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: James Chinn is a payroll tax specialist with the Employment Development Department, Tax Branch, Field Audit and Compliance Division. The Department is responsible for California programs involving unemployment insurance, disability insurance, payroll tax collection, and job training/workforce services.

Please note that the meeting is on a Wednesday

The OCCAPA will not have a July Chapter Meeting.  Save the date, Thursday, 8/15/2019 for our August Chapter Dinner Meeting 5:30 pm – 7:30 pm at the Fountain Valley Claim Jumper.

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.

The 2019 Virtual Congress & Expo is an online experience that comes complete with educational workshops, a full-service Expo, and plenty of engaging virtual interaction and networking opportunities with fellow professionals and industry expert service providers.

Speaker:  Jon Stone, KPMG.  Background  - Jon is a Tax Senior Manager who splits time between Santa Clara, California and Short Hills, New Jersey for KPMG’s Global Mobility Services Employment Tax practice.

Make the Certification Commitment
Fall 2019
Exam Window: *
September 14 -
October 12