Real Estate Asset Protection Workshop

If you’ve been told that you can buy real estate subject-to, run a cost segregation study, take bonus depreciation, and wipe out your W-2 income, there’s a major piece of the tax rules most people leave out. In this video, Toby Mathis explains why many of the tax claims circulating around subject-to deals don’t hold up when you apply the actual IRS rules. Would you like to learn more about protecting your assets and minimizing taxes? Schedule a free consultation here 👉 https://aba.link/nsdh Using a simple real-world example of a $700,000 fourplex purchased subject-to, Toby walks through how investors generate large depreciation losses on paper—and why those losses often can’t be used the way people expect. Watch Next 👉 How To Make Your Assets Invisible (2026 Update) https://youtu.be/vija21iwAJQ Most real estate gurus focus only on depreciation and cost segregation. But the IRS looks at subject-to transactions very differently, especially when the investor is not personally on the hook for the underlying debt. Show Notes: 0:00 - Warning: the “subject-to wipes out W-2” claim 1:57 - The 3 tax gates: basis, at-risk, and passive loss rules 4:05 - The 3-lock vault: how the IRS tests losses 7:40 - Passive loss rules: when losses can offset income 8:13 - The 4 outcomes: passive income, no exception, active participation, REP status 12:35 - Suspended losses: what gets stuck under §465 and §469 15:08 - The subject-to guru problem: depreciation is not the whole game 17:18 - IRC §465: what “at risk” really means 20:12 - Why classic subject-to deals usually fail 23:57 - Best-case scenario on a typical subject-to deal 25:05 - The legal fix: how to increase your at-risk amount 29:23 - Subject-to do’s and don’ts 31:04 - Final takeaway --------------------------------------------------------------------------------------------------------- FREE TAX & ASSET PROTECTION WORKSHOP Register for an upcoming workshop today if you want to protect your business and personal assets from snoopy lawyers and creditors. Save Your Seat: https://aba.link/d0ao CONTACT US Phone: 800.706.4741 Email: info@andersonadvisors.com Fax: 702.664.0545 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 --------------------------------------------------------------------------------------------------------- WARNING: I will NEVER ask you to contact me through YouTube comments, telegram, or WhatsApp. I have a checkmark next to my name, and my comment will be highlighted. Fake accounts do not have that. Please be aware of fake accounts trying to scam you using my name and picture. The information provided in this video should not be construed or relied on as financial, investment, or 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. #subjectto #subto #assetprotection