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CSTC Academy: Wednesday Webinar Series - Tax Update - the latest in tax law changes and IRS announcements
Wednesday, August 18, 2021, 10:00 AM - 11:40 AM PDT
Category: Wednesday Webinar Series


Tax Update - the latest in tax law changes and IRS announcements
Wednesday, August 18, 2021
10:00 AM to 11:40 AM

Cost: Member: $40 / Non-Member: $70

Speaker: Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
1 Federal Law Hour
1 Federal Update Hour
IRS: 18QC1-U-01511-21-O / 18QC1-T-01512-21-O
CTEC: 1000-CE-4910

Session Description:
We are now about to enter year-end tax planning season with our clients. Also we need to get updated to the latest tax changes and IRS announcements. A lot has already happened for 2021, but what about 2022? We are going to get you prepared for a successful 2022 tax season. We will also review California's latest changes and how they differ with the federal taxes.

Knowledge Level: Intermediate

Learning Objectives:

#1: Review the latest tax legislation and most recent IRS updates to forms and rules.

#2: Have meaningful tax planning meeting with your clients so you can show your expertise as a trusted tax advisor.

#3: Have the tools and techniques to be ready for the 2022 tax season

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.