Professional Managers Association An Association of Managers and Management Officials The Capitol Digest National Capitol Station P.O. Box 77235 Washington, DC 20013 Ph: (202) 874-0168 Fax: 202.874.1739 www.ProManager.org e-mail: MillerPMA@AOL.com Benefits For The Year 2003 This is your 2003 PMA Membership Benefits Guide. At PMA we BUSCH GARDENS/CLUB USA CARD are constantly adding new member services, more often than not, at the suggestion of one of our members. So, if you have a Special discounts are available to Busch Gardens/Sea World specific benefit that you would like to see PMA provide, don’t theme parks through Club USA. To receive your free Club USA hesitate to call Hydi Miller, PMA’s Legislative and Communications membership card which provide up to $5.00 off admissions to any Director at (202) 874-1547. of the nine theme parks around the country, send a self- addressed-stamped-envelope to PMA/Club USA, P.O. Box 77235, 2003 PMA Member Benefits: Washington, DC 20013. The membership card also entitles you to a 10 percent discount at Choice Hotels and special car rental Accounting Services – DeLeon & Stang rates through Alamo. Busch Gardens/Club USA Card Capitol Digest Weekly News Report CAPITOL DIGEST WEEKLY NEWS REPORT Car Rental – Alamo Car Rental – Avis The Capitol Digest is PMA’s weekly legislative update of current Dental Services - Phillips, Cooper & Associates events in Congress, your agency and the Administration. It gives Estate Planning – The Collins Firm you the fundamentals of prevailing legislation and regulatory Executive Summaries – Soundview actions, and court decisions which affect federal managers and Federal Paper retirees. The Capitol Digest provides late breaking news from Federal Times Capitol Hill and The White House. The Capitol Digest is available Financial Services – Legg Mason Wood Walker by E-mail or fax. Government Executive Magazine Hotels – Choice, Clarion, Quality Inn CAR RENTAL – ALAMO Insurance – Auto (GEICO) Insurance – Life (WAEPA) Through Alamo’s Association Benefits Program there are many Insurance – Professional & Personal Liability (Wright & Co) ways to save and earn free rentals. Not only do PMA members Legal Services benefit from Alamo’s already low rates, you are also entitled up to Legislative Alerts/Bill Texts 10 percent off Alamo’s weekly basic rate and 50 percent off Professional Manager Magazine upgrade charges. And with your PMA membership, additional Universal Studios Fan Club Card drivers’ fees are waived. Waldenbooks/Brentano’s White Papers To help you save time and money, Alamo offers the Quicksilver Program - your rental transaction takes about 60 seconds. And ACCOUNTING SERVICES – DELEON & STANG with the Quicksilver program, you are eligible for unlimited free mileage, larger cars at smaller car rates and a wider selection of DeLeon & Stang, CPAs offers PMA members a 15 percent quality vehicles. discount on tax return preparation. Personal tax appointments with licensed CPAs are available daytime, evenings and weekends In addition to the Quicksilver Program, you are automatically during tax season at their Gaithersburg, Maryland offices (located eligible for Alamo’s Travel Smart Extras. Every time you rent an just off I 270 at exit 10, at One Bank Street, Suite 240). Alamo vehicle, every dollar spent accumulates mileage points Appointments are available year round daytime and evenings for towards free rentals. And for every Alamo point registered, there tax planning meetings. are frequent flyer rewards with all major airlines. Plus, if you are driving an Alamo car and have car trouble, Alamo has 24-hour DeLeon & Stang also accepts mailed or faxed tax information. All roadside assistance to help you get where you need to go. returns are ready to sign and mail, with file copies and original data returned to you. Electronic filing of tax returns is also When you rent as a federal manager, the benefits are even available. DeLeon & Stang prepares returns for all 50 states. greater. As a federal employee, you are entitled to Full Collision Damage Waiver coverage, no airport access fees, no charge for Your tax return and tax planning strategies are highly personal underage drivers and you are insured by primary liability coverage. matters and DeLeon & Stang strives to know and understand its clients to serve each one with efficiency and absolute Just make sure you use PMA’s ID number when you transact with confidentiality. Access to a wide range of resources allows the Alamo ID # 376-440. If you have any questions call (800) 354- CPAs to keep current with all the latest tax regulations. For more 2322 or visit their website at www.goalamo.com information, fee estimates and/or appointments, call DeLeon & Stang at (301) 948-9825 and tell them you are a member of PMA CAR RENTAL – AVIS to receive your 15 percent discount. DeLeon & Stang, CPAs, One Bank Street, Suite 240, Gaithersburg, MD 20878, Ph: (301) 948- PMA has formed a partnership with Avis Rent A Car Systems to 9825, Fax: (301) 948-3220, Email: firstname.lastname@example.org provide members with considerable savings, special benefits and the comfort and reliability that comes from Avis. PMA members are entitled to save 10 percent on Avis’ daily and FEDERAL PAPER weekly SuperValue rates, and Avis’ low promotional rates can save you up to 5 percent on leisure and vacation rentals. To The Federal Paper, a new weekly, nonpartisan community receive these discounted rates at any of Avis’ 4,800 locations newspaper about the people, politics and business of the throughout the world, simply mention Avis Discount number T 55 Executive Branch as well as Managers and Senior Executives 65 00. To find out more, contact Avis at (800) 331-1212. within the federal government, is offering free subscriptions to PMA members. The Federal Paper breaks new ground by DENTAL SERVICES - PHILLIPS, COOPER & ASSOCIATES providing behind-the-scenes, insider news about the people, politics, and business of the Executive Branch and independent Phillips, Cooper & Associates is offering each PMA member $50 agencies—as well as how they interact with Congress. To receive toward a new patient exam. The offer is extended not only to PMA your free subscription, simply go to the publication’s website, members, but also to the members of their families. Dr. Russell W. www.FedPaper.com and click on “subscribe” then click on the Phillips and Dr. Ronald L. Cooper have been practicing in their “online qualification form” prompt. Within the subscription