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Asian-American/Pacific Islanders Knowledge Circle: Tax Planning with the Sunset of the Tax Cuts and Jobs Act (TCJA)

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Includes a Live Web Event on 08/15/2024 at 2:00 PM (MDT)

The expiration of the Tax Cuts & Jobs Act (TCJA) is right around the corner on December 31, 2025. We will talk about possible tax planning moves before December 31, 2025 and how to be prepared for different tax planning strategies in 2026. We will need to be prepared for major changes in estate planning such as the expected reduction in the lifetime exclusion. We will also address the expected reduction in the standard deduction and how clients will need to learn to itemize their deductions on Schedule A again. Larry will also provide a bonus update on the recent Supreme Court rulings.

  • What is the TCJA? 
  • What Provisions are expiring? 
  • What should we tell our clients?

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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Asian-American/Pacific Islanders Knowledge Circle: Tax Planning with the Sunset of the Tax Cuts and Jobs Act (TCJA)
08/15/2024 at 2:00 PM (MDT)  |  60 minutes
08/15/2024 at 2:00 PM (MDT)  |  60 minutes The expiration of the Tax Cuts & Jobs Act (TCJA) is right around the corner on December 31, 2025. We will talk about possible tax planning moves before December 31, 2025 and how to be prepared for different tax planning strategies in 2026. We will need to be prepared for major changes in estate planning such as the expected reduction in the lifetime exclusion. We will also address the expected reduction in the standard deduction and how clients will need to learn to itemize their deductions on Schedule A again.
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available