Recent Articles
Real Estate InvestingTax StrategiesBusiness StructuresEstate Planning
The Insurance Shield: Essential Policies for Maximum Property Protection
Toby Mathis
Approximately two-thirds of Americans with homeowner insurance policies are underinsured, according to the Insurance Information Institute. The average policyholder is underinsured by around 20 percent, but some are... Continue Reading
How To Maximize Your Real Estate Tax Benefits
Toby Mathis
Investing in real estate is an excellent strategy to increase revenue and create wealth. In addition to the opportunity for exceptional returns, real estate investing also offers many tax benefits. This article covers... Continue Reading
Why Forming a Business in Wyoming Is Smart
Clint Coons
The rugged and stunning state of Wyoming is known for its mountains, national parks, and outdoor activities. It is also one of the best locations to incorporate a business. Entrepreneurs and business owners are... Continue Reading
Starting a Nonprofit
Toby Mathis
Introducing the Series LLCs, a New Take on LLCs
Anderson Advisors
Estate Tax Exemption: How Much It Is and How to Calculate It
Toby Mathis
You may have heard about the so-called “death tax” on the transfer of assets after death. The federal government and some states levy estate taxes upon a person’s death, but only if the value of their... Continue Reading
How To Protect Your Personal Bank Account (Avoid Garnishment!)
by Clint Coons
I’m about to share with you a crucial lesson I learned the hard way. In the world of finance and asset protection, I thought I had all my bases covered, but I was in for a rude awakening. My... Continue ReadingNavigating the 1031 Exchange to Maximize Investments for Business Owners
by Toby Mathis
A 1031 exchange is a real estate investment strategy where you defer paying capital gains tax on a property you sell by putting the proceeds toward a like-kind property. If that seems a little... Continue ReadingDeferral of Capital Gains Tax vs Step-Up in Basis
by Toby Mathis
When you sell an asset for more than you originally paid for it, your profit is called a capital gain. Capital gains are taxable at a rate based on how long you hold the sold asset. If you’re... Continue ReadingAre There Any State-Specific Estate Taxes in Addition to the Federal Tax?
by Toby Mathis
The federal estate tax is a tax on a person’s assets upon their death. It doesn’t apply to all estates, only to those with assets valued above a specific threshold, called an exemption... Continue Reading