Use it or Lose it: The Countdown for Year-End Tax Planning Begins...

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Thursday, December 16, 2021
1:00 PM - 2:00 PM (PST)
* Registration open until 12/16/21 at 10:00 AM (PST)

Event Details

Use it or Lose it: The Countdown for Year-End Tax Planning Begins...

Where did the year go? With 2021 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 President Biden’s wish-list of tax changes

Instructor: Tony Watson, Robert Hall & Associates

This class will be presented in a live webinar format.  When registering, attendees must provide a personal e-mail address to receive the webinar information.  Webinar links are unique to the individual, meaning duplicate e-mails are not allowed. If registering multiple people, be sure to include unique emails for each, so that everyone receives their unique join link.

Cancellation Policy: All purchases, both online, via email and in-person, are FINAL. There are NO REFUNDS, CREDITS, OR EXCHANGES, even for tickets/classes purchased by mistake or at a non-member rate.  Make sure that if you are a member, you log into your account to receive member pricing.  Please confirm your order before payment.

For More Information:

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