Chicago Chapter - APA

October, 2008

Volume 2, Issue 9

                           Newsletter of the Chicago Chapter of the American Payroll Association

 

2008 Calendar

 

January

         No Meeting

February

      2– CPP Review Class

    16– CPP Review Class

    21—Chapter Meeting

           Compliance Auditing

          

March

     1– CPP & FPC

          Review Class

   15--CPP & FPC

          Review Class

  29– CPP & FPC

          Review Class

 April

    12– CPP Review Class

    25—25th Anniversary

           Celebration

May

   13-17 – 26th Annual

          Congress,

         Austin, TX

June

   5– Chapter Meeting

        Payroll Basics

   20-21-  Relay for Life

 

July

        No Meeting  

August

    8 – Chapter Meeting

         Payroll All Day

         Meeting

        Officer Elections  

September

   1-5 National Payroll

        Week Celebration

     

       15th Annual

        Illinois Statewide

       

October

   29—Chapter Meeting

        Preparing For Year End

November

       Holiday Party

 

 

 

 

 

Official newsletter of the Chicago Chapter

 

 

 

Don’t Let Year-End Scare You!

   Attended the Chicago Chapter’s Year-end Meeting and be Prepared!!

 

 

When: Wednesday, October 29, 2008

Time:   9:00 AM - 12:00 Noon
Continental Breakfast - 8:30 AM
Location: ADP
100 Northwest Point
Elk Grove Village, IL  60714

 

 

Plan On attending:
This timely and informational session will cover such topics as:
·         Latest employment tax related IRS    changes
·
         Cautionary year-end payroll practices and quality control
·
         Technical payroll discussion concerning fringe benefits, accountable plans, related deferred compensation issues.

There will be Networking opportunities, educational credits and tips for a successful 2008 year end planning.

 

 

Reserve your space today! Call the Chapter Helpline at:(773) 631-8480 or
Send your email correspondence to:chicago_chapter_apa@hotmail.com

 

Our chapter will be collecting for the Salvation Army at this meeting.  We will have 2 representatives at our meeting.

 

 

                             

Speaker:  Martin Rule, CFP, CPA, CPP
Martin Rule has 13 years of experience in federal, state, and local employment tax planning and compliance. He has worked to obtain significant refunds for clients that have overpaid employment taxes following mergers and/or acquisitions.  He has provided consulting to clients relating to their payroll and employment tax processing and reporting.  He has done extensive research on many topics such as equity based compensation reporting and multistate wage reporting and withholding.  Martin has worked in public accounting at Deloitte & Touche, LLP.  He performed functions such as, Employment tax consulting, preparation of payroll, income, and sales tax returns in addition to performing audits and other general accounting duties. Martin has been a part-time tax instructor at DePaul University.  He has received a Master of Science degree in taxation from Northern Illinois University and a BS in Accounting from Northeastern Illinois University.  Martin has also obtained the CPA, CFP™ and CPP professional certifications. 

 

 

 

 

2008 Chapter Officers

 

President

   Chris O”Hara, CPP

 

Vice President

   Mary Kazmierczak,

                            CPP  

 

Recording Secretary

   Gabriel Vergara,  

                            CPP

Treasurer

   Hank Mazik, CPP

 

Gov. Liaison

   Katie Staffeldt, CPP  

 

Correspondence

   Secretary

   Mary Weiner, CPP

 

Education Director

   Carolyn Kerkman

                          CPP

 

 

 

 

 

 

 

Silver Bells –Ringing in the Future!!

Chicago Chapter Annual Recognition and Holiday Party Celebration

The invitations have been sent out!  The plans are made!   Have you marked your calendar for an Enjoyable Evening of Fun Food, Recognition, Awards, Prizes and Entertainment?

When: Saturday, November 22, 2008

Where: At the Wellington of Arlington, 2121 South Arlington Heights Road, Arlington Heights, IL  60005

Time: 6:00 PM Cocktail Reception                        7:00 PM Dinner and Awards

Guest Speaker: Emily Rook, CPP President American Payroll Association

Entertainment by:  Sidney Friedman ”Psychic & Mentalist to the Stars

Music by: DJ Rob!!

