on the S&P 500 and its ETF proxy, SPY. He shares valuable investment strategies for both traders and long-term investors, including the use of covered calls, caller strategies, and understanding option Delta for optimizing strike selection and income generation. To stay informed and proactive, Dodds offers insights on how to prepare your portfolios for financial fluctuations and maximize returns amidst market volatility. Highlights/Topics: Toby introduces Erik Dodds to discuss the Federal Reserve's pivot What a Fed pivot involves, shifting interest rates Fed's current interest rate status and lack of recent changes Rate cuts might appear in September or December 2024 Market expectations for Fed rate cuts fluctuate with economic data Historical Fed pivots often lead to market downturns Options strategies can protect portfolios during market declines Wealthy individuals are most impacted by market volatility Long-term investors should focus on portfolio protection and consistent buying Advice for investors on protecting portfolios and managing risk Resources: Join our FREE Infinity Investing Basic Membership and get a complimentary digital copy of the Infinity Investing book! https://infinityinvesting.com/pricing/?utm_source=how-the-federal-pivot-could-shake-up-the-stock-market&utm_medium=podcast Schedule Your FREE Consultation https://andersonadvisors.com/strategy-session/?utm_source=how-the-federal-pivot-could-shake-up-the-stock-market&utm_medium=podcast MarketWatch Article https://www.marketwatch.com/livecoverage/stock-market-today-s-p-500-futures-inch-higher-as-ai-frenzy-continues/card/stocks-fell-21-on-average-after-first-fed-rate-cut-since-the-1970s-says-comerica-xr9yBoZ9PeIkFpOeqfE8 Tax and Asset Protection Events https://andersonadvisors.com/live-tax-and-asset-protection-workshops/ Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq  

In this episode, Jered shares the strategies and insights that have propelled him from an apartment maintenance technician to the Founder and CEO of SNS Capital Group, a multifamily investment firm with over $150 million in assets under management. With 17 years of experience, Jered has built a vertically integrated investment firm renowned for its efficiency.Long term cash flow and value add expertise. His hands on approach and deep industry knowledge make him a sought after speaker, and his journey from humble beginnings to real estate mogul offers a relatable and inspiring narrative. Join us as Jered delves into the keys to multifamily success, offering actionable advice for both seasoned investors and those just starting out in the industry.Show Highlights:✅01:58 – Who is Jered?✅08:00 – Experience beats all✅18:07 – Market benefits✅27:30 – Smart thinking✅36:36 – Supply and demand✅43:04 – Final thoughts

In this episode, we dive deep into the world of passive investing and wealth building with Angela Duncan, known as the "Queen of Passive Investing." Angela has defied the odds, overcoming a challenging childhood of abuse and poverty to become a powerhouse in personal finance with over 25 years of experience.With a background in banking, financial advising, and real estate, Angela now focuses on helping individuals achieve financial freedom through passive investing and lending, offering double-digit returns. As the host of the top-rated Empower HER Money Podcast, Angela is dedicated to transforming lives through financial literacy and generational wealth creation. Tune in to learn from Angela's remarkable journey and discover practical strategies to rewrite your financial story and achieve lasting financial freedom.Show Highlights:✅01:26 – Who is Angela?✅05:39 – Supply and demand✅11:42 – Home owner taxes✅19:47 – Money conversation✅25:15 – Leveraging money✅29:34 – Final thoughts

Ready to break free from the intense competition in real estate investing? In this episode, we explore innovative strategies with seasoned investor Darcy Marler. With over 23 years of experience, Darcy has mastered the art of real estate development and now shares his insights through his online course.Darcy's expertise lies in Real Estate Development Micro-strategies such as build-to-rent, infill development, land assembly, lot severance, entitlement, and raw land development. He emphasizes the value of land in today's market and how investors can profit by focusing on land's highest and best use. Tune in to discover how Darcy can help you transform your investment approach, achieve greater success, and stand out in the competitive real estate landscape.Show Highlights:✅01:57 – Who is Darcy?✅07:41 – Real estate markets✅15:31 – Repurpose old houses✅23:51 – New housing strategy✅30:07 – The 4 toppings ✅33:40 – Final thoughts

