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San Jose Chapter Virtual Meeting 1.12.22
Wednesday, January 12, 2022, 5:00 PM - 7:00 PM PDT
Category: In-Person Chapter Meetings

AB 150 - SALT Cap Work Around
San Jose Chapter Online Meeting

Date/Time:

Wednesday, January 12, 2022
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 for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Topic: 

1. What is the PTET
2. Which entities qualify
3. How to compute the PTET Tax
4. Understand the Tentative Minimum Tax limitation
5. Should your clients consent?
6. What are the unanswered questions?

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-01604-22-O
CTEC: 1000-CE-5009

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member): $0
Registration Fee (Non-Member): $30


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.