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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

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Reviews and Ratings

Discover ratings and feedback from learners who have gained valuable insights.

out of 5

1041 ratings

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CY

Camilla Young, Owner
5 rating rating rating rating rating

Informative, relevant and timely

MW

Mark Williams,
5 rating rating rating rating rating

Nice overview of the provisions of the pending legislation. Hopefully, an update will be provided once the provisions of the final bill are determined.

RA

Roseline Asante, Analyst
4 rating rating rating rating

good

TS

Terri Smith, Senior Accountant
4 rating rating rating rating

It was good for a glimpse of the tax year changes that are approaching

OM

Owen McCafferty, Partner
5 rating rating rating rating rating

Mr. Pon gave a fantastic assessment. It appears that the bill will be bifurcated. I agree with Senator Johnson.

RS

Ricardo Smalls, Owner
5 rating rating rating rating rating

Class material was very good.

DS

David Smith, Owner
5 rating rating rating rating rating

Presenter gave lots of planning tips if the bill was passed.

DB

Donna Bestebreurtje, Owner
5 rating rating rating rating rating

Great job on summarizing the 389 page tax bill into an hour.

MM

MARC MICELI, Chief Executive Officer (CEO)
5 rating rating rating rating rating

Excelent Instructor.

LS

Lori Shady, Manager
4 rating rating rating rating

Great summary.

JC

John Carlson, Owner
5 rating rating rating rating rating

Good instructor, very knowledgeable.

SP

Susan Peveto, Owner
4 rating rating rating rating

i enjoyed this video

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Lawrence Pon CPA/PFS, CFP, EA

Pon & Associates

4.7
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