Collection for: Off the Street Club

Cost for the evening: $55 for Members $60 for Non-Members.

Join us in Congratulating our newest FPC/CPP individuals who will be receiving their Pins.  

 

 

 

                     

 

New Educational Grant:  Winner to be announced at the Recognition and Holiday Celebration!!

 

The Chapter will be offering a chance to earn an Educational Grant for our CPP/FPC Class for 2009.  All attendees to our up coming meetings, Golf Outing, Sept. 5th, Year-End Meeting, Oct 29th and the Holiday Party, Nov. 22nd will be entered into this drawing.   We will have a winner for both the CPP and the FPC class.  If you have taken the CPP test and passed, the grant will be used for your RCH (Recertification Credit Hours).

The winner will be announced at the end of the Holiday Party.  Winner need not be presented to win.  An email will be sent to the winner.   Prize must be claimed by Nov. 25th

 

 

 

 

Anymore Pop Can Tabs.-We are almost there!!   2 more Events to bring your POP TOPS!!

 

The Year-End meeting and the Recognition Celebration will be the last time to bring your saved POP TOPS.   We almost have a full 50 lb. container filled with pop can tops.  Please ask your family and friends to continue to save pop can tops.  We will be donating them to the Ronald McDonald House at the end of the year. Thanks for your continued support in this project.

 

 

 

 

 

 

FREE FREE FREE FREE FREE FREE!! 

Chicago Chapter Celebrates National Payroll Week.  Did YOU!!!!  Let us know.

 

NPW Contest:

Once again we would like to offer a contest for our members.    Just send a quick e-mail to the chapter mailbox at chicago_chapter_apa@hotmail.com tell us how you celebrated NPW in your company.   The entries will be reviewed and a winner selected based on the most original ideas.  The winner will receive a free entrance to our Holiday Party on Saturday November 22nd and free chapter membership for 2009. 

 

 

 

 

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Pop Can Tabs.-We are almost there!!

 

We almost have a full 50 lb. container filled with pop can tops.  Please ask your family and friends to continue to save pop can tops.  We will be donating them to the Ronald McDonald House at the end of the year. Thanks for your continued support in this project.

 

 

 

 

                                       

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Upcoming

Chapter Meetings

 

February 21

9:00 am to 12:00 pm

Compliance Auditing

Kronos

425 N Martingale Rd

Suite 40

Schaumburg, IL

Continental Breakfast

8:30 am

 

April 25

3:00 pm to 7:00 pm

25th Anniversary

Special Guest:

Dan Maddux

Exec Dir APA

 

June 5

9:00 am to 12:00 pm

Payroll Basics

Continental Breakfast

8:30 am

 

June 20-21

6:00 pm-6:00 am

Relay for Life

American Cancer

Society

Oak Brook

 

August 8

9:00 am-4:00 pm

Tax Day

Officer Elections

Continental Breakfast

8:30 am

White Eagle Banquet

 

October 29

9:00-12:00 pm

Preparing For Year End

ADP

100 Northwest Point Blvd

Elk Grove, IL

Continental Breakfast

8:30 am

 

November  22

Holiday Party

Wellington

Elk Grove Village

 

 

 

 

 

 

 

 

 

 

 

The Greater Milwaukee Chapter of the APA

Meeting Invite to their NOVEMBER CHAPTER MEETING

 

Feature Vendor:   LTtax         

 

Speaker:  Charles ‘Chip’ Lutz, MSEd, CLL – Fun Squad, Inc.

Topics:  X and Y Go BOOM! Generations in the Workplace Talk

      Bridging the Generation Gap’ ~ Understanding the 

            Generation Differences and Learning to Appreciate

               Our Diversity

              

Date:    Friday, November 7, 2008

Time:    7:30 a.m. – 9:30 a.m. 

 

Location:  Modine – 1500 DeKoven Avenue, Racine, WI 

 

The meeting is free!  Free breakfast!  Free networking with payroll professionals!  Free professional speaker which you will earn RCH/CEU/CPE credits!

