CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Western CPE will be closed on July 3rd and 4th to celebrate Independence Day.

Biden Greenbook 2023 Budget

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Taxes

Course Description

This class from Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP, will cover the Biden administration’s Greenbook and budget proposal for fiscal year 2023. The White House recently released its FY 2023 budget proposal and, in parallel, the Treasury Department issued its Greenbook – a 120-page explanation of all the proposed tax provisions. In this class, you will be taken through the aspirational tax highlights of this Greenbook and gain a better understanding of the Biden administration’s tax reform agenda.

Learning Objectives

Upon completing this course, participants will learn:

  • Corporate tax increase
  • Billionaire minimum income tax
  • Raise the individual income tax
  • Raise long term capital gains
  • IRS budget boost

Course Specifics

Course ID
WC1822283575
Revision Date
April 22, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02005-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1741
CTEC Federal Tax Law Credits: 1

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.

Course Instructor

Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon 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. Mr. Pon 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.

Biden Greenbook 2023 Budget

CPE CREDITS
1 Credits: Taxes

$49.00


Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Taxes

Course Description

This class from Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP, will cover the Biden administration’s Greenbook and budget proposal for fiscal year 2023. The White House recently released its FY 2023 budget proposal and, in parallel, the Treasury Department issued its Greenbook – a 120-page explanation of all the proposed tax provisions. In this class, you will be taken through the aspirational tax highlights of this Greenbook and gain a better understanding of the Biden administration’s tax reform agenda.

Learning Objectives

Upon completing this course, participants will learn:

  • Corporate tax increase
  • Billionaire minimum income tax
  • Raise the individual income tax
  • Raise long term capital gains
  • IRS budget boost

Course Specifics

Course ID
WC1822283575
Revision Date
April 22, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02005-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1741
CTEC Federal Tax Law Credits: 1

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.

Course Instructor

Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon 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. Mr. Pon 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.

Biden Greenbook 2023 Budget

CPE CREDITS
1 Credits: Taxes

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.

$49.00