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20+
Years of Experience4.7/5
Average Rating85%
Avg. Completion Rate30+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
Excellent
Very Good
Average
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KF
I am an EA and this class went outside the realm of what I can do. I am not a financial planner and can get in trouble for suggesting that my clients get life insurance. It just made me a little uncomfortable. BUT it was very informative and detailed with specific instructions to make sure our clients get the best tax outcome possible.
JS
Excellent webinar
GW
I really liked the CPE course because it covered some awesome tax scenarios to think about when working with taxpayers with ties to California.
PP
Excellent presentation
KC
One of the best courses that I have taken on this platform so far. The structure was easy to follow and clearly laid out information. I believe people with a range of expertise or experience would have found it beneficial!
RB
The presenter was very good. Attention keeping and moved fast but not so fast that it was too hard to take in. He also touched on important stuff more than once througout the webinar to reiterate his points. He was very good
RD
I enjoyed this course. There's a lot worth thinking about. I view this as a precursor to learning more about tax and financial planning. There was a lot outlined in this brief 2 hour video that we can look up and learn more from.
WE
Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP is a very polished and energetic instructor. He goes beyond the pure textbook knowledge and applies the wisdom from his many years of practice to this topic. Time flew by. Thank you for a great webinar!
NS
There was a lot of valuable information, including insights on Backdoor IRA and Meabackdoor. Lawrence is fantastic, and the tax planning was exceptional.
JK
covered a lot in 1 hour !
EA
This course was a great overview of key tax implications of real estate sales. I recommend it.
JS
Instructor was very informative and gave good examples of tax planning
Lawrence Pon CPA/PFS, CFP, EA
Pon & Associates
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