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Tax Tuesdays
Tax Tuesday Episode 145: Estate Tax Strategies

How was your 4th of July? Did you enjoy your time off and travel to visit family and friends? Now, back to reality and talk about taxes. Toby Mathis and Jeff Webb of Anderson Advisors answer your tax questions. Submit your tax question to taxtuesday@andersonadvisors.


  • Business Vehicle: Buy or lease? What are the pros and cons of each? Do trucks and SUVs have an added deduction? Better to buy than lease larger vehicles, but it’s better to lease versus buy vehicles, such as sedans and coupes, under 6,000 lbs because depreciation is limited
  • Can I pocket money when I file taxes when there is no profit with the business? Yes, if it’s your business; the only time you can’t take money is in excess of your business and you are not at risk for the business
  • Are solo 401ks impacted by the new IRS rules for IRA accounts? Play by the rules and don’t begrudge those who win by playing the rules
  • How many properties should one have before considering doing a cost segregation? One property is all you need to do a cost segregation

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

Entity Formation

Real Estate Professional Requirements

Bonus Depreciation

Depreciation Recapture

Capital Gains and Losses

Section 121 – Capital Gains Exclusion

Retirement Plans

Wills and Trusts

Merrill Lynch

Edward Jones


1031 Exchange

Cost Segregation Authority

Franchise Tax


Qualified Opportunity Fund/Zone

Step-Up in Basis




Charitable Organizations


Toby Mathis

Anderson Advisors

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Anderson Advisors Tax and Asset Protection Workshop

Anderson Advisors Tax-Wise Workshop

Anderson Advisors Infinity Investing Workshop

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Full Episode Transcript:

Toby: All right, guys. If you’re tuning in for Tax Tuesday, you’re in the right spot. First off, welcome to Tax Tuesday. We’ll just jump right on in. I’ll let some of you guys get into the platform. Jeff, I got to tell you, I have it easy where I’m at because I have multiple screens. I can actually look at the questions and I can actually see my mouse.

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