What makes mobile home parks and parking lots prime real estate investments today? Find out as we delve into the mind of Kevin Bupp, a Florida-based Real Estate Investor, top Apple podcast host, and best-selling author of "The Cashflow Investor." With over $250 million in real estate transactions and 20+ years of experience, Kevin has guided millions of listeners on his podcast, "Real Estate Investing for Cash Flow," on how to invest profitably in commercial real estate.In this episode, Kevin shares why he believes mobile home parks and parking lots are top-tier investments. Through his private equity firm, Sunrise Capital Investors, Kevin enables passive investors to build legacy wealth and achieve financial freedom. Beyond his real estate expertise, Kevin is also dedicated to giving back through his charity event, the "72 Hours to Key West 280 Mile Bike Ride," which has provided thousands of holiday meals to families in need. Tune in for invaluable insights and inspiration.

In this episode, Toby Mathis of Anderson Business Advisors welcomes Neal Bawa back to the show for another eye-opening appearance. Neal is the founder and CEO of Grocapitus, a commercial real estate investment company, and CEO of MultifamilyU, an apartment investing education company. Neal reports some jaw-dropping stats: 18 million families are priced out of homeownership due to salary versus mortgage disparities. Landlords are poised with a peak supply of 673,000 apartments in 2024, but the market will experience a shortage and price hikes in 2025-2026. The Federal Reserve's interest rate policies aim to balance inflation and affordability concerns, potentially influencing market dynamics. Investors are advised to target multifamily properties and land purchases, focusing on 5-unit properties over smaller units and considering assumable loans for strategic advantages in the current market landscape. Highlights/Topics: Market progress since Covid Increases - Salaries vs. Mortgages 18 million families have been priced out of home ownership Opportunities for landlords - supply is peaking - 673,000 apartments in 2024 2025-2026 will see extreme apartment shortages and price hikes Interest rates and the Fed Inflation vs. rate cuts, affordability may improve Possible zig-zagging market price fluctuations What should investors do “right now”? Current advantages in the multi-family market, land purchases Why you should be looking at 5-unit properties, not 1-4 units Look for assumable loans Time is your friend in today's market Resources: Gro Capitus Website https://www.grocapitus.com/ MultiFamily Website https://multifamilyu.com/ Watch Neal Bawa “Feds Broke the Bank- Is Real Estate Safe?” March 2023 https://www.youtube.com/watch?v=v-zObxj7NPk Anderson Advisors https://andersonadvisors.com/ Anderson Advisors on YouTube https://www.youtube.com/channel/UCaL-wApuVYi2Va5dWzyTYVw Anderson Advisors Podcast https://andersonadvisors.com/podcast/ Clint Coons YouTube   https://www.youtube.com/channel/UC5GX-U6VbvMkhSM1ONBiW8w  

In this episode, we join Keshav Kolur, Principal and Founder of Clive Capital, as he shares his transition from software engineer to empowering high-earning tech professionals to invest in alternative assets. Through Clive Capital, Keshav facilitates investments in real estate, energy, and small businesses, aiming to achieve superior returns and build passive income streams for his investors.Discover Keshav's innovative strategies that have enabled the renovation of over 900 apartments and the construction of 500+ single-family homes, contributing to diversified portfolios and tax-efficient investment solutions.Show Highlights:✅01:52 – Who is Keshav?✅07:03 – Passive investment✅15:53 – Investment situations✅26:58 – AI emergence✅36:04 – The 4 toppings✅41:18 – Final thoughts

In this episode, join Damion Lupo, a visionary entrepreneur and author, as he discusses his journey from overcoming financial adversity to revolutionizing retirement planning and construction industries, with a wealth of experience in launching and scaling companies. Damion shares insights on his innovative EQRP retirement plan system and pioneering work with FrameTech in home and apartment construction. Discover how Damion's resilience and entrepreneurial spirit have reshaped communities and empowered individuals to build sustainable wealth strategies.Show Highlights:✅01:05 – Who is Damion?✅09:44 – Real estate strategies✅21:39 – IRA restrictions✅34:08 – Roth IRA strategy✅43:06 – Custom building✅50:29 – Final thoughts

