MYCPE ONE
Lawrence Pon CPA/PFS, CFP, EA

Lawrence Pon CPA/PFS, CFP, EA

  • Lawrence Pon, CPA/PFS, CFP, EA, USTCP, and AEP, has been a trusted tax and financial planning expert since 1986. Based in Redwood Shores, CA, he helps clients achieve their goals through smart, comprehensive tax and financial strategies.
  • A UC Berkeley grad with an MS in Taxation from Golden Gate University, Lawrence is a frequent speaker for tax pros and advisors nationwide. His passion lies in blending technical expertise with personal guidance for lasting financial success.
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20+

Years of Experience

4.7/5

Average Rating

85%

Avg. Completion Rate

30+

Number of Courses

Knowledge You Need, From Experts You Trust

Gain valuable knowledge from top experts through interactive webinars, self-paced courses, and exclusive resources.
Reviews and Ratings

Discover ratings and feedback from learners who have gained valuable insights.

out of 5

1038 ratings

Excellent

Very Good

Average

Poor

ED

Erik Domino, Owner
5 rating rating rating rating rating

The presenter did a great job explaining the main points of the bill, and how the tax law changes may affect different types of clients. I really felt this was helpful and can use the information that I learned with some of my clients.

SM

Stacy Mitchell, Vice President
4 rating rating rating rating

Due to problems with my tablet, I watched from my phone. Not the best way to view the program :( I think I watched a pre-recorded presentation. Not sure how that was "live".

DH

Deborah HERMAN, Others
4 rating rating rating rating

I found Larry's referencing 2021 strategies to be confusing when we are already in 2022. For example - I can not recommend having my client's do a back door ROTH now for 2021 although he made this reference several times as well as other 2021 tactics that can no longer be taken advantage of in 2022. I thought he presented the other facts accurately just mixed up and confused tactics to be used.

TH

THAO HUYNH, Manager
5 rating rating rating rating rating

Great, concise update course with good examples and tax planning strategies to consider.

RG

Ryan Grube, Owner
5 rating rating rating rating rating

Great use of personal experiences.

LS

Lavinia Swali, Tax Manager
5 rating rating rating rating rating

Larry did a great job on explaining IRAs in detail - really appreciated the tax planning aspect to the presentation

AA

ANTHONY A Tomash, Owner
5 rating rating rating rating rating

Fantastic presenter. Clearly strong skills and a desire to share his knowledge.

RP

Robin Parrott-Horjes, Advisor
5 rating rating rating rating rating

Instructor was awesomely knowledgeable; I learned a lot I did not know, and the download pdf is very valuable. I will go over this pdf again with my notes to remember.

JS

James Stein, Owner
3 rating rating rating

Good program.

FS

Fabian Smith, President
4 rating rating rating rating

The subject matter was good and the instructor was very knowledgable on the material.

SD

Shweta Dhulekar, Manager
4 rating rating rating rating

The trainer is quite good & explaining very good. we understand the concept. His book is very nice covered all topics

MM

Mahjabeen McDaniels, Owner
4 rating rating rating rating

I would give this 5 stars if you make Mr. Pon's audio louder. I could hear the moderator perfectly. The material in this course is very important to understand and he did a fantastic job going over it. I would have liked to see one more example of the 706 that was slightly more complicated..

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Lawrence Pon CPA/PFS, CFP, EA

Pon & Associates

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