Savvy Tax Tips Everyone Should Know

Savvy Tax Tips Everyone Should Know!

Date / Time:               Tuesday, June 3, 2025, from 11:00 a.m. – 12:00 p.m. (Noon)

How to Attend:           Logged In Users Can Register Using the “Register Now” Button.

“SAV^.VY” - Shrewdness and practical knowledge; the ability to make good judgments.

There are many tax secrets that every taxpayer should know and use that can save you money on your taxes!  Get the edge and learn the “savvy tax tips” that successful real estate investors know and use. During this presentation, Tony Watson, an Enrolled Agent from tax experts Robert Hall & Associates, will explain to you the tax planning strategies YOU need to employ and the secrets YOU can use to save money on taxes when selling your property, by accelerating expenses, and by legally taking advantage of incentives in the tax code. Attending this webinar could save you hundreds or even thousands of dollars!

Learn how to avoid costly tax mistakes and how to make beneficial tax moves that can save you money next tax season. Tax experts will tell you that it is never too late for tax planning and creating your game plan. Also, during this webinar, we will cover some of the top, “last minute” tax avoidance strategies all of which are perfectly legal and in compliance with the law. Whether you are a real estate investor, agent, or lender, you will benefit from the important information provided during this webinar that will enable you to reduce your tax bill and maximize YOUR return on your real estate investments and potentially save thousands of dollars this year and in the future!

Be sure to attend our upcoming webinar with tax consultant and Real Estate industry specialist, Tony Watson. He will share the best tax-saving strategies that investors should know. During this webinar, Tony will cover:

• Tax code changes and how they affect you.
• Some top deductions you should be taking advantage of when filing your taxes.
• What are the most audited tax deductions? How to avoid tax trouble.
• Know the Differences: In-State vs. Out of State property.
• Why is it important to know my tax situation by the end of the year? What is a Form W-4 review and what will you learn?
• Self-Employed vs. Long Time Holder:  Should YOU incorporate? And what type of entity should YOU select?
• Understand the differences between an LLC, a trust, and an insurance policy for protecting you and your investments.
• Understanding cost segregation: examples and benefits.
• And, of course, much more!  This will be an interactive webinar with Q&A to follow…

Important Disclaimer: The information and materials provided during this presentation is for general information purposes only. Absolutely no legal or tax advice is being given during this presentation. Keep 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.

Thank you to our sponsors that allow us to provide these webinars to you for FREE: Robert Hall & Associates, and Kern Insurance Associates.

Panelist: 

Tony Watson, EA, Senior Tax Consultant & Public Speaker, Robert Hall & Associates

Tony Watson is an Enrolled Agent who focuses on providing personalized financial guidance and tax preparation services to individuals and businesses. As a federally licensed tax practitioner, Tony helps his clients make sound financial decisions and works to ensure all eligible deductions are received when preparing taxes. He is the keynote speaker for Robert Hall & Associates and speaks on various tax related topics at over 100 engagements throughout California each year. His dedication to his clients and expertise in the field of taxation lead him to win the Glendale Reader’s Choice Award for Best Tax Preparer in 2016. 

Moderator: 

Daniel Yukelson, AAGLA Executive Director

Daniel Yukelson is currently the Executive Director of The Apartment Association of Greater Los Angeles (AAGLA). As a Certified Public Accountant, Yukelson began his career at Ernst & Young, the global accounting firm, and since then had served in senior financial roles principally as Chief Financial Officer for various public, private and start-up companies. Prior to joining AAGLA, Yukelson served for 12 years as Chief Financial Officer for Premiere Radio Networks, now a subsidiary of I-Heart Media, and then 3 years as Chief Financial Officer for Oasis West Realty, the owner of the Beverly Hilton and Waldorf Astoria Beverly Hills where he was involved with the development and construction of the Waldorf. Yukelson also served for 6 years as a Planning Commissioner and for 3 years as a Public Works Commissioner for the City of Beverly Hills.

 A Featured Presentation by: 

Robert Hall & Associates

In 1971 Robert Hall had a dream to create an accounting firm that offered the businesses and residents of Los Angeles, high-quality tax services. He recognized that each business is unique and the traditional “cookie-cutter” tax preparation approach was not serving their best interests. Out of this desire to better serve the accounting and tax preparation needs of Californian businesses and individuals, Robert Hall & Associates was born.

In the beginning, Robert Hall started preparing fellow teacher’s taxes out of his garage. As demand for his services grew, the accounting firm expanded to include more talented tax preparers with experience in a variety of industries. Today, Robert Hall still diligently works to prepare taxes and personally trains each tax consultant to achieve a higher standard of quality. Because of his tireless efforts, the Los Angeles accounting firm has grown to become an industry leader that prepares roughly 10,000 tax returns annually. Robert Hall & Associates has grown to not only provide accounting services to Los Angeles, but also to Orange County and the San Fernando Valley and other areas within California. It offers accounting and tax services to a variety of industries, such as: real estate, small business, entertainment, healthcare, law enforcement/firefighters, and education.

Title Sponsor:

Kern Insurance Associates: 

Kern Insurance Associates is a premier brokerage specializing in property and casualty insurance, dedicated to providing robust insurance solutions for property owners, investors, and management firms. With decades of experience, Kern Insurance has developed a deep understanding of the unique challenges faced by property owners in today’s complex insurance landscape. We’ve worked diligently to cultivate an exclusive insurance program designed specifically for property owners, offering tailored coverage options that meet the needs of even the most hard-to-insure properties, particularly in California’s challenging market.

Our mission is to provide comprehensive, competitive insurance solutions that protect our clients' assets, mitigate risks, and promote long-term financial stability. We leverage strong relationships with top insurance carriers and use data-driven insights to negotiate favorable terms and rates. At Kern Insurance, we pride ourselves on going above and beyond for our clients, ensuring that every property is adequately protected, and we remain a step ahead of the ever-evolving market trends. For more information, call (844) 444-KERN (5376) or go to https://kern.com/.

Be sure to join us on June 5^th when Joe Naworski, Managing Director of Kern Insurance Associates, for a webinar on “Navigating the California Insurance Crisis.”