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

1043 ratings

Excellent

Very Good

Average

Poor

PB

Paul Boland, Owner
4 rating rating rating rating

Good job

MC

Mary Correia, Co-owner
5 rating rating rating rating rating

great

MR

mark reder, Owner
5 rating rating rating rating rating

great job

NW

NEIL WIELAND, Owner
4 rating rating rating rating

MY OVERALL EXPERIENCE WITH THIS COURSE WAS GOOD. THE ONLY AREA THAT NEEDS TO BE IMPROVED IS THE HANDOUT MATERIALS SHOULD BE AVAILABLE TWO TO THREE HOURS PRIOR TO THE COURSE START TIME. SOME COURSES HAVE THE HANDOUT MATERIALS AVAILABLE WITH THE E MAIL RECEIVED ON THE DAY OF THE COURSE AND OTHERS (THIS COURSE) THE HANDOUT MATERIAL IS ONLY AVAILABLE MINUTES BEFORE THE COURSE START TIME IN THE CHAT AREA. I LIKE TO REVIEW THE COURSE MATERIAL SEVERAL HOURS BEFORE THE BEGINNING OF THE COURSE. THERE NEEDS TO BE MORE CONSISTENCY CONCERNING WHEN AND WHERE THE HANDOUT MATERIALS ARE AVAILABLE. THANK YOU.

KL

Kathleen Lehman, Manager
4 rating rating rating rating

Very good webinar. I was interested for personal reasons. The information provided was helpful, but did not answer all questions and concerns. Additional information with an experienced advisor would be required for one to make appropriate decisions based on their circumstances. That said, the tax aspects were presented and explained.

GE

Gordon Eeten, Owner
3 rating rating rating

I thought the presentation was a bit boring. He spent 20 minutes on the Build Back Better Act which was never passed by congress.

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

JT

James Theiring, Owner
5 rating rating rating rating rating

Webinar was very informative. Presenter is knowledgeable and utilized very good presentation slides.

AM

ANN MCKENZIE, Shareholder
3 rating rating rating

Worthwhile topic. In general I think this is most helpful to young people and not experienced people or financial professionals. A bit too basic.

GM

Gary Millet, Owner
5 rating rating rating rating rating

GREAT

JC

Julie Carew, Owner
5 rating rating rating rating rating

Good information on how to reduce, postpone gain on the sale of your home

JK

James H Keegan, Others
5 rating rating rating rating rating

Good Webinar--Comprehensive-Great Instructor

Lawrence Pon CPA/PFS, CFP, EA

Lawrence Pon CPA/PFS, CFP, EA

Pon & Associates

4.7
Believe in your hustle and the results will follow!
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