Smarter Tax Strategies for Rental Property Owners

Smarter Tax Strategies for Rental Property Owners

What Most Landlords Still Aren’t Doing to Reduce Taxes, Avoid Risk, and Build Long-Term Wealth

• Date / Time:        Tuesday, June 23, 2026, from 11:00 a.m. – 12:00 p.m.
• How to Attend: Please log in to register her

Most housing providers focus on filing their taxes correctly. Far fewer, though, focus on whether their overall strategy is working. This session is designed for rental property owners who want to go beyond basic deductions and start making smarter, more strategic tax decisions throughout the year. Join Tax Advisor, Tony Watson, from Robert Hall & Associates as we break down the key areas where landlords often leave money on the table, expose themselves to unnecessary risk, or miss opportunities to build long-term wealth.
Yes, it is that time of year to be thinking about your taxes and perhaps some financial moves to reduce your tax bill. It is never too late to plan. However, planning ahead and minimizing your tax bill takes incredible organization and requires seeking advice from your tax advisor early on in the process. Whether you own a single rental or manage a growing portfolio, this presentation will help you better understand how the pieces fit together and what actions you should be considering now, not just at year-end. 

The end of 2026 will be here before you know it, and you need to ask yourself: “Am I prepared from a record-keeping and tax strategy standpoint?” It’s no secret that saving on taxes we pay to the Internal Revenue Service and the State of California accelerates wealth and compresses your time frame towards financial independence. But the best strategies to accomplish this start with your organization of supporting documentation. 

There is a great deal to consider from a tax planning standpoint. Now is the time you want to make sure to set aside some quality time to organize your records, set up a working system, and get ready to meet with YOUR tax advisor before it’s too late. It’s never too early to get ready for tax season – It will be here before you know it!

During this presentation:

Tony Watson, our tax expert and Enrolled Agent from Robert Hall & Associates, will explain many organizational tips to get you ready for your tax preparation, along with many tax planning strategies you can employ to save on taxes for this year.

Tony will cover:

• Why is it important to know your tax situation by the end of the year? Do you need to make estimated tax payments
• Understanding the potential impact of proposed tax and how to prepare yourself to take advantage.
• Tax moves you may wish to consider making today before it’s too late.
• How passive vs. active income rules impact your ability to use losses.
• Why depreciation is more than just a yearly deduction, and how to use it strategically.
• What actually triggers audits for rental property owners in today’s environment.
• When short-term rentals change your tax situation entirely.
• How entity structure (LLCs, S-Corps, trusts) affects taxes, liability, and flexibility.
• Why adding family members or “quick fixes” can create unintended tax consequences.
• How step-up in basis works and why it plays a critical role in long-term planning.
• And, of course, much more!  Q&A to Follow…

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 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 led 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 has 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 iHeartMedia, 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 teachers’ 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, 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.