Biden Tax Plan

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Description

Date: January 14th at 2:00pm - 4:00pm ET
CE: 2 NAEA CPE
Webinar Series: Future Ready
Speaker: Larry Pon, EA

The Biden Tax Plan
We will go over the possible tax changes that may occur under the Biden Administration for Individual Taxes, Business Taxes, Estate and Gift Taxes, and Retirement Savings. We will also go over tax planning techniques we should consider for our clients.

Learning Objectives:

1. Review the possible tax changes under the Biden Administration
2. Understand how these tax changes can affect your clients.
3. Identify tax planning strategies for our clients for these possible tax changes.

Contributors

Lawrence Pon, CPA, EA, USTCP

Lawrence K.Y. 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.

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.
Mr. Pon is a member of the Golden Gate Society of Enrolled Agents, California Society of Enrolled Agents, and the NAEA.

Thank you

Description

Contributors

Lawrence Pon, CPA, EA, USTCP