Date/Time
Date(s) - October 4, 2023
7:30 am - 9:00 am
Categories
Larry’s Greatest Hits: Year End Tax Tips and More
Presented by Larry K. Pon, CPA/PFS, CFP
Pon & Associates
Larry Pon is one of the most knowledgeable AND interesting financial speakers in California. Larry will distill all of the most interesting tax and financial topics into a “greatest hits” presentation for us to use with our clients as we head into year-end. He will review opportunities from the SECURE Act 2.0. He will remind planners what opportunities to spot on our clients tax returns. He’ll review the provisions that will sunset in 2025. And he will invite the audience to “ask me anything!”
About the Speaker:
Mr. Pon is a CPA, Personal Financial Specialist, CFP, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores. Mr. Pon has been in practice since 1986 providing comprehensive tax and financial planning, tax preparation and representation. Mr. Pon is teaching Accounting 181 (Individual Income Tax with Tax Software) at the College of San Mateo and he has been a long-time member of the AICPA, NAEA, CalCPA, CSEA, among many professional organizations. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco. Mr. Pon volunteers as a Money Doctor for 360 Degrees of Financial Literacy.