2-11-26 - Beyond the One, Big, Beautiful Bill

We will learn about the new Trump Accounts and how they might fit into our client's financial planning.  Opportunity Zones provide an opportunity to defer capital gains and they have been revised under OBBBA. Lastly, the OBBBA updated the rules for Qualified Small Business Stock (QSBS) which can eliminate up to $15 million from capital gains or even more.

Speaker: Lawrence K.Y. Pon CPA/PFS, CFP®, EA, USTCP, AEP, Pon & Associates

Bio: 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 speaks regularly nationwide on tax planning and financial planning topics to tax professionals and financial advisors. Mr. Pon teaches Income Tax at the College of San Mateo.

Mr. Pon is a longtime member of FPA and hosts a monthly show on onefpa.org – Tax Talk with Larry.

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.

Thank You to Our Meeting Strategic Partner!

*This topic is currently under review by the CFP Board for 1.0 hour of CE credit.

*Online registration closes at 12:00 pm on Tuesday, February 10, 2026.