Lawrence Pon
CVP

Lawrence Pon

CPA/PFS, CFP, EA, USTCP, AEPCA, US
Learn the latest tax and financial planning strategies from a tax and financial planning expert.
certified virtual presenter
On-site Fee (USD)
$2k+
Virtual Fee (USD)
$1k+
Travels From
  • CA, US

I have provided comprehensive tax and financial planning advice to clients since 1986, now I want to share them with you.

I am a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner (CFP), Enrolled Agent (EA), United States Tax Court Practitioner (USTCP), and Accredited Estate Planner (AEP).

My presentations are to 3 audiences:

1.  Tax technical topics for tax professionals.  This is where we talk tax code sections, regulations, rulings, court cases, and forms.

2. Tax planning strategies and techniques for financial advisors and financial planners.  I help financial advisors and financial planners take their practice to the next level for their clients by being up to date with taxes.

3.  Financial literacy and empowerment for the public, especially students and their families and seniors.  I want to empower everyone to reach and exceed their financial goals.

 

Lawrence 's Virtual Presenter Certificate

I have provided comprehensive tax and financial planning advice to clients since 1986, now I want to share them with you.

I am a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner (CFP), Enrolled Agent (EA), United States Tax Court Practitioner (USTCP), and Accredited Estate Planner (AEP).

My presentations are to 3 audiences:

1.  Tax technical topics for tax professionals.  This is where we talk tax code sections, regulations, rulings, court cases, and forms.

2. Tax planning strategies and techniques for financial advisors and financial planners.  I help financial advisors and financial planners take their practice to the next level for their clients by being up to date with taxes.

3.  Financial literacy and empowerment for the public, especially students and their families and seniors.  I want to empower everyone to reach and exceed their financial goals.

 

Lawrence 's Virtual Presenter Certificate

Loan Forgiveness and the PPP

Congratulations!  You got your PPP loan.  You thought that was the easy part, now you will have to apply for Loan Forgiveness with the bank.  This presentation will help you maximize the amount of Loan Forgiveness for your PPP loan.
Financial & Tax PlanningEducational / InformativeTechnical / Specific

IRA and Retirement Plans under the CARES and SECURE Act

Tax and financial planning for IRA and retirement plans have gone through significant changes in 2020 especially with the enact of the CARES Act and SECURE Act.   These monumental pieces of legislation changes the advice we have given to our clients in previous years.

It is very important to be informed about these changes and learn how they apply to you so you can reduce your taxes and achieve your financial goals.
Financial & Tax PlanningEducational / InformativeTechnical / Specific

Financial empowerment for students

A presentation for students to be on the path to financial empowerment.
Financial & Tax PlanningEducational / InformativeInspirational / Life-changing

Charitable Tax Update

The tax rules are constantly changing in the charitable planning field.   We will review the latest tax changes and court cases.  We will also show you how to stay out of trouble with the IRS.
PhilanthropyEducational / InformativeTechnical / Specific

How to Pay for College

Pyaing for college can be an overwhelming challenge, but it does not have to be.   We will go over the various ways you can pay for college without incurring large student loans.
EmpowermentEducational / InformativeTechnical / Specific

How to Become a Millionaire

You can become a millionaire!   We will go over the steps you need to take to become a millionaire.
EmpowermentEducational / InformativeTechnical / Specific
Lawrence 's Virtual Presenter Certificate

Loading...

Travels From
  • CA, US
Price Range
  • $2k+
    On-site Fee (USD)
  • $1k+
    Virtual Fee (USD)
Career
  • 6 years
    Speaking
  • 33
    Events Last Year
eSpeakers member since
2020
Member Of
member of NSA - United States
member of International Federation for Professional Speakers
Certifications & Awards
received Certified Virtual Presenter (CVP)
©2025 eSpeakers, Inc. All rights reserved.
+1 (385) 446-6481
en | es