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

JL

Jeffrey Linders, Owner
5 rating rating rating rating rating

Made me think of how I may approach specific client situations to start conversatiions.

GH

Gregory Howell, CFO/Controller
5 rating rating rating rating rating

Good presentation that gave me some things to consider with both myself and my clients.

NM

NUHASH MASHUD, Tax Manager
5 rating rating rating rating rating

This was the best instructor I had so far he was onto the point and get the answers easily.

AI

ALEX ILOANI, Principal
5 rating rating rating rating rating

The Webinar was comprehensive and informative, as it addressed financial planning tax options.

NC

Norma Jean Christ, Financial Controller
4 rating rating rating rating

Should have been a little longer. There's a lot to discuss there. Maybe 1.5 or 2 hours would have been more appropriate.

FS

Fabian Smith, President
5 rating rating rating rating rating

The program was good; it presented very complex information in an understandable way.

CD

Christopher DeMont, Owner
4 rating rating rating rating

The presenter had updated his slides. The handouts we were provided were outdated and did not match the presenter.

AS

ANIL SHARMA, Owner
5 rating rating rating rating rating

this webinar is helpful in my tax practice. thank you

GE

Gail R Esther-Elliott, Partner
5 rating rating rating rating rating

I loved this presenter, he was engaging the entire time and gave excellent tips for tax planning on the many schedules and 1040, itself.

GM

Greg Markus, Managing Partner
5 rating rating rating rating rating

The instructor covered a ton in the time allotted. It provided a great review of significant areas to look at for planning and compliance purposes.

SH

Seongmi Hong, Certified Public Accountant (CPA)
5 rating rating rating rating rating

Lawrence was the best individual tax instructor I have ever seen! His passion and knowledge about tax and practical examples were very informative and fun.

RJ

Rachel James, Administrative Assistant
5 rating rating rating rating rating

Took this course having no knowledge of 1040s or financial planning, and I gained a wealth of knowledge. Lots of useful information that I can use right away. Great job to the teacher as well.

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Lawrence Pon CPA/PFS, CFP, EA

Pon & Associates

4.7
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