Tony Watson

“Tax Strategies for Real Estate Investors”

Tony Watson personally manages clients with over $500 Million dollars in real estate holdings. He has spoken for hundreds of trade organizations throughout the State of California. Holding a federal license as an Enrolled Agent tax practitioner, Tony can advise, represent, and prepare tax returns for individuals, partnerships, corporations, and any other entity with tax-reporting requirements.
Aside from his full-time position at Robert Hall & Associates, Tony is an active real estate investor, and entrepreneur who enjoys short and long-term trading. With over a decade and a half of experience, Tony, along his team at Robert Hall & Associates, actively looks for the newest and most up-to-date strategies to implement on client tax filings. They all operate with the same goal in mind: to help taxpayers keep more of their wealth and not overspend with the federal and state revenue agencies.
Topics Tony will cover in his presentation include:
– Year-End Tax Strategies: Why assessing your tax situation before December 31st is crucial for optimizing your tax position.
– W4 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: 401K/IRA vs. Self-Directed IRA/Solo 401k – Which retirement savings plan is best for you?
– Navigating New BOI Reporting Requirements: A breakdown of the Corporate Transparency Act and what small businesses need to know about the Beneficial Ownership Information filing rules.
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!