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Posts byToby Mathis

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Trump’s Big Beautiful Tax Bill–Business Tax Breaks
Toby Mathis

The 2025 tax overhaul—dubbed “Trump’s Big Beautiful Tax Bill”—includes major changes for small business owners and investors.  Passed by the Senate and House of Representatives and signed into law by the White House, this federal government-backed tax reform fulfills a...

11 Ways to Pass Down Real Estate
Toby Mathis

What happens to your rental real estate when you pass away? The answer depends on how you own it. Investment properties can move through probate, pass to a surviving co-owner, go to a named beneficiary, or remain in a trust....

7 Tax Strategies For Stock Investors
Toby Mathis

Looking for the best stock trader tax strategies to reduce your IRS bill and maximize profits?  Most equity traders—even savvy ones—miss out on major tax advantages simply because they don’t understand how the tax code treats trading activity. Whether you’re...

10 Ways Real Estate Investors Avoid Paying Taxes
Toby Mathis

Strategic tax planning isn’t just important for real estate investors—it’s essential for long-term wealth building. The most successful investors don’t wait until tax season to think about deductions or write-offs. They use proven tax strategies year-round to legally defer, reduce,...

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