9:09 “The reason passive income is such a buzzword is because passive losses, when you create passive losses, they can only be used to offset
passive income with a few exceptions.”
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In this video, we break down the only two real types of passive income: rental income and non-participatory business income—and explain why most other so-called passive streams don’t qualify.
Learn how passive losses actually work, and how savvy investors use them to offset capital gains—especially from syndications and rental properties.
We also dive into powerful exceptions like real estate professional status and short-term rentals.
If you want to lower your tax bill legally and strategically, this is a must-watch!
🔔 Don’t forget to subscribe for more insights on real estate investing and business strategies!
Show Notes:
0:00 Introduction to Tax Planning
2:34 Earned Income and Payroll Taxes
6:03 Capital Gains Tax Rates Overview
8:39 Understanding Passive Income
9:09 Benefits of Passive Losses
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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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