 

 

For directions see Mapquest:  www.mapquest.com

 

Breakfast Meeting - No Cancellations after Noon on October 31st, Please

Please RSVP by end of day on Wednesday, October 29, 2008

 

Phone or e-mail: Ellisa Elliott, CPP             Phone: 414-491-6423    Fax:

E-mail:  elliott_e@sbcglobal.net  (preferred method—Thanks)

 

 

 

 

 

 

 

 

 

 

 

 

 

QUESTION CORNER

 

 

Last month’s questions:

 

“Do you use a payroll pay card?” 

  There was only one company that replied that they used Pay Cards.  

 

This month’s Question:

 

“When you cannot make a chapter seminar is it because of the location?”   What location would you prefer? 

 

Please sure to send your answer to the Chapter mailbox.  

chicago_chapter_apa@hotmail.com

 

Need a way to get your RCH Credits before the end of the year?

 

"Recently Dale Carnegie and the American Payroll Association have created a partnership to offer our members as a resource when completing your professional development hours or RCH (Recertification Credit Hours).  All of the core classes have been approved by the APA.

 

Areas include:

*Human Relations

*Leadership

*Communication

*Presentation Skills

The local Dale Carnegie Chicago partner is offering expanded programs before 2009. For a specific list please visit:   www.chicago.dalecarnegie.com

To enroll as an APA member and to receive your RCH hours and discounted rate,  please contact: Jennifer Champer, Dale Carneige Chicago: jennifer_champer@dalecarnegie.com ; #630.390.6029.

 

Additionally, The APA has included Dale Carnegie Training on their website as an approved provider.  Here is the link:  
http://www.americanpayroll.org/certification/approved-providers-list-08/   

 

 

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Government Corner

Strategic Plan Fiscal Years 2008 – 2013

 

In this strategic plan, we lay out the incremental steps we must all take to reach our greater vision for the Social Security Administration. We are an organization of great skill and accomplishment; we know what needs to be done and how to do it. This strategic plan charts the course that will enable us to maintain a strong level of performance on core workloads and work toward long-term improvement of our service to the public by concentrating on four goals: 1) eliminate our hearings backlog and prevent its recurrence; 2) improve the speed and quality of our disability process; 3) improve our retiree and other core services; and 4) preserve the public's trust in our programs. Additionally, the plan recognizes that our employees and information technology are absolutely critical to our success. Only by investing properly in both our employees and new technology can we hope to achieve our ambitious goals.

 

To read more details please visit Social Security at

http://www.socialsecurity.gov/asp/index.htm

 

(The article is too long to publish here.)

 

Announced on October 17, 2008

 

Today, Social Security announced that Social Security and Supplemental Security Income beneficiaries will receive a 5.8 percent benefit increase in 2009.  The 5.8 percent increase is the largest since 1982. 

The Cost-of-Living Adjustment (COLA) for 2009 is based on the increase in the Consumer Price Index from the third quarter of 2007 through the third quarter of 2008. 

 

 

Government Corner –(con’t)

Recently Released Rates for 2009

 

 

The Social Security Administration announced on Thursday, October 16, 2008, that the 2009 social security wage base will be $106,800. The maximum social security tax employees and employers will each pay in 2009 is $6,621.60.

 

 

401(k):

Annual Compensation Limit: increased from $230k to $245k

401(k)  contribution increased from $15500 to $16500

Catch-up contribution increased from $5000 to $5500

 

Commuter:

Parking Limit: increased from $220 to $230 per month

Voucher Fare Media Limit increased from $115 to $120

 

 

Illinois State Update: EFTPS Federal-State Pilot Program Discounted

The Department of Revenue (DOR) is discontinuing the pilot program that began on 12-15-06 with the US Department of the Treasury and allowed employers to use the Electronic Federal Tax Payment System (EFTPS) to pay both Illinois and Federal withholding taxes.  Current users of EFTPS will be able to schedule Illinois payments up to 6-30-09.  After that date the federal/state functionality of EFTPS will cease operation (federal tax payments will be unaffected).  Employers are encouraged to file and/or pay Illinois withholding taxes electronically using the TaxNet, FSET, or electronic funds transfer (EFT) programs. (DOR, Notice.)

