Tax advisory and asset protection · United States

Anderson Advisors

Anderson Advisors advises real estate investors, business owners and stock traders on asset protection, tax planning, entity structuring and estate planning, with in-person and online workshops.

About Anderson Advisors

Anderson Advisors: tax advisory and asset protection for investors and business owners

Anderson Advisors is an advisory firm specializing in asset protection, tax planning and business structuring. Its activity is aimed at real estate investors, business owners and stock traders, according to the firm's own presentation. The company states it has more than twenty years of experience and is part of Anderson Global Group of Companies.

The firm presents itself as the "#1 Tax, Asset Protection & Wealth Strategy Workshop in the US," a claim that corresponds to its own promotion and not to an independent rating.

Advisory and planning services

The service catalog includes real estate asset protection, tax planning, retirement planning, estate planning, wills and living trusts, bookkeeping, entity formation and management, registered agent and formation of 501(c)(3) nonprofit organizations.

The firm works with its own methodology called The Anderson System and offers a free strategy session. According to the published information, no hourly rates apply to its services.

Workshops and events

Anderson Advisors organizes in-person workshops and live webinars. The main workshop, Tax & Asset Protection Workshop, takes place in Las Vegas (Nevada) from October 1 to 3, 2026 and in Orlando (Florida) from December 3 to 5, 2026. The firm states that more than 180,000 attendees have participated in its events.

Other workshops include Start & Run a Non-Profit Workshop, Tax Wise Workshop and Structure Implementation Workshop, as well as a live event called Tax Tuesdays Live Stream. It also offers free one-hour webinars on tax planning, asset protection and estate planning.

Resources and publications

The firm maintains a resource library with free ebooks, tax and estate planning guides, forms and a blog with articles on topics such as protecting personal assets, succession planning, cost segregation and digital asset management. It also publishes a podcast and videos through its own channels.

Among the firm's authors are Clint Coons and Toby Mathis, who have published books and participate in the educational content.

Platinum membership and customer service

Anderson Advisors offers a membership called Platinum that gives access to the Knowledge Room, a consultation service where attorneys, certified public accountants (CPA) and other professionals answer questions Monday through Friday, from 9:00 AM to 2:00 PM Pacific Time.

The firm states it has served 157,000 clients, formed 277,000 businesses, generated $150 million in tax savings for its clients and protected $1 billion in assets. These figures come from the company itself.

Client profile

The recipients of its services are real estate investors, business owners and stock traders. The firm also advises on the creation and management of nonprofit entities.

In brief

Asset protection and tax planning