Toby Mathis, Esq.

Toby Mathis, Esq. Founder of Infinity Investing and Anderson Business Advisors, helping investors with law, tax, and estate planning.
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Tax Lawyer, Investor, and Best-Selling Author

๐Ž๐ง๐ž ๐Œ๐ข๐ฅ๐ฅ๐ข๐จ๐ง ๐’๐ญ๐ซ๐จ๐ง๐ ! ๐ŸŽ‰โฃโฃA million subscribers.โฃโฃIt's a milestone I'm incredibly grateful forโ€”but what I'm even more grate...
07/24/2026

๐Ž๐ง๐ž ๐Œ๐ข๐ฅ๐ฅ๐ข๐จ๐ง ๐’๐ญ๐ซ๐จ๐ง๐ ! ๐ŸŽ‰โฃ
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A million subscribers.โฃ
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It's a milestone I'm incredibly grateful forโ€”but what I'm even more grateful for is what it represents.โฃ
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When ๐˜Š๐˜ญ๐˜ช๐˜ฏ๐˜ต ๐˜Š๐˜ฐ๐˜ฐ๐˜ฏ๐˜ด and I started creating videos, we weren't chasing subscriber counts. We simply wanted to help investors make better tax, legal, and financial decisions.โฃ
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Today, more than 1 million people have joined us on that journey.โฃ
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Whether you've been here since the beginning or just found the channel, thank you for watching, asking questions, sharing your stories, and trusting us to help you along the way.โฃ
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If you enjoy the tax strategies I share here, be sure to check out ๐‚๐ฅ๐ข๐ง๐ญ'๐ฌ ๐œ๐ก๐š๐ง๐ง๐ž๐ฅ, too. We each bring a different perspective, and together we cover the tax, legal, asset protection, and investing strategies every investor should know.โฃ
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Thank you for helping us reach this milestone.โฃ
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Now, let's get back to doing what we loveโ€”helping investors keep more, protect more, and build more.โฃ
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Here's to the next million.

06/17/2026

๐“๐ก๐ž ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐€๐œ๐œ๐จ๐ฎ๐ง๐ญ ๐Œ๐ข๐ฌ๐ญ๐š๐ค๐ž ๐“๐ก๐š๐ญ ๐‚๐จ๐ฎ๐ฅ๐ ๐“๐ซ๐ข๐ ๐ ๐ž๐ซ ๐š ๐Œ๐š๐ฌ๐ฌ๐ข๐ฏ๐ž ๐“๐š๐ฑ ๐๐ข๐ฅ๐ฅ โฃ
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One of the biggest estate planning mistakes I see is people trying to move their 401(k), IRA, or other retirement accounts into their living trust.โฃ
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Don't do it.โฃ
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Retirement accounts are already held inside a trust structure. If you retitle one of these accounts into your trust, the IRS may treat it as a full distribution. That can mean immediate taxes, penalties, and a very expensive surprise.โฃ
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๐Ÿ‘‰ ๐–๐š๐ญ๐œ๐ก ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐›๐ซ๐ž๐š๐ค๐๐จ๐ฐ๐ง ๐ก๐ž๐ซ๐ž: https://aba.link/5815db

06/14/2026

๐‡๐จ๐ฐ ๐“๐จ ๐๐š๐ฌ๐ฌ ๐ƒ๐จ๐ฐ๐ง ๐’๐ญ๐จ๐œ๐ค๐ฌ ๐€๐ฌ ๐€๐ง ๐ˆ๐ง๐ก๐ž๐ซ๐ข๐ญ๐š๐ง๐œ๐ž ๐“๐ก๐ž ๐‘๐ข๐ ๐ก๐ญ ๐–๐€๐˜โฃ
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One of the most valuable assets you can leave to your heirs may be an appreciated brokerage account.โฃ
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Here's why: Inherited stocks, mutual funds, and similar investments typically receive a step-up in basis at death. That means the cost basis is adjusted to the asset's fair market value on the date of death, potentially eliminating years of built-up capital gains.โฃ
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However, if the stock is inherited, the basis generally steps up to the current value, allowing heirs to avoid paying capital gains tax on that $๐Ÿ’๐ŸŽ๐ŸŽ,๐ŸŽ๐ŸŽ๐ŸŽ of appreciation.โฃ
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This is why tax planning matters. The difference between selling appreciated assets before death and passing them on strategically can have a significant impact on the wealth your family ultimately receives.โฃ
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๐–๐š๐ญ๐œ๐ก ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ฏ๐ข๐๐ž๐จ ๐›๐ซ๐ž๐š๐ค๐๐จ๐ฐ๐ง ๐ก๐ž๐ซ๐ž:โฃ https://aba.link/fh2n