 

 

 

 

 

 

 

 

 

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Mailing Address:

 

Chicago Chapter APA

PO Box 836

Chicago, IL 60690-0836

 

Phone:

 

(773) 631-8480

{24-hr. Recording)

 

E-mail :

 

Chicago_Chapter_apa@hotmail.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NPW Corner :

 

Tell us what you are planning for NPW.

 

 

 

 

 

 

THE UN-COMFORT ZONE by Robert Wilson, Jr

 

         Don’t Get Stuck in Reverse

 

I love this quote by Gandalf the Gray from the book Lord of the Rings by J. R. R. Tolkien, “When we despair we cease to choose well.  We give in to short cuts.”  It’s so true and we all know that we have been guilty of it at some point in our lives.

 

It reminds me of the Dot Com Bubble that burst in March of 2000 and caused the stock market to crash, I remember those heady days of “irrational exuberance” as Federal Reserve chairman, Alan Greenspan referred to it. It seemed like everyone was worried they were going to miss out on the digital revolution.  They were motivated by the dreams of easy money.  It was all about taking a short cut.

 

Several start ups approached me to help them promote their new Internet businesses in exchange for stock options.  I looked at a couple of cobbled together companies that were little more than a guy with a website and the hopes of mining some venture capital.  The idea was to generate web page hits with a clever name or gimmick, sell a ton of stock at the Initial Public Offering, then retire a millionaire.  I decided to stick with those willing to pay in cash.

           

After the burst, I read about a repo man in Silicon Valley who repossessed the expensive cars of former Internet millionaires.  He reported that he frequently found dozens of losing lottery tickets in the cars -- evidence that the former car owners were acting out of despair and looking for short cuts back to the elusive wealth that had slipped from their grasp.

 

Beverly Sills, the famous opera soprano, once said, “There are no shortcuts to any place worth going.”  But, too often when times are good we pile on the responsibilities.  Later on when we encounter adversity, we look backwards instead of forward.  We attempt to go back to where we enjoyed success in the past even when it is counter-productive to our current goal.

 

 

In my seminars on innovation I conduct a fun exercise that demonstrates how we frequently feel we must go backwards before we can go forward.  A volunteer from the audience is selected and sent out of the room.  The audience chooses a simple behavior they want the volunteer to do (like jumping up and down on their left foot). What makes it fun is that the volunteer must guess the behavior.  The audience can only help by saying the word, “yes” when the volunteer does anything that comes close to the desired behavior.  They are not allowed to say, “no” or give any other hints. 

 

Once the volunteer performs the desired behavior, the audience rewards it with a round of applause.  I ask for a second volunteer, but this time we change the rules after the person leaves the room.  When the desired behavior is reached, the audience goes silent, says nothing, and gives no applause. Since the volunteer is no longer getting feedback in the form of “yes” he or she will go back and repeat behaviors that did elicit a “yes.”  The audience, however, remains silent.

 

As we watch the volunteer, we can see despair forming on his or her face.  The volunteer will then go further backward to find a previous behavior that generated success.  Eventually the volunteer quits going backwards and starts initiating brand new behaviors in the hopes of regaining another, “yes.”  It is after several new behaviors are performed that the audience is signaled to applaud and reward the volunteer for his or her efforts.  The purpose of the exercise is to force the volunteer to backtrack to the point that they realize success can only be found by moving forward.

 

In life, the trick is to stay focused even when our luck seems to be changing.  We may have to slow down or make changes in our methods, but the goal must remain the same.  Henry David Thoreau observed, “We rarely hit where we do not aim.”  In other words, if you’re moving backward you are moving away from your goal... and it’s hard to hit a target when you’re facing the wrong direction.

 

Robert Evans Wilson, Jr. is a motivational speaker and humorist.  He works with companies that want to be more competitive and with people who want to think like innovators.  For more information on Robert's programs please visit www.jumpstartyourmeeting.com.

 

 

 

 

 

 

 

 

 

 

 

 

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Time to Join or Renew APA Memberships 2009!

