Bästa Business Advisors podcaster (2024)

1
Demystifying Cost Segregation: How Landlords Can Maximize Tax Savings on Property Investments 46:28

7h ago46:28

46:28

In this episode of Tax Tuesday, Anderson Advisors attorneys Eliot Thomas, Esq., and Amanda Wynalda, Esq., dive into various tax strategies. You’ll hear about renting property to your business, self-rental rules, and IRS grouping options. Then, we address the sale of a California primary residence, including the $500,000 capital gains exclusion for …

1
Selling a Business: The Challenge of Multiple Entities under One Tax Return 14:53

1d ago14:53

14:53

Welcome to the Apex Business Advisors Podcast. The episode explores the intricacies of businesses with multiple entities, often under one tax return, and the difficulties this poses during due diligence and financing. Listeners will gain valuable insights into the importance of clear financial separation and the potential complications that arise w…

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Ep 179 A Contemporary Cruise Experience for the Culturally Curious with LaDonna Allen 41:28

4d ago41:28

41:28

Send Rita a text with your thoughts! Travel Industry Black Friday is here! Welcome to the second of three episodes featuring our event Presenting Partners :) Up this week is LaDonna Allen from Costa Cruises, and she's sharing the scoop on her best sales tips from top travel advisors, Costa's sustainability initiatives, and how to prepare your clien…

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Selling a Business: Your attitude can impact your legal bill 14:54

5d ago14:54

14:54

Welcome to the latest episode of the Apex Business Advisors Podcast. The episode kicks off with an anecdote from Andy about a prospective buyer, emphasizing the significance of clear communication and setting proper expectations in business dealings. Andy and Doug explore the challenges that arise when parties involved in a transaction fail to foll…

1
Ep 178 Facebook Group Growth and New Mexican Caribbean Developments with Lori Gold 45:28

11d ago45:28

45:28

Send Rita a text with your thoughts! Black Friday is coming! Welcome to the first of three episodes featuring our Travel Industry Black Friday Presenting Partners :) First up is Lori Gold, Founder of Mexperts, and she's spilling all the beans---on growing a community with FB Groups, new developments in the Mexican Caribbean, and how to prepare your…

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Your best ability is Availability 19:07

12d ago19:07

19:07

In this episode, Andy and Doug focus on the critical role of availability of buyers and sellers. The episode highlights a real-world scenario involving a stalled deal due to lack of availability from both parties. Andy and Doug discuss the importance of prioritizing communication during the due diligence phase and the potential consequences of negl…

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Turning Your Home into a Rental: Keeping Your 121 Exclusion Intact 1:08:42

14d ago1:08:42

1:08:42

n this episode of Tax Tuesday, Anderson Advisors attorneys Eliot Thomas, Esq., and Toby Mathis, Esq., tackle a variety of listener questions. Topics include strategies for managing cryptocurrency gains, converting a primary home to a rental without losing the 121 exclusion, and navigating the primary residence exclusion when selling a home. They al…

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Ep 177 Strengthening Client Relationships with Out-of-the-Box Holiday Ideas 30:37

18d ago30:37

30:37

Send Rita a text with your thoughts! Welcome to the second of our unofficial 2-part holiday series! Last week we focused on increasing your travel business sales with Black Friday promotions. This week we're getting creative with out-of-the-box engagement strategies that incorporate either 12 Days of Christmas, an Advent Calendar, or your preferred…

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A Smooth Transaction 14:54

19d ago14:54

14:54

Welcome back to the Apex Business Advisors podcast, where hosts Andy Cavanaugh and Doug Hubler discuss the intricacies of a successful business deals. With insights into the sometimes tumultuous world of business transactions, Andy and Doug offer a refreshing look at a deal that went right, emphasizing the lessons learned and the factors contributi…

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Conservation Easements in Crisis: What the New IRS Rules Mean for You! 30:22

21d ago30:22

30:22

In this episode, Toby Mathis, Esq., of Anderson Business Advisors, chats with Tyler Surat of One Tree Advisors. Tyler is a seasoned expert in tax mitigation and land conservation strategies, who is helping clients utilize conservation easements to preserve land while mitigating taxes. You’ll hear the definition and benefits of conservation easement…