06/10/2026

๐ƒ๐จ๐ง'๐ญ ๐“๐ฎ๐ซ๐ง ๐˜๐จ๐ฎ๐ซ ๐‡๐’๐€ ๐ˆ๐ง๐ญ๐จ ๐š ๐“๐š๐ฑ ๐๐จ๐ฆ๐› ๐Ÿ๐จ๐ซ ๐˜๐จ๐ฎ๐ซ ๐Š๐ข๐๐ฌ โฃ
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Here's the key takeaway about ๐‡๐ž๐š๐ฅ๐ญ๐ก ๐’๐š๐ฏ๐ข๐ง๐ ๐ฌ ๐€๐œ๐œ๐จ๐ฎ๐ง๐ญ๐ฌ (๐‡๐’๐€๐ฌ): they're one of the most powerful retirement planning tools available, but they may not be the best wealth transfer vehicle for non-spouse beneficiaries.โฃ
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Many people focus on growing and preserving their HSA balance for as long as possible. However, if a large HSA is passed to children or other non-spouse heirs, the account can create a significant tax burden when inherited.โฃ
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Instead of treating your HSA as an untouchable asset, consider using it for its intended purpose. Pay for qualified medical expenses, dental care, vision costs, Medicare premiums, and eligible long-term care premiums. If you've saved receipts for past qualified expenses, you may even be able to reimburse yourself tax-free.โฃ
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Would you like to learn more about protecting your assets and minimizing taxes? ๐’๐œ๐ก๐ž๐๐ฎ๐ฅ๐ž ๐š ๐Ÿ๐ซ๐ž๐ž ๐œ๐จ๐ง๐ฌ๐ฎ๐ฅ๐ญ๐š๐ญ๐ข๐จ๐ง ๐ก๐ž๐ซ๐ž ๐Ÿ‘‰โฃ https://aba.link/1e4797
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06/04/2026

๐“๐š๐ฑ ๐‚๐ซ๐ž๐๐ข๐ญ ๐ฏ๐ฌ ๐“๐š๐ฑ ๐ƒ๐ž๐๐ฎ๐œ๐ญ๐ข๐จ๐ง ๐Œ๐ฒ๐ญ๐ก๐ฌโฃ
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Most people think tax deductions and tax credits are basically the same thing, but the difference can be massive.โฃ
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A tax deduction lowers the amount of income youโ€™re taxed on. A tax credit lowers the actual taxes you owe dollar for dollar.โฃ
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Hereโ€™s the difference in real numbers: if youโ€™re in the 24% tax bracket, a $2,000 deduction might save you about $480. But a $2,000 tax credit saves you the full $2,000.โฃ
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Understanding this distinction can completely change how you approach tax strategy and where you focus your attention when looking for savings.โฃ
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๐Ÿ‘‰ Would you like to learn more about minimizing your taxes? Schedule a ๐Ÿ๐ซ๐ž๐ž ๐œ๐จ๐ง๐ฌ๐ฎ๐ฅ๐ญ๐š๐ญ๐ข๐จ๐ง here: โฃ https://aba.link/97d00b

๐ŸŽค ๐’๐ฉ๐ž๐š๐ค๐ž๐ซ ๐’๐ฉ๐จ๐ญ๐ฅ๐ข๐ ๐ก๐ญ โ€“ Toby Mathis, Esq.At ๐ƒ๐š๐ฒ ๐Ÿ of our ๐“๐š๐ฑ & ๐€๐ฌ๐ฌ๐ž๐ญ ๐๐ซ๐จ๐ญ๐ž๐œ๐ญ๐ข๐จ๐ง ๐‹๐ˆ๐•๐„ Workshop in Phoenix, Toby shared an i...
05/28/2026

๐ŸŽค ๐’๐ฉ๐ž๐š๐ค๐ž๐ซ ๐’๐ฉ๐จ๐ญ๐ฅ๐ข๐ ๐ก๐ญ โ€“ Toby Mathis, Esq.

At ๐ƒ๐š๐ฒ ๐Ÿ of our ๐“๐š๐ฑ & ๐€๐ฌ๐ฌ๐ž๐ญ ๐๐ซ๐จ๐ญ๐ž๐œ๐ญ๐ข๐จ๐ง ๐‹๐ˆ๐•๐„ Workshop in Phoenix, Toby shared an important reminder about why planning matters:

โ€œ๐˜๐˜ง ๐˜ด๐˜ฐ๐˜ฎ๐˜ฆ๐˜ต๐˜ฉ๐˜ช๐˜ฏ๐˜จ ๐˜ฉ๐˜ข๐˜ฑ๐˜ฑ๐˜ฆ๐˜ฏ๐˜ด ๐˜ต๐˜ฐ ๐˜บ๐˜ฐ๐˜ถ, ๐˜บ๐˜ฐ๐˜ถ ๐˜ธ๐˜ข๐˜ฏ๐˜ต ๐˜ด๐˜ฐ๐˜ฎ๐˜ฆ๐˜ฐ๐˜ฏ๐˜ฆ ๐˜ต๐˜ฐ ๐˜ฃ๐˜ฆ ๐˜ข๐˜ฃ๐˜ญ๐˜ฆ ๐˜ต๐˜ฐ ๐˜ด๐˜ต๐˜ฆ๐˜ฑ ๐˜ช๐˜ฏ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ต๐˜ข๐˜ฌ๐˜ฆ ๐˜ค๐˜ข๐˜ณ๐˜ฆ ๐˜ฐ๐˜ง ๐˜ต๐˜ฉ๐˜ช๐˜ฏ๐˜จ๐˜ด.โ€ - Toby Mathis

Real wealth planning isnโ€™t just about building assets.

