Schedule K2/K3 Update
San Francisco Bay Chapter Virtual Meeting

Date and Time:

Wednesday, January 11, 2023
6:00 - 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. 

Description:

The IRS introduced Schedules K2/K3 for 2021 tax returns to simplify providing information related to international provisions of the IRC. However, it was quite confusing and made for a stressful tax season.The IRS has issued DRAFT instructions to the Schedules K2/K3 which provides new exceptions to filing Schedule K2 and providing Schedule K3. We will review the Domestic Filing Exception and the Form 1116 Exemption. This seminar will help you make your upcoming 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-01777-23-O
CTEC: 1000-CE-5199

Knowledge Level: Intermediate (Basic knowledge helpful)

Registration:

Members: $30
Non-Members: $60

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.