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Lawrence Pon, CPA/PFS

MD_Pon_Lawrence

Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, and United States Tax Court Practitioner. He has been providing tax and accounting services to small businesses and individuals for the past 25 years. Mr. Pon speaks regularly to groups about tax, financial, and estate planning. His articles and tax tips have appeared in the New York Times, San Francisco Chronicle, San Francisco Examiner, San Jose Mercury News, and Money Magazine. Mr. Pon is the co-author of Giving: Philanthropy for Everyone, published by Quantum Press in 2002 and Love, Money & Control: Reinventing Estate Planning, published by Quantum Press in 2004. 

Mr. Pon passed the United States Tax Court Admissions Examination which allows him to represent taxpayers before the United States Tax Court.

Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Mr. Pon serves on the Board of Directors for the Better Business Bureau, Advisory Board of the Asian Pacific Fund, and Professional Advisor Committee for the Silicon Valley Community Foundation. Mr. Pon is the chair of the Parcel Tax Oversight Committee, serve on the Bond Oversight Committee, and the New Shores School Advisory Committee for the Belmont-Redwood Shores School District.

Mr. Pon’s professional memberships include the American Institute of Certified Public Accountants, Financial Planning Association, Northern California Planned Giving Council, Peninsula Estate Planning Council, National Association of Enrolled Agents, California Society of Enrolled Agents, and California Society of CPAs.

State: California

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