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Ep 176 Creative Black Friday Ideas to Boost your Holiday Sales 36:57

25d ago36:57

36:57

Send Rita a text with your thoughts! Welcome to our first ever live podcast, where I recorded with a live studio audience! Haha not exactly, but I was joined by some pretty amazing travel pros who were able to ask questions live. Listen in on some of my ideas that you can use to really promote your travel business during Black Friday this year. In …

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Selling a Business: Navigating Partner Disputes 24:46

26d ago24:46

24:46

In this episode of the Apex Business Advisors podcast, Andy and Doug dive into the complexities of partner disputes and business valuations. They explore real-life scenarios where business partners face challenges in buyouts and share their expert insights on how to navigate these situations effectively. We provide actionable advice for those consi…

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Can You Deduct Tenant Damage and Cleanup Costs on Your Taxes? 1:00:57

28d ago1:00:57

1:00:57

In this episode of Tax Tuesday, Anderson Advisors attorneys Eliot Thomas, Esq., and Toby Mathis, Esq., tackle a variety of listener questions related to tax deductions and property management. They discuss the implications of evicting tenants and the possibility of deducting repair costs, as well as how homeowners can deduct home office repairs. Yo…

1
Ep 175 An Inside Look on My 5 Vacation Reflections 27:55

1M ago27:55

27:55

Send Rita a text with your thoughts! About a month ago I went out of office from my business, for a full 7 days--something that I don't know how long it's been since I've done it. I'm reflecting on a few surprises, things that I'm grateful for, and how I'm looking at vacation in the future. In this episode, I share: · The surprising thing that happ…

1
Strategic Planning 22:46

1M ago22:46

22:46

Andy and Doug explore the critical need for business owners to plan ahead when considering selling their business. Andy recounts a story of a client who faced unexpected financial implications due to a lack of foresight and planning. They stress the importance of involving accountants, attorneys, and financial planners early in the process to maxim…

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5 Reasons To Ditch Traditional Office Space: The Office-Free Entrepreneur 25:45

1M ago25:45

25:45

In this episode, Toby Mathis, Esq., of Anderson Business Advisors, sits down with Mike Sullivan from Alliance Virtual Offices to discuss the evolving landscape of workspaces. Mike details five compelling reasons to abandon traditional office spaces, highlighting Alliance's impressive 40 years in the industry, with 20 years dedicated to virtual solu…

1
Tax Strategies and Tips for Starting an Online Business 1:04:59

1M ago1:04:59

1:04:59

This episode of Tax Tuesday with Anderson Advisors attorneys Eliot Thomas, Esq., and Toby Mathis, Esq., tackle pressing issues faced by business owners and real estate investors. From the implications of switching health care reimbursements from a C-corporation to an LLC, to short-term rental strategies, Eliot and Toby discuss the 100-hour particip…

1
Ep 174 How to Set Up your Travel Business Sales Funnel (Prep for Wave Week 2023 Replay) 39:21

1M ago39:21

39:21

Send Rita a text with your thoughts! It is the last day of Prep for Wave Week--wooottt!!! We made it!! In this final replay, featuring yours truly, I'm going over some different sales funnels you can set up for your travel agency or business and the step you need to take to make sure all your bases are covered. In this episode, I share: · The steps…

1
Navigating Business Acquisitions: Offers, Buy-Side Searches, and Seller Tips 13:15

1M ago13:15

13:15

Welcome to another episode of the Apex Business Advisors podcast. This week, your host Andy Cavanaugh is joined by Jeff Crooks, a seasoned expert with over 20 years in the business brokerage industry. In this episode, Jeff shares valuable insights and practical advice for both buyers and sellers in the business marketplace. Jeff dives into the impo…

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Ep 173 Simplifying E&O Insurance: What Travel Agencies Must Know with Miguel Campos Pt. 2 (Prep for Wave Week 2023 Replay) 38:15

