7 Tax Strategies For Stock Investors

[@TobyMathis]

Want to learn about advanced tax strategies? 📞 Schedule a free consultation here: aba.link/9dd55e

[@pragneshpanchal]

Should the Management C-Corp company be shared for the trading and real estate management? Or there should be a separate C-corp for real estate and another for real estate rental

[@seanm8852]

Toby! Great content! Can you recommend an office for taxes?

[@TobyMathis]

Thank you so much for your support! Feel free to schedule a free consultation with my team here: aba.link/9dd55e

[@RobWilliams007]

I don’t have an HSA but would that spending on medical include Assisted Living?

[@ze2okillz]

Do you only take on high net worth individuals or do u also help lower income/middle class?

[@TobyMathis]

We work with a variety of clients, from high net worth individuals to those in the lower and middle-income brackets. Everyone deserves access to good tax strategies.

[@DetBull]

God Bless you

[@ggigi3453]

what if I only trade options? not trade stocks.

[@RobWilliams007]

Roth, 2x5 year rules.

[@jacksonodhiamboonyukah.6853]

Strategy

[@TobyMathis]

Schedule a free consultation here: aba.link/9dd55e

[@AbigailCai-x6z]

2025

[@maaniack]

Strategy

[@TobyMathis]

Schedule a free consultation here: aba.link/9dd55e

[@frankmacerato7609]

Strategy