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RHAPRESS KIT

Who Is RHA?

Leader in tax preparation for the real estate industry since 1971

Tax structuring for investors, agents, brokers, developers, and property

managers

Our unparalleled expertise helps our clients improve their profitability…

…enabling them to enjoy continued financial success

BEST OF GLENDALE HERE

Partial List Of Organizations We’ve Spoken For

•Women’s Council of Realtors

•AAREA – Asian American Real Estate Association

•The Los Angeles Escrow Association

•Pride Real Estate Professionals Association

•Burbank Association of Realtors

•Apartment Owners Association

•LA Valley College

•Keller Williams

•West San Gabriel Valley Association of Realtors

•Foothill Apartment Association

•The Norris Group

•Sotheby’s

•Pasadena Foothill Association of Realtors

•Beverly Hills/Greater L.A. Association of Realtors

•Jaurigue Law Group

•Realty 411

•John Aaroe Group

•AAGLA

•Real Estate One

•Master Escrow

•Prudential California Realty

•Exchange Resources, Inc.

•CAREPA

•Dilbeck Realtors

•Century 21

•Marcus & Millichap

•REMAX Elite

•Glendale Community College

Some Of Our Affiliates

WHO IS

Tony began working at RobertHall & Associates in 2005, andhas become one of theleading tax consultants.

Tony Watson?

He services a full roster of clientsand has taken on the officialrole of public speaker forthe firm.

WHO ISTony Watson?

Tony speaks at over a 100different trade organizationsa year throughout thestate of California.

WHO ISTony Watson?

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PRESENTATIONOPTIONS

LIST OF

THE POWER OF INC!1

THE POWER OF INC!1

1. Entity selection: LLC, C Corp, S Corp

a) Tax Implications of Each

2. Is Incorporating Right For Me?

3. Can I Pay Myself a Reasonable Salary?

4. Retirement Planning

5. Tax Elections

6. Audit Triggers

7. Asset Protection Through Entity Selection

8. Can I rent back my in-home office to myself?

9. Can I incorporate in a different state to save money?

10. The difference between an LLC and an insurance policy

MAXIMIZING YOUR DEDUCTIONS WHILE MINIMIZING YOUR LIABILITY2

1. What Are The Top 5 Deductions on a Tax Return?

2. What is The Most Audited Deduction?

3. Does Setting Up an LLC Decrease the Potential For

Audit?

4. Is Incorporating Right for Me?

5. Does Incorporating Allow for Additional Tax

Deductions?

6. Can I Pay Myself a Reasonable Salary?

7. In-state vs. Out-of-state

8. Trust vs. INC vs. Insurance Policy

9.“Let’s talk flat tax” – what is AMT?

MAXIMIZING YOUR DEDUCTIONS WHILE MINIMIZING YOUR LIABILITY2

WRING OUT TAX SAVINGS AND RING IN THE NEW YEAR:

The Importance of Year-end Planning3

WRING OUT TAX SAVINGS AND RING IN THE NEW YEAR:

The Importance of Year-end Planning3

1. Why is it Important to Know My Tax Situation by the End of

the Year?

2. What is a W4 Review?

3. Top 5 Tax Write-offs

4. Deductibility of Mortgage Interest: How Much Does it Really

Save?

5. Form 1040 - Above Line 21 Adjustments

6. Carry-forwards and NOLs

7. Do I Have to Make Estimated Tax Payments?

8. Asset Protection Through Entity Selection

9. Can I incorporate in a different state to save money?

10. 401k/IRA vs Self-directed IRA/Solo 401k

AUDITS:Bullet Proof Your Tax Return!4

1. Audit Percentages: Sole-proprietor vs.

Corporation

2. Red Flags

3. Audit Procedures

4. Highly Audited Forms

5. How do I Respond?

6. Do I Need Help?

7. Types of Audits

AUDITS:Bullet Proof Your Tax Return!4

Sell High, Tax Low: What Every Realtor Should Know5

Sell High, Tax Low: What Every Realtor Should Know5

1. Top 5 Deductions

2. Buy vs. Rent a) Residential vs. Commercial

3. Flipping For Tax Savings

4. How to Use My S-Corp To Save Tax a) Should I incorporate? b) Entity Selection

5. Real Estate Investing Yields Largest Tax

Savings

6. Tax Savings for Home Owners- up to

$500,000/$250,000

7. 1031 Exchange- How Does it Work?

Sell High, Tax Low: What Every Real Estate Investor Should Know6

Sell High, Tax Low: What Every Real Estate Investor Should Know6

1. Top 5 Deductions

2. Buy vs. Rent

a) Residential vs. Commercial

3. Flipping For Tax Savings

4. Should I Incorporate?

a) Entity Selection: LLC, C Corp, S Corp

5. Short-term vs. Long-term Investing

a) Tax Implications of Both

6. Real Estate Investing Yields Largest Tax Savings

7. Tax Savings for Home Owners- up to

$500,000/$250,000

8. 1031 Exchange- How Does it Work?

9. Tax-free Investing

10. In-state vs. Out-of-state

FACT:In the last 12 months,

Robert Hall & Associates has spoken to over 4,500 people, and 92% of the audience stated they

gained additional knowledge from our

educational speakers

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Let’s hear what industry leaders

have to say about Robert Hall & Associates…

Why hireRHA?

Press NEXT after each video

Knowledge is power. Information is liberating. Education is the premise of progress, in every society, in every family.

- Kofi Annan

SCHEDULE A SEMINARwith RHA

> What Day?

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CONTACT INFORMATIONJennifer Nelson

818.242.4888 ex: 347Jennifer@roberthalltaxes.com