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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 to 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 .  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.

About Our . . .

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:  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.

Thank You to Our Sponsor(s):

Title Sponsor:  Kay Properties & Investments, LLC

Kay Properties and Investments, LLC is a national Delaware Statutory Trust (DST) investment firm with offices in Los Angeles, San Diego, San Francisco, Seattle, New York City and Washington, D.C. Kay Properties team members collectively have over 114 years of real estate experience, are licensed in all 50 states, and have participated in approximately $25 Billion of DST real estate.  Their clients have the ability to participate in private, exclusively available, off-market DST properties as well as those presented to the wider DST marketplace; with the exception of those that fail our due-diligence process.  For more information, go to www.kayaagla.com.

Title Sponsor: Scott Properties Group

Scott Properties Group, Inc. is a proactive property management firm specializing in multifamily apartment buildings, single-family residences, retail shopping centers, office buildings, mixed-use, and industrial properties all over the Greater Los Angeles Area.  Scott Properties believes that property management is the understanding of lots of moving parts, the strengths and weaknesses of the property, the goals of ownership, the needs of the tenants, the relationships with vendors and the ethics in which you deal with your brokerage community.  Call Scott Properties today to get a free property analysis at (424) 272-6439 or visit them online at www.scott-properties.com.

Webinar Details:

Date: February 15, 2023

Time: 11:00 am – 12:00 pm PST

Location: {venue}

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Cost: {cost}

Ticket Price
Member Ticket $0.00

EXPIRES FEBRUARY 15, 2023

Featured Presentation By:

Robert Hall Logo

Title Sponsor(s):

Kay Properties
scott properties

Panelist(s):

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

Moderator:

Daniel Yukelson
Daniel YukelsonExecutive Director, Apartment Association of Greater Los Angeles
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