It's almost Tax Season! Be at the Top of Your Tax "Game"!

Where did the year go? With 2022 coming to an end, are you prepared from a tax strategy standpoint? It's no secret that saving taxes accelerates wealth and compresses your timeline toward financial independence. But what are the best strategies to accomplish this? And when should they be implemented?

Now that the global pandemic is entirely in our rearview mirror, there is a great deal to consider from a tax planning standpoint. This is the time to set aside quality time with your tax advisor to discuss the best tax-saving strategies tailored to your situation. If you’ve been wondering whether a year-end planning session with your accountant is needed, the answer is—absolutely, now more than ever!

During this presentation, tax and real estate expert Tony Watson, Enrolled Agent from Robert Hall & Associates, will explain the key tax planning strategies YOU should be using and the secrets to save on YOUR taxes this year. Learn about the most forgotten tax deductions, how to avoid costly tax mistakes, and the best last-minute tax avoidance strategies—all completely legal and compliant.

Whether you are a real estate investor, agent, or lender, you will benefit from this important session to reduce your tax bill and maximize your return on real estate investments—potentially saving thousands this year and into the future.

Be sure to attend our upcoming webinar with tax consultant and real estate industry specialist Tony Watson. During this webinar, Tony will cover:

• Why is it important to know my tax situation by the end of the year?
• What is a Form W-4 review?
• Do I have to make estimated tax payments?
• Understanding President Biden's wish-list of tax changes
• What’s new for the current tax year and how should I plan for 2023?
• The top 5 most forgotten tax write-offs—attending this webinar could save you thousands!
• Deductibility of mortgage interest: how much does it really save?
• Should you have a 401(k) or IRA vs. Solo 401(k) or self-directed IRA?
• What else might the Biden Administration have in store on the tax front?
• What plans are proposed for inherited property? Will the “stepped-up basis” rule change?
• Recent and proposed changes in the tax code
• And much more! Q&A to follow

This informative webinar will also address your questions. After registering, you’ll have the opportunity to submit questions in advance, and there will also be live Q&A during the webinar. We’ll focus on questions that benefit all attendees. This is one of many exclusive AAGLA webinars we are providing to help YOU in the post-COVID era.

Please log in to register. If you have questions about this event, contact Events Manager Diana Alcaraz at diana@aagla.org. For faster service, please have your membership number ready. We look forward to seeing you. Please stay diligent and be healthy!

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 A LICENSED PROFESSIONAL.

Panelist(s):

Tony Watson, Enrolled Agent, Senior Tax Consultant & Public Speaker, Robert Hall & Associates
Tony Watson is an Enrolled Agent who provides personalized financial guidance and tax preparation to individuals and businesses. As a federally licensed tax practitioner, Tony ensures his clients receive all eligible deductions. He speaks at over 100 events across California each year and was awarded Glendale Reader’s Choice Best Tax Preparer in 2016.

Moderator:

Matthew Farghum, Director of Finance & Operations, AAGLA
Matthew Farghum is the Director of Finance and Operations for AAGLA. A Certified Public Accountant, he began his career at Ernst & Young and served in a senior financial role at Oasis West Realty, where he managed budgeting and construction for the Waldorf Astoria Beverly Hills. He now oversees finance, tax, tech, and admin operations at AAGLA.

Webinar Registration Ticket

Price: Member Ticket – $0.00
Expires: November 9, 2022

Featured Presentation By:

Robert Hall & Associates

Presenting Sponsor:

TFS

Title Sponsor(s):

Bio SoCal