Beyond the Deadline: Essential Tax Moves to Make Before 2024 Ends

Beyond the Deadline: Essential Tax Moves to Make Before 2024 Ends

When: Thursday, September 19, 2024, from 11:00 a.m. – 12:00 p.m. (Noon)
How to Attend: Exclusively for AAGLA Members – please login to register at the link below.

With 2024 winding down, it's time to take proactive steps to secure your financial future and maximize your tax savings. Join us for an insightful webinar led by tax advisor Tony Watson of Robert Hall & Associates. Learn key strategies and actionable tips to help you navigate the end-of-year tax landscape with confidence.

Topics We'll Cover Include:

• Year-End Tax Strategies: Assessing your tax situation before December 31st is crucial for optimizing your tax position.
• W4 Withholding Optimization: Fine-tune your withholdings to avoid surprises and keep more of what you earn.
• Mortgage Interest Deductibility: Understand the true impact of mortgage interest on your tax picture.
• Estimated Tax Payments: Plan ahead to manage your cash flow and avoid penalties.
• Retirement Planning: 401K/IRA vs. Self-Directed IRA/Solo 401K – which is best for you?
• New BOI Reporting Requirements: Understand the Corporate Transparency Act and BOI filing rules.
• And much more – including interactive Q&A!

Don't miss this opportunity to gain valuable insights and practical strategies to save on taxes, grow your wealth, and prepare for the year ahead.

WARNING:

The information provided during this webinar is for general information purposes only. Absolutely no legal or tax advice is being given during this webinar. Bear in mind that every situation is unique, and the laws, rules and regulations are subject to change at any time. So, before acting, be sure to obtain tax and/or legal advice from your licensed professional.

Panelist:

Tony Watson, EA, Senior Tax Consultant & Public Speaker, Robert Hall & Associates
Tony Watson is a seasoned tax professional and Enrolled Agent at Robert Hall & Associates. Managing clients with portfolios exceeding $500 million in real estate holdings, he is certified by the National Tax Practice Institute and frequently speaks for various organizations. Tony also actively invests in real estate and brings over 15 years of experience to his tax strategies and consulting.

Moderator:

Daniel Yukelson, AAGLA Executive Director
Daniel Yukelson is the Executive Director of the Apartment Association of Greater Los Angeles. A CPA, Daniel has held senior financial roles at Premiere Radio Networks and Oasis West Realty. He has also served as a Planning Commissioner and Public Works Commissioner for the City of Beverly Hills.

A Featured Presentation by:

Robert Hall & Associates
Founded in 1971, Robert Hall & Associates has grown into a leading Los Angeles accounting firm. They serve over 10,000 clients annually with a focus on real estate, small businesses, entertainment, healthcare, and more. With decades of experience, their team provides high-quality, personalized tax services throughout Southern California.

Sponsor:

Kern Insurance
Kern Insurance Associates has provided tailored insurance solutions since 1972. Now partnered with PCF Insurance Services, Kern offers local customer service and national reach. They work with top insurance carriers to offer clients the best options and rates. Visit https://kern.com/ or call (844) 444-KERN (5376) for more information.

Webinar Registration Ticket Price

Member Ticket: $0.00
REGISTRATION ENDS: September 19, 2024