Charitable Planning with 2025 Tax Reform and Expiration of TCJA
Includes a Live Web Event on 02/19/2025 at 12:00 PM (MST)
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Join the American Heart Association and industry expert, Lawrence Pon, as we explore the proposals in 2025 Tax Reform and highlight those that have the best chance of passing. The session will equip advisors with essential insights to share with your clients as we approach the sunset of the Tax Cuts and Jobs Act. We’ll also uncover the most impactful charitable planning techniques to spotlight in 2025 and strategies to consider for 2026. Don't miss out on staying ahead of the game!
- Identify the tax provisions that will change with the expiration of the Tax Cuts and Jobs Act.
- Learn about pending tax proposals in 2025 Tax Reform
- Take advantage of the most appropriate charitable planning techniques for their 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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