In this episode, we delve into the world of real estate investment and lending strategies with Todd Pigott, Principal and President of ZINC Financial. With nearly $1 billion in loans originated and a minimal loss ratio, Todd shares insights from his extensive experience in real estate financing.Learn how the ZINC Income Fund provides investors a pathway to capitalize on ZINC Financials successful lending model. Discover practical advice and wealth-building tips that can empower you to navigate the complexities of real estate investment and lending effectively.Show Highlights:✅01:28 – Who is Todd?✅05:42 – Funds vs bank loans✅14:13 – Fund Structure✅27:36 – Real estate market✅39:11 – Starting strategy✅47:40 – Final thoughts

In this episode, we uncover the secrets of tax-saving strategies with 1031 Exchange Expert Dave Foster. A degreed accountant and seasoned real estate investor, Dave is a Qualified Intermediary and consultant who has helped countless investors maximize their returns.Join us as Dave shares his extensive knowledge on 1031 exchanges, offering valuable insights and practical advice for deferring taxes and enhancing your investment strategy. Whether you're a seasoned investor or new to the game, this episode is packed with essential information to help you make the most of your real estate investments.Show Highlights:✅01:42 – Who is Dave?✅06:11 – Sailing experience✅13:17 – Qualified intermediary✅22:02 – Like kind exchange✅30:16 – Vacation rental✅36:13 – Final thoughts

In this episode, we delve into the inspiring story of Dwan Bent-Twyford, America's Most Sought-After Real Estate Investor™. From a broke, single mom fired from Denny's to flipping over 2,000 properties, Dwan's journey is one of remarkable resilience. Known as the "Queen of Short Sales".She is a leading expert on short sales and foreclosures, and a three-time best-selling author. Featured on major media outlets and host of The Most Dwanderful Real Estate Podcast Ever, Dwan shares her powerful motto: People Before Profits. Tune in to discover her secrets to success and perseverance.Show Highlights:✅02:46 – Who is Dwan?✅08:42 – Real estate mentorship✅17:14 – Inspirational moment✅25:30 – Real estate Short sales✅33:08 – Deal searching✅39:16 – Final thoughts

Ever wondered how to achieve financial freedom through high-yield investments? Join us as we delve into the world of passive income with Marco Santarelli, a two-time Inc. 1000 entrepreneur, investor, author, Broadway producer, and the founder of Norada Capital Management and Norada Real Estate Investments, the nation's largest provider of turnkey investment properties.As the host of the top-rated podcast, Passive Real Estate Investing, Marco has made it his mission to help 1 million people create wealth and passive income. In this episode, he shares his invaluable insights on achieving financial independence, discussing strategies that have helped countless individuals embark on their journey to economic freedom. Whether you're a seasoned investor or just starting out, Marco's expertise and proven track record offer a treasure trove of knowledge for anyone looking to maximize their investment potential. Don't miss this opportunity to learn from one of the best in the industry!

In this episode, we explore the remarkable journey of Brandon Cobb. Transitioning from a career as a medical device sales rep, Brandon now manages over $22 million annually in new developments.Focusing on entry-level first-time homebuyer housing and build-to-rent communities in Tennessee. Featured on the cover of REI Wealth and Realty 411 magazines and quoted in Forbes, Brandon brings a wealth of knowledge and experience to the table.Show Highlights:✅03:00 – Who is Brandon?✅07:58 – Real estate strategies✅13:18 – Finding cash flow✅22:40 – Inflation imbalance✅30:37 – Value over time✅35:07 – Final thoughts

Join us as we sit down with Jose Berlanga, an accomplished entrepreneur, writer, investor, and real estate developer. Originally, from Mexico City and now a key figure in Houston, Texas, Jose shares his journey from university days to co-founding numerous successful companies.With over 35 years of experience, he has been instrumental in revitalizing Houston's inner city and leading commercial and residential projects. As CEO, Jose has overseen transactions exceeding a billion dollars and managed the construction of nearly 2,000 homes.Show Highlights:✅03:42 – Who is Jose?✅12:09 – Over leveraged✅19:17 – Regulations vs free market✅30:53 – Demographic trends✅42:07 – Reverse innovation✅49:57 – Final thoughts

