California Update
San Jose Chapter Virtual Meeting

Date/Time:

Thursday, July 23, 2026
5:00 PM to 7:00 PM

Location:

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

Topic:

1. Tax changes from the latest California budget
2. Garcia-Rojas v. FTB - California tax and non-resident sole proprietors.
3. PTET Update
4. Update on California Tax Forms
5. Latest FTB Guidance and OTA cases

Presenter:

Larry Pon, CPA, PFS, CFPR, EA, USTCO, AEP
Lawrence 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 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 Berkley and MS in Taxation from Golden Gate University in San Francisco.

CPE Information:

2 California hour(s) (Topics covering California law issues)

IRS: N/A
CTEC: 1000-CE-05794

Knowledge Level: Update (Information on new tax laws)

Cost:

Cost if registered by July 20, 2026
Member Registration Fee: $30
Non-Member Registration Fee: $70

Cost if registered after July 20, 2026
Member Registration Fee: $35
Non-Member Registration Fee: $75

Registration:

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.

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.