Taxes become more exciting, especially when it’s with Toby Mathis.
Tait Duryea and Ryan Gibson welcome back tax strategist and investor Toby Mathis for another powerhouse session on how to keep more of your money before year-end. From bonus depreciation and the short-term rental loophole to smarter charitable giving and donor-advised funds, Toby reveals how high-income earners can legally slash their tax bills. Whether you’re a pilot, business owner, or passive investor, you’ll walk away knowing which moves to make before December 31, and how to turn your taxes into one of your biggest wealth-building tools.
Toby Mathis is a tax attorney, investor, and co-founder of Anderson Advisors. With decades of experience advising thousands of investors, Toby simplifies complex tax laws into real-world strategies for building wealth. Known for making tax planning engaging and actionable, Toby helps high-income professionals, especially pilots and real estate investors, protect their assets and minimize taxes through smarter planning.
Recommended episodes:
#10 - Reduce Your Taxes & Maximize Returns Using PROVEN Investment Strategies with Toby Mathis
#14 - Depreciation Demystified: Cost Segregation and Tax Savings in Real Estate with Toby Mathis
🎟️ Free Ticket to the December 4–6 Tax & Asset Protection Live Event in Dallas, TX
Email Ryan at ryan@spartan-investors.com for one of the first 15 free tickets.
Show notes:
(00:06) What's exciting about today's episode?
(01:05) Smart moves to make before year-end
(03:59) Who Toby is and his investing philosophy
(06:46) Understanding high-income tax pain and incentives
(08:15) How to use real estate losses strategically
(13:22) The Orlando toll road analogy for tax planning
(17:03) Turning passive losses into active tax savings
(25:23) The Airbnb loophole you probably missed
(28:22) Donating appreciated assets for major deductions
(34:33) Donor-advised funds: the smart way to give
(43:04) 2026 bonus depreciation clarity
(45:03) Post-year strategies and cost segregation timing
(49:40) Real estate resilience and inflation insights
Connect with Toby Mathis:
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Published on 4 weeks ago
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