WFN #099 - How Asset Protection 🔐and Tax Savings 💵 Work TOGETHER 🤝with Toby Mathis

 Too many people look at separate places when choosing a CPA and an attorney.  Why not pick ONE company that can handle BOTH?

Anderson Advisors is a top rated, Best Places to Work and Inc 5000 company that has helped clients all over the country to SAVE on taxes, PROTECT their investments AND create the best estate planning.

Today's guest, Toby Mathis joins us to explain what him and his business partner do, how he got started and finally puts to bed many of the myths and fears when it comes to asset protection.

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


RESOURCES MENTIONED:

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Cover Your Ass(ets)

Toby's Book - Infinity Investing

Anderson Business Advisor's podcast

Olmstead v. Federal Trade Commission

Iowa farmer sentenced for filing false returns in tax fraud case

IRS Publication 55

What is Cost Segregation?

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Toby's YouTube Channel


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• 8:24 [Ad] Big Talk About Small Business
• 9:09 (Cont.) WFN #099 - How Asset Protection 🔐and Tax Savings 💵 Work TOGETHER 🤝with Toby Mathis