Beyond the Deadline: Essential Tax Moves to Make Before 2026 is Over

Beyond the Deadline: Essential Tax Moves to Make Before 2026 is Over

When:                        Tuesday, September 8, 2026, from 11:00 a.m. – 12:00 p.m. (Noon)

How to Attend:       Exclusively for AAGLA Members, please login to register at link below.

With 2026 now coming to a close, it is time again to take proactive steps to secure your financial future and maximize tax savings. Join us for an insightful tax discussion led by Tony Watson, a seasoned tax advisor from Robert Hall & Associates. Tony will take us on a “deep dive” into key strategies and actionable maneuvers you can make before year-end to help you best navigate available tax mitigation strategies with confidence.

Topics we’ll cover include:

• Year-End Tax Strategies: Why assessing your tax situation before December 31st is crucial for optimizing your tax position.
• Form W-4 Withholding Optimization: How to fine-tune your withholdings to avoid surprises and keep more of what you earn.
• Demystifying Mortgage Interest Deductibility: Understanding the true impact of mortgage interest on your overall tax picture.
• Mastering Estimated Tax Payments: Planning ahead to manage your cash flow and avoid penalties.
• Retirement Planning Insights: 401(k) / IRA vs. Self-Directed IRA / Solo 401(k) – Which retirement savings plan is best for you?
• What’s new you can take advantage of for 2026, including what the Big Beautiful Bill means to you.
• And, of course, much, much more!  This will be an interactive webinar with Q&A to follow

Don't miss this opportunity to gain valuable knowledge and practical strategies that can help you save on taxes, grow your wealth, and set a strong foundation for the new year. Take control of your financial destiny today!

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 ensures all eligible deductions are claimed 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 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 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 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.