2025 Tax Return - Updates and Changes
San Francisco Bay Chapter In-Person Seminar

CLICK HERE for the event flyer!

Date and Time:

Saturday, December 6, 2025
8:30 AM - 4:30 PM

Location:

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

Description:

This Seminar will provide the "One Big Beautiful Bill Act" (OBBBA)" Individual Provisions, 2025 Changes Made by OBBBA; Tax Planning Ideas for Clients; Business Provisions and Retroactive Changes; Business Entity Considerations; CA Conformity Update and Tax Credits Update and Business Entities; Due Diligence and Form 8867

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)
2 Ethics hour(s) (Topics meeting the ethics requirements under Cir 230)
4 Federal Tax Update hour(s) (Topics covering new tax law)

CTEC: 1000-CE-05733/ 1000-CE-05734
IRS: 18QC1-U-02252-25-I/ 18QC1-E-02253-25-I

Knowledge Level: Intermediate (Basic knowledge helpful)

Registration (Continental Breakfast and Buffet Lunch will be provided.):

Member Registration Fee: $239
Non-Member Registration Fee: $289

Any attendee who is not registered can show up on the morning of the event and pay the cost of the seminar

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.