Itโ€™s about making sure your family, business, and investments are protected when life happens.

05/23/2026

๐€๐ฏ๐จ๐ข๐ ๐“๐ก๐ข๐ฌ ๐‚๐จ๐ฌ๐ญ๐ฅ๐ฒ ๐†๐ข๐Ÿ๐ญ๐ข๐ง๐  ๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐Œ๐ข๐ฌ๐ญ๐š๐ค๐ž โฃ
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Most people think gifting assets to their kids before they pass is the easiest way to avoid probate.โฃ
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But it can create a massive financial mistake.โฃ
By gifting the property early, the family may lose the โ€œstep-up in basisโ€ โ€” a tax rule that could have erased hundreds of thousands in capital gains taxes after inheritance.โฃ
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In trying to avoid probate, they accidentally created a six-figure tax bill.โฃ
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๐Ÿ‘‰ ๐–๐š๐ญ๐œ๐ก ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ฏ๐ข๐๐ž๐จ ๐ก๐ž๐ซ๐ž: https://aba.link/mre3
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05/07/2026

Unlock a ๐‡๐ข๐๐๐ž๐ง $๐Ÿ,๐Ÿ“๐ŸŽ๐ŸŽ ๐“๐š๐ฑ ๐‚๐ซ๐ž๐๐ข๐ญ with Your Solo 401(k) โฃ
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Did you know your business could qualify for up to $๐Ÿ,๐Ÿ“๐ŸŽ๐ŸŽ in tax creditsโ€”just for setting up the right retirement plan?โฃ
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And this isnโ€™t just a deductionโ€ฆโฃ
๐Ÿ‘‰ Itโ€™s a tax credit, meaning it directly reduces what your business owes in taxes dollar-for-dollar.โฃ
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๐–๐š๐ญ๐œ๐ก ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ฏ๐ข๐๐ž๐จ: https://aba.link/4a4610

05/01/2026

๐“๐ก๐ž #๐Ÿ ๐€๐ฌ๐ฌ๐ž๐ญ ๐๐ซ๐จ๐ญ๐ž๐œ๐ญ๐ข๐จ๐ง ๐Œ๐ข๐ฌ๐ญ๐š๐ค๐ž ๐Ÿ—๐Ÿ—% ๐จ๐Ÿ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ๐ฌ ๐Œ๐š๐ค๐ž โฃ
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99% of investors are getting this wrongโ€”and itโ€™s costing them more than they realize. One of the most powerful moves you can make as you build wealth is keeping your personal name off your business and real estate assets. โฃ
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That means no personal names on contracts, properties, or public records whenever possible. Smart investors use LLCs and tools like land trusts to create separation and protect themselves, making it much harder for anyone to target them. โฃ
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If youโ€™re serious about building wealth, stop putting a bullseye on your back and start structuring your assets the right way. โฃ
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๐Ÿ‘‰ ๐–๐š๐ญ๐œ๐ก ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ฏ๐ข๐๐ž๐จ ๐›๐ซ๐ž๐š๐ค๐๐จ๐ฐ๐ง ๐ก๐ž๐ซ๐ž: https://aba.link/88bacd

04/22/2026

โ€œ๐ƒ๐š๐โ€ฆ ๐ˆ ๐ž๐š๐ซ๐ง๐ž๐ $๐Ÿ“๐ŸŽ. ๐–๐ก๐ฒ ๐๐ข๐ ๐ˆ ๐จ๐ง๐ฅ๐ฒ ๐ ๐ž๐ญ $๐Ÿ‘๐Ÿ“?โ€ ๐Ÿ˜…โฃ
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Welcome to your first lesson in ๐ฐ๐ข๐ญ๐ก๐ก๐จ๐ฅ๐๐ข๐ง๐  ๐ญ๐š๐ฑ๐ž๐ฌ.โฃ
In this hilarious (and painfully accurate) breakdown, Toby explains taxes the way we all wish we learned themโ€”through a real-life convo between a dad and his son.โฃ
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From โ€œwhere did my money go?โ€โฃ
to โ€œyou have to file a form to get it backโ€ฆโ€โฃ
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Itโ€™s funnyโ€ฆ until you realize how true it is.โฃ
If youโ€™ve ever wondered how withholding, taxes, and the system actually workโ€”this is a must-watch.โฃ
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