The document outlines key tax strategies for successful real estate investors, presented by Tony Watson, an experienced tax preparer. It highlights essential deductions, compares long-term and short-term investing tax implications, and discusses the differences between various property types. Additionally, it offers information on services provided by Robert Hall & Associates for tax preparation and structuring.

4. POLL #1

5. Top Tax Secrets
for the Successful Investor!
November 2015
Presented By:
Tony Watson
Enrolled Agent

6. Leader in tax preparation for the real
estate industry since 1971
Tax structuring for investors, agents, brokers,
developers, and property managers
We help our clients with tax
preparation, tax structuring, audits, &
incorporating services

7. TOP 5 DEDUCTIONS ON A TAX RETURN
t
FOR
REAL
ESTATE
INVESTORS

9. Legal & professional fees

10. Travel

11. Meals & Entertainment

13. How many of you own a home?

14. LONG-TERM INVESTING VS.
SHORT-TERM INVESTINGTAX
IMPLICATIONS
OF
BOTH

15. HOW TO DEPRECIATE AND WRITE OFF RENTAL PROPERTY

16. TAX CONSEQUENCES FOR SELLING A RENTAL PROPERTY
t

17. PRIMARY RESIDENCE vs. INVESTMENT
RESIDENTIAL
VS.
COMMERCIAL

18. DIFFERENCE BETWEEN A REAL ESTATE PROFESSIONAL VS.
NON-REAL ESTATE PROFESSINAL

19. WHICH IS RIGHT FOR YOU?
t
TAX
IMPLICATIONS
OF
EACH
TRUST
INC
INSURANCE
POLICY
VS
VS

20. What else can I do?
Feel like this?

21. What Robert Hall & Associates can do for you:
Tax Preparation
Tax Structuring
Audit Representation
Incorporating Services

22. FOR
CONSULTATIONS
CALL
818-­‐242-­‐4888
OR
VISIT
WWW.ROBERTHALLTAXES.COM