CA Update
San Francisco Bay Chapter Virtual Meeting

Date and Time:

Wednesday, January 22, 2025
6:00 to 8:00 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. 

Description:

The topic will discuss helping clients to get our of Penalties with Reasonable Cause; Learn about new tax credits for CA tax returns; Most recent Franchise Tax Board guidance and tax cases; How to help our clients avoid Franchise Tax Board 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)

IRS: N/A
CTEC: 1000-CE-5563

Knowledge Level: Intermediate (Basic knowledge helpful)

Registration:

Members: $0
Non-Members: $30

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.