Tax Updates and Getting Ready for Tax Season
Inland Empire Chapter Virtual Meeting

Date/Time:

Thursday, January 19, 2023
6:00 PM to 8:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Topic: 

We will review the changes in the tax forms and review what you need to know to get ready for tax season. You might be seeing Form 1099-K for your clients that you were not expecting. How should we handle these 1099-Ks? We will also review the Inflation Reduction Act especially regarding the Energy Credits and Electric Vehicles. We will also go over the most recent California tax changes. Of course, let's go over ways we can make tax season less stressful.

Presenter:

Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
Mr. 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 enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics.

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.

CPE Information:

2 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01775-23-O
CTEC: 1000-CE-5197

Knowledge Level: Update (Information on new tax laws)

Cost:

Registration Fee (Member): $20
Registration Fee (Non-Member): $50

Questions? Please contact Hilde Morrow, email: [email protected], phone 951.836.3006 or David Knutson, email: David [email protected], phone 909.894.9049; or Chapter email: [email protected].

Cancellation and Refund Policy for Webinar Purchase: 
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.