Instructor: Tony Watson, Robert Hall & Associates
SBAOR Member Cost: Free
Non-Member Cost: $25
Time: 12:00pm-1:00pm
Location: SBAOR Hall
Click to Register

Lunch and Learn: Wring out Tax Savings and Ring in the New Year
Tuesday, October 29th, 2019


The Importance of Year-end Planning
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. Why isn't my medical deductible?
6. Do I have to make estimated tax payments?
7. 401K/IRA vs. self-directed IRA/Solo 401k
8. The effects of the IRS layoffs
9. Changes in the tax code for 2019-2020


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