How to Work with Tax Professionals

The May 2025 Asian-American/Pacific Islanders Knowledge Circle will be held on Thursday, May 29th at 4 pm ET.

For this Knowledge Circle we will be joined by Larry Pon. Larry has extensive experience as a tax professional working with financial advisors, and has some tips for financial advisors on the best way to work with tax professionals.  In this session he will cover the following:

•  Who are tax professionals.
• What do tax professionals do. 
• Best practices for working with tax pros. 
• Don'ts with Tax Pros

Mr. Pon is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, and Accredited Estate Planner in Redwood Shores, CA.   

Mr. Pon has been practicing since 1986.  He provides the latest advanced tax and financial planning strategies to financial planners so they can be knowledgeable with their clients.

Mr. Pon received his BS in Business Administration from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Mr. Pon is a long time member of the Financial Planning Association and speaks frequently to the San Francisco and Silicon Valley Chapters.