Welcome to another Tax Tuesday episode of the Anderson Business Advisors podcast. Today on the show, attorney Toby Mathis, Esq., is joined by Scott Estill, Esq., a former senior trial attorney with the IRS. Scott and Toby dive into how to defer capital gains taxes on real estate with a 1031 exchange and discover the best way to leverage your LLC for tax savings. You'll hear about maximizing contributions to solo 401ks, deducting startup costs, and the tax implications of fix-and-flipping properties. Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics: 1031 exchange - What are the other options besides investing in one single property and how do I find them? - a 1031 is basically just a way to defer taxes and with proper planning. Up to 200% of the amount is what you can identify as other potential properties. As a 1099, what is the best way to leverage my LLC to save money on taxes. How can I save on self-employment taxes? - We need to know what type of LLC you have set up. If you set up an S-Corp, your salary can take out the employment taxes. I have a C-Corp that allows reimbursements for medical expenses. Is there a limit to the scope of the type of medical expenses eligible for reimbursement? I plan to reimburse for monthly premiums, plus out-of-pocket co-pays for annual procedures, checkup, etc – Your C-Corp is correct, and you're limited to what the IRS Pub 502 lists out. (No weed, no cosmetic surgery!) I've just set up my entity with you guys, but I've already been doing business. Will I be able to write off startup costs that predate the actual formation of my entity? - You can write off $5K first year, and amortize the rest. How do I pay myself from my LLC if it is taxed as a partnership? In other words, what tax forms do I fill out to show the IRS that my LLC paid me for my work? - In a partnership you don't issue a W2, but you get a “guaranteed payment” - You use a K-1, not a 1099. Can you use credit card statements as proof of expenditures? - Be prepared, the statement itself is not sufficient for the IRS, you need an itemized list. Write notes on all your business expenses so you have a record if audited. When calculating employer contribution to solo 401k, how does bonus depreciation affect the number? What if I do cost seg and wipe out most my income? Can I make an employer contribution? - Not sure how these elements are related, but the employer could contribute up to whatever you got as wages, period. But they can only deduct 25%. Would I be able to donate a property to a nonprofit organization and get the tax right off the sale year if the property was purchased in the same year? - So you have to look at any donation. the calculation here is fair market value on the date of the donation. What tax implications, inefficiencies do I need to keep in mind when doing a fix and flip?- There are some pretty serious tax implications if I don't structure the business properly. If you're doing multiple, you're a dealer, and you will have self employment tax. Resources: Schedule Your Free Consultation https://andersonadvisors.com/ss/?utm_source=aba&utm_medium=podcast&utm_content=how-do-i-pay-myself-from-my-llc-taxed-as-a-partnership Scott Estill, Esq. https://scottestill.com/ Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=aba&utm_medium=podcast&utm_content=what-is-the-best-tax-efficient-way-to-purchase-an-existing-business Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons

Join us as Isabelle Guarino takes us on a journey through the world of residential assisted living. A graduate of Arizona State University and former flight attendant, Isabelle now serves as the COO of Residential Assisted Living Academy.With a decade of experience in the industry, she's recognized as one of the "Top Influencers in Senior Housing" and has won Aging Media's "Future Leaders of Assisted Living" award twice.Show Highlights:✅01:45 – Who is Isabelle?✅07:20 – Independent living✅12:34 – Licensing requirements✅20:49 – Return on investment✅27:35 – Finding tenant leads✅33:52 – Final thoughts

In this episode, Quinn McArthur shares his inspiring story of transitioning from military service to real estate entrepreneurship. As the founder of Apex Capital and co-founder of Legacy Land Fund.Quinn combines his background as a West Point graduate and former Green Beret with his passion for real estate investing. Through his ventures, Quinn aims to integrate faith and business, striving to advance the kingdom of God while generating passive income.Show Highlights:✅02:05 – Who is Quinn?✅09:31 – Real estate income stream✅18:45 – Underwriting collateral✅28:50 – All leverage flexibility✅37:19 – The 4 toppings✅43:26 – Final thoughts

