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147 videos from Toby Mathis Esq | Tax Planning & Asset Protection

What A Tax Attorney Wants Every Parent To Know About Trump Accounts17:44

What A Tax Attorney Wants Every Parent To Know About Trump Accounts

4.3K views

Would You Take $1M NOW or $6k per Month? How to Calculate24:43

Would You Take $1M NOW or $6k per Month? How to Calculate

29.4K views

The IRS Built You A Wealth Machine. You're Not Using It.32:05

The IRS Built You A Wealth Machine. You're Not Using It.

59.6K views

Give Your Kids Money Now or Later? How to Make the Best Decision17:41

Give Your Kids Money Now or Later? How to Make the Best Decision

17.4K views

This One Form Overrides Your Will And Trust Every Time27:31

This One Form Overrides Your Will And Trust Every Time

141.8K views

6 Smart Ways AI Can Grow Your 501(c)(3)49:51

6 Smart Ways AI Can Grow Your 501(c)(3)

1.5K views

5 Financial Secrets YOU SHOULD NEVER TELL ANYONE21:24

5 Financial Secrets YOU SHOULD NEVER TELL ANYONE

116.4K views

I Was Wrong About HSAs Until I Learned This Rule...23:11

I Was Wrong About HSAs Until I Learned This Rule...

37.1K views

Never Tell A Car Dealer You're Paying Cash — Tax Attorney Explains22:10

Never Tell A Car Dealer You're Paying Cash — Tax Attorney Explains

530.9K views

The IRS Has Two Tax Systems - Do You Know Which One You Are In?19:25

The IRS Has Two Tax Systems - Do You Know Which One You Are In?

12.1K views

3 Catastrophic Mistakes People Make When Entering Partnerships35:44

3 Catastrophic Mistakes People Make When Entering Partnerships

2.7K views

The Family Holding Company (How Smart Investors Protect Everything They've Built)33:10

The Family Holding Company (How Smart Investors Protect Everything They've Built)

27.4K views

The 6 Best Assets To Inherit And The 6 Worst21:40

The 6 Best Assets To Inherit And The 6 Worst

194.4K views

Don't Put These 7 Assets In Your Living Trust (Most People Get This Wrong)21:45

Don't Put These 7 Assets In Your Living Trust (Most People Get This Wrong)

144.5K views

The Trader Status Tax Loophole Most Investors Miss (Saves Thousands)30:46

The Trader Status Tax Loophole Most Investors Miss (Saves Thousands)

5.1K views

7 Probate Avoidance Tricks That Can Backfire17:55

7 Probate Avoidance Tricks That Can Backfire

3.0K views

There Are Over 1.2 Million Retirement Millionaires (How To Become One)25:03

There Are Over 1.2 Million Retirement Millionaires (How To Become One)

5.4K views

10 TAX MYTHS Costing You THOUSANDS (Most Americans Believe These)12:59

10 TAX MYTHS Costing You THOUSANDS (Most Americans Believe These)

8.7K views

People Are Wrong About Dividend Stocks - Here’s Why14:01

People Are Wrong About Dividend Stocks - Here’s Why

48.5K views

Here's How To Hide Property Ownership (Using Land Trusts)37:40

Here's How To Hide Property Ownership (Using Land Trusts)

9.1K views

The Overlooked Tax Credit That Puts Cash Back In Your Pocket (For Your Business)7:53

The Overlooked Tax Credit That Puts Cash Back In Your Pocket (For Your Business)

3.1K views

3 Hidden Taxes That Destroy Small Business Owners30:39

3 Hidden Taxes That Destroy Small Business Owners

4.4K views

Stocks or Real Estate: What Builds Wealth Faster?31:39

Stocks or Real Estate: What Builds Wealth Faster?

