Anderson Business Advisors Podcast
Business:Investing
It’s never a good idea to gift things to somebody. Instead, make them work for it. Take care of yourself, your family, and your taxes. Toby Mathis and Jeff Webb of Anderson Advisors answer your tax questions. Submit your tax question to taxtuesday@andersonadvisors.
Highlights/Topics:For all questions/answers discussed, sign up to be a Platinum member to view the replay!
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Resources:Tax and Asset Protection Workshop (Free 1-Day Virtual Event on Feb. 27)
http://aba.link/TAP227
Wills and Trusts
https://andersonadvisors.com/living_trusts/
MileIQ
https://www.mileiq.com/
Real Estate Professional Requirements
https://www.irs.gov/pub/irs-utl/33-Real Estate Professionals.pdf
Doing Business As (DBA)
https://www.entrepreneur.com/encyclopedia/doing-business-as-dba
Entity Formation
https://andersonadvisors.com/entity_formation/
1031 Exchange
https://www.irs.gov/pub/irs-news/fs-08-18.pdf
Bonus Depreciation
https://www.irs.gov/newsroom/new-rules-and-limitations-for-depreciation-and-expensing-under-the-tax-cuts-and-jobs-act
Depreciation Recapture
https://www.investopedia.com/terms/d/depreciationrecapture.asp
Form W-9
https://www.irs.gov/forms-pubs/about-form-w-9
Intentionally Defective Grantor Trust (IDGT)
https://www.investopedia.com/terms/i/igdt.asp
Section 121 Exclusion
https://www.irs.gov/taxtopics/tc701
FHA Loan Requirements
https://www.fha.com/fha_loan_requirements
Capital Gains and Losses
https://www.irs.gov/newsroom/capital-gains-and-losses-10-helpful-facts-to-know-0
Form 1099
https://www.irs.gov/forms-pubs/about-form-1099-misc
Retirement Plans
https://andersonadvisors.com/retirement_plan/
Self-Directed IRA (SDIRA)
https://www.investopedia.com/terms/s/self-directed-ira.asp
Unrelated Business Income Tax (UBIT)
https://www.irs.gov/charities-non-profits/unrelated-business-income-tax
Conservation Easements
https://www.conservationeasement.us/what-is-a-conservation-easement/
Solar Investment Tax Credit (ITC)
https://www.seia.org/initiatives/solar-investment-tax-credit-itc#:~:text=Quick%20facts,large%2Dscale%20utility%20solar%20farms.
Taxpayer Certainty and Disaster Tax Relief Act of 2020
https://www.finance.senate.gov/download/section-by-section_-taxpayer-certainty-and-disaster-tax-relief-act-of-2020
Step-Up in Basis
https://www.investopedia.com/terms/s/stepupinbasis.asp#:~:text=A%20step%2Dup%20in%20basis%20is%20the%20readjustment%20of%20the,for%20tax%20purposes%20upon%20inheritance.&text=The%20asset%20receives%20a%20step,of%20property%20transferred%20at%20death.
CARES Act
https://www.congress.gov/116/bills/hr748/BILLS-116hr748enr.pdf
Charitable Organizations
https://www.irs.gov/charities-non-profits/charitable-organizations
Opportunity Zones
https://www.irs.gov/credits-deductions/opportunity-zones-frequently-asked-questions
Rollovers as Business Start-Ups (ROBS)
https://www.irs.gov/retirement-plans/rollovers-as-business-start-ups-compliance-project
Toby Mathis
http://tobymathis.com/about-toby-mathis/
Anderson Advisors
https://andersonadvisors.com/
Anderson Advisors Events
https://andersonadvisors.com/all-events/
Events@andersonadvisors.com
Anderson Advisors Tax and Asset Protection Workshop
https://andersonadvisors.com/asset-protection/
Anderson Advisors Tax-Wise Workshop
https://andersonadvisors.com/tax-wise-workshop-for-businesses-investors/
Anderson Advisors Infinity Investing Workshop
https://andersonadvisors.com/investing-workshop-passive-income-generating-machine/
Anderson Advisors on YouTube
https://www.youtube.com/channel/UCX5nh607M8hSBLiMB9MgbIQ
Anderson Advisors on Facebook
https://www.facebook.com/AndersonBusinessAdvisors/
Anderson Advisors Podcast
https://andersonadvisors.com/podcast/
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