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Annual Conference 2020 Rewind: Advanced Tax Planning Strategies for Financial Planners

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Includes a Live Event on 12/08/2020 at 12:00 PM (MST)

2020 is the year for Roth conversions. Did you know, you can get $37,500 or even $57,000 into a Roth for your clients? Did you know, you can lower the overall tax cost of a 401(k) plan? We will integrate the latest tax law changes through the CARES Act and Secure Act so you can be knowledgeable with your clients.

  • Understand why 2020 may be the year for Roth conversions and how to take advantage of the most recent tax changes through the CARES Act and SECURE Act
  • Learn how to best take advantage of the Back Door Roth IRA and implement the Mega Back Door Roth for clients
  • Recognize when clients can qualify for Net Unrealized Appreciation (NUA) and how to take advantage of NUA to fulfill Required Minimum Distributions (RMD) and take advantage of lower capital gains tax rates.   An extra bonus is identifiying the ability to add to a Roth IRA without incurring any additional cash

Lawrence Pon, CFP®, CPA, PFS, EA, USTCP, AEP

Pon & Associates

Mr. Pon is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, and Accredited Estate Planner in Redwood Shores, CA.   

Mr. Pon has been practicing since 1986.  He provides the latest advanced tax and financial planning strategies to financial planners so they can be knowledgeable with their clients.

Mr. Pon received his BS in Business Administration from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Mr. Pon is a long time member of the Financial Planning Association and speaks frequently to the San Francisco and Silicon Valley Chapters.

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Annual Conference 2020 Rewind: Advanced Tax Planning Strategies for Financial Planners
12/08/2020 at 12:00 PM (MST)   |  60 minutes
12/08/2020 at 12:00 PM (MST)   |  60 minutes
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available