117.8K views

The 10 Reasons Smart Investors Use LLCs (Even If It Seems Like Overkill)35:47

The 10 Reasons Smart Investors Use LLCs (Even If It Seems Like Overkill)

8.4K views

Do You Really Need A Living Trust? Explained In 3 Minutes3:55

Do You Really Need A Living Trust? Explained In 3 Minutes

8.9K views

529 Plans Aren’t Just For College — 3 Big Hidden Benefits46:48

529 Plans Aren’t Just For College — 3 Big Hidden Benefits

75.2K views

The HIDDEN TAX TRAP In 0% Family Loans7:37

The HIDDEN TAX TRAP In 0% Family Loans

43.6K views

The Illegal Trust Tax Scam All Over Social Media37:47

The Illegal Trust Tax Scam All Over Social Media

6.0K views

The Housing Shortage Lie? What The Numbers Really Show11:46

The Housing Shortage Lie? What The Numbers Really Show

22.1K views

The Two Words That Must Appear On Your Home's Deed4:17

The Two Words That Must Appear On Your Home's Deed

144.0K views

What You Need To Know About Tax Deadlines, Extensions And Penalties (2026)42:35

What You Need To Know About Tax Deadlines, Extensions And Penalties (2026)

2.9K views

How To Leave Your HOUSE To Your KIDS (Avoid Additional TAXES)12:36

How To Leave Your HOUSE To Your KIDS (Avoid Additional TAXES)

504.1K views

How To Do A Cost Segregation Study: When It Saves You Money And When It Doesn’t29:11

How To Do A Cost Segregation Study: When It Saves You Money And When It Doesn’t

2.9K views

Never Commit This Double Dip Tax Move2:18

Never Commit This Double Dip Tax Move

3.6K views

FinCEN's Real Estate Reporting Rule Just Got Struck Down — Here's What It Means for Your Deals7:54

FinCEN's Real Estate Reporting Rule Just Got Struck Down — Here's What It Means for Your Deals

15.4K views

The Financial Freedom STRATEGY Nobody Teaches (Infinity Investing)16:03

The Financial Freedom STRATEGY Nobody Teaches (Infinity Investing)

72.2K views

Safe Harbor, Extensions & Tax Penalties: What You're Probably Getting Wrong8:10

Safe Harbor, Extensions & Tax Penalties: What You're Probably Getting Wrong

3.4K views

The Truth About Infinite Banking (No One Tells You This!)47:19

The Truth About Infinite Banking (No One Tells You This!)

15.5K views

5 Reasons For A Living Trust5:27

5 Reasons For A Living Trust

6.8K views

Here's How To Protect Your Rentals With LLCs (In 10 Minutes Or Less)14:07

Here's How To Protect Your Rentals With LLCs (In 10 Minutes Or Less)

5.3K views

Why Most ‘Subject-To’ Tax Losses Don’t Count (The IRS Rule No One Explains)31:17

Why Most ‘Subject-To’ Tax Losses Don’t Count (The IRS Rule No One Explains)

2.6K views

Buying Rentals To Avoid Taxes2:40

Buying Rentals To Avoid Taxes

14.9K views

How To Make Your Assets Invisible (2026 Update)53:39

How To Make Your Assets Invisible (2026 Update)

13.5K views

How Real Estate Investors Use Land Trusts For Privacy26:38

How Real Estate Investors Use Land Trusts For Privacy

4.8K views

What Is A Living Trust And Why Do Real Estate Investors Use Them?28:18

What Is A Living Trust And Why Do Real Estate Investors Use Them?

6.6K views

Tax Scam Alert: 4 Red Flags That Scream “SCAM”23:07

Tax Scam Alert: 4 Red Flags That Scream “SCAM”

2.1K views

The Truth About Velocity Banking: 4 Hidden Dangers (Not What TikTok Says)13:17

The Truth About Velocity Banking: 4 Hidden Dangers (Not What TikTok Says)

15.1K views

Real Estate Won’t Magically Erase Your Taxes2:17

Real Estate Won’t Magically Erase Your Taxes

10.2K views

You’re Using AI Wrong: 7 Fixes in 20 Minutes (Most Businesses Do This)23:09

You’re Using AI Wrong: 7 Fixes in 20 Minutes (Most Businesses Do This)

4.3K views

IRS Side Hustle Crackdown: 3 Red Flags (And How To Fix Them)22:44

IRS Side Hustle Crackdown: 3 Red Flags (And How To Fix Them)

23.7K views

The 2026 Housing Market Forecast (Most Experts Won’t Say This)33:27

The 2026 Housing Market Forecast (Most Experts Won’t Say This)

35.6K views

Is This Short-Term Rental Loophole Legit?2:39

Is This Short-Term Rental Loophole Legit?

