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Tax Planning After the Death of a Spouse - San Jose Chapter Virtual Meeting
Wednesday, October 19, 2022, 5:00 PM - 7:00 PM PST
Category: In-Person Chapter Meetings

Tax Planning After the Death of a Spouse
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, October 19, 2022
5:00 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: 

About 1.5 million people pass away with a spouse. There are many tax planning considerations after the death of a spouse. Topics we will review include tax preparation in the year of death, filing for portability of the Deceased Spouse Unused Exemption, income tax planning, step up in basis, sale of home, retirement account considerations, and Proposition 19.

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:

1 Federal Law hours (Topics covering existing tax law)
1 California hours (Topics covering California law issues)

IRS: 18QC1-T-01688-22-O
CTEC: 1000-CE-5098

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration before October 17, 2022
Registration Fee (Member): $0
Registration Fee (Non-Member): $30

Registration after October 17, 2022
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Cancellation and Refund Policy for Webinar Purchase
Written webinar 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.