April 2018 Brown Bag Meeting

We just finished the first round of the 2018 tax season. What have we learned? How is the new tax law going to affect our tax planning for our clients? What is the latest in the tax world? What do will still not know?
What about that 20% passthrough deduction? (Do I get it as a financial planner?) What do we do about estate planning? How do I be a hero to my clients?

Lawrence K.Y. Pon, CPA/PFS, CFP®, EA, USTCP, is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, and United States Tax Court Practitioner. He has been providing tax and accounting services to small businesses and individuals for the past 28 years.
Mr. Pon speaks regularly to groups about tax, financial, and estate planning. His articles and tax tips have appeared in the New York Times, San Francisco Chronicle, San Francisco Examiner, San Jose Mercury News, Money Magazine, US News & World Report, and Consumer Reports. Mr. Pon is the co- author of Giving: Philanthropy for Everyone, published by Quantum Press in 2002 and Love, Money & Control: Reinventing Estate Planning, published by Quantum Press in 2004.

Mr. Pon passed the United States Tax Court Admissions Examination which allows him to represent taxpayers before the United States Tax Court. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from U.C. Berkeley and an MS in Taxation from Golden Gate University, San Francisco. Mr. Pon lives with his family in Redwood Shores.

Mr. Pon serves on the Board of Directors for the Better Business Bureau, Advisory Board of the Asian Pacific Fund and the Northern California Planned Giving Council, and Professional Advisor Committee for the Silicon Valley Community Foundation. Mr. Pon is the chair of the Parcel Tax Oversight Committee and serve on the Bond Oversight Committee for the Belmont-Redwood Shores School District. Mr. Pon is a member of the National Gift Planning Advisor Council for the American Cancer Society.

Larry’s professional memberships include the American Institute of Certified Public Accountants, Financial Planning Association, Northern California Planned Giving Council, Peninsula Estate Planning Council, National Association of Enrolled Agents, California Society of Enrolled Agents, and California Society of CPAs.