Learn - Comply - Certify - All Year.
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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
Poor
NS
There was a lot of valuable information, including insights on Backdoor IRA and Meabackdoor. Lawrence is fantastic, and the tax planning was exceptional.
EW
The course was a useful review and I picked up a few new tips.
JC
Mr. Pon's webinars are always enjoyable and informative. I walked away with a lot to think about.
SJ
The training provided insight on how to review certain forms for clients to complete tax planning.
NS
I learned a few new things. The topic was great and very interesting, with excellent speakers. Overall, a highly informative experience!
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.
AC
Growth Oriented
PB
Very good content. Great delivery and easy to follow.
LN
Excellent presentation. Slides were terrific.
HH
Covered a wide range of options and scenarios which i like.
CD
A lot of options for the Roth. Breaking it down so everyone can understand is helpful
JC
Thank you to the presenter for a wonderful presentation that was insight and informative.
Lawrence Pon CPA/PFS, CFP, EA
Pon & Associates
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