The West Region NorCal Local Group is hosting a virtual meetup!
For more information and to RSVP, visit the NorCal Local Group Community page.
QCD's & its SuperPowers
This program explores the strategic planning opportunities using Qualified Charitable Distributions (QCDs) and Required Minimum Distribution (RMDs). Participants will also learn about using the QCD to fund Charitable Gift Annuities (CGA) strategies, RMD planning considerations, OBBBA MAGI phase-out provisions and IRMAA implications to help clients coordinate charitable giving, retirement distributions, and income-based planning decisions.
Presenter: Larry Pon, CPA/PFS, CFP, EA, USTCP
Larry has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. He received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.