Richard Pon CPA, CFP

Minimizing Your Taxes and Managing Your Complex Affairs

Don't Forget the Charitable IRA Rollover is Now $105,000

Don't Forget the Charitable IRA Rollover is Now $105,000

Richard Pon CPA, CFPDecember 5, 2024

Did You Business File the Beneficial Ownership Report Yet?

Did You Business File the Beneficial Ownership Report Yet?

Richard Pon CPA, CFPDecember 2, 2024

Let's Glow SF Visit Downtown San Francisco

Let's Glow SF Visit Downtown San Francisco

Richard Pon CPA, CFPDecember 1, 2024

New Lower Form 1099-K Reporting Thresholds

New Lower Form 1099-K Reporting Thresholds

Richard Pon CPA, CFPNovember 28, 2024

California's 2025 Minimum Wage

California's 2025 Minimum Wage

Richard Pon CPA, CFPNovember 12, 2024

New Higher 2025 Social Security Tax Base

New Higher 2025 Social Security Tax Base

Richard Pon CPA, CFPNovember 8, 2024

November Events For Pop Culture Fans

November Events For Pop Culture Fans

Richard Pon CPA, CFPNovember 1, 2024

Will Your Employer Offer A Super Catch Up Contribution?

Will Your Employer Offer A Super Catch Up Contribution?

Richard Pon CPA, CFPNovember 1, 2024

Medical Expense Tax Deduction Tips

Medical Expense Tax Deduction Tips

Richard Pon CPA, CFPOctober 29, 2024

Charities Should Not Engage in Political Activities

Charities Should Not Engage in Political Activities

Richard Pon CPA, CFPOctober 28, 2024

November 2024 State Tax Measures To Watch Out For

November 2024 State Tax Measures To Watch Out For

Richard Pon CPA, CFPOctober 23, 2024

Are Political Contributions Tax Deductible?

Are Political Contributions Tax Deductible?

Richard Pon CPA, CFPOctober 21, 2024

Is Candy Subject to California Sales tax?

Is Candy Subject to California Sales tax?

Richard Pon CPA, CFPOctober 16, 2024

Health Savings Accounts (H.S.A.) Triple Tax Savings

Health Savings Accounts (H.S.A.) Triple Tax Savings

Richard Pon CPA, CFPOctober 10, 2024

2025 Estate and Gift Tax Exclusions

2025 Estate and Gift Tax Exclusions

Richard Pon CPA, CFPOctober 4, 2024

San Francisco Tax Ballot Measures

San Francisco Tax Ballot Measures

Richard Pon CPA, CFPOctober 2, 2024

California Tax Proposal on November ballot

California Tax Proposal on November ballot

Richard Pon CPA, CFPSeptember 25, 2024

A Trap For Charities

A Trap For Charities

Richard Pon CPA, CFPSeptember 9, 2024

Quarter 3 Estimated Taxes Due Sept 15

Quarter 3 Estimated Taxes Due Sept 15

Richard Pon CPA, CFPSeptember 1, 2024

Employers Can Push Former Employees Out of Their 401k Plans

Employers Can Push Former Employees Out of Their 401k Plans

Richard Pon CPA, CFPAugust 20, 2024