WEST REGION: NorCal Local Group Event: QCD's & Trump Accounts

The WEST REGION: NorCal Local Group is hosting a meeting on QCD's & Trump Accounts presented by Larry Pon on July 22 from 2-3:40 pm PT.

Cost $15

For more information and to register, please visit the NorCal Local Group Community page.

Program Description:

The first part of this seminar with be about the Qualified Charitable Contributions (QCD) and how they can be used with RMDs (Required Minimum Distributions) and CGAs (Charitable Gift Annuities) and the second part of this seminar with be about Trump Accounts (§530A Accounts) and how they can fit into our clients' financial planning.

Presenter Information:
Larry Pon, CPA/PFS, CFP, EA, USTCP, 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.