Black Friday Offer Extends till Dec 3rd ! Unlimited Continuing Education only @$299 $199 (2 Days Left) CLICK HERE to view.

Lawrence Pon

Lawrence Pon, CPA/PFS, CFP

Owner, Pon & Associates
Redwood City,CA
  • 4.8
  • 437 reviews
  • 499 Professionals Trained
  • 10 Courses

About Speaker Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP

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. 


  • Income Tax
  • IRAs
  • Individual Taxation
  • Charitable Planning

4.8

(437)
88%
7%
3%
1%
1%

SF

Very informative

BAW

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!

NF

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.

DR

I really loved the way the instructor thought this class, very well explained!

AH

The instructor knows his stuff! He was also great about presenting topics in real world use cases.

SL

Very good 2 hours on current tax.

BB

Great Instructor, I am fairly new to taxes and he made everything completely understandable without having a long background in taxes.

YR

I found out a lot today

LC

This webinar had current, timely information which I needed before the end of the 2021 year. It made sense out of information I had read in various publications and delineated clearly between prior law, new law and proposed law. Highly recommended!

LM

GREAT PRESENTATION!!

MG

The material was clearly presented, with examples that were very helpful.

WF

It was clear information, with examples. great class.

JT

excellent presentation, knowledgeable presenter, good platform.

CL

Great instructor

FH

Larry is a very good instructor, I truly enjoyed the update

PF

good content; excellent presenter.

CHL

Very knowledgeable

MS

Instructor was fantastic. He was very well prepared

LS

a very helpful lecture on a confusing topic

GA

This was by far the most educational and pleasant myCPE course I have taken. The instructor was knowledgeable, pleasant and engaging, presenting the information in an understandable manner. He shared a wealth of valuable, timely information. I am putting some of the handout information in my office resource book because I know I will need to refer to it in the future.

CO

Great overview of the advanced child tax credit. Will use in my day-to-day practice.

FR

Rewarding

SS

Made all my staff read the print out from the presentation,

BF

Learned a lot more about how the expanded tax credit was to work in the coming tax season.

CC

An excellent seminar with timely information.

MG

Great information & excellent knowledgeable speaker!

TM

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.

EK

A great summary on the advance child tax credit. The instructor made time for many questions.

DT

Lots of good information delivered efficiently.

SK

Great

RM

The instructor was very formally and gave the information at a level that was easy to understand.

RC

Very thorough presentation of a very timely topic.

RC

Very thorough presentation of a very timely topic.

GH

Very good program. The new child tax credit rules were well explained. The instructor was very good.

MS

Very easy to understand presentation explaining the new child tax advance credit.

TL

Very informative.

GA

The speaker made this difficult topic more understandable.

GA

The speaker made this difficult topic more understandable.

GA

The speaker made this difficult topic more understandable.

SK

Great presentation! So helpful to have the information broken down to make it easier to understand.

TW

Mr. Pon really knew the subject. Leave it to the IRS to make it SO Complicated. He mastered it and clearly communicated it to all of us. I look forward to more of this seminars.

SS

My total experience was enjoyable. I enjoyed then entire session.

MST

Very Good

MJ

Presenter was very knowledgeable of the material. I enjoyed the webinar as much as one can when reviewing tax changes.

CED

myCPE worked well

CK

Love the presenter. He did a great job and I appreciated that he didn't use the CPE as a platform to market his own firm.

DP

Excellent class material by professional tax preparer and planner and speaker. I had no ideas about safe harbor provisions and was unaware (but hoping for) the IRS letter 6419 for total amount of advance payments.

RM

This webinar and instructor provided valuable information on the advance child tax credit. I also appreciated the time at the end of the webinar he allotted to answer questions.

JB

This was one of the better CPEs I have taken!

KSK

Great presentation. It is well organized to understand. It is very informative and interesting.

YM

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.

KB

Instructor was great!

KB

Excellent presenter! Very knowledgeable and took questions on the spot.

SL

It was very good

RB

The Instructor was very knowledgeable and kept us completely engaged. Excellent class. Thanks!