7.3K views

Is the CTA back? Government Puts CASH BUYERS On Notice (FinCEN's New Rule Started March 1st, 2026)19:06

Is the CTA back? Government Puts CASH BUYERS On Notice (FinCEN's New Rule Started March 1st, 2026)

315.0K views

Living Trusts Explained (In Plain English): The Paperwork That Saves Your Family19:21

Living Trusts Explained (In Plain English): The Paperwork That Saves Your Family

59.8K views

Steal The Family Office Playbook (Even If You’re Not Rich)15:57

Steal The Family Office Playbook (Even If You’re Not Rich)

25.9K views

What Is The Borrow Until You Die Strategy?30:09

What Is The Borrow Until You Die Strategy?

82.5K views

I Paid The Contractor In Full… Then The Liens Started31:10

I Paid The Contractor In Full… Then The Liens Started

11.4K views

Your Will Might Be Useless (Here’s Why)11:25

Your Will Might Be Useless (Here’s Why)

3.1K views

Most Accountants Miss These Two Tax Write-Offs — And It’s Costing You Thousands21:54

Most Accountants Miss These Two Tax Write-Offs — And It’s Costing You Thousands

14.1K views

George Washington Explains Retirement Accounts (This Cracked Me Up)6:52

George Washington Explains Retirement Accounts (This Cracked Me Up)

5.0K views

Why a Teacher, Writer, and Garbage Man All Became Millionaires23:35

Why a Teacher, Writer, and Garbage Man All Became Millionaires

4.2K views

The Truth About S-Corps And The “15% Tax Savings”3:39

The Truth About S-Corps And The “15% Tax Savings”

8.8K views

YouTube Took This Video Down—Until I Showed Them The Math9:14

YouTube Took This Video Down—Until I Showed Them The Math

108.0K views

How The Rich Pay Zero In Taxes (Understand This)2:59

How The Rich Pay Zero In Taxes (Understand This)

14.2K views

10 Things You Should NEVER Tell Anyone (Attorney Explains)38:08

10 Things You Should NEVER Tell Anyone (Attorney Explains)

681.7K views

The Truth About ‘No Tax On Overtime’ (Calculate Your Refund)18:29

The Truth About ‘No Tax On Overtime’ (Calculate Your Refund)

510.9K views

6 Hottest REAL ESTATE Markets For 2026 (And 6 I’m Avoiding) — From a 3,700+ Property Operator47:16

6 Hottest REAL ESTATE Markets For 2026 (And 6 I’m Avoiding) — From a 3,700+ Property Operator

14.7K views

11 Strategies Rich People Use To AVOID Paying Taxes22:28

11 Strategies Rich People Use To AVOID Paying Taxes

35.5K views

This Charlie Munger Video Is FAKE — And It’s Fooling Millions7:54

This Charlie Munger Video Is FAKE — And It’s Fooling Millions

11.7K views

5 Cost Segregation Mistakes That Trigger IRS Audits20:48

5 Cost Segregation Mistakes That Trigger IRS Audits

8.1K views

IRS 2026 Tax Brackets Explained: Capital Gains, Deductions & Real Examples35:28

IRS 2026 Tax Brackets Explained: Capital Gains, Deductions & Real Examples

14.5K views

Why Lawyers Buy So Many Billboards (And What That Means for Your Assets)9:35

Why Lawyers Buy So Many Billboards (And What That Means for Your Assets)

