Year-End Tax Planning

Date:
Wednesday, November 30, 2022

Time:
11:00 AM - 12:00 PM

Location:

Cost:
Members: FREE
Non-Members: $25.00



Description:
Instructors:
Nicole Green
Tax Consultant

Cost: Free for Members / $25 Non-members

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

Where did the year go? With 2022 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 the Inflation Reduction Act and the looming proposed changes

For More Information:
E-mail Support or Call 7142455500.


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DISCLAIMER:
DO NOT PARTICIPATE in any Association event, such as a video conference, meetings on Association business, including committee meetings, or any education event while operating a motor vehicle. California law prohibits driving while distracted. For example, see Vehicle Code Sections 27602, 23123, 23123.3, and 23125. There are others. The Association does not endorse the views, opinions, policies or activities of the persons or entity who present any information at the Association by the use of Association facilities, including electronic facilities or by any marketing the Association does or prepares.

SPECIAL ACCOMMODATION:
If you have any disabilities that require special accommodation, including the provision of auxiliary aids and services, please contact education@pwr.net at least one week prior to the class.
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