An update on tax options remaining for 2024 and a discussion of where the tax code may be going in 2025 and beyond. 

Presented by Larry Pon, CPA/PFS, CFP™

All Financial Planning Day workshops will be live-streamed. For in-person attendance, this workshop will be streamed in the 5th Floor Learning Studio and Bayview Branch Library.  All programs are offered by Financial Planning Association of San Francisco.