3.2K views

The Cashflow Investing Playbook: How to Retire Early Using Dividends & Options28:20

The Cashflow Investing Playbook: How to Retire Early Using Dividends & Options

40.6K views

What Is Your Legacy? The Secret To Living A Life Your Grandkids Will Remember13:16

What Is Your Legacy? The Secret To Living A Life Your Grandkids Will Remember

4.6K views

How Pilots Build Tax-Free Income While Traveling The World35:29

How Pilots Build Tax-Free Income While Traveling The World

7.3K views

How to Legally Protect Your Home Equity From Lawsuits (Most Lawyers Don’t Tell You This!)26:43

How to Legally Protect Your Home Equity From Lawsuits (Most Lawyers Don’t Tell You This!)

6.6K views

How Your TAXES Will CHANGE IN 2026 (Save THOUSANDS & Avoid Costly Mistakes)32:51

How Your TAXES Will CHANGE IN 2026 (Save THOUSANDS & Avoid Costly Mistakes)

77.7K views

4 Big Changes For Real Estate Investors Under Trump’s Big Beautiful Bill (2 Are BAD!)27:31

4 Big Changes For Real Estate Investors Under Trump’s Big Beautiful Bill (2 Are BAD!)

15.8K views

The #1 Tax Strategy For Day Traders17:46

The #1 Tax Strategy For Day Traders

185.8K views

How To Use Oil & Gas To Offset W-2 And Business Income Before December 3122:28

How To Use Oil & Gas To Offset W-2 And Business Income Before December 31

15.2K views

10 Tax Moves You Must Make Before December 31st27:00

10 Tax Moves You Must Make Before December 31st

146.7K views

What You Need To Know About 1099s For 202526:25

What You Need To Know About 1099s For 2025

9.1K views

3 Steps To Making Your Assets Invisible to Creditors (Legally)25:57

3 Steps To Making Your Assets Invisible to Creditors (Legally)

22.6K views

How To Start A Nonprofit: Lessons From 10 Years In The Trenches33:24

How To Start A Nonprofit: Lessons From 10 Years In The Trenches

2.1K views

How To Invest In Your Kids’ Roth IRA (And Make Them Millionaires Tax-Free)7:59

How To Invest In Your Kids’ Roth IRA (And Make Them Millionaires Tax-Free)

50.6K views

Before 2026 Hits: Kevin Simpson’s $16B Playbook (US vs International, Volatility)55:54

Before 2026 Hits: Kevin Simpson’s $16B Playbook (US vs International, Volatility)

7.6K views

5 Rules Of Money To Remember3:00

5 Rules Of Money To Remember

45.1K views

15 THINGS RICH RETIREES DON'T WASTE THEIR MONEY ON10:23

15 THINGS RICH RETIREES DON'T WASTE THEIR MONEY ON

63.8K views

Top 10 SPENDING Methods That Actually Build WEALTH (Pick Yours in 10 Minutes)24:28

Top 10 SPENDING Methods That Actually Build WEALTH (Pick Yours in 10 Minutes)

14.6K views

The Short-Term Rental Loophole Explained2:49

The Short-Term Rental Loophole Explained

17.1K views

Top 10 Things People Try To Deduct That Aren't Deductions26:28

Top 10 Things People Try To Deduct That Aren't Deductions

25.7K views

What Living Trust Lawyers Won’t Tell You (But I Will)35:13

What Living Trust Lawyers Won’t Tell You (But I Will)

1.3M views

How To Use QOFs After Trump’s “One Big Beautiful Bill”18:04

How To Use QOFs After Trump’s “One Big Beautiful Bill”

