1 Credits: Taxes
Larry Pon‘s course is designed to illuminate the tax intricacies faced by Californians who relocate to other states. The course features a comprehensive breakdown of scenarios where California tax obligations persist, despite a change in residency. Participants will benefit from Pon’s extensive expertise in tax and financial planning, gaining insights into specific areas such as the implications of holding employee stock and managing income from property in California. This course is not just an informational session; it is a practical guide to navigating the often-misunderstood tax landscape for former Californian residents. By the end of this course, participants will be equipped with the necessary knowledge to advise clients accurately on post-relocation tax obligations, enhancing their ability to provide informed, strategic tax planning services.
Upon completion of this course, participants will be able to:
- When is CA Tax still due;
- Employee Stock; and
- Income from property in CA.
November 16, 2022
CTEC Course Number: 2071-CE-1851
CTEC State 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 registration 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. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Meet The Experts
Larry 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.