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Top Tax Secrets for the Successful Investor

Last Updated: June 6, 2024By


Presented by Robert Hall & Associates

Learn how to avoid costly tax mistakes and how to make beneficial tax moves that save you money next tax season.

It is never too late for tax planning and creating your game plan. Also during this webinar, we will cover some of the top, “last minute” tax avoidance strategies all of which are perfectly legal and in compliance with the law. Whether you are a real estate investor, agent, or lender, you will definitely benefit from the important information provided during this webinar that will enable you to reduce your tax bill and maximize YOUR return on your real estate investments, and potentially save thousands of dollars this year and in the future!

Be sure to attend our upcoming webinar with tax consultant and Real Estate industry specialist, Tony Watson. He will share the best tax-saving strategies that investors should know. During this webinar, Tony will cover:


  • It may not be too late: Top-5 tax deductions to take in 2024!
  • Tax code changes in 2024 and how they affect you.
  • What are the most audited tax deductions?
  • Know the Differences: In-State vs. Out of State property.
  • Why is it important to know my tax situation by the end of the year? What is a Form W-4 review and what will you learn?
  • Self-Employed vs. Long Time Holder: Should YOU incorporate? And what type of entity should YOU select?
  • Understand the differences between an LLC, a trust, and an insurance policy for protecting you and your investments.
  • Understanding cost segregation: examples and benefits.

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.


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