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Artwork for Anderson Business Advisors Podcast

Anderson Business Advisors Podcast

AndersonAdvisors.com
1031 Exchange
Cost Segregation
Real Estate Investment
Tax Strategies
Real Estate
Bonus Depreciation
Tax Deductions
Tax Planning
Real Estate Investing
S Corporation
Asset Protection
Depreciation
Capital Gains Tax
Capital Gains
Passive Income
IRS Regulations
Short-Term Rentals
LLC
Real Estate Professional Status
Qualified Business Income Deduction

Real Estate Investors, Stock Traders, and Business Owners guide to preserve their wealth, protect their assets, and prosper in the future.

PublishesWeeklyEpisodes100Founded8 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Anderson Business Advisors Podcast

Latest Episodes

Want to build a million-dollar retirement without guessing on stocks? In this video, Toby Mathis, Esq. is joined by Eliot Thomas, Esq. of Anderson Business Advisors to break down how the type of account you use—like a taxable brokerage account versus... more

In this Tax Tuesday episode, Anderson Advisors' Barley Bowler, CPA, and Eliot Thomas, Esq., answer listener questions covering entity structuring, real estate tax planning, investing, and charitable giving strategies. They explain when it makes sense... more

Interested in learning how to hide your real estate with a land trust? Schedule a free consultation here: aba.link/rcvw

In this podcast, Toby Mathis sits down with attorney and asset protection expert Amanda Wynalda to explain why keeping yo... more

Would you like to learn more about protecting your assets and minimizing taxes? Schedule a free consultation here: aba.link/964265

Today, we're discussing a significant tax credit, the Eligible Automatic Contribution Arrangement (EACA), whic... more

Key Facts

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Number of Listeners
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Recent Guests

Savannah Wallace
Attorney at Anderson, expert guest explaining EACA
Anderson Business Advisors
Episode: The Hidden Tax Credit Most Business Owners Are Missing
Kareem Hanofi
Non-profit attorney with Anderson Advisors
Anderson Advisors
Episode: How to Convert a Rental Into a Primary Home Without Tax Surprises
Chris Stack
529 plan expert
Episode: 3 Secret Ways 529 Plans Can Boost Your Retirement Savings
Caleb Guilliams
Insurance expert invited onto the show to discuss infinite banking and life insurance
Episode: The Truth About Infinite Banking And Permanent Life Insurance
Neal Bawa
Real estate investor and educator, discusses market predictions
Episode: The 2026 Housing Market Forecast
Brian Hanson
Co-founder of Real Advisors and AI for Business
AI for Business
Episode: AI for Real Estate Investing Find Deals, Market Deals, and Maximize Returns
Bill Donovan
President of Pritikin Longevity Center
Pritikin Longevity Center
Episode: The #1 Killer in America: How to Prevent Cardiovascular Disease
Tom Chittum
Former ATF deputy director and current attorney specializing in firearms law
Chittum Law
Episode: Guns and Estate Planning What Every Family Needs to Know
Chris Streit
CEO of CSA Partners, experts in cost segregation and depreciation strategies for real estate investors
CSA Partners
Episode: Real Estate’s Biggest Tax Loophole Cost Seg + 1245 Exchange Explained

Hosts

Toby Mathis
Host of the show and representative of the firm; frequently discusses tax and real estate strategies.
Barley Bowler
CPA at Anderson Advisors; co-host for tax and cost-segregation topics.
Amanda Wynalda
Executive attorney hosting Tax Tuesday; leads discussions on tax planning and entity structures.
Eliot Thomas
Manager of Tax Advisors; co-host focusing on tax strategies for real estate and business.

Reviews

4.8 out of 5 stars from 94 ratings
  • Extremely informative, high quality podcast

    This is a podcast like no other when it comes to asset protection, tax planning and business planning. Highly recommend! It will make you a smarter person guaranteed

    Apple Podcasts
    5
    Cmeiselman1997
    United States3 years ago
  • Great podcast

    Great podcast ! I have learned a lot from taxation to real estate and many more! Excited to listen more episodes!

    Apple Podcasts
    5
    Multifamily University
    United States4 years ago
  • Great and timely legal education

    I have learned a TON from Anderson advisors over the last two years between their webinars and podcast. Clint, Toby and Don do a great job simplifying legalese.

    Apple Podcasts
    5
    raptor2xtreme
    United States4 years ago
  • SUPER.HIGH.YIELD

    Phenomenal podcast ! Chock full of incredible tax

    Knowledge nuggets for all.

