The Tax Election under AB 150
San Francisco Bay Chapter Virtual Meeting

Date:

Wednesday, May 4, 2022
6:00 - 8:00 PM

Location:

Online Meeting via Zoom
This will be a 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:

This topic will cover the California Pass-through Entity Tax election under AB 150, enacted on July 19, 2021, which provides a much need work-around to the $10,000 state and local federal tax deduction limitation. He will discuss the details behind this workaround including the risks and rewards associated with making this election. Individuals who are losing the benefit of federal deductions because of the $10,000 cap will benefit greatly from this presentation.

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 Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01635-22-O
CTEC: 1000-CE-5042

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member):  $20
Registration Fee (Non-Member):  $50

Registration:

Click the link below to register. 

650-918-7329
[email protected]