2M ago38:15

38:15

Send Rita a text with your thoughts! Prep for Wave Week is just 3 days away :) Get a load of the caliber of the content with this replay from last year's event with Berkshire Hathaway's Miguel Campos. In this second of a 2-part series, I've opened the floor for travel advisors like you to ask Miguel some of their top questions about E&O Insurance a…

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Unlocking Business Opportunities: The Power of Buyer Searches 16:44

2M ago16:44

16:44

Welcome back to the Apex Business Advisors podcast! This week, Andy is joined by the industry titan, Debbie Small, who brings an impressive array of credentials, including multiple national awards from the IBBA and Apex. Debbie shares her expertise on the intricate process of buyer searches, a strategy she believes is the best way for buyers to fin…

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Ep 172 Simplifying E&O Insurance: What Travel Agencies Must Know with Miguel Campos Pt. 1 (Prep for Wave Week 2023 Replay) 44:11

2M ago44:11

44:11

Send Rita a text with your thoughts! Prep for Wave Week is just 10 days away :) Get a load of the caliber of the content with this replay from last year's event with Berkshire Hathaway's Miguel Campos. In this first of a 2-part series, I'm asking Miguel some of the most pressing questions about E&O Insurance and what travel advisors need to know wh…

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Selling a Business: Bad Idea #5,038 14:50

2M ago14:50

14:50

Welcome back to the Apex Business Advisors podcast! In this episode, Doug shares insights on why buying unnecessary equipment or inventory to reduce taxes can backfire, especially if you plan to sell your business soon. For more expert advice and resources on selling or buying a business, visit kcapex.com. Whether your business is valued at $50,000…

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Can You Use a 1031 Exchange for Property Flips Under One Year? 50:55

2M ago50:55

50:55

In this episode of Tax Tuesday with Anderson Advisors attorneys Eliot Thomas, Esq., and Amanda Wynalda, Esq., we dive into essential real estate investment strategies and tax implications for property owners. Discover why selling a rental property to your LLC is considered a prohibited transaction and learn how to protect capital gains from your pr…

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Ep 171 Tips for Trade Show Success with Stephanie Gries 43:28

2M ago43:28

43:28

Send Rita a text with your thoughts! I'm super excited to welcome Stephanie Gries from Travefy to the podcast! This has been a long time coming, as we personally first connected at the end of last year over a common interest-trade shows :) Inside this episode you'll find tips both for attending trade shows AND being a vendor at trade shows, especia…

1
Navigating Business Sales: Asset vs. Stock Sales Explained 23:12

2M ago23:12

23:12

In this episode, we dive into recent business closings, including a landscape equipment dealer and a local salon, discussing the complexities faced during these transactions. Our main focus is on the key differences between asset sales and stock sales. We cover tax implications, risks, and benefits for both buyers and sellers, along with the import…

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1031 Exchange for Real Estate Investors (HUGE TAX SAVINGS!) 47:59

2M ago47:59

47:59

Today Clint Coons, Esq., speaks with Aaron Kancevicius, the Lead 1031 Advisor/Director of Lending at Plenti Financial. Aaron takes us through the ins and outs of navigating the IRS’ 1031 exchange guidelines for investment properties. Aaron and Clint discuss the essentials of setting up a 1031 exchange, the importance of consulting with a CPA, and t…

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Ep 170 5 Creative Ways to Celebrate Culture in Your Travel Business 26:22

2M ago26:22

26:22

Send Rita a text with your thoughts! It's Hispanic Heritage Month and I'd be remiss if I didn't 1-mention it and 2-share some ways that you could also share your own culture, or a culture that you appreciate, within your travel business. In this episode, I share: · The importance of appreciating culture, not appropriating it · How I have shared my …

1
Planning Your Financial Future: Insights from Mitzi Swaffer 20:27

2M ago20:27

20:27

Welcome to the latest episode of the Apex Business Advisors podcast! We pick up our conversation with Mitzi Swaffer from MS Financial. Mitzi brings her expertise to discuss the importance of planning your financial future and preparing for a successful business exit. In this episode, Mitzi shares unique insights on the differences between financial…

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Strategies to Reduce Your Tax Liability as a Real Estate Flipper 1:12:28

