Top Tax Secrets for the Successful Investor

Where did the year go? With 2022 over and tax deadlines looming, are you prepared from a tax strategy standpoint? It's no secret that saving taxes accelerates wealth and compresses your time frame towards financial independence. But what are the best strategies to accomplish this? And when should it be implemented? There is a lot to consider from a tax planning standpoint. Now is the time you want to make sure to set aside some quality time with YOUR tax advisor before it's too late to discuss the best tax-saving strategies that best fits YOUR situation. Be sure to set aside some time with YOUR tax advisor before it's too late. Don't delay! During this webinar, you will learn how to save on your State and Federal taxes by one of the leading tax experts, Tony Watson of Robert Hall & Associates, Tax Advisors. Taking this webinar will teach you to avoid the major tax pitfalls and mistakes and how you can save money on YOUR taxes and continue to build wealth and retirement security as quickly as possible.

Join us as Tony Watson, an Enrolled Agent with Robert Hall & Associates, explains the tricks and secrets you can use to avoid paying too much in taxes. Learn how to protect your wealth, how to avoid costly tax mistakes, and learn the leading tax avoidance strategies all in compliance with the law. Whether you are an investor, agent, or lender, you will be able to use this important information to maximize your returns on your real estate investments and potentially save thousands of dollars on your taxes well into the next decade! This webinar will cover:

• The Top-5 deductions to take on a tax return
• The most audited deductions and how-to best document to avoid costly penalties and interest
• In-state vs. out-of-state: What's the best tax strategy for YOU?
• The differences between an LLC, a trust, and an insurance policy
• Changes in the tax code for 2020: What's new and how to react before it is too late?
• The Automobile Quandary: Lease or Buy?
• Who qualifies as a real estate professional?
• And, of course, much, much more! Q&A to Follow

During this presentation, Tony Watson, the tax and real estate expert, and Enrolled Agent from Robert Hall & Associates, will explain to you the tax planning strategies YOU need to employ and the secrets YOU can use to save on YOUR taxes for this year. Learn about the most often forgotten tax deductions, how to avoid costly tax mistakes, and the leading, last-minute tax avoidance strategies all in perfectly legal and in compliance with the law. Whether you are a real estate investor, agent, or lender, you will definitely benefit from this important information 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!

Please log in to register. If you have any questions regarding this event, please contact Events Manager Diana Alcaraz via email 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!

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 A LICENSED PROFESSIONAL.

Panelist(s):

Tony Watson, Enrolled Agent, 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, Executive Director, Apartment Association of Greater Los Angeles
Daniel Yukelson is currently the Executive Director of The Apartment Association of Greater Los Angeles (AAGLA). As 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.

Featured Presentation By:

Robert Hall & Associates

Title Sponsor(s):

Kay Properties & Investments, LLC
Scott Properties Group