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9/15/2020
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When:
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Tuesday, September 15, 2020
12 noon Pacific | 1 pm Mountain | 2 pm Central | 3 pm Eastern
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Where:
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United States
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Online registration is closed.
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« Go to Upcoming Event List
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About the webinar...
Tax Update and Planning for Charitable Giving
This presentation will highlight recent tax changes enacted by the CARES Act and SECURE Act and how they impact charitable giving.There are tax planning opportunities that are unique for 2020 we should consider to enhance charitable giving. We will review the conversations we need to have with our clients for philanthropic planning for 2020 and 2021. Following this presentation attendees will be able to: - Understand the latest tax law changes that impact charitable giving.
- Point out effective uses of charitable giving techniques.
- Understand the intersection of tax planning and charitable planning.
About the presenter...
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Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP Mr. Pon is a tax and financial planning expert providing private clients with comprehensive tax and financial planning, tax preparation, and tax representation for the past 34 years. Mr. Pon most enjoys working with clients who are philanthropic. Mr. Pon serves on the Board of Directors for the Better Business Bureau, Profesiional Advisor Committee for the Silicon Valley Community Foundation, and volunteers as a Money Doctor for 360 Degrees of Financial Literacy. Mr. Pon is a Certified Public Accountant, Certified Financial Planner, Personal Financial Specialist, and Accredited Estate Planner. Mr. Pon received his BS in Business Administration from UC Berkeley and MS in Taxation from Golden Gate University.
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