- May 24, 2018
- 6:30 PM - 8:30 PM
Viognier in Draeger’s
222 E 4th Ave.
San Mateo CA, 94401
- Event Registration
RSVP to firstname.lastname@example.org
♦ Complimentary Dinner & Parking ♦ Co-Hosted by SMCDS & Tom O’Brien, SGC Financial & Insurance Services
RSVP ASAP! Space is limited!
2018 Tax Update
Lawrence K.Y. Pon CPA/PFS, CFP, EA, USTCP
Back by popular demand! Lawrence Pon, CPA will discuss the effect of the 2018 Tax Update on tax filers of all types. Lawrence’s 2017 event was very well attended and based on the high attendance of our March luncheon on this subject, the Tax Update is clearly a very hot topic!
Event Agenda 1. What Happened: Overview of the reasoning behind the 2018 Tax Update 2. What does this mean for me? A. Individuals ♦ Tax rate changes ♦ Standard Deduction changes ♦ Effect on AMT filers B. Business Owners ♦ 199A Exemption ♦ Entertainment deduction 3. Specific Areas of interest A. Charitable Planning B. Rental Real Estate C. ROTH IRA changes D. 529 Plan Changes E. Estate Tax changes
Lawrence K.Y. Pon, CPA/PFS, CFP, EA, USTC - Pon & Associates - Larry has been a tax professional since 1984 where he began his career working with the IRS. From there, he worked at several large accounting firms before starting his personal practice in 1996. In addition to Larry’s tax expertise, he also has earned his Certified Financial Planner designation which is a unique attribute in the personal income tax space. Larry has co-authored publications covering a variety of subjects including Planned Giving, Estate Planning and more. Larry has been quoted in the NY Times, SF Chronicle, SJ Mercury News, Consumer Reports and Money Magazine and is a regular speaker at financial, tax and legal group meetings. His office is located in Redwood City around the corner from the SMCDS Office.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own tax/legal situation. Neither SGC nor Securian Financial Services are affiliated with Lawrence Pon. Securities and Investment advisory services are offered through Securian Financial Services, Inc. Member FINRA/SIPC. SGC Financial and Insurance Services is independently owned and operated. 3 Waters Park Drive #115, San Mateo, CA 94403
Tracking #2088393 and DOFU 04-2018