Update for 2023
San Francisco Bay Chapter In-Person Meeting

CLICK HERE for the event flyer!

Date and Time:

Saturday, December 9, 2023
8:30 AM - 4:30 PM

Location:

Doubletree Hotel
835 Airport Blvd.
Burlingame, CA 94010
Parking Available On-Site

Description:

This Update seminar will cover the Individual Update and Tax Planning; New Energy and Electric Vehicle Credits; SECURE 2.0 changes taking effect in 2024; Business Update; Employee Retention Credit IRS Audits and IRS guidance; Most recent IRS tax cases; Understanding the Corporate Transparency Act; New beneficial ownership reporting requirements; California Tax Update and Planning; California new penalty Abatement; CA Conformity/Nonconformity; CA income tax for non-CA clients; Most recent FTB guidance and tax cases.

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 California hours (Topics covering California law issues)
6 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01914-23-I
CTEC: 1000-CE-5355

Knowledge Level: Intermediate (Basic knowledge helpful)

Registration:

Price if registered by November 20, 2023
Member Registration Fee: $239
Non-Member Registration Fee: $269

Price if registered after November 20, 2023
Member Registration Fee: $259
Non-Member Registration Fee: $289

Cancellation and Refund Policy:
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.