February 1, 2024


2 Total CPE Credits


Webinar (CA): Statutes of Limitation: Assessment, Refund Claims and Timely Mailing 2023

  • Instructor

    Arthur Dellinger,CPA

  • Instructor

    Lydia Turanchik

Learning Objectives

• Identify statutes of limitations for assessments of tax and for taxpayer claims for refund
• Recognize the importance of maintaining calendars pertaining the limitations periods
• Determine how statutes of limitation affect taxpayers

Major Topics

• Review of assessment procedures and the limitations on assessment—including exceptions
• Review of the limitations on filing of claims for refund by taxpayers—including the 2 and 3-year "rules"
• Understand what constitute a "claim for refund"

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Overview



Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, lawyers and tax preparers.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

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