Vendor Spotlight - Tax Update by Tony Watson of Robert Hall & Associates
Details
Year-End Tax Planning: Major Moves For Major Tax Savings
by Tony Watson of Robert Hall & Associates
THIS FREE ONLINE MEETING is for everyone.
Here is our meeting agenda:
6:00 – 8 PM Vendors presentation
The end of 2020 is approaching and it’s time to plan ahead for your taxes this year. 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?
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?
- Why isn't my medical deductible?
- Do I have to make estimated tax payments?
- 401K/IRA vs. self-directed IRA/Solo 401k
- The effects of the IRS layoffs
- Changes in the tax code for 2020
SPEAKER PROFILE – Tony Watson
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.
Our next meeting is December 9 with Claude Diamond
