WEBINAR ON-DEMAND

Presented by Robert Hall & Associates, Kern Insurance Associates, and Real Estate Transition Solutions

With 2024 winding down, it’s time to take proactive steps to secure your financial future and maximize your tax savings. Join us for an insightful webinar led by Tony Watson, a seasoned tax advisor from Robert Hall & Associates, where we’ll dive into key strategies and actionable tips to help you navigate the end-of-year tax landscape with confidence.

WEBINAR DISCUSSION TOPICS INCLUDE:

• Year-End Tax Strategies: 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.
• And, of course, much, much more! This will be an interactive webinar with Q&A to follow
  Don’t miss this opportunity to gain valuable knowledge and practical strategies to help you save on taxes, grow your wealth, and set a strong foundation for the new year. Take control of your financial destiny today!

GUEST SPEAKER: 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.