September Webinar

Webinar : Asset Protection & Tax Saving Strategies

October 12, 2023 | 2:00 PM - 3:30 PM PST

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Marina Leung

Host

Marina has been a real estate professional for over a decade and works with clients from all walks of life from teachers, physicians, engineers, entrepreneurs, and investors. She is analytical and methodical but is also fun to work with. Marina's exceptional service is truly one of a kind.

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Toby Mathis

Guest Speaker

Toby Mathis, Esq., is a tax attorney and founding partner of Anderson Business Advisors. He has played a key role in expanding Anderson's services from business and estate planning to include a thriving tax practice and registered agent service. Toby's approach is rooted in the success of their clients over 20 years, applying practical legal strategies. He specializes in utilizing the tax code, asset protection statutes, and probate and trust statutes. Anderson has been recognized by Inc 5000 five times and earned a #1 Values rating in Nevada in 2021. Toby also draws from his personal experience in real estate investments and shares his expertise through award-winning publications like "Tax-Wise Business Ownership" and "Infinity Investing," which received a Global Book Award—Gold Medal. He educates professionals and investors across the US through courses, and webinars, and holds a membership in the Forbes Real Estate and Finance Council. Toby's mission is to help clients preserve their wealth, protect it from legal and financial challenges, and build lasting legacies.

Here's What You'll Learn

Importance of Asset Protection

Probate Avoidance Techniques

Tax Saving Strategies for Real Estate Investors