Casualties and Thefts
San Francisco Bay Chapter Virtual Meeting

Date and Time:

Wednesday, March 13, 2024
6:00 PM - 8:00 PM

Location:

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. 

Description:

The TCJA has made significant changes on what can be deducted as a Casualty and Theft on Form 4684. We will review Personal and Business casualties and thefts and when they can be deducted. We will look into Ponzi losses and how to take advantage of Section 1033 Involuntary Conversions.

Presenter:

Lawrence Pon, CPA/PFS, CFPR, 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:

1 Federal Law hour (Topics covering existing tax law)
1 California hour (Topics covering California law issues)

IRS: 18QC1-T-01958-24-O
CTEC: 1000-CE-5401

Knowledge Level: Intermediate (Basic knowledge helpful)

Registration:

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.