JL

This was an excellent presentation. The advanced child tax credit is fairly straight forward but the presenter provided insight into a number of aspects of the credit that would otherwise not be readily apparent.

SA

My overall experience was good. I cannot think of any recommendations.

SB

Fantastic! I learned so much new information.

RV

It was great.

RV

It was great.

VK

These seminars are very informative and usually on very current topics on hand!

SW

The instructor was very knowledgeable about the child tax credits and he also had prepared some excellent slides to support his delivery. A job well done.

KF

Very good webinar! I highly recommend!

TS

Helped with my understanding of different stock options but I feel that there is more that needs to be learned.

RR

The instructor was very knowledgeable about the topic and explained the information very well. I would recommend this course to others.

NB

This was my first self-study from myCPE and I found it incredibly easy and useful.

AK

This class was very informative and gave great examples to demonstrate the meaning of everything.

AT

It was informational

RM

I am very upset that after paying for this program, My-CPE is withholding my credit for it until I complete this survey. Since I am being forced to complete a survey after paying for the course. I will no longer use My-CPE

RH

N/A

RR

There were issues with the video had to start and stop it multiple times. There were no handouts and key terms to download from the website. I would appreciate if someone could send me the handouts.

PC

I Couldn't get the video to work.

$20
Data Security for Tax Professionals
  • Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
  • 2 Credits

Data Security for Tax Professionals

  • Dec 07, 12:00 PM EST
  • CFE
  • CMA
  • CPA (US)
$20
2021 & 2022 Tax Update
  • Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
  • 2 Credits

2021 & 2022 Tax Update

  • Dec 08, 12:00 PM EST
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
Register
  • 4.6 (114)
$20
Employee Stock Plans: RSU, ESPP, ISO, NQSO
  • Lawrence Pon,
  • 2 Credits

Employee Stock Plans: RSU, ESPP, ISO, NQSO

  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
Register
  • 4.5 (2)
$20
Casualties, Disasters & Settlements
  • Lawrence Pon,
  • 2 Credits

Casualties, Disasters & Settlements

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
Register
  • 4.7 (3)
$20
Guide to Health Savings Accounts
  • Lawrence Pon,
  • 2 Credits

Comprehensive Guide to Health Savings Accounts (HSAs)

  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CTEC
  • ChFC®
  • CSA
  • FSCP®
  • CASL
Register
  • 4.8 (5)
$20
2021 & 2022 Tax Update
  • Lawrence Pon,
  • 2 Credits

2021 & 2022 Tax Update

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
Register
  • 4.6 (114)
$10
Advance Child Tax Credit Payments
  • Lawrence Pon,
  • 1 Credit

Advance Child Tax Credit Payments

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
Register
  • 4.5 (12)
$20
Real Estate Tax Planning

Real Estate Tax Planning

  • Dec 01, 12:00 PM EST
  • AFSP
  • CPA (US)
  • EA
  • Oregon Tax Prep.
  • CTEC
  • ChFC®
  • Maryland Tax Prep.
  • FSCP®
  • WMCP
Completed
  • 5 (2)
$20
2021 & 2022 Tax Update

2021 & 2022 Tax Update

  • Nov 30, 03:00 PM EST
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
Completed
  • 4.6 (114)
$20
2021 & 2022 Tax Update

2021 & 2022 Tax Update

  • Nov 19, 12:00 PM EST
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
Completed
  • 4.6 (114)
$20
Guide to Health Savings Accounts (HSAs)

Comprehensive Guide to Health Savings Accounts (HSAs)

  • Nov 17, 12:00 PM EST
  • AFSP
  • CPA (US)
  • CFA
  • Tax Preparer
  • CPA/PFS
  • CTEC
  • ChFC®
  • CSA
  • FSCP®
  • CASL
Completed
  • 4 (1)
$20
2021 & 2022 Tax Update

2021 & 2022 Tax Update

  • Nov 10, 03:00 PM EST
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
Completed
  • 4.6 (114)
$20
Disasters & Settlements CE Tax course

Casualties, Disasters & Settlements

  • Nov 09, 12:00 PM EST
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
Completed
  • 5 (1)