THE CITY CLUB Meeting Details

Tuesday, July 11, 2017
11:30 am - 1:30 pm

Topic:
Tax Planning in the Trump Era

Speaker(s):
Lawrence Pon, CPA/PFS, CFP, EA USTCP
Pon & Associates
    
Thank You to Our Meeting Sponsor:
  

Program Description:
Learn tax strategies for 2017 and beyond. Our speaker will address the following issues:
•  What is going on with Tax Reform? 
•  How about the American Health Care Act? 
•  How will this affect my clients and what can we do?  
•  What should we do about tax and estate planning for 2017?
Larry will present the latest information on what is going on with these topics and let advisors know what they should be aware of for their clients for 2017.

Speaker Bio:
Lawrence Pon, CPA/PFS, CFP, EA USTCP
Pon & Associates
Larry's office in Redwood Shores provides full service tax preparation, tax planning and tax representation. He enjoys helping his clients reach their financial goals and paying the least amount of taxes. Larry holds a BS in Business Administration from UC Berkeley with emphases in Accounting and Finance and received his MS in Taxation from Golden Gate University.

Larry can represent clients before the US Tax Court by passing the Tax Court Examination for non-attorneys. Larry has been a member of SF FPA since 1993 when becoming a CFP. Larry volunteers as a Money Doctor for the AICPA 360 Degrees of Financial Literacy. He is the chair of the Financial Literacy Committee for the Peninsula Chapter of CalCPA. He has been serving as a member of the Board of Directors for the Golden Gate Business Bureau for over 20 years.

Larry enjoys participating in Financial Planning Day and other FPA Pro Bono activities. Larry is proud to announce that he will be a Cal Dad when his daughter starts at UC Berkeley this coming fall.

Meeting Agenda
11:30 am -12:00 pm - Registration & Networking
12:00 pm - 12:15 pm - Chapter Announcements & Lunch
12:15 pm - 1:30 pm - Speaker Presentation and Q & A
1:30 pm - Program Closes

You may still register online after July 7, 2017, however, you will be charged the Regular Registration price; online registration closes at midnight, July 9, 2017.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 

Lisa Aliferis is the founding editor of KQED's State of Health blog. Since 2011, she's been writing stories and editing them for the site. Before taking up blogging, she toiled for many years producing health stories for television, including Dateline NBC and San Francisco's CBS affiliate, KPIX-TV. She also wrote a practical guide on the affordable care act titled Obamacare Explained – A Guide for Californians, produced by KQED News and The California Report. You can follow her on Twitter: @laliferis