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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
Depreciation
S Corporation
Asset Protection
Capital Gains
Capital Gains Tax
Passive Income
IRS Regulations
Real Estate Professional Status
Short-Term Rentals
LLC
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
InvestingBusiness

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Artwork for Anderson Business Advisors Podcast

Latest Episodes

In this episode of Tax Tuesday, Anderson Advisors' Eliot Thomas, Esq., and Barley Bowler, CPA, answer listener questions covering a wide range of tax strategies for real estate investors, business owners, and individuals looking to minimize their tax... more

Today on Tax Tuesday, Anderson Advisors Barley Bowler, CPA, and Eliot Thomas, Esq., tackle important tax questions involving capital gains, opportunity zones, 1031 exchanges, bonus depreciation, and business tax planning. They discuss whether living ... more

Why do wealthy investors put money into oil and gas, even when energy prices are unpredictable? In this episode, Anderson attorney and tax expert Toby Mathis sits down with Steve Blackwell, CEO of Invito Energy Partners, to explore how oil and gas in... more

In this episode of Tax Tuesday, Anderson Advisors’ Barley Bowler, CPA, and Eliot Thomas, Esq., answer listener questions covering real estate taxation, depreciation, capital gains, Real Estate Professional Status, R&D tax credits, and retirement plan... more

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Recent Guests

Steve Blackwell
CEO of Invito Energy Partners with more than 18 years in the oil and gas industry
Invito Energy Partners
Episode: How The Wealthy Use Oil & Gas to Reduce Their Tax Bill
Randy Zimnoch
Founder/Executive at Optimus Capital
Optimus Capital
Episode: The LLC Lending Trap: How To Scale Your Portfolio Without Losing Asset Protection
Karim Hanafy
Head attorney for the nonprofit division
Anderson Business Advisors
Episode: 6 Smart Ways AI Can Grow Your 501(c)(3)
Chris Streit
Partner at CSA Partners
CSA Partners
Episode: Cost Segregation Studies Under Fire? Here's What Changed
Jeff Cottle
Attorney with Anderson Business Advisors
Anderson Business Advisors
Episode: The Truth About Trader Status (Most Investors Get This Wrong)
Eliot Thomas
Manager of Tax Advisors at Anderson
Anderson
Episode: There Are Over 1.2 Million Retirement Millionaires (How To Become One)
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

Hosts

Eliot Thomas
Manager of Tax Advisors at Anderson Advisors
Toby Mathis
Host of the show / Anderson Business Advisors Podcast
Barley Bowler
Host and CPA at Anderson Advisors

Reviews

4.8 out of 5 stars from 95 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 States4 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 States8 years ago

Listeners Say

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

Extremely informative and high quality; asset protection and tax planning are well explained.

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Talking Points

Recent interactions between the hosts and their guests.

How To Pay Less Taxes On Options Trading & Dividend Income
Q: What is the most efficient way to track my hours as a full-time real estate investor to be eligible for write-offs?
Use a consistent time-tracking app or other contemporaneous record, avoid rounded estimates, and document qualifying real estate work. Real estate professional status generally requires more than 750 hours and more than half of the individual's working time in real estate, along with material participation in rental activities.
How To Pay Less Taxes On Options Trading & Dividend Income
Q: What are your best tax recommendations for handling capital gains from options trading and dividend income?
They recommend considering capital-loss harvesting and, for eligible capital gains, opportunity zone investments. Qualified dividends may be taxed at long-term capital-gains rates but remain portfolio income, so they cannot be offset with capital losses or invested in an opportunity zone as capital gains.
How The Wealthy Use Oil & Gas to Reduce Their Tax Bill
Q: How do you minimize that? How do you spot the bad ones?
Blackwell recommends focusing on developmental, tier-one acreage rather than exploratory projects, scrutinizing the deal structure and fees, and checking the sponsor's background and alignment with investors.
How The Wealthy Use Oil & Gas to Reduce Their Tax Bill
Q: I just said that the wealthy don't necessarily invest in oil for oil. They're investing it for other reasons. Is that accurate?
Blackwell says that investors in direct upstream oil and gas often begin with tax planning in mind, because qualifying investments can receive significant tax benefits and may offset ordinary income.
The Truth About Bonus Depreciation And 1031 Exchanges
Q: Will a property acquired through a 1031 build-to-suit exchange qualify for bonus depreciation?
The exchange itself does not disqualify the property. Whether cost segregation or bonus depreciation is useful or available may depend on the replacement property's qualifying components, carryover basis, additional investment and transaction structure. The hosts note uncertainty among practitioners about some build-to-suit arrangements.

Audience Metrics

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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 show consistently packs practical guidance at the intersection of real estate investing, taxes, and business strategy. Episodes center on asset protection, tax optimization, and entity structures (LLCs, S-corps, C-corps), with live Q&A that tackles everything from 1031 exchanges and cost segregation to retirement accounts, AI for nonprofits, and sophisticated loan options. A notable strength is the blend of experienced hosts and guest experts from affiliated firms, delivering actionable steps, risk cautions, and planning notes that listeners can apply to real estate deals, trading activities, and small businesses. The format frequently emphasizes live events, strategy sessions, and firm-backed resources, making it especially valuable f... 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. Real Wealth Show: Real Estate Investing Podcast
4. Ken McElroy Show
5. Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

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. Steve Blackwell
2. Randy Zimnoch
3. Karim Hanafy
4. Chris Streit
5. Jeff Cottle
6. Eliot Thomas
7. Savannah Wallace
8. Kareem Hanofi

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