BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:569a09c3a3f5fd25b1508fd2580b4301949 CATEGORIES:Wednesday Webinar Series SUMMARY:CSTC Academy: Wednesday Webinar Series - Tax Update - the latest in tax law changes and IRS announcements DESCRIPTION:
Cost: Member: $40 / Non-Member: $70
Speaker: Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
1 Federal Law Hou
r
1 Federal Update Hour
IRS: 18QC1-U-01511-21-O / 18QC1-T-01512-2
1-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 Cal
ifornia's latest changes and how they differ with the federal taxes.
Knowledge Level: Intermediate
< span>Learning Objectives:
#1: Review the latest tax l egislation and most recent IRS updates to forms and rules.
#2: Have m eaningful tax planning meeting with your clients so you can show your exper tise as a trusted tax advisor.
#3: Have the tools and techniques to b e ready for the 2022 tax season
Lawrence Pon, CPA/PFS, CFP, EA, USTCP, A EP
Mr. Pon is a Certified Public Accountant, Pers onal Financial Specialist, Certified Financial Planner, Enrolled Agent, Uni ted 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 spea ks on tax and financial planning topics.
Mr. Pon receive d 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.