With 2026 now coming to a close, it is time again to take proactive steps to secure your financial future and maximize tax savings. Join us for an insightful tax discussion led by Tony Watson, a seasoned tax advisor from Robert Hall & Associates. Tony will take us on a “deep-dive” into key strategies and actionable maneuvering you can make before year-end to help you best navigate available tax mitigation strategies with confidence.

What You’ll Learn

• • • Year-End Tax Strategies: Why assessing your tax situation before December 31st is crucial for optimizing your tax position.
    • Mastering Estimated Tax Payments: Planning ahead to manage your cash flow and avoid penalties.
    • Demystifying Mortgage Interest Deductibility: Understanding the true impact of mortgage interest on your overall tax picture.
    • Form W-4 Withholding Optimization: How to fine-tune your withholdings to avoid surprises and keep more of what you earn.
    • Retirement Planning Insights: 401(k) / IRA vs. Self-Directed IRA / Solo 401(k) – Which retirement savings plan is best for you.
    • What’s new you can take advantage of for 2026, including what the Big Beautiful Bill means to you.

TONY WATSON |ROBERT HALL & ASSOCIATES

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. He is the keynote speaker for Robert Hall & Associates and 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.