Why is it crucial to be an active participant in filing taxes and protecting assets?

 

In this episode, we talk to Toby Mathis from Anderson Business Advisors about making taxes simple and understandable. From breaking down IRS codes into language everyone can understand to offering advice on how to become an active participant in filing taxes and protecting your assets, Toby is an expert in his field. We'll also talk about the differences between tax preparers and tax planners, so listeners will understand the importance of ensuring their planner is invested in the same things they are for proper tax strategy planning.

 

Learn how to keep more of what you work hard for by understanding the tax code!

 

 

[00:00 - 05:49 ] Toby Mathis: Master of Breaking Down IRS Codes & Making Tax Planning Simple

• How Toby makes taxes simple and interesting

• How to break down IRS codes in a way that is understandable for everyday people

• The need to be active participants when filing taxes and protecting assets

• The importance of understanding the tax code to play the game correctly

 

[05:50 - 10:33 ] Learn How to Pay Less Taxes with the Anderson Group's Webinars

• Toby breaks down the difference between tax preparers and planners

• Anderson Group offers weekly and biweekly classes to educate people on taxes

• To save money, it is crucial to understand the deductions and codes available

 

[10:34 - 12:07 ] Wrapping Up!

• Introducing a four-day event to learn more about taxes

• Educate yourself, don't just be a victim and wait

 

 

 

Want to connect with Toby? Follow him on YouTube. Head to Infinite Investing to enhance your financial literacy!

 

 

 

Resources Mentioned:

 

Anderson Business Advisors

 

 

 

Key Quotes:

 

 

"You are better at knowing what to do with your money than Uncle Sam."- Mina Rickey

 

“You are welcome to read through the tax code so you can keep and use your money the best way you think necessary.” - Mina Rickey

 

 

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