Learn about seven powerful strategies to gain tax advantages while trading stocks.
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Whether you’re new to the stock market or an experienced stock investor, understanding deductions, tax rules, and efficient account structures can make all the difference.
This video dives into overlooked approaches, including partnerships and corporate structures, to help you keep more of your hard-earned money. Tune in to unlock expert tips that accountants might not share!
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📖 Chapters:
0:00 Intro
2:54 Limited Partnership Corp Structure (Visible)
8:32 LP/Corp (Wyoming) Structure (Invisible)
13:55 Health Savings Account
17:59 Roth
20:06 Loss Harvesting
23:36 Donations
26:19 SBLOC (security-backed line of credit)
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ABOUT TOBY MATHIS
Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at https://aba.link/tobyaba
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The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.
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