Tax Talk with Larry
Includes a Live Web Event on 10/13/2023 at 2:00 PM (MDT)
Larry Pon wants to continue the tax conversation with you! Have questions? Larry has answers! Join us for a LIVE Q&A session where Larry answers your tax-related questions and provides up-to-date insight on laws and regulations.
If you have questions ahead of time, you can send them to firstname.lastname@example.org.
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.
Gordon Stein BESc, MBA, CSC, CFEI
Professional Speaker, Blogger and Author of Cashflow Cookbook
Gordon is an international keynote speaker, blogger and author of Cashflow Cookbook - a different kind of personal finance book that includes financial "recipes" that show readers how to free up more than $13,000 monthly. He speaks to clients of financial advisors to help them release incremental cashflow to invest, adding value to the advisor/client relationship and accelerating their wealth building.
Using the concepts from Gordon's talks, a typical investor can add more than $1 million to their portfolio at retirement , with minimal effort, minimal sacrifice and no incremental risk.