“Watch your Ass-ets”
You’ve Got 60 Days Left! Time is Running out to Maximize Your Tax Savings
Where did the year go? With 2022 coming to an end, 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? Tax consultant and Real Estate industry specialist, Tony Watson of Robert Hall & Associates will share the best tax-saving strategies that investors should know. Some of the topics he’ll discuss are:
· Why is it important to know my tax situation by the end of the year?
· What is a W4 review?
· Top 5 tax write-offs
· Deductibility of mortgage interest: how much does it really save?
· Do I have to make estimated tax payments?
· 401K/IRA vs. self-directed IRA/Solo 401k
· Understanding the Inflation Reduction Act and the looming proposed changes
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. Should a client need assistance with audits, collections, or appeals, Tony is empowered by the U.S. Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service.
In addition to his one-on-one client work, Tony Watson is the keynote speaker for Robert Hall & Associates. He 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.
When not preparing taxes or speaking at an event, Tony enjoys reading books and mixing music.
Education: Bachelor’s Degree in Business Administration from Chapman University
Professional Associations: National Association of Enrolled Agents (NAEA), California Society of Enrolled Agents (CSEA)
Certifications: Enrolled Agent (EA), Achieved the National Tax Practice Institute (NTPI) Fellow status
Industries: Real Estate, Small Business, Entrepreneur Startups, Entertainment, Healthcare, Law Enforcement, Firefighters, Education
Awards: Glendale Reader’s Choice Award for Best Tax Preparer in 2016