Welcome to another Tax Tuesday episode of the Anderson Business Advisors podcast. Today, attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., delve into listener questions around how real estate investors can maximize their returns and navigate the often-overlooked tax benefits associated with oil and gas investments within retirement accounts. They also share valuable tactics for employing family members in a business to shift income and save on taxes. A significant portion of the discussion is dedicated to flipping properties, as they clarify the tax implications of this active income, debate the benefits of cost segregation studies for flips, and advise on the best entity structures to minimize tax burdens. Additionally, the episode covers charitable giving, exploring the differences between donor-advised funds and family foundations, and offering strategic insights for philanthropic tax deductions. Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics: "After seeing one of Toby's videos on five overlooked deductions, my interest in oil and gas investments was piqued. I am wondering if you can use your 401 (k) or a Roth to participate in a partnership. If so, would you get the tax benefits on the front end in year one? If you can do this in a tax advantage account, how is the 15 % depletion credit treated? - Oil and Gas and a retirement account - depreciation wouldn't really be a factor. Loan the money to yourself. “Are US notes bought at a discount in an aftermarket offering exempt from California income taxes?” - Yes they are What is the best way to pay your children for a small business owner?“- Pay them from a disregarded entity. What are the tax implications when flipping a property, is it? There's three. Is it active income taxed at the ordinary income tax bracket? Another old company Took a while and is there? Stop it. And is there self-employment tax? Where is it? is it beneficial to do a cost segregation study for bonus depreciation for a flip? What is the best entity structure for flips? - Generally, flipping is active/non-passive income. It depends on your material participation. How can we offset a W-2 income and lower AGI through real estate investing in rental properties that are potentially fixer-uppers? Can we claim property repair expenses, investments, mortgage interest taxes, et cetera, against W-2 income to lower and offset taxable income?- I did a cost segregation study on a fixer property I purchased and rehabbed in 2023, but haven't used it yet because I heard 100 % bonus depreciation might be reinstated. How long is the cost seg study good for since I had it completed in December of 2023? - The cost seg is based on 2023 never expires, you'd be eligible for at least 80%. Can I do cost segregation study on Airbnb in a foreign country? - Different countries have different tax rules, but for US tax purposes, it may not benefit you the way you think. I want to utilize rental property depreciation to the maximum. However, I held a property for five years and then did a 1031 exchange. I barely get any depreciation to use now. Please explain why what occurs to depreciation when I do a 1031 exchange. Will the original basis carry over to the replacement property? If so, is it accurate to say I get the most depreciation benefit when I buy straight up, not doing a 1031? - the original basis doesn't carry, but the adjusted basis does. What's the best way to transfer the ownership of my investment property to my son before my death? - You can gift it, but we don't recommend it because they won't get the stepped up basis to the fair market value. Put it in a living trust. How does a donor advice fund differ from a family foundation? - Both are great tools if used for the right purpose. You can invest up to 60% of your AGI in a DAF, or 30% AGI for a family foundation. Resources: Schedule Your Free Consultation https://andersonadvisors.com/ss/?utm_source=aba&utm_medium=podcast&utm_content=how-to-choose-the-best-entity-for-flipping-real-estate Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=aba&utm_medium=podcast&utm_content=what-is-the-best-tax-efficient-way-to-purchase-an-existing-business Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons

Join us as Derek Vickers shares his remarkable journey from humble beginnings to becoming a mobile home park mogul. With 38 parks and over 2000 units under his belt, Derek's success story is one of perseverance and determination.Having moved to Florida with just $300 in his pocket in 2012, Derek's journey is a testament to the power of hard work and dedication. Join us as Derek discusses his entrepreneurial journey, his passion for real estate, and his mission to empower others to achieve financial freedom through real estate investing.Show Highlights:✅02:06 – Who is Derek?✅08:33 – Real estate script✅16:43 – Operating procedures✅26:17 – Experience perspective✅33:33 – The 4 toppings✅37:24 – Final thoughts

In this episode, Alicia Ale, a seasoned real estate professional with over 18 years of experience, shares her insights into innovative real estate strategies. With a focus on Onyx Homes Properties, Alicia has played a crucial role in the success of investors through comprehensive planning and expert guidance.From developer representation to land acquisition and multifamily properties, Alicia's portfolio encompasses a wide range of real estate expertise. Tune in as she discusses the Onyx Method and how it's shaping the future of home construction, offering valuable insights for investors and homeowners alike.Show Highlights:✅01:20 – Who is Alicia?✅04:08 – Affordable housing✅08:09 – Cost control upgrades✅15:17 – Mobile factory✅22:10 – Investor relations✅27:49 – Final thoughts

