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SUMMARY:March 2024 Chapter Meeting
DESCRIPTION:Tax and Financial Planning for the Sunset of the Tax Cuts and Jobs Act\n\n\nSPEAKER\n\n \nLarry Pon\, CPA/PFS\, CFP\, EA\, USTCP\, AEP at Pon & Associates \nSUMMARY \n\nYou 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.  \nLearn what you can do in tax and financial planning considerations with your clients. \n\nSPEAKER BIO \nLawrence 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. \n\n\nMore Information\nTicket price includes: lunch\, Starbucks coffee & decaf\, hot water with Teavana teas\, and Ice water & iced tea. \nThere is also a bar in the hotel lobby if attendees want to continue networking after the meeting. \n1.0 CFP CEU pending for this session  \nNo refunds after 11 am the day before the meeting.
URL:https://www.fpasv.org/event/march-2024-chapter-meeting
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
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