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Tax & Estate Planning Knowledge Circle: Tax Planning for the Expiration of TCJA

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We are getting closer to the expiration of the Tax Cuts & Jobs Act (TCJA) on December 31, 2025. There are many tax planning considerations we need to consider for our clients before then which includes planning for capital gains, investment planning, and estate planning.

  • Be prepared for the expiration of the Tax Cuts and Jobs Act. 
  • Review provisions that are expiring.  
  • Review income tax planning and estate planning considerations.

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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Tax & Estate Planning Knowledge Circle: Tax Planning for the Expiration of TCJA
06/18/2024 at 12:00 PM (MDT)  |  60 minutes
06/18/2024 at 12:00 PM (MDT)  |  60 minutes We are getting closer to the expiration of the Tax Cuts & Jobs Act (TCJA) on December 31, 2025. There are many tax planning considerations we need to consider for our clients before then which includes planning for capital gains, investment planning, and estate planning.
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available