NYSSEA Webinar: 1041 Spotlight with Larry Pon, CPA, EA, USTCP

 

June 25, 2025
6:30 PM - 8:30 PM
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In the Comfort of Your Home or Office

Many of our clients are creating trusts for various reasons, and tax returns, Form 1041, need to be prepared for them.  Learn about the different types of trusts you may encounter.  We will review the importance of fiduciary accounting and how it is different from tax accounting.  We will review case studies on a simple and complex trust with completed Form 1041s and learn how to read a trust.   

Our Distinguished Speaker 

Lawrence 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. He has been in practice since 1986 and speaks regularly to tax professionals on the latest tax planning and preparation topics. Mr. Pon is a long-time member of NAEA & CSEA. He teaches income tax at the College of San Mateo. Mr. Pon received his BS in Business Administration from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco.

PLEASE NOTE

Registration ends at 5:00 PM on June 25, 2025.   No Refunds after 5:00 PM on June 18, 2025.

In order to complete the registration for this webinar, your confirmation email will contain a link to also register with ZOOM.

Can't Make It?

If you are interested in this topic but cannot make it to the LIVE webinar, we now have another option for you.

1. Register and pay for this webinar by the deadline.

2. Within a day or two following the LIVE webinar, a link will be sent to you for the recorded presentation.

3. You have 30 days to watch the presentation.

4.  ALL Registrants will have the opportunity to view the recording, even if you attended the LIVE presentation.

5. No CE can be awarded for viewing the recording.

NOTE:  Our speaker has graciously allowed us to offer this option.

Tickets

$45.00 NYSSEA Members

$80.00 Non-Member/Future Member