Washington, DC office at 1625 K St., NW for more than fifteen application is a priority code box. The priority code for PMA years. members is: W0209PMA. They are devoted to providing comfortable and comprehensive FEDERAL TIMES dental care for Washington area professionals. Respect for the value of time in the lives of busy professionals remains a focal FEDERAL TIMES, a weekly newspaper specifically tailored to point. Furthermore, they place a high value on ensuring that they provide information to federal employees has offered PMA can offer their patients the latest in “state of the art” dental members a special subscription rate of $36.00 per year. This rate procedures by taking an abundance of continuing education is significantly lower than the regular subscription rate. PMA courses and adopting new technologies such as BriteSmileTM - makes no money off of this offer. We have arranged for this the one-hour whitening procedure. special rate because we believe that many of our members would find the publication beneficial. To subscribe, call (800) 368-5718 Drs. Phillips and Cooper are a full-service dental practice offering: and mention ID#PMA97 to the operator. general (cleanings and check-ups), preventive (night & sports guards), restorative (crowns, bridges, tooth implants and advanced PMA members GS-15 and above are entitled to a free one-year prosthetics), cosmetic (tooth whitening, white fillings, bonding, subscription to Federal Times. This benefit is only available to orthodontic retainers and periodontic (gum treatment) dentistry. PMA members GS-15 and above due to a special arrangement with the Fed Times Executive Board. For your free subscription, Their office participates with several dental insurance plans and email Federal-CS@atpco.com and provide your name, agency, will help you complete the forms for plans with which they do not title, office address (including city, state and zip code), and your participate. Additionally, special financing plans are available for office phone number. Important Note: Type “PMA Subscription” in large treatment plans. To schedule an appointment, contact their the subject line of your email. office at (202) 463-2090 and mention code PMA50DDS. FINANCIAL SERVICES – LEGG MASON WOOD WALKER ESTATE PLANNING – THE COLLINS FIRM PMA has identified Legg Mason Wood Walker, Inc. (“Legg Attorney Michael T. Collins, a member of the bar since 1965, has Mason”) as one of the foremost providers of financial management assembled a team of seven lawyers who limit their practice to advice. We have asked them to provide us with timely advice that wills, trusts, estate planning and administration. With attorneys can greatly benefit our members. Today they believe the Roth IRA licensed in Virginia, Maryland, Pennsylvania and the District of is an important subject for members’ financial planning. Why? Columbia, the firm offers PMA members in those states experienced counseling with a free no-obligation estate planning The Taxpayer Relief Act of 1997 established the Roth IRA consultation, together with a 15 percent discount from their beginning in 1998. Like the Traditional IRA, the lesser of $2,000 published fixed-fee schedule for all services rendered. or earned income can be contributed to a Roth IRA for any Mike Collins hosts the popular "Legally Speaking" radio show on individual (married couples can contribute up to the lesser of 630-WMAL-AM in Washington, D.C. An Engineering Science $4,000 or combined earned income.) Unlike the Traditional IRA, graduate of Notre Dame, with a J.D. from Georgetown University, eligibility for establishing a Roth is based on adjusted gross Collins lectures widely in the National Capitol Area. PMA income (AGI): single filers with AGI of less than $95,000 and joint members are entitled to a complimentary admission ticket for filers with AGI of less than $150,000 are eligible to make the themselves, spouses and guests to one of his award-winning maximum $2,000 contribution, but eligibility phases completely out seminars. for single filers with AGI greater than $110,000 and joint filers with AGI exceeding $160,000. In addition, all Roth IRA contributions The Collins Firm has offices in Tyson's Corner, VA and Bethesda, are non-deductible. Qualified individuals who are active Annapolis, Columbia and Owings Mills, MD. For further participants in a retirement program such as FERS are eligible to information or to schedule a free consultation call (703) 748-3400, fund a Roth IRA. or check their website at www.mikecollins.com. Be sure to mention your PMA affiliation to receive your members-only 15 “Qualified” distributions may be withdrawn federal income tax-and percent discount. penalty free if the IRA has existed for five years after the first taxable year for which a contribution was made, and after attaining EXECUTIVE SUMMARIES – SOUNDVIEW age 59 ½, or in the event of disability or death, or for qualifying first-time home buyer expenses up to a lifetime limit of $10,000. Another benefit that PMA members are able to access are Additionally, the Roth IRA doesn’t require minimum distributions to Soundview’s Executive Book Summaries. The executive summary begin after age 70 ½, and, in fact, allows contributions to continue is a 4-5 page abstract of recent best-selling management books. as long as there is sufficient earned income to fund the To receive a list of executive summaries currently on file, contact contribution. PMA’s Communications Department at (202) 874-1547 and provide your fax number and the selection which you are Legg Mason can provide more information on the benefits of the interested in receiving. New executive summaries are listed in Roth IRA. Shortly, they expect to have a computerized analyzer to The Capitol Digest as they become available. determine for each individual whether converting your Traditional IRA into a Roth IRA would be beneficial. Our resource at Legg a conversion to individual plans at age 80 without a medical Mason is David Conner, a financial adviser with 30 years examination. experience. Use the code PMA98 when you contact him, either at 800-792-4411x1311 or e-mail, “email@example.com” to WAEPA is confident that you will find their insurance the best in request Roth information or the analyzer. the business. In fact, WAEPA offers a 30-day “free look” and if you are not satisfied with WAEPA coverage, they will refund your GOVERNMENT EXECUTIVE MAGAZINE initial premium payment. For more information, call (800) 368- 3