The One, Big, Beautiful Bill: What It Means for You and Your Clients

The One, Big, Beautiful Bill: What It Means for You and Your Clients

Wednesday, July 16, 2025 | 3:30 PM to 5:15 PM
Orinda Country Club | 315 Camino Sobrante, Orinda, CA

Join FPA of the East Bay for a timely and high-impact session exploring the 2025 tax reform bill that’s already making headlines. Known informally as “The One, Big, Beautiful Bill,” this sweeping piece of legislation includes major extensions of the Tax Cuts and Jobs Act, new provisions like a potential “no tax on tips” rule, and the repeal of numerous energy tax credits. The bill is over eleven hundred pages long—and packed with critical changes that will directly affect how you advise your clients.

In this program, nationally recognized tax expert Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, will walk you through the most relevant sections of the bill and discuss how the proposed changes could impact tax planning, estate strategies, and year-end decision-making.

This seminar is designed for financial professionals who want to stay ahead of policy shifts, understand new planning opportunities, and take action on behalf of their clients before key provisions expire. Because the bill is still evolving, this session may be updated in real time to reflect the most current version of the legislation.

Key Learning Objectives

• Review the most impactful provisions in the 2025 tax reform bill

• Identify tax planning opportunities based on upcoming changes

• Learn how to help clients take advantage of tax breaks before they sunset

This event qualifies for CFP continuing education credit. The course is rated intermediate and will cover topics in income tax planning and estate planning.

About the Speaker

Larry Pon is a CPA, CFP, Personal Financial Specialist, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner. Based in Redwood Shores, California, he has advised clients since 1986 and teaches Income Tax at the College of San Mateo. Larry is a long-time FPA member and speaks nationally on tax strategy and planning.

Registration and Pricing

FPA Member Early Bird (through July 14): $49
FPA Member Regular (July 15-16): $59
Non-Member/Guest: $98

Register early to secure the best rate and reserve your seat.

Who Should Attend

This program is ideal for financial planners, estate planning professionals, tax advisors, and anyone who helps clients navigate changes in tax law.

To register or learn more, visit the event registration page. Space is limited.

REGISTER HERE