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Speakerpg_LawerencePon

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

Owner, Pon & Associates

Bio

Pon is a certified public accountant, personal financial specialist, certified financial planner, enrolled agent, United States Tax Court practitioner and an accredited estate planner in Redwood Shores, California. Pon speaks regularly to tax professionals and financial advisors on the latest tax planning and preparation topics nationally, and teaches income tax courses at the College of San Mateo.

Sessions

Everything Roth IRAs

Roth IRAs continue to present both powerful planning opportunities and costly missteps for clients. This session explores the tax consequences of Roth activity, including conversions, back-door strategies and mega back-door contributions.

2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level

Managing IRMAA and Medicare Premium

Many of our clients pay Medicare premiums, but they may be surprised when their premiums suddenly go up due to the income-related monthly adjustment amount (IRMAA).

1 CPE for AFSP, EA, CFP®, CPA, CRTP
Basic level

See Lawrence Pon at Taxposium