2024 Tax Return Updates and Changes
San Francisco Bay Chapter In-Person Seminar

CLICK HERE for the event flyer!

Date and Time:

Saturday, December 7, 2024
8:30 AM - 4:30 PM

Location:

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

Description:

What you need to know to prepare for Tax Season 2025. Getting ready for the expiration of the TCJA; Learn the many tax credits available for business clients; Review the latest Supreme Court cases that affect taxes; Learn the latest guidance for the Beneficial Ownership Reporting requirements; What to know on handling a client that does not have a valid ERC claim and the importance why to file Protective Claims for Refunds; Learn about the new tax credits for CA tax returns; Learn about the most recent Franchise Tax Board guidance and tax cases; How to help our clients avoid FTB audits.

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

IRS: 18QC1-U-02060-24-I
CTEC: 1000-CE-5524

Knowledge Level: Intermediate (Basic knowledge helpful)

Registration (Includes Continental Breakfast and Buffet Luncheon):

Member Registration Fee: $249
Non-Member Registration Fee: $299

Attendees must register by December 6, 2024.

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.