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March 2024 Chapter Meeting
March 14 @ 11:30 am - 1:30 pm
Tax and Financial Planning for the Sunset of the Tax Cuts and Jobs Act
SPEAKER
Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP at Pon & Associates
SUMMARY
You are invited to hear this presentation that aims to provide a concise overview of the multifaceted changes within the Tax Cut & Job Act, urging a closer examination of their implications before the scheduled expiration on December 31, 2025. It will become evident that significant alterations have been made to the income tax landscape.
Learn what you can do in tax and financial planning considerations with your clients.
SPEAKER BIO
Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and speaks regularly to tax professionals on the latest tax planning and preparation topics nationally. Mr. Pon teaches Income Tax at College of San Mateo. Mr. Pon received his BS in Business Administration from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco.
More Information
Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.
There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.
1.0 CFP CEU pending for this session
No refunds after 11 am the day before the meeting.