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6/22/2021
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When:
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Tuesday, June 22, 2021
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 Planning with Real Estate Your client is at a crossroads. They have been renting out their real estate for many years and now their long-time tenants are moving. What should they do? Should they consider continuing to keep renting the property? Show they sell it? How about a 1031 exchange? What about a Qualified Opportunity Zone property? Should they consider charitable planning with their real estate? What are their choices of charitable planning techniques? We will review the tax and financial planning consequences of each of these transactions. We will also take a look at possible tax changes that may affect their decision.
About the presenter...
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Lawrence Pon
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 35 years. Mr. Pon most enjoys working with clients who are philanthropic. Mr. Pon serves on the Board of Directors for the Better Business Bureau, Professional 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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