On today's Tax Tuesday episode of the Anderson Business Advisors podcast, Eliot Thomas, Esq., is joined by Anderson CPA Barley Bowler. Barley and Eliot will cover some listener questions including strategies around deducting startup costs and choosing a business structure for loan eligibility, tax breaks like depreciation and claiming real estate professional status, paying taxes as a contractor on 1099 NEC forms, and when capital loss carryover deductions can be taken. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topics: "I joined Anderson and Infinity Investing in 2023, I established my first real estate investment, C-corporation, in December of 2023 for an official 2024 start date. What, if any expenses, membership, fees, et cetera, do I submit for 2023? ”We started to form the company in 2023. Do I hold out to list everything including the courses, business cards, opening expenses after the fact, or do I add these expenses to 2024?" - After the date of incorporation, everything's expensed as usual. “Pre-incorporation or pre-startup” costs are allowed to be deducted as long as they don't exceed $50,000 "I've heard we want a pass through real estate holding company that produces a K-1." That'd be a partnership. To enable easier lending on properties in the future. We talk about lendability. How do we get the most favorable lending criteria? Of course, it comes down to the bank, but we're certainly going to be covering that as well about bonus depreciation. We're trying to get a loan on a property. Depreciation is one of these expenses we have to pay attention to.” - in a partnership, as they mentioned here, You're allowed on the federal lending guidelines to have up to 70% of value. "We got cost seg and bonus depreciation to offset. Can it offset 1099 income and your social security income?" - If we're talking about a traditional long-term rental, we first need the real estate professional status, then material participation. "Hey, my tax is so high. What can I do? How can I reduce it?" - We potentially want to incorporate the business if the numbers are right, then we just look for all available deductions. "Why did I have to pay employment taxes when receiving a 1099 NEC?" "I knew I'd have to pay, but it wasn't taken out during the year. I don't have a business, so why do I have to pay taxes?" - an independent contractor form, 1099 NEC, is subject to ordinary income and employment taxes. "When selling an investment house like a rental property with some gains, what's the best way to protect our gain without sharing a good part of the check with the IRS?" - This is going to be your 1031 exchange, like-kind exchange. "Can capital loss carryovers be chosen when to use?" "Can we pick and choose when we do our losses?" - With capital losses, you can use them up to the amount of capital gains you had plus $3000 that will go against ordinary income. "Can I reduce my income tax from capital gains from selling stocks by using a loss in a real estate income or loss business? - If you have your real estate going on, some losses from there perhaps and expenses from that, there are some times where we can use that and times where we can't. I just created a business at the end of March." When is it a preferred time to contact a tax specialist and set up a meeting to ask questions, have things explained, and see if we were a good fit for this individual? - If you need some specific guidance or calculations, that's when we may push you to do a billable tax consult or tax planning. In the meantime, hop right into the Platinum knowledge room. Resources: Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=aba&utm_medium=podcast&utm_content=how-can-a-1099-contractor-reduce-taxable-income Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons  

Join us as Dan French shares his wealth of expertise spanning nearly two decades in real estate. As the Managing Director of ATX Acquisitions and CEO of ResProp, Dan's leadership has been instrumental in the growth and success of both ventures. With a focus on multi-family residential real estate, he has overseen substantial growth, managing over $2 billion in assets under management and leading a team of over 500 professionals.Certified Property Manager and holder of degrees from Binghamton University and Rockefeller College of Public Affairs and Policy, Dan brings a wealth of knowledge to the table. Join us as he discusses the transition from property investing to property management and shares valuable insights from his extensive experience.Show Highlights:✅02:01 – Who are Dan?✅08:19 – Learning lessons✅17:49 – Debt covenant✅28:12 – Business development✅37:35 – Real estate challenges✅44:09 – Final thoughts

Join us as Garrett and Ted Sutton delve into the intricacies of asset protection and legal fortification. Garrett Sutton, a prolific author and seasoned attorney, has guided over a million entrepreneurs and investors through his best-selling books and practice. Ted Sutton, a licensed attorney following his father's example, brings a fresh perspective shaped by his engineering background and legal education.Together, they provide invaluable insights into safeguarding assets and navigating legal complexities. Join them as they share innovative strategies to build a legal fortress and protect your wealth for generations to come.Show Highlights:✅01:56 – Who are Garrett & Ted?✅08:01 – Tax benefits LLC myths✅15:48 – Corporate veil✅24:55 – Business team work✅31:32 – The 4 toppings✅35:26 – Final thoughts

