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

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Reviews and Ratings

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

out of 5

1038 ratings

Excellent

Very Good

Average

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JB

john bogdanich, Specialist
5 rating rating rating rating rating

Materials covered so much more than I thought. Covered more aspects that I never thought about. Great speaker with great knowledge

GD

Gabrielle Daniels, Owner
3 rating rating rating

There should be a minimum of 10 questions on these Assessments

,
5 rating rating rating rating rating

This CPE course was truly exceptional. The content was highly informative, well-structured, and directly applicable to real-world practice. The instruction was fantastic — the material was presented clearly and engagingly, making complex tax and financial planning concepts easy to understand. I would highly recommend this course to any professional looking to expand their knowledge and fulfill their continuing education requirements.

PS

Pete Schindele, Owner
5 rating rating rating rating rating

Really enjoyed the presentation. Very helpful on RSUs.

RP

Reba Porter, Owner
4 rating rating rating rating

I found the material to be interesting and much needed to answer taxpayer questions from time to time.

DD

DANIEL DAEMICKE, President
5 rating rating rating rating rating

Well done. Interesting topic.

DP

DAVID PORTER, Owner
2 rating rating

instructor maybe did this too soon didn't seem to know what the 2022 final rules were yet

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..

JL

Joseph Lisandrillo, Tax Manager
4 rating rating rating rating

Excellent presentation. It covered all of the key points clearly and with enough detail to make the information useful

JS

John Sharp, Owner
4 rating rating rating rating

I felt it was very useful in the knowledge for the retirement accounts and exceptions

EK

Edward Klarman, Owner
5 rating rating rating rating rating

very good presentation

PY

Penny Young, Business Consultant
3 rating rating rating

I am very disappointed as this webinar was not live but clearly prerecorded as the instructor kept referring to January 2022 and the build back better act waiting to be passed. Much of the material is still relevant and was very good but not current

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Lawrence Pon CPA/PFS, CFP, EA

Pon & Associates

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