Top Tax Secrets for the Successful Investor

There are many tax secrets that successful investors know and use that can save you money on your State and Federal taxes! Get the edge that successful real estate investors have, and you need when it comes to advanced tax savings strategies. During this presentation, Tony Watson, an Enrolled Agent from tax experts Robert Hall & Associates, will explain to you the tax planning strategies YOU need to employ and the secrets YOU can use to save money on taxes when selling your property by accelerating expenses, and by legally taking advantage of incentives in the tax code. Attending this webinar could save you hundreds or even thousands of dollars!

Learn how to avoid costly tax mistakes and how to make beneficial tax moves that save you money next tax season. It is never too late for tax planning and creating your game plan. Also during this webinar, we will cover some of the top, “last minute” tax avoidance strategies all of which are perfectly legal and in compliance with the law. Whether you are a real estate investor, agent, or lender, you will definitely benefit from the important information provided during this webinar that will enable you 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:

• It may not be too late: Top-5 tax deductions to take in 2024!
• Tax code changes in 2024 and how they affect you.
• What are the most audited tax deductions?
• Know the Differences: In-State vs. Out-of-State property.
• Why is it important to know my tax situation by the end of the year? What is a Form W-4 review and what will you learn?
• Self-Employed vs. Long-Time Holder: Should YOU incorporate? And what type of entity should YOU select?
• Understand the differences between an LLC, a trust, and an insurance policy for protecting you and your investments.
• Understanding cost segregation: examples and benefits.
• And, of course, much, much more! This will be an interactive webinar with Q&A to follow…

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, a seasoned tax professional at Robert Hall & Associates, seamlessly blends a robust financial career with a passion for real estate and entrepreneurial ventures. Managing clients with a portfolio exceeding $500 million in real estate holdings, Tony is a Federal Enrolled Agent tax practitioner, adept at advising, representing, and preparing tax returns for individuals, partnerships, corporations, and various entities with diverse tax-reporting requirements.

Certified as an Enrolled Agent (EA) and honored with the National Tax Practice Institute (NTPI) Fellow status, Tony is a sought-after speaker for numerous organizations, delivering engaging insights through both in-person events and webinars. Holding a Bachelor’s Degree in Business Administration from Chapman University, Tony's educational foundation complements his extensive practical experience.
As an active member of prestigious professional associations such as the National Association of Enrolled Agents (NAEA) and the California Society of Enrolled Agents (CSEA), Tony exemplifies a commitment to excellence in his field. Beyond his pivotal role at Robert Hall & Associates, Tony is not just a tax expert but also a dynamic real estate investor, entrepreneur, and avid short and long-term trader.

With over a decade and a half of hands-on experience, Tony and his team at Robert Hall & Associates continually seek and implement cutting-edge strategies for client tax filings. Their collective mission is clear: empower taxpayers to preserve and grow their wealth while navigating the intricacies of tax management with prudence and expertise.

Moderator: 

Daniel Yukelson, AAGLA Executive Director

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.

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