2M ago1:12:28

1:12:28

In this episode of Tax Tuesday with Anderson Advisors attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., the pressing tax questions from listeners have a special focus on real estate issues. They dive into the complexities of tax benefits for short-term and long-term rental properties, addressing specific monetary scenarios. Toby and Eliot also e…

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Ep 169 Overcoming Marketing Challenges: Insights from a Travel Advisor Survey 42:47

2M ago42:47

42:47

Send Rita a text with your thoughts! A recent article by Travel Age West mentioned that social media is now the top marketing channel for travel advisors and it had me a little skeptical. I'm sharing my thoughts on the article and some of the other surprising stats they recorded. In this episode, I share: · How you need more than just social media …

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Navigating Business Sales and Retirement Planning with Mitzi Swaffer 17:33

3M ago17:33

17:33

In this episode of the Apex Business Advisors Podcast, Andy and Doug are joined by the accomplished financial expert Mitzi Swaffer from MS Financial Resources. With over 15 years of experience as a certified financial planner, Mitzi shares her insights on retirement planning, especially tailored for business owners. Mitzi delves into her background…

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Renting Out a Property Without An LLC 24:59

3M ago24:59

24:59

In this episode, Toby Mathis, Esq., of Anderson Business Advisors, sits down with Brent Nagy, a highly accomplished real estate investor with over 20 years in the industry. Brent, who retired by the age of 40 with a portfolio of more than 50 cash-flowing properties, shares his expertise around the critical importance of proper asset protection, cau…

1
Ep 168 Money Making Activities for Travel Business Owners 35:01

3M ago35:01

35:01

Send Rita a text with your thoughts! Stumped on what activities actually help make you money in your travel business? Tune in for tips on building a robust network, offering great service, and making key sales connections. In this episode, I share: · A walk down memory lane of how businesses before computers made money · The difference between dire…

1
Selling a Business: Lost Days 30:52

3M ago30:52

30:52

Welcome back to the Apex Business Advisors podcast! In this episode, we discuss the intricacies of business transactions, focusing on efficiency and the impact of lost days. We examine a lengthy liquor store deal in depth, highlighting challenges such as managing multiple buyers, non-responsive attorneys, IRS liens, landlord approvals, and the impa…

1
What Is The Best Way To Avoid Estate Taxes? 1:09:33

3M ago1:09:33

1:09:33

Today, attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., answer listener questions with a focus on various strategies for minimizing estate and income taxes. You’ll hear about how to use non-profits or irrevocable trusts to avoid estate taxes, structuring an assisted care business with asset protection strategies, and setting up single-member LL…

1
Ep 167 How to Know You're Making the Right Business Investments 30:50

3M ago30:50

30:50

Send Rita a text with your thoughts! This episode was inspired by my summer focus group. I wanted to share my thought process of what I think about when I'm contemplating making an investment for my business. This is not a definitive guide, and I am not a financial expert. Please remember to consult any financial decisions with the appropriate peop…

1
When Buyers and Bankers lose their voice 18:49

3M ago18:49

18:49

In this episode, Andy and Doug dive into the complexities of business closings, sharing recent challenges and successes. Andy recounts his recent frustrations of delayed closings, while they both highlight the impact of poor communication from bankers and buyers. They discuss successful deals, including a heating and air business, a port-a-potty co…

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Ep 166 7 Practical Reasons to Charge Fees as a Travel Advisor 28:39

3M ago28:39

28:39

Send Rita a text with your thoughts! This episode was a shower inspiration, especially after hearing how apprehensive so many travel advisors were to make a sustainable income :) Discover how implementing fees can cover essential expenses and bring peace of mind to your entrepreneurial journey. In this episode, I share: · Why you can't compare trav…

1
Best of Episode: Profile Perfection and Storytelling Success using LinkedIn with Jason Terry 17:37

3M ago17:37

17:37

In this episode, we dive into the essentials of optimizing your LinkedIn profile and leveraging the platform for business growth. Our expert guest, Jason Terry a seasoned LinkedIn trainer, shares invaluable tips on creating the perfect profile picture, crafting an engaging bio, and utilizing LinkedIn's features to their fullest potential. Learn why…