4.0K views

Stop Overpaying Depreciation Recapture: The §1245 Move They Skip28:37

Stop Overpaying Depreciation Recapture: The §1245 Move They Skip

15.9K views

Legally Lower Your Tax Rate2:13

Legally Lower Your Tax Rate

10.2K views

The #1 Killer In America: How To Prevent Cardiovascular Disease31:49

The #1 Killer In America: How To Prevent Cardiovascular Disease

4.4K views

Think Tips Are Tax-Free? The $25K IRS Rule Isn’t So Simple7:56

Think Tips Are Tax-Free? The $25K IRS Rule Isn’t So Simple

2.3K views

The $87 Fender Bender That Became A $3,000,000 LAWSUIT (How Not To Become A Target)29:21

The $87 Fender Bender That Became A $3,000,000 LAWSUIT (How Not To Become A Target)

162.4K views

How To RETIRE Comfortably IN 4 Steps (Infinity Income Model)39:33

How To RETIRE Comfortably IN 4 Steps (Infinity Income Model)

48.6K views

The Short-Term Rental ‘Loophole’ & Bonus Depreciation—What Actually Works30:16

The Short-Term Rental ‘Loophole’ & Bonus Depreciation—What Actually Works

30.6K views

Why The Rich Drive Range Rovers2:02

Why The Rich Drive Range Rovers

21.7K views

Stop Comparing Yourself To Others2:54

Stop Comparing Yourself To Others

6.1K views

How To Earn Passive Income Every Month Without Selling (Cash-Secured Puts & Dividends)22:40

How To Earn Passive Income Every Month Without Selling (Cash-Secured Puts & Dividends)

27.3K views

Firearms & Estate Planning: What Every Family Needs to Know32:09

Firearms & Estate Planning: What Every Family Needs to Know

36.6K views

Why You Should Avoid Being In Debt2:47

Why You Should Avoid Being In Debt

22.1K views

IRS Is Phasing Out Paper Refund Checks—What It Means for You18:15

IRS Is Phasing Out Paper Refund Checks—What It Means for You

5.8K views

Real Estate’s Biggest Tax Loophole: Cost Seg + 1245 Exchange Explained37:41

Real Estate’s Biggest Tax Loophole: Cost Seg + 1245 Exchange Explained

32.3K views

Restarts & Shutdowns: What Will They Do to the Market?25:58

Restarts & Shutdowns: What Will They Do to the Market?

4.3K views

NEW 100% Write-Offs Under Trump's One Big Beautiful Bill31:20

NEW 100% Write-Offs Under Trump's One Big Beautiful Bill

486.7K views

Is This Tax Loophole The Rich Use Legit?2:19

Is This Tax Loophole The Rich Use Legit?

18.5K views

How To Look Penniless In The Public Record24:50

How To Look Penniless In The Public Record

381.7K views

Who Pays The Most Taxes? (Do This to Keep More!)14:50

Who Pays The Most Taxes? (Do This to Keep More!)

8.7K views

Is Dave Ramsey Wrong About LLCs?16:48

Is Dave Ramsey Wrong About LLCs?

13.9K views

The 8 D's (The Rich Love Using These Tax Secrets)21:03

The 8 D's (The Rich Love Using These Tax Secrets)

23.4K views

The Future of Real Estate (THIS Might Be The Greatest Opportunity)13:30

The Future of Real Estate (THIS Might Be The Greatest Opportunity)

366.1K views

SHOCKING New Rule - Cash Buyers Using Entities MUST REPORT19:24

SHOCKING New Rule - Cash Buyers Using Entities MUST REPORT

52.7K views

Which Structure Saves You The Most In Taxes For Businesses?2:21

Which Structure Saves You The Most In Taxes For Businesses?

8.5K views

Where To Set Up An LLC For Your Rental Property6:59

Where To Set Up An LLC For Your Rental Property

5.3K views

The Truth About Tax Brackets2:15

The Truth About Tax Brackets

8.3K views

Is a 401k a Bad Idea?2:12

Is a 401k a Bad Idea?

12.2K views

If I had to Start Over Here's How I'd Pay Zero Taxes (5 Strategies)18:09

If I had to Start Over Here's How I'd Pay Zero Taxes (5 Strategies)

140.1K views

3 Ways to Be Your Own Bank16:23

3 Ways to Be Your Own Bank

278.5K views

Are Business Clothes Tax Deductible? Here's The Truth (With Examples!)23:14

Are Business Clothes Tax Deductible? Here's The Truth (With Examples!)

