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.
Follow Now

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

1041 ratings

Excellent

Very Good

Average

Poor

DJ

Dillon Johnson, Certified Public Accountant (CPA)
5 rating rating rating rating rating

Great instructor who kept things simple and at a high level. Very simple and easy to understand powerpoint. Fantastic presentation.

AN

Adam Nance, Auditor
5 rating rating rating rating rating

Wonderfully presented. Great and useful material, I loved the multiple examples the presenter shared to illustrate the topics he was teaching.

SD

Shweta Dhulekar, Manager
4 rating rating rating rating

The trainer is quite good & explaining very good. we understand the concept. His book is very nice covered all topics

NJ

Niyati Jani, Consultant
5 rating rating rating rating rating

Thank you!

GB

GEORGE BANGERT, Owner
5 rating rating rating rating rating

excellent course for someone not well versed in CA tax

JW

JAY Wettig, Staff or Senior
5 rating rating rating rating rating

The instructor did a great job. I learned some new things.

LN

Lawrence Novick, Owner
5 rating rating rating rating rating

Excellent presentation. Slides were terrific.

LM

LINDA MATHEY, Owner
4 rating rating rating rating

This was an interesting course. The back door Roth information was especially interesting. I would recommend this course.

JE

Janet Estep, Business Consultant
5 rating rating rating rating rating

Qualified instructor, presented material well, good handout, covered appropriate topics. As a non-CA tax preparer, it's good to know what CA tax obligations there may be, even if not reported on W-2 or 1099 (or reported incorrectly).

SS

Stephanie Starnes, Tax Manager
4 rating rating rating rating

good

NM

Nicole Moon, Owner
4 rating rating rating rating

It was ok

SL

Steve Lankenau, Owner
4 rating rating rating rating

A longer webinar would have helped since it was gone over so quickly and could have covered more material (partnerships and other issues) that were covered very briefly.

img

Lawrence Pon CPA/PFS, CFP, EA

Pon & Associates

4.7
Believe in your hustle and the results will follow!
Connect On LinkedIn Follow Now

Connect with Lawrence Pon CPA/PFS, CFP, EA