Notes from Capital Summit 2019

1. What’s new from the IRS?

TCJA

Employer Credit for Paid Family and Medical leave

Form 8994 computes and is reported on Form 3800

Written policy in place that meets certain requirements

Tuesday, June 4, 19       Chapter 5         Paying the Employee
Tuesday, June 11, 19     Chapter 6        Withholding Taxe
Tuesday, June 18, 19     Chapter 7         Unemployment Insurance
Tuesday, June 25, 19     Chapters 1-7    MID-TERM - Review/Sample Exam

Speaker:  Tom Lambert, Wespac. CLU, ChFC, Vice-President, Senior Consultant & Advisor, WESPAC. Since the early ’80s, Tom has embraced the vision of multi-financial disciplines in order to better serve the small and mid-sized business owners, traditional to the core of WESPAC’s practice.