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CSTC Academy: Summer Symposium Series - Retirement Tax Planning Update
Thursday, June 17, 2021, 10:45 AM - 12:25 PM PDT
Category: CSTC Summer Symposium

Retirement Tax Planning Update
Thursday, June 17, 2021
10:45 AM to 12:25 PM

Speaker: Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
2 Federal Update Hours
IRS: 18QC1-U-01472-21-O
CTEC: 1000-CE-4873

Session Description:
There have been significant changes made to retirement plans with the CAA, CARES, and SECURE Act along with numerous IRS Notices, Rulings, and Revenue Procedures. You will learn about how these changes affect your clients and the tax returns that you work on. You will be become a better informed tax advisor so you can get more referrals from your clients and their financial advisors. You will learn about the special retirement account tax breaks when there is a disaster. You will also learn about how to take advantage of Roth conversions to help your clients reach their financial goals. We will go over the Mega Back Door Roth IRA and show how your clients can put up to $37,500 into a Roth that will grow tax-free.

Knowledge Level: Intermediate

Learning Objectives:

#1: Get up to date on the latest tax changes for retirement plans.

#2: Help your clients reduce the amount of tax they pay when taking distributions from a retirement account.

#3: Learn how your clients can take advantage of the Mega Back Door Roth.


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.