How to Protect Your Wealth to Keep More of What’s Yours
June 9, 2022 @ 11:00 am - 12:00 pm
| Free for AAGLA MembersAsset and Wealth Protection for the Future
Whether you've just acquired your first rental property, or have been an avid investor for some time, understanding the different ways to protect your assets should be top of mind. During this presentation, Tony Watson, an 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 and keep more money in your pocket. Attending this webinar can save you hundreds or even thousands of dollars!
During this presentation, our financial expert, Tony Watson of Robert Hall & Associates will help you understand how you can best protect your assets and achieve tax advantages through incorporating. Some of the topics he'll discuss are:
- Entity selection: LLC, C Corp, S Corp - Tax implications of each type of entity
- Cost Segregation
- The difference between an LLC, a trust, and an insurance policy
- Tax-Free 1031 Exchanges
- Speculative changes in the U.S. tax code for 2021-2022
- And, of course, much, much more! This will be an interactive webinar with Q&A to follow…
The discussion will be moderated by Daniel Yukelson, AAGLA’s Executive Director. After registering, participants can submit questions prior to the meeting so that we can tailor the discussion to your concerns. Additionally, there will be opportunities during the meeting to submit your questions live.
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.