Welcome to another Tax Tuesday episode of the Anderson Business Advisors podcast. Today, attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., explain tax strategies for listener-submitted questions. The conversation digs into S-Corp vs. C-Corp for property management, understanding Unrelated Business Income Tax (UBIT) for non-profits, qualifying for Real Estate Professional status, and cost segregation and bonus depreciation for rentals. Submit your tax question to taxtuesday@andersonadvisors.  Highlights/Topics: "Is it better to have an S-corporation or C-corporation as your property management company managing your land trust and property held in your disregarded LLC? Are you required to have payroll with the S-corporation?" - With the management corporation, S or C, I personally like the C-corporation better. “Where and when does UBIT apply to real estate investing and generally to alternative investments? - You're going to run into this when you have exempt groups or we'll call them entities, nonprofits are also exempt. Does an accountable plan have identical benefits when comparing a C-corporation versus an S-corporation for a new business?" - being a new business or not shouldn't change too much. It's just a C Corp versus S Corp. "How do you know how much you can convert into a Roth IRA from a traditional one without getting pushed into a higher tax bracket when you don't know what your investment gains will be?" - we don't look at the taxable gains - whatever your tax bracket is, that's what's going to determine. “Augusta rule. I am my own real estate broker office scene out of my home. I just hosted a large client appreciation party at my house using rooms in a garden that are not my office. Can I apply an Augusta rule to it? If yes, could applying the Augusta rule increase my chances for an audit and to what percentage? - Augusta rule is 288. You can rent out your home up to 14 times a calendar year. This is entertainment, you could maybe deduct 50%, I wouldn't use Augusta for anything entertainment. “My question is I've never been able to take real estate professional status due to full-time employment as a W-2 employee. I took early retirement on January 2nd of 2024 of this year. I am still being paid the remainder of 2024 biweekly, but not actually working. I'm a licensed real estate broker and spend a lot and most of my time on real estate rentals, subdivision development, et cetera. With this payout biweekly for the remainder of the year, can I qualify as REP (real estate professional) status for 2024?" - The prohibition to having W2 income is if you are actually working at your W2 job. Here, we're not doing any work for that check. You're just getting paid free money for 2024. You can go out and put your time into real estate. “Given the time of the year that we're getting into with taxes being due especially in the fall, what are the first three steps in the tax planning process, and how does one approach the process differently for clients that earn less?" – Start with having excellent bookkeeping, identify where you are today, and plan where you are going in the future. "What is the best way to purchase an existing business for tax purposes?" - You're going to buy the assets, you want to buy the assets because now you're going to be able to get those at your fair market value that you pay for them. We call it stepped-up basis in your assets… "If I buy a short-term rental and do a cost seg the next year, I bought it, and listed it on Airbnb, can I rent it long-term for the following year or would that interfere with the cost seg done the prior year?" –This is a common strategy, there's nothing wrong with that - you want to at least rent it once in year one as a STR. "If I claim bonus depreciation on my rental property, do I need to return or reverse it when I sell the property? What happens with bonus depreciation when I sell a rental property, or I necessarily have it in current?” - It depends on the transaction. If you sell a property then you have to have gain. If you don't have gain on the sell, there is no depreciation recapture. Resources: Get Your Free Emergency Binder https://andersonadvisors.com/emergency-binder/ Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=aba&utm_medium=podcast&utm_content=what-is-the-best-tax-efficient-way-to-purchase-an-existing-business Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons

Join us as Mark Ritter, CEO of MBFS and Nu Direction Lending, sheds light on unlocking real estate opportunities with credit unions. With expertise in credit union and small business lending, Mark's organizations aim to empower credit unions to fund more loans for real estate investors and small business owners.From starting Members 1st Federal Credit Union's business lending program to leading MBFS, Mark has revolutionized credit union lending, increasing revenue and ensuring positive cash flow. Show Highlights:✅01:45 – Who is Mark?✅07:57 – Portfolio companies✅15:20 – Real estate strategies✅23:34 – Real estate financing✅30:54 – Investor perspective✅36:42 – Final thoughts