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S7, Episode 27 - Tax Strategies with a Tax Attorney---Toby Mathis of Anderson Law Group

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Manage episode 342015012 series 2360913
Content provided by Dave Denniston. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Denniston or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

An experienced tax attorney can help you understand complicated rules, handle trusts and estates, estate planning, business, and commercial litigation, and compliance.

In this episode, Tony Mathis will cover the most important things that you need to know in Tax Strategies.

Toby Mathis is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States

In this episode, Toby & Dave talk about…

  • How did Tony become a tax attorney?
  • Know more about Malpractice lawsuits
  • Why is it important to be careful NOT to tell who you are when you get into an accident?
  • Thoughts about the world tax TODAY
  • What makes a real estate professional by tax standard?
  • Tax rules for real estate professionals

Resources Mentioned:

Books:

Infinity Investing: How The Rich Get Richer And How You Can Do The Same

Website:

Locum Story

Toby Mathis Youtube Channel

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

----more--------more--------more----

Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.

The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.

Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

  continue reading

217 episoade

Artwork
iconDistribuie
 
Manage episode 342015012 series 2360913
Content provided by Dave Denniston. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Denniston or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

An experienced tax attorney can help you understand complicated rules, handle trusts and estates, estate planning, business, and commercial litigation, and compliance.

In this episode, Tony Mathis will cover the most important things that you need to know in Tax Strategies.

Toby Mathis is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States

In this episode, Toby & Dave talk about…

  • How did Tony become a tax attorney?
  • Know more about Malpractice lawsuits
  • Why is it important to be careful NOT to tell who you are when you get into an accident?
  • Thoughts about the world tax TODAY
  • What makes a real estate professional by tax standard?
  • Tax rules for real estate professionals

Resources Mentioned:

Books:

Infinity Investing: How The Rich Get Richer And How You Can Do The Same

Website:

Locum Story

Toby Mathis Youtube Channel

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

----more--------more--------more----

Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.

The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.

Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

  continue reading

217 episoade

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