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How to Stop Employee Theft & Embezzlement in Your Business
Toby Mathis

How to Stop Employee Theft & Embezzlement in Your Business

In this episode, Toby Mathis, Esq., of Anderson Business Advisors, welcomes David Pelligrinelli, a professional asset recovery expert from ActiveIntel. They dive deep into the alarming reality of employee theft and embezzlement in businesses of all sizes. David explains the...

The Best Entity for Real Estate Syndications and Maximum Tax Benefits
Anderson Advisors

The Best Entity for Real Estate Syndications and Maximum Tax Benefits

Tax season is in full swing, and in this Tax Tuesday episode, Anderson Advisors attorneys Amanda Wynalda, Esq., and Eliot Thomas, Esq., tackle numerous listener tax questions with practical advice. They discuss the Section 121 exclusion for primary residences, explaining...

Inherited IRAs Can You Convert to a Roth Tax-Free
Toby Mathis

Inherited IRAs: Can You Convert to a Roth Tax-Free?

Today, Anderson Advisors attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., discuss topics including navigating inherited IRAs and potential Roth conversions to understanding crucial deadlines for spousal and non-spousal inheritances. The questions explore filing for trading LLCs with expenses but...

Toby Mathis

How to Use 401(k) Funds to Start a Nonprofit (Avoiding 10% Penalty)

Today, Anderson Advisors attorneys Barley Bowler, CPA and Eliot Thomas, Esq. discuss topics including how 401(k) funds can be borrowed up to $50,000 without tax penalties, while confirming that backdoor Roth IRA contributions made in 2024 but converted in 2025...

Predicting 2025 Real Estate Trends
Toby Mathis

Predicting 2025 Real Estate Trends

Real estate visionary Neal Bawa, CEO of Grocapitus and MultifamilyU, returns to the podcast. Neal always presents a compelling data-driven forecast that should capture every investor's attention. Despite current market uncertainties, Bawa reveals a significant 5-million-unit housing shortage alongside plummeting...

#1 Real Estate Strategy for 2025
Toby Mathis

The #1 Real Estate Strategy for 2025

In this episode, Toby Mathis, Esq., of Anderson Business Advisors, chats with Atticus LeBlanc, CEO of PadSplit. Toby and Atticus discuss the innovative approach PadSplit is taking to address homelessness and provide affordable housing. They dive into troubling statistics about...

Toby Mathis

How to Move a Rental Property to a Trust & S-Corp for Asset Protection

Welcome to Tax Tuesday. Anderson Advisors attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., tackle various tax-related questions. Topics include retroactively claiming real estate deductions and depreciation, handling health insurance premiums for an S-corp, understanding the rules around setting up...

The Real Estate Investing Strategy That is Taking Off
Clint Coons

The Real Estate Investing Strategy That is Taking Off

Today Clint Coons, Esq., sits down with Winston Templet, a seasoned real estate investor, developer, and contractor with over 20 years of experience. Based in Tennessee, Winston shares insights from his extensive career, including his early days as a reluctant...

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