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

DW

David Westbrook, Chief Financial Officer
5 rating rating rating rating rating

Very helpful

JG

Jonathan Gentry, President
4 rating rating rating rating

I felt that the topic was rushed. I could rewind and review the information myself, but I got to a point where I wasn't even taking notes anymore as the topics were introduced and jumped to the next one with barely any time to look at what was just introduced.

RW

RONALD WINTER, Partner
5 rating rating rating rating rating

very informative webinar

JS

James Stein, Owner
3 rating rating rating

Good program.

KB

Kristina Beletic, Owner
5 rating rating rating rating rating

Thank you for the class

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.

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".

RB

Robert Blackwell, Principal
5 rating rating rating rating rating

Good refresher course

DK

DIANE KALISH, Bookkeeper
3 rating rating rating

The subject matter was interesting but because it is not law, my ratings were lower.

MW

MARGARET WARD, Owner
5 rating rating rating rating rating

Good review for ways to help our clients as we prepare their returns,

LG

Lori Gerking, Certified Public Accountant (CPA)
3 rating rating rating

Instructor spent the majority of the time reading the slides - I can read them - it was a lot of specific information which made it hard to absorb in the time allowed.

JL

Jeffrey Linders, Owner
5 rating rating rating rating rating

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

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Lawrence Pon CPA/PFS, CFP, EA

Pon & Associates

4.7
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