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Apr 16, 2020

CalSavers Plan

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.

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What's New

Jan 23, 2014

RPAC’s Report to IRS Could Mean ACA Changes

On December 11, the Information Reporting Program Advisory Committee (IRPAC) presented its 2013 Public Report to IRS executives from the Small Business and Self-Employed division and the Affordable Care Act (ACA) office at a meeting held in Washington, D.C.

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Jan 23, 2014

California Voters Approve Proposition 30

CALIFORNIA – For the Employee:  On November 6, 2012, California voters approved Proposition 30, which provides for a temporary 7-year increase in the personal income tax rates effective January 1, 2012. Although the retroactive provision does affect your 2012 personal income tax filings (your annual 1040), it does not affect personal income tax withholdings for […]

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Dec 11, 2013

2014 OCCAPA Membership Registration

OCCAPA tracks memberships on a calendar year basis.

      • Jan.1 – Dec. 31 $60 Individual
      • Jan. 1 – Dec 31 $120 Corporate*
      • $40 per additional Corporate member*

*NOTE: Corporate membership within the same company consists of 3 members per fee. $40 for each additional member beyond 3.

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OCCAPA: Network. Learn. Succeed.