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June 2019

May Chapter Meeting Notes From Capital Summit 2019

June 17 @ 8:00 am - August 17 @ 5:00 pm

Notes from Capital Summit 2019

  1. What’s new from the IRS?


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

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2019 Study Group Schedule

June 18 @ 6:00 pm - August 31 @ 8:30 pm

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

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June Chapter Breakfast Meeting: State Payroll Taxes

June 19 @ 7:30 am - 9:30 am

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

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July 2019

Happy 4th of July – No Chapter Meeting

July 1 - July 21

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.

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August 2019

August Chapter Dinner Meeting: Payroll

August 15 @ 5:30 pm - 7:30 pm

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.

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2019 Virtual Congress & Expo is On Demand through 8/23/2019

August 23

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.

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September 2019

National Payroll Week, September 2-6

September 2

National Payroll Week, September 2-6, celebrates America’s employees and the payroll professionals who pay them. The APA, it’s local chapters, and others in the payroll industry use the week as a platform to spread awareness of the payroll withholding system, to host community service projects, and to educate others on how paychecks are calculated and how to get the most out of their pay. Find out how you can join the celebration at www.nationalpayrollweek.com!

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September Chapter Meeting: MultiState Withholding and Withholding Audits

September 12 @ 3:00 pm - 5:00 pm

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.

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Fall 2019 CPP & FPC Exam

September 14

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

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Mergers & Acquisitions Forum: Virtual Classroom

September 17

Ensure Compliance, Reduce Expenses
APA’s Mergers & Acquisitions Forum: Virtual Classroom covers every payroll and HR due diligence involved when companies merge together or break apart in divestiture.

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