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Lawrence Pon, CPA/PFS, CFP

Redwood City,CA

4.6 / 5
3k+ Professionals Trained

186 Reviews
189 Courses

Nominated for the following myCPE Awards

myCPE - Top Tax Educator of the Year 2021!

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About Speaker

Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA

Mr. Pon has been in tax practice since 1986 and speaks regularly to tax professionals and financial advisors on the latest tax planning and preparation topics.

Mr. Pon enjoys helping his clients reach their financial goals through comprehensive tax planning and financial planning.

Mr. Pon received his BS in Business Administration (Accounting & Finance) from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Area of Expertise

Income Tax
IRAs
Individual Taxation
Charitable Planning

PREMIUM

Lawrence Pon, CPA/PFS, CFP, E...
2 Credits

Tax Aspects of Gifting a Home

Aug 16, 03:00 PM EDT

Accountant
AFSP
CRTP
CPA (US)
CFA
EA

4.6
(34)

PREMIUM

Lawrence Pon, CPA/PFS, CFP, E...
1 Credit

SECURE 2.0 (HR 2954)

Aug 17, 02:30 PM EDT

Accountant
AFSP
CRTP
CPA (US)
CFA
EA

IRS Notice 2022-6, Update to SEPP (72(t))

PREMIUM

Lawrence Pon, CPA/PFS, CFP, E...
1 Credit

IRS Notice 2022-6, Update to SEPP (72(t))

Aug 18, 04:00 PM EDT

Accountant
AFSP
CRTP
CPA (US)
CFA
EA

PREMIUM

Lawrence Pon, CPA/PFS, CFP, E...
1 Credit

2022 Tax Season Update

Aug 19, 04:00 PM EDT

Accountant
AFSP
CRTP
CGFM
CPA (US)
EA

4.4
(52)

Preparing Form 709 and Gift Tax Planning

PREMIUM

Lawrence Pon, CPA/PFS, CFP, E...
1 Credit

Preparing Form 709 and Gift Tax Planning

Aug 22, 04:00 PM EDT

Accountant
AFSP
CRTP
CPA (US)
CFA
EA

4.4
(14)

PREMIUM

Lawrence Pon, CPA/PFS, CFP, E...
2 Credits

Retirement Plan Update 2022

Aug 23, 03:00 PM EDT

Accountant
AFSP
CRTP
CPA (US)
CFA
EA

PREMIUM

Lawrence Pon, CPA/PFS, CFP, E...
1 Credit

SECURE RMD Proposed Regulations

Aug 24, 02:30 PM EDT

Accountant
AFSP
CRTP
CPA (US)
CFA
EA

4.6
(11)

Preparing Form 5329: Waivers for Missed or Incorrect RMDs, Excess Contributions, and Exceptions for Early Withdrawals

PREMIUM

Lawrence Pon, CPA/PFS, CFP, E...
2 Credits

Preparing Form 5329: Waivers for Missed or Incorrect RMDs, Excess Contributions, and Exceptions for Early Withdrawals

Aug 25, 12:30 PM EDT

Accountant
AFSP
CRTP
CPA (US)
CFA
EA

4.7
(15)

Self Employment Tax Planning with LLCs and S Corporations

PREMIUM

Lawrence Pon, CPA/PFS, CFP, E...
2 Credits

Self Employment Tax Planning with LLCs and S Corporations

Aug 26, 10:00 AM EDT

Accountant
AFSP
CRTP
CGFM
CPA (US)
EA

4.6
(26)

PREMIUM

Lawrence Pon, CPA/PFS, CFP, E...
2 Credits

Pass Through Entity Tax (PTET) Work Around the SALT Cap and California Business Tax Credits

Aug 29, 11:30 AM EDT

Accountant
AFSP
CRTP
CPA (US)
EA
ORTP

4.3
(30)

PREMIUM

Lawrence Pon, CPA/PFS, CFP, E...
2 Credits

Data Security for Tax Professionals

Aug 31, 01:30 PM EDT

Accountant
AFSP
CRTP
CPA/CITP
CPA (US)
EA

4.5
(22)

4.6

(2k+) Ratings

Excellent

1127

Very Good

568

Average

Poor

Terrible

Christina Schmiedel, CPA (US)

Jan 27th 2022

Loved this class, would even take it again to hear some of the gems of info the instructor presented! Thank you!

BAW

Betty A Windom, CPA (US)

Dec 1st 2021

The presenter was great. It was obvious that he has a practice that serves all levels of income. He was practical and expressed some of the same feelings that we, here in the field, doing the work, feel about what has to be done. All 3 of us in the office listened to the seminar and all appreciated the realness of the presenter. I'd take one of his seminars again!

Yvette Martinez, CPA (US)

Jul 6th 2021

This was the first course I have taken through MyCPE. I LOVED it. It was very defining and the instructor was very knowledgeable and thorough. I found it very beneficial in that he also provided the external links for any references. I will definitely continue taking these course. Thank you, OUTSTANDING job.

Tina Muswieck, CPA (US)

Jul 7th 2021

It was a good live webinar. The speaker knew the information and presented it in a clear and concise manner. He also gave locations of which to find updates, which was very helpful. I left the webinar feeling more educated about a topic that I had hoped to learn more about.

Nancy Fowler, CPA (US)

Dec 1st 2021

Thank you, Mr. Pon for the informative, concise course on 2020-2021 updates. The information was great and you delivered in a very understandable manner. I would have liked a few more examples of situations but realize time is also a factor in the course.