Robert Hall & Associates - Tax Consultants

Managing Real Estate Investment Assets: Minimizing Risks & Maximizing Rewards Register now

As we navigate through the intricacies of tax season, do know that we're not just your tax advisors; we're your partners in financial well-being. We'd like to bring you valuable insights to help you stay informed and empowered, plus an exclusive offer for new clients. 1. Exploring Tax Planning Strategies: A Closer Look At Robert Hall & Associates, tax planning is about more than meeting deadlines—it's about making informed decisions that shape your financial future. Consider these key areas: 2. Strategic Deductions: Uncover often-overlooked deductions that could significantly impact your tax bill. From home office expenses to charitable contributions, exploring these deductions can make a meaningful difference. 3. Investment Insights: Navigate the tax implications of your investment portfolio. Understanding capital gains and exploring tax-efficient investment strategies can lead to smarter financial choices. 4. Retirement Planning: Dive into the world of retirement planning and discover how contributions to IRAs and 401(k)s not only secure your future but also provide immediate tax benefits. 5. Bonus Tip! A Glimpse into Tax-Saving Technologies: Explore innovative tools and technologies designed to simplify your tax season. From virtual tax consultations to user-friendly apps that organize your financial records, discover how technology can make your tax experience smoother. Ready to take the next step? Schedule your tax appointment & save $50! Now that you've gained some insights, why not put them into action? As a new client offer, schedule your tax appointment with one of our knowledgeable advisors and receive $50 off your tax filing fee. Limitation apply so please contact us at 818-242-4888, and we'll guide you through a stress-free and informed tax season.

By popular demand, the dynamic duo is back for another compelling installment in our webinar series: Real Estate Tactics from the Field. Join us as we delve into the current state of the real estate market and explore diverse investment models that can reshape your wealth strategy. In this enlightening presentation, Aram Gaboudian will share his on-the-ground insights, covering: • Creative loan updates and real estate insights, fresh from the field • Unlocking the potential of different 1031 exchange models for maximum investment advantage • Navigating the landscape of out-of-state investments for strategic growth But that's not all – buckle up for a power-packed session with Tony Watson of Robert Hall & Associates as he'll guide you through tax tips and tricks, ensuring you're well-equipped to navigate the tax intricacies of 2024. Don't miss this opportunity to gain a competitive edge in the ever-evolving real estate landscape. Join us for an immersive experience that promises to redefine your approach to real estate investments! And as always, come with questions. Register now!

It's tax season! Ready to get an appointment on the books? To ensure you make the most of your appointment, here are a handful of tax strategies you may be able to implement to boost your tax savings: R&D Tax Credits for Businesses: If you're a business owner engaged in activities that require research and development, you may qualify for R&D tax credits. Our advisors will identify eligible expenses, ensuring you capitalize on this lucrative incentive. QBI (Qualified Business Income Deductions): Pass-through entities like sole proprietorships and S corporations can benefit from the Section 199A deduction. Let us analyze your business structure to optimize this deduction and reduce your taxable income. Maximize Retirement Savings with a Solo 401(k) or other retirement plans: Self-employed individuals can supercharge their retirement savings with a Solo 401(k). Learn how contributing to this plan can not only secure your future but also provide significant tax advantages. Cost Segregation for Real Estate Investors: Real estate investors can employ cost segregation to accelerate depreciation and increase cash flow. Discover how this strategy can unlock hidden tax benefits within your investment properties. Charitable Remainder Trusts (CRTs): Explore advanced charitable giving strategies with CRTs. We'll guide you on establishing trusts that provide income for you and your beneficiaries, all while generating valuable charitable deductions. As you can see, our knowledge extends beyond the conventional approach to filing taxes. We're dedicated to ensuring you pay your obligated tax liability but not a penny more. Ready to schedule that appointment? Shoot us a message or call us at 818-242-4888 to find a convenient time for your appointment. 

Work with dedication, play with passion – see the heart and soul of the RHA family through snapshots of our unforgettable annual company picnic. 

Congratulations Jingyu Pang for being Employee of the Month here at Robert Hall & Associates for June!

📢 We're thrilled to share that we've been featured in LA Weekly! 🎉 Read the full article in LA Weekly to discover why we stand at the forefront of the tax industry! 👉 https://lnkd.in/gamX3ufv

Here's a webinar worth checking out, hosted by the Apartment Association of Greater Los Angeles! Free to attend! https://lnkd.in/gwYs9qRf

Thank you for voting Robert Hall & Associates as San Gabriel Valley's Best Accounting Firm for 2023!