4.7K views

Tax Hacks For Day Traders (What The IRS Isn’t Telling YOU)24:21

Tax Hacks For Day Traders (What The IRS Isn’t Telling YOU)

96.6K views

One Big Beautiful Bill Could Destroy Gambling (Here's How)9:26

One Big Beautiful Bill Could Destroy Gambling (Here's How)

6.1K views

This 508(c)(1)(a) Advice Should Never Be Used ⚠️2:19

This 508(c)(1)(a) Advice Should Never Be Used ⚠️

32.1K views

200% Increase In IRS Audits Of Wealthy Taxpayers: What Taxpayers Need To Know7:51

200% Increase In IRS Audits Of Wealthy Taxpayers: What Taxpayers Need To Know

17.5K views

Do The Rich Pay Their Share Fair in Taxes?2:52

Do The Rich Pay Their Share Fair in Taxes?

4.6K views

Every House Flipper NEEDS To Understand THESE RULES14:46

Every House Flipper NEEDS To Understand THESE RULES

13.3K views

How To Hit Your First $50K In 8 STEPS15:28

How To Hit Your First $50K In 8 STEPS

8.6K views

This Tax Advice Using Charities & Art Should Be Avoided2:46

This Tax Advice Using Charities & Art Should Be Avoided

8.4K views

The 5 Worst States To Live In When You Die – Hidden Taxes They Don’t Tell You About19:24

The 5 Worst States To Live In When You Die – Hidden Taxes They Don’t Tell You About

160.2K views

Should You Retire Early Or Work Until 65?7:44

Should You Retire Early Or Work Until 65?

10.1K views

I Had A Heart Attack At 54 Years Old: What I Finally Understand…12:26

I Had A Heart Attack At 54 Years Old: What I Finally Understand…

65.1K views

How To Build Financial Freedom In Your 30s18:37

How To Build Financial Freedom In Your 30s

15.3K views

The Tax loophole Billionaires Use2:19

The Tax loophole Billionaires Use

14.5K views

Trump's Big Beautiful Bill: NEW Business Tax Breaks (Part 2)71:48

Trump's Big Beautiful Bill: NEW Business Tax Breaks (Part 2)

8.7K views

Big Beautiful Bill Tax Overhaul: Individual Breaks You Can’t Miss (Part 1)62:10

Big Beautiful Bill Tax Overhaul: Individual Breaks You Can’t Miss (Part 1)

28.4K views

Avoid Taxes in Your 20's and 30's2:08

Avoid Taxes in Your 20's and 30's

12.0K views

Are You Missing Out On These 45 Tax Deductions? You Could Be Paying Too Much13:49

Are You Missing Out On These 45 Tax Deductions? You Could Be Paying Too Much

7.2K views

This ‘Boring’ Real Estate Asset Is Crushing It23:22

This ‘Boring’ Real Estate Asset Is Crushing It

33.0K views

This Is How Real Estate Investors Hide Ownership From Public Record16:29

This Is How Real Estate Investors Hide Ownership From Public Record

5.6K views

Truth About "Zero Tax" Business Strategies2:25

Truth About "Zero Tax" Business Strategies

6.0K views

Top 5 Reasons The Rich Use Land Trusts6:29

Top 5 Reasons The Rich Use Land Trusts

11.1K views

LLC vs S Corp vs C Corp | Tax Differences Explained6:38

LLC vs S Corp vs C Corp | Tax Differences Explained

8.6K views

3 Reasons Why YOU NEED TO Create A Living Trust12:57

3 Reasons Why YOU NEED TO Create A Living Trust

9.8K views

Why Poor Bookkeeping Is Costing Real Estate Investors Thousands4:59

Why Poor Bookkeeping Is Costing Real Estate Investors Thousands

2.8K views