    From the seasoned investors to newbies.... if you pay tax (and with good planning hopefully it’s minimized) then this show is for YOU.

    Clint, Toby and Jeff have hit a true home run with this show. Tax Tuesday’s w/ the focus on answering listeners’ questions gives great breadth and depth of tools to learn about tax optimation... the other podcasts have fantastic interviews on variety of subjects.

    All of the hosts are... more

    Apple Podcasts
    5
    Amkrad1
    United States7 years ago
  • Invaluable information: FOR FREE!

    Toby and jeff make taxes surprisingly fun and interesting! All of this information is extremely helpful, comprehensive and free!

    Keep up the great work!

    Apple Podcasts
    5
    howard n olivia
    United States7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Clear, actionable tax and real estate guidance with practical examples.
High-quality, depthful content with real-world applicability for investors and owners.
Hosts communicate complex ideas in accessible terms and provide useful takeaways for listeners.
Consistent focus on asset protection and tax optimization.
Listeners appreciate live Q&A format and actionable planning steps.

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Talking Points

Recent interactions between the hosts and their guests.

When Should You Start An LLC For Real Estate Flipping?
Q: At what point do I need to form an LLC or S Corp for my real estate flipping business?
You should form an entity before starting flips to ensure asset protection and to avoid dealer status, which can trigger ordinary income tax on activities that are capital gains; an LLC with S or C election is commonly recommended for flips.
When Should You Start An LLC For Real Estate Flipping?
Q: Please speak about vacation rentals that are considered primary residences or second homes. Can we take advantage of the STR loophole?
If you use the property personally beyond the allowed thresholds (the greater of 14 days or 10% of fair market rental days), it's treated as a personal residence, and rental deductions are limited; you'll still have rental income to report, and losses can carry forward but cannot create a net loss against other income.
The Hidden Tax Credit Most Business Owners Are Missing
Q: What steps should a listener take to qualify, and can existing IRA or 401k setups be adapted?
If you already have a solo 401k, you need to amend the plan documents to include the EACA language; if you don't have a plan, consider setting one up and scheduling a consult to determine eligibility, since rollovers like an existing IRA into a solo 401k can fund the new plan and unlock the credit.
The Hidden Tax Credit Most Business Owners Are Missing
Q: Which plans are eligible, and how does it differ from other credits people may have heard about?
The credit applies to solo 401k and traditional 401k plans, but the startup cost credits are not available to solo 401ks, which creates a unique carve-out under the Secure 2.0 Act that favors solo 401k adoption and amendment.
The Hidden Tax Credit Most Business Owners Are Missing
Q: Tell us about the tax credit and who qualifies.
The Eligible Automatic Contribution Arrangement (EACA) offers $500 per year for up to three years for a sponsoring entity that has a solo 401k in place, and it can apply to both new and existing solo 401k plans once the required language is added to the plan documents.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
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Frequently Asked Questions About Anderson Business Advisors Podcast

What is Anderson Business Advisors Podcast about and what kind of topics does it cover?

This program targets real estate investors, stock traders, and business owners who want practical, tax- and asset-protective strategies to preserve wealth and scale wealth-building activities. Episodes consistently center on real estate structures, cost segregation, 1031 exchanges, opportunity zones, and sophisticated estate- and retirement-planning tools, often in live Q&A formats. A standout aspect is the emphasis on actionable, hands-on planning with emphasis on liability protection, efficient tax planning, and using entity structures to optimize cash flow. The show frequently features seasoned tax and real estate advisors as well as practitioners who share concrete examples and risk-aware guidance, making complex topics accessible for a... more

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Which podcasts are similar to Anderson Business Advisors Podcast?

These podcasts share a similar audience with Anderson Business Advisors Podcast:

1. Tax Smart Real Estate Investors Podcast
2. Main Street Business
3. Passive Income Pilots
4. Get Rich Education
5. Ken McElroy Show

How many episodes of Anderson Business Advisors Podcast are there?

Anderson Business Advisors Podcast launched 8 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Anderson Business Advisors Podcast?

Recent guests on Anderson Business Advisors Podcast include:

1. Savannah Wallace
2. Kareem Hanofi
3. Chris Stack
4. Caleb Guilliams
5. Neal Bawa
6. Brian Hanson
7. Bill Donovan
8. Tom Chittum

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