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What Are the Statute of Limitations? - San Francisco Bay Chapter Meeting
Wednesday, June 07, 2023, 6:00 PM - 8:00 PM PDT
Category: Chapter Meetings

What Are the Statute of Limitations?
San Francisco Bay Chapter Meeting

Date and Time:

Wednesday, June 7, 2023
6:00 - 8:00 PM


Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 


The topic will be on the IRS recently reminded us that refunds for 2019 tax returns will expire on July 17, 2023. Why this date? What are the Statute of Limitations for refund claims? Will review the three basic Statute of Limitations: Refund Statute Expiration Date (RSED); Assessment Statute Expiration Date (ASED), and Collection Statute Expiration Date (CSED). We will review what actions can make the CSED and ASED longer. Also there are cases when the Statute of Limitations can be forever. What should we advise our taxpayers?


Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
Mr. 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 practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics.

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. 

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01829-23-O
CTEC: 1000-CE-5255

Knowledge Level: Intermediate (Basic knowledge helpful)


Members: $30
Non-Members: $60

Cancellation and Refund Policy for Webinar Purchase
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.

Contact: [email protected]