EP367 Successful Investing Strategies this Tax Attorney Has Learned from Over 10,000 Clients with Toby Mathis

Published: Jan. 9, 2023, 6 a.m.

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My guest today is a tax attorney who has worked with real estate clients for over twenty years, and in that time has come to recognize the choices and strategies that separate the successful investors from those who struggle.

Toby Mathis, Esq., is a founding partner of Anderson Business Advisors with tens of thousands of clients nationwide. Toby advances his clients\\u2019 interests by combining expert tax advice with his personal experiences investing in over 200 of his own real estate projects. He\\u2019s also an award-winning writer and his recent book was an Amazon #1 bestseller called \\u201cInfinity Investing: How the Rich Get Richer and How you Can Do the Same\\u201d.

Today, Toby shares the top three tax strategies his successful clients employ in real estate, along with the biggest mistakes he sees some of his clients making. We\\u2019ll talk about the one thing you can do to avoid being a target for the IRS, and you\\u2019ll learn what Infinity Investing is all about.

Find out more:

https://tobymathis.com/podcast/

Today\\u2019s episode is brought to you by Green Property Management, managing everything from single family homes to apartment complexes in the West Michigan area.

https://www.livegreenlocal.com

And RCB & Associates, helping Michigan-based real estate investors and small business owners navigate the complex world of health insurance and Medicare benefits.

https://www.rcbassociatesllc.com

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