Taxes, Taxes and More Taxes … Ohh My!
September 22, 2022 @ 11:00 am - 12:00 pm
| Free for AAGLA MembersWhere did the year go? We are about near the end of the 3rd Quarter, and it is about time to do some 2022 tax planning before year end. Are you ready and prepared from a tax strategy standpoint? It’s no secret that saving taxes accelerates wealth and reduces your time frame towards financial independence and retirement. But what are the best strategies to accomplish this? And when should these strategies be implemented?
With the global pandemic almost entirely in our rearview mirror, 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 with YOUR tax advisor before it’s too late to discuss the best tax-saving strategies that fit YOUR situation. If you have been wondering if a year-end planning session with your accountant is needed soon, well, the short answer: absolutely right now more than ever! Don’t delay!
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!
Be sure to attend our upcoming webinar with tax consultant and Real Estate industry specialist, Tony Watson. He will share the best tax-saving strategies that investors should know. During this webinar, Tony will cover:
- Why is it important to know my tax situation by the end of the year?
- What is a Form W-4 review?
- Do I have to make estimated tax payments?
- Understanding the Biden Administration’s recent legislation and how it might impact YOU.
- What’s new for the current tax year and how should I plan for possible changes in 2023?
- The “Top” most forgotten tax write-offs – attending this webinar could save you thousands of dollars!
- Should you have 401(k) and Individual Retirement Account (IRA) vs. Solo 401(k) or self-directed IRA?
- President Biden’s proposed Changes in the tax code for Fiscal 2022 that can either hurt or help YOU.
- What plans might be on the horizon within the Biden Administration? Will they be positive or negative for your particular situation?
- And, of course, much, much more! Q&A to Follow…
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.
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 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.
