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Welcome to Target Market Insights. A podcast to help real estate investors navigate neighborhoods through the lens of local experts. In each episode, we speak to local specialists to learn about their market, useful tips, and the latest trends and developments. This show is designed to help you with the insights you need to win your target market.

Feb 17, 2023

Toby Mathis advances his client's interests by combining expert tax advice with his personal experiences investing in over 200 real estate projects in the United States. His expertise reaches many others through his award-winning publications, including Tax-Wise Business Ownership and Infinity Investing: How the Rich Get Richer and How You Can Do the Same. Toby continues his crusade daily to help investors and business owners preserve their wealth, protect it from lawyers, snoops, and Uncle Sam, and create amazing legacies for future generations.


We talked to Toby about tax strategies to reduce liability, passive capital income and syndications.


Announcement: Click here to join me and other top real estate investors for the Midwest Real Estate Networking Summit!


[00:01] Opening Segment 

  • Toby talks about his background; 


[03:34] Tax Strategies

  • Some of the different tax strategies that can help you;

  • Why you should invest passively to reduce your tax obligation;

  • Portfolio income VS. Passive income;  


[18:59] Passive Capital Gains;

  • Passive capital gains; 

  • Syndications;

  • Some tax strategies to reduce your liability;  

  • How you should choose your tax strategist or accountant;


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[31:24w] Round of Insights

Apparent Failure: His first few years in practice.

Digital Resource: Mileage Reimbursement

Most Recommended Book: Infinity Investing

Daily Habit: Reading

#1 Insight for Succeeding as a Real Estate Investor: Patience. Let your assets do the work.

Best Place to Grab a Bite in Vegas: Peppino


Contact Toby:

Click here to go to Toby’s Youtube channel. 


Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.