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The $100K+ Retirement Plan You Need to Know About 49:05

3M ago49:05

49:05

In this episode of Anderson Business Advisors, Toby Mathis, Esq., speaks with Jeff Mason and Chris Hammond from Redwood Retirement on the intricacies of $100,000+ cash balance retirement plans, focusing on how innovative solutions can benefit business owners. They explore the key aspects of these plans, including what can be paid and deducted, the …

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How The Federal Pivot Could Shake Up The Stock Market: Are You Ready? 29:10

3M ago29:10

29:10

In this episode, Toby Mathis, Esq., of Anderson Business Advisors welcomes Erik Dodds- a seasoned financial planner, fiduciary, and active trader. Together, they delve into the anticipated pivot of the Federal Reserve from a hawkish to a dovish stance and its potential impacts on the market. Erik provides an in-depth analysis of historical trends a…

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How to Save Taxes When Flipping Houses 1:08:44

3M ago1:08:44

1:08:44

Today, attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., answer listener questions with a focus on optimizing tax outcomes for real estate investors and crypto enthusiasts. We explore strategies for handling income through complex entity structures, such as using an LLC and a C-corp to manage staking income and fund a 401(k). We also discuss the…

1
Ep 165 Business Lessons from the Olympics 35:45

3M ago35:45

35:45

Send Rita a text with your thoughts! In my attempt to not let the Olympic spirit die down too quickly, I recorded some of the business lessons I noticed from the sportsmanship at this year's games. As you may know, everything is a learning opportunity to me, so I'm sharing my notes and findings with you. Hoping this gives you a travel business boos…

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Best of Episode: Mastering Business Connections using LinkedIn with Jason Terry 18:22

3M ago18:22

18:22

In this insightful episode, Doug invites LinkedIn expert Jason Terry to discuss the transformative power of LinkedIn for businesses. Jason shares his unique journey from IT to sales and how LinkedIn became an essential tool in his success. The episode dives deep into the importance of maintaining a strong LinkedIn presence, the benefits of regular …

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Why Savvy Investors Use Land Trusts for Real Estate Investments 30:03

3M ago30:03

30:03

Today Toby Mathis, Esq. speaks with Lauren Robins, Esq., a senior real estate attorney with Anderson Advisors, about helping savvy investors use land trusts in the right scenarios. Lauren explains how land trusts act as a versatile tool for investors, likening them to a ‘Swiss army knife’ due to their broad range of applications. We explore what la…

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Ep 164 Alternative Ways to Be Successful in the Travel Industry 1:00:03

4M ago1:00:03

1:00:03

Send Rita a text with your thoughts! The Alternative Careers in Travel Audio Series went live this past Wednesday :) Listen in to discover how to be successful in your current travel career, ways to monetize additional revenue streams for your travel business, or if you should transition to a different career. This is a longer episode than normal, …

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Know Your Broker: Tina Youngblood 23:33

4M ago23:33

23:33

In this episode, we sit down with Tina Youngblood, a seasoned professional transitioning from a high-stakes corporate M&A background to a brokerage role at Apex. Tina shares her journey through corporate America and the startup world, revealing the challenges and politics that led her to seek a more fulfilling career. Discover the pivotal moment th…

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Starting A Charity? 8 Differences Between Public Charities and Private Foundations To Help You Decide 33:21

4M ago33:21

33:21

Today Toby Mathis, Esq. speaks with Karim Hanafy, Esq., a leading expert on non-profit law at Anderson, to explore the intricacies of starting and managing a charity, be it a public or private organization. Karim shares invaluable insights on navigating IRS regulations, the differences between public and private charities, and the implications of d…

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Can I Take A Loss On My Rental Property If I Sell It? 59:20

4M ago59:20

59:20

Today, attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., delve into listener questions including - how gains from crypto investments are classified as either ordinary income or capital gains. For property sales, we explore strategies to avoid capital gains tax, such as donating to a private foundation, and we clarify the impact of marriage timin…

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