Richard Pon CPA, CFP

Minimizing Your Taxes and Managing Your Complex Affairs

IRS Proposed Nondiscrimination Rules Impact Schools and Donors

IRS Proposed Nondiscrimination Rules Impact Schools and Donors

Richard Pon CPA, CFPSeptember 3, 2026

IRS Proposed Changes to Fiscal Sponsorships

IRS Proposed Changes to Fiscal Sponsorships

Richard Pon CPA, CFPAugust 24, 2026

New Qualified Overtime Deduction Questions & Answers

New Qualified Overtime Deduction Questions & Answers

Richard Pon CPA, CFPAugust 17, 2026

Trump Account Proposed Regulations

Trump Account Proposed Regulations

Richard Pon CPA, CFPAugust 11, 2026

How The Tax Code Impacts Certain Sports Teams

How The Tax Code Impacts Certain Sports Teams

Richard Pon CPA, CFPAugust 10, 2026

Need a Quiet Oasis in Downtown SF?

Need a Quiet Oasis in Downtown SF?

Richard Pon CPA, CFPAugust 5, 2026

Paper Retirement Statements Are Back

Paper Retirement Statements Are Back

Richard Pon CPA, CFPAugust 3, 2026

When Will Social Security and Medicare Funds Run Out?

When Will Social Security and Medicare Funds Run Out?

Richard Pon CPA, CFPJuly 22, 2026

Are Employer Retirement Plan Contributions Taxable?

Are Employer Retirement Plan Contributions Taxable?

Richard Pon CPA, CFPJuly 13, 2026

Child and Dependent Care Credit Tax Tips

Child and Dependent Care Credit Tax Tips

Richard Pon CPA, CFPJuly 6, 2026

California Will Now Impose Sales Tax on Most Software and SAAS

California Will Now Impose Sales Tax on Most Software and SAAS

Richard Pon CPA, CFPJuly 1, 2026

Trump Account Gift Tax Trap Is Gone

Trump Account Gift Tax Trap Is Gone

Richard Pon CPA, CFPJune 29, 2026

What is the Proposed 50% AI Tax?

What is the Proposed 50% AI Tax?

Richard Pon CPA, CFPJune 26, 2026

The California Billionaire Tax Will Be on the November ballot

The California Billionaire Tax Will Be on the November ballot

Richard Pon CPA, CFPJune 20, 2026

2027 Health Savings Account Limits

2027 Health Savings Account Limits

Richard Pon CPA, CFPJune 15, 2026

Charities Remind Your Donors About The New Tax Law

Charities Remind Your Donors About The New Tax Law

Richard Pon CPA, CFPJune 8, 2026

No Property Tax Reassessment Due to Covid

No Property Tax Reassessment Due to Covid

Richard Pon CPA, CFPJune 8, 2026

Do You Need To Make a California Passthrough Election (PTE) In June?

Do You Need To Make a California Passthrough Election (PTE) In June?

Richard Pon CPA, CFPJune 1, 2026

Details Matter. See this Wall Street Journal article on donors who lost a $665k deduction

Details Matter. See this Wall Street Journal article on donors who lost a $665k deduction

Richard Pon CPA, CFPMay 29, 2026

Act Fast. The Electric Vehicle Charging Tax Credit Expires June 30

Act Fast. The Electric Vehicle Charging Tax Credit Expires June 30

Richard Pon CPA, CFPMay 28, 2026