The One, Big, Beautiful Bill: What It Means for You and Your Clients
Date: Wednesday, July 16, 2025
Time: 3:30 PM – 5:15 PM
Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA
Be among the first to understand how “The One, Big, Beautiful Bill” could reshape tax planning for 2025 and beyond. Join nationally recognized tax expert Larry Pon, CPA/PFS, CFP®, EA, USTCP, AEP® as he breaks down key provisions, planning opportunities, and potential risks within this sweeping legislation. Walk away with practical insights you can use immediately with your clients.
This session qualifies for CFP CE credit and will focus on Income Tax Planning and Estate Planning.