Protect Your Assets: Strategies for Investment Property Owners (Sponsor Talk)

Toby Mathis, Esq will equip investment property owners with actionable legal, financial, and structural strategies to safeguard their assets, minimize risk, and build long-term wealth through smarter property protection.

Cost: FREE
Speaker: Toby Mathis, Esq

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lectures on-demand, exclusively from somedocs

ABOUT THIS LECTURE

Target Audience: Any professional looking to invest in properties on the side

Lecture Objectives :

By the end of this session, participants will be able to:

Identify key financial and legal risks associated with owning and managing investment properties, including liability exposure and asset vulnerability.
Explain the core principles of asset protection and how proper entity structuring (e.g., LLCs, trusts, and insurance strategies) can safeguard personal and business wealth.
Evaluate insurance coverage options—including umbrella, landlord, and liability policies—to determine adequate protection for property investments.
Analyze the benefits and limitations of using legal entities and financial instruments for asset separation and risk mitigation.
Develop a personalized asset protection plan that integrates tax efficiency, estate planning, and risk management strategies.
Recognize common pitfalls that leave property owners legally or financially exposed—and learn practical steps to avoid them.

The following is a free strategy session, which is an additional great way for attendees to learn more about Anderson Advisors.: https://aba.link/SoMeDocsSS

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The Speaker

Toby Mathis, Esq., is an attorney on a mission: guiding investors and business owners to growth and prosperity. A founding partner of Anderson Business Advisors, he has helped Anderson grow its practice from one of business and estate planning to include a thriving tax practice and registered agent service with tens of thousands of clients nationwide. Toby also advances his clients’ interests by combining expert tax advice with his personal experiences investing in over 200 of his own real estate projects in the United States. His expertise reaches many others through his award-winning publications, including Tax-Wise Business Ownership (now in its fourth edition) and Infinity Investing: How the Rich Get Richer and How You Can Do the Same. He is a member of the Forbes Real Estate and Finance Council. Toby continues his crusade on a daily basis to help investors and business owners preserve their wealth, protect it from lawyers, snoops, and Uncle Sam, and create amazing legacies for future generations.

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