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How Do You Manage Cash Flow Through Your Entity

by Carl Zoellner

What are the methods for managing cash flow through your entity?  In this episode of Coffee with Carl, attorney Carl Zoellner guides you through the process of managing cash flow through your... Continue Reading

IRA Rollover Rules: 7 Frequently Asked Questions About Rollover IRAs

by Clint Coons

An IRA is an individual retirement account. This type of account allows a retail investor to save for the future by investing in a managed portfolio. 7 IRA Rollover Rules FAQS What is a Rollover... Continue Reading

ETF vs Mutual Fund: 4 Key Differences

by Toby Mathis

When it comes to investing, most retail investors are familiar with the idea of buying and selling stocks on the stock market. Many investors choose to put their investments on autopilot, which they... Continue Reading

What Things Do You Need To Know About Using a Nominee Trustee

by Carl Zoellner

What are the circumstances appropriate for using a nominee trustee? In this episode of Coffee with Carl, attorney Carl Zoellner guides you through the process of using a nominee trustee.  Trustee... Continue Reading

How to Start Mobile Home Investing

by Clint Coons

When you think of real estate investing, you probably think of buying a fixer upper, remodeling it, and putting it back on the market—a process commonly known as flipping homes. You might even think... Continue Reading
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Toby Mathis, Esq.

Founding Partner Attorney

Toby is an attorney on a mission to help investors and business owners keep and grow more. A founding partner of Anderson Business Advisors, Toby helped Anderson grow its practice from one of business and estate planning to a thriving tax practice and registered agent service with tens of thousands of clients nationwide. In addition to advising clients and investing in his own real estate projects throughout the United States, Toby is a member of the Forbes Real Estate and Finance Council and has authored several books, including Tax-Wise Business Ownership (now in its fourth edition) and 12 Steps to Running a Successful Business. Toby teaches extensively throughout the US to groups of investors and professionals, with many of his courses certified for continuing education credit for legal, accounting, and real estate professionals. He teaches a popular bi-weekly webinar, Tax Tuesday, where business owners and investors can ask any tax question and get answers LIVE on-air.