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Webinar – April Chapter Meeting: CalSavers Plan

CA, United States

Please note that Registration is required for Members and Non Members in order to participate in our webinar and will only be available until Thursday 4/30 at 9:00am.

Member:  Free     NonMember:  $15.00
RCHs:   2 Units
Speaker:  Jason Colin Patrick, Fiduciary Advisors, LLC. Jason is the Principal of Fiduciary Advisors, LLC. Jason specializes in advisory services for 401(k)s, 403(b)s, defined benefit plans, non qualified deferred compensation programs and executive and key employee insurance solutions.

Webinar – May Chapter Meeting: Capitol Summit Update

Please note that Registration is required for Members and Non Members in order to participate in our webinar and will only be available until Thursday 5/21 at 9:00 am.

Member:  Free     NonMember:  $15.00
RCHs:   2 Units
Speaker:  Rebecca (Becky) Harshberger, VP, Payroll Tax, Entertainment Partners
Ms. Harshberger is the VP of Payroll Tax at Entertainment Partners (EP) in Burbank, California.  EP is the back office for the motion picture and television industry, providing payroll and film incentive management as well as software that most of the industry uses for budgeting, scheduling, accounting, and document management.

Kris Armstrong, OCCAPA Secretary and Webinar Director

Kris Armstrong has been a beam of radiant light at the OCCAPA for the past five years. She not only nailed it as our newly elected secretary this year, but she is also our exceptional and amazing Webinar Director.  Kris worked very hard in laying the groundwork for the OCCAPA meetings to be safe and healthy by spearheading the project of setting up our monthly meetings into virtual webinar meetings.

Webinar – June Chapter Meeting: Updated for 2020!  Benefits and Payroll: Top 10 New Developments and Compliance Traps

Please note that Registration is required for Members and Non Members in order to participate in our webinar and will only be available until Thursday 6/18 at 9:00 am.

Member:  Free     NonMember:  $15.00

RCHs:   2 Units

Speaker: Marilyn A. Monahan, esq  is the owner of the Monahan Law Office in Marina del Rey, CA.  Marilyn focuses her practice on advising employers and consultants on compliance with employee benefit and insurance laws, including ACA, ERISA, HIPAA, and COBRA.

Virtual Congress 2020

June 24 - 25, 2020
Start Time: 10:00 AM EST
Join us for this virtual event, presented on Wednesday, June 24 and Thursday, June 25. Workshops and general sessions will be available on demand June 26 through September 25, 2020.

No July 2020 Chapter Meeting

Please note that the OCCAPA does not hold a July meeting.  Our next webinar meeting will be on  Thursday 8/20/2020 3pm - 5pm.    

California Payrolls: Are They Really That Difficult?

Learn the latest on successfully navigating payroll rules in California, including the new sick pay requirements. We’ll tackle tough topics like California’s overtime, wage payments, termination pay and labor law issues in addition to California’s conformity to the IRC, involuntary deductions, and requirements for keeping domestic partner benefits tax-free.

Webinar – August Chapter Meeting: Worker Classification and the Gig Economy.

Please note that Registration to this webinar is required for Members only in order to participate in our webinar and will only be available until Thursday 8/20 at 9:00 am.  Non Members will need to register for Membership to the OCCAPA .

Member Registration:
Member:  Free, e-mail your full name to: [email protected]
RCHs:   2 Units

Jon Stone is a Tax Senior Manager for KPMG LLP, who splits time between Santa Clara, California and Short Hills, New Jersey for KPMG’s Global Mobility Services Employment Tax practice.  He has over thirteen years of employment tax consulting and compliance experience with a wide range of Federal, state, and local tax matters for clients in a variety of industries.

OCCAPA: Network. Learn. Succeed.