 

Chicago Chapter Membership 2009

Who needs to pay dues? Per our by-laws Chapter Dues apply to everyone – board members, CPP & FPC attendees and teachers, continuing members, etc. To maintain benefits, members are required to renew their membership each year.  Like the rising gas costs, Chapter Dues for 2009 are increasing to $50.00 beginning December 16, 2008.

 

This year only, we are offering an Early Bird Special! If you join or renew your membership between September 1, 2008 and December 15, 2008, you can do so at the current $40.00 dues rate. You can pay by Credit Card at www.chicagopayroll.com and join/renew online or by sending us a check payable to Chicago Chapter APA at Chicago Chapter APA, P.O. Box 836, Chicago, IL 60690-0836. Be sure to include your name, company name, address, email and phone number and APA National Membership Number.

Chapter Purpose and Member Benefits

The Chicago Chapter exists to share and promote knowledge, professionalism, high standards of performance, networking and communication among payroll professionals in the Chicago area through offering educational events and community service activities.

 

Chapter Benefits include:

·         Organization website www.chicagopayroll.com featuring chapter educational events, compliance updates, job opportunities, networking events and vendors; links to National APA site and other key payroll websites

·         Monthly Newsletter – keeps members up to date with the latest and upcoming events

·         Hotline Service –assistance with payroll topics provided by member volunteers

·         Education and training – members receive admission discounts and recertification credits for attending quarterly educational sessions, FPC & CPP review and study groups and the IL Statewide conference

·         Access to 200 local Members - networking with professionals in your same industry, size, software services and expertise on various payroll topics

·         Participation in award-winning Chapter that is acknowledged at APA National level for their achievements; past presidents who have also become presidents at the national level

·         Promote community service through payroll education for various groups and charity events

 

 

 

·          ·         National Payroll Week – chapter participates in special events and community education events that recognize payroll professionals and their support of the payroll withholding system.

 

 

·          ·         Annual Recognition & Holiday Party – celebrate/award member and chapter achievements; members receive discounted admission

 

 

 

 

National APA Membership 2009

If you have not joined the National APA Membership or you were a member and let your membership lapse, now is the time! Through December 15, 2008 APA is waiving the new member $35.00 enrollment fee which means instead of enrolling for $230 you can enroll for just the One Year Membership fee $195.  Payment by Credit Card can be processed online at www.americanpayroll.org/promo and enter the promo code: MEMBRMGM or send check in by mail. All of the information is found online and as well as information about membership benefits!

This option is not available for current members who are renewing their membership for 2009. Membership renewal for One Year is $195; Two Years $390. Don’t let your membership lapse! Go to www.americanpayroll.org and renew today!

----------------------------------------------------

Exclusive! For Chicago Chapter Members Joining/Renewing Both Memberships!

 

Want to be able to attend an educational session and earn recertification credits for free?

 

Beginning September 1, 2008, any Chicago Chapter Member who joins or renews their Chapter Membership by December 15, 2008 and who joins or renews their National Membership by December 15, 2008 can receive one coupon for free admission to one of our chapter payroll educational sessions held in 2009 (excludes review classes, Statewide Meeting and Annual Recognition & Holiday Party).

 

To receive your coupon, you must provide us with proof of membership join/renewal to Chicago Chapter (Acknowledgement Email) and to the National APA (Order Confirmation and National ID Number) that documents both membership payments were made before December 16, 2008. In order to be eligible, both memberships must be secured before December 16, 2008 – no exceptions!  All proof records must be mailed to Chicago Chapter APA, P.O. Box 836, Chicago, IL 60690-0836 by January 31, 2009 to be considered.

 

 

 

 

 

 

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Mailing Address:

 

Chicago Chapter APA

PO Box 836

Chicago, IL 60690-0836

 

Phone:

 

(773) 631-8480

{24-hr. Recording)

 

E-mail :

 

Chicago_Chapter_apa@hotmail.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NPW Corner :

 

Tell us what you are planning for NPW.

 

 

 

 

 

 

             

 

 

 

 

                    

 

                                        

 

 

 

 

Chicago Chapter -APA

PO Box 836

Chicago, IL 60690-0836