Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

Larry 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 to tax professionals, financial advisors, and the general public nationally.

 
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.

Tuesday, May 23rd, 2023

1031 exchanges 4 hours 10am-2pm PDT

          Amber Gray-Fenner EA, USTPC

Amber has been doing taxes since she inherited her mother’s Nevada business in late 2010. She earned her Enrolled Agent credential in 2016 and was accepted to the Bar of United States Tax Court In June 2019 (she is a non-attorney admitted to practice in Tax Court). In August 2019 Amber completed 72 hours of specialized training in IRS audit and collections representation to become a Fellow of the National Tax Practice Institute. Before becoming a #taxpro Amber worked as a technical writer for Sandia National Laboratories where she honed the research and writing skills she now brings to her practice. Amber is currently serving on the Editorial Board of the EA Journal, the member publication of the National Association of Enrolled Agents. Amber is also a contributing writer at ThinkOutsideTheTaxBox.com and a contributor focusing on individual tax issues and IRS developments for Forbes.com.

Thursday, May 25^th,^, 2023

PTE (Pass Through Entity) Hot Mess, helping the not so perfect business client, 2 hours (including 1 hour ethics) 10am-12pm PDT

Individual Hot Mess, helping the not so perfect individual client, two hours (including 1 hour ethics) 12pm-2pm PDT

Friday, May 26^th, 2023

Treasures in the Attic, Collectibles, NFTs, 2 hours 10am-12pm PM

          Jason H Daughtry EA

Jason H Daughtry is an Enrolled Agent and partner at Affirmative Tax Relief in Mays Landing, NJ where he works side by side with his wife who is also an Enrolled Agent. Jason began his career in 1995 with H & R Block where he served as a tax specialist and later a tax course instructor. He has been specializing in IRS and state representation since 2012 and is also an NTPI Fellow. Jason enjoys spending much of his time mentoring Enrolled Agents and other tax professionals in the ways of representation and being advocates for the taxpayer. He is a member of the National Association of Tax Professionals, the American Society of Tax Problem Solvers, and the American Bar Association. 

Wednesday, May 24^th,^, 2023

 He will be speaking on Injured/Innocent Spouse and what preparers need to know about documentation for due diligence for the  EITC, AOTC and CTC/ACTC.