Tips for a Successful Tax Season
San Jose Chapter Virtual Meeting

No continuing education will be offered for this session

Date/Time:

Wednesday, February 15, 2023
5:00 to 7:00 PM PST

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: 

Learn tips for a smooth and successful tax season. I am a proud tax professional since 1986 so that means this is my 37th year. I have made many mistakes and do not want you to repeat them. We will go over tips on how to have a smooth tax season so clients will refer their successful friends and relatives to you. This webinar will have a mix of technical and practice management topics. Also, we'll make this an interactive meeting so would love to hear your best ideas. These tips will include:
1. Practice management

• How to select great clients
• How to avoid bad clients
• How to get rid of bad clients
• How to get tax returns out the door
• How to be a hero to your clients

2. How to help lower your client's tax bill

• Last minute tax deductions
• IRAs
• HSAs

3. How to help your clients make more money

• I-Bonds

4. How to use the tax relief from the recent Winter Storms in California

5. Staying on top of recent tax changes

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:

No continuing education will be offered for this session

Cost:

Registration before February 12, 2023
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Registration after February 12, 2023
Registration Fee (Member): $20
Registration Fee (Non-Member): $50

Cancellation and Refund Policy for Webinar Purchase: 
Written 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.