Estados Unidos
Tax laws keep changing and being refined. Come learn about the latest trends and topics in taxes from Larry Pon, a local expert who has been sharing his wisdom at Financial Planning Day for more than a decade.
This is a hybrid event. Registration is required for Zoom attendance. In-person attendance in Koret Auditorium does not require registration; seats available first come, first served.
Part of Financial Planning Day. See a full schedule here.
About the presenter: 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. He has been in practice since 1986 and speaks regularly nationwide on tax planning and financial planning topics to tax professionals and financial advisors.
Larry 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.
Financial Planning Day
Discover valuable financial planning resources, including free, objective one-on-one counseling from CERTIFIED FINANCIAL PLANNER® professionals. Participate in presentations on investing, income taxes, property tax and intergenerational transfers, resources to strengthen your financial skills and budgeting.
Personal Finance
Get expert help in managing your finances and learn how to make well-informed financial decisions about spending, saving, taxes, investing, retirement, estate planning and more.
Taxes
A series of expert-led workshops covering everything you need to know to file your tax return safely and accurately, no matter your situation.