First Capitol Brochure 2015 RAH

First Capitol Consulting, Inc. is the industry leader in federal tax credits and incentivesand ACA Compliance/ACA Cost Minimizationsm. We are strategically partnered with McGladrey, LLP and many national insurance brokerage companies.

Our TaxAdvantagesm software, built in partnership with Intuit, is First Capitol’s proprietary software designed to create synergies in data collection and tax reporting processes layered with E-sign technology to process Work Opportunity Tax Credit and ACA Cost Minimizationsm.

First Capitol Consulting has worked with both public and private companies including:

First Capitol Consulting, Inc.

First Capitol Consulting

is the industry leader.

International Gaming TechnologyClear ChannelHome DepotMeadWestvacoAAA of Southern California Kintetsu Enterprises Company of AmericaUnivision/Hispanic BroadcastingNational Beef Packaging Company

OPI Products, Inc.DermalogicaWestlake FinancialWashington MutualDriveTimeHanmi BankCalifornia Center BankUS Metro BankMcDonald’s

Jack in the BoxLittle Caesar’sCarl’s Jr.Yum BrandsDenny’sPanera BreadIHOP

Confidential and Proprietary

ACA Compliance and ACA Cost Minimizationsm:1. IRS Controlled Group and Common Ownership Analysis.

2. Applicable Large Employer (“ALE”) Analysis.

3. Measurement/Stability Period Analysis.

4. ACA Compliance review and recommendations.

5. IRS 6055/6056 Reporting Compliance through tracking and administering payroll andbenefits data for 1094 and 1095 annual filings and disclosures.

6. Monthly Reporting identifying all employees to whom an offer of health insurance coveragemust be extended.

7. Call Center for employee education and enrollment assistance utilizing our proprietarysoftware and methodology that optimizes and reduces healthcare costs for both employeesand employers.

8. Section 4980H Penalty Exchange Notice Appeals Processing.

9. Preparation of 1094 and 1095 series forms (ACA Annual Excise Tax Filing Transmittalsand Employee Disclosures).

10. PCORI and Transitional Reinsurance Program fee calculations and preparation of 720 form.

11. Free ACA Reporting IRS audit representation.

Work Opportunity Tax Credit:1. Call Center screening to increase federal tax credit generation by up to 400%.

2. Voice to e-signature processing for a paperless WOTC solution.

3. Collection of applicable household data for integration with ACA Cost Minimizationsm.

4. Real time results and live online access to the WOTC web interface.

5. Bi-weekly, quarterly, and annual WOTC compliance reports to track your company’sresults and operations.

6. Preparation of forms 5884 and 3800.

7. Free WOTC Reporting IRS audit representation.

WHAT WE DO

FirstCapitolConsulting.comFirst Capitol Consulting, Inc.


For more information please contact:Robert Herrera, Business Development ExecutiveFirst Capitol Consulting, Inc.Direct 760.427.2878 I Fax 213.382.3806 I [email protected]

FULL SERVICE ACA REPORTING



6055/6056 REPORTING

1. We migrate and format payroll/benefits data to meet 6055/6056requirements

2. We sign and file 1094-C and1095-C forms.

We do all the work!

Sign and File IRS 1094 and 1095 Forms

*Full audit representation

Migrate PayrollData

Migrate BenefitsData

Robert S. Sheen, Esq.Robert, with his extensive background in tax and finance, started his career at KPMG, LLP. Robert specialized in corporate reorganization, mergers and acquisitions, and multi-state tax product development and implementation. In 1998, Robert was asked to join BDO Seidman, LLP to lead its Los Angeles State and Local Tax practice. Before founding First Capitol, Robert successfully implemented several major high profile corporate reorganizations and implemented tax products and strategies to banks and multi-national corporations.

Currently, Robert leads First Capitol, having developed First Capitol’s tax credits and incentive practice to be one of the largest in the nation. In 2008, Robert and First Capitol developed TaxAdvantagesm in a partnership with Intuit for Intuit Employment Management Service’s 1.4 million customers. TaxAdvantagesm with its web portal, call-center, backed with experienced tax professionals, provides the industry’s most effective Work Opportunity Tax Credit services.

Professional Affiliation and Credentials▪ Founder, Organizer and Vice Chairman, U.S. Metro Bank,

2006 to 2013▪ Trustee, USC Pacific Asia Museum, 2002 to 2008▪ National Advisory Board member, Asian American Justice Center

2002 to Present▪ Board member, MTV’s Rock The Vote, 2002-2007 ▪ President, Korean American Bar Association, 2004 ▪ Member, California State Bar, Taxation Section▪ Member, Los Angeles County Bar Association ▪ Member, American Bar Association▪ Member, The Breakfast Club ▪ “The Men of L.A.” The Women’s Foundation, 2003

Education▪ B.S. Business Administration with emphasis in Finance,

University of Southern California▪ J.D., Loyola Law School, Los Angeles

WHO WE ARE


Smart

Innovative

Efficient


Joanna H. Kim-Brunetti, Esq.Regulatory Affairs Joanna, formerly a partner with Akin Gump Strauss Hauer & Feld LLP, joined First Capitol as its Director of Regulatory Affairs and General Counsel. Joanna has nearly 20 years of experience advising clients on a wide range of employment, tax, intellectual property, and other related business issues. Additionally, Joanna brings additional regulatory compliance experience from her pre-legal career in the consulting and aerospace industry.

Joanna spearheads the Affordable Care Act practice at First Capitol, focusing on employer compliance issues.

Professional Affiliations and Credentials▪ Former President and Board Member, Korean American

Bar Association ▪ Rising Star, Super Lawyers▪ Subcommittee Chair, American Bar Association ▪ Committee Member, Federal Courts Coordinating Committee of

Los Angeles County Bar Association▪ Guide to Protecting and Litigating Trade Secrets (ABA 2012)▪ Ethical Considerations in Reissues and Reexaminations

(Practicing Law Institute [PLI], 2011)▪ Symposium on Ethics Issues Arising in the Context of Electronic

Discovery and Document Destruction Policies (2005)

Education▪ B.S. Chemical Engineering, University of California Berkeley▪ J.D., Loyola Law School, Los Angeles


Experienced

Focused

Professional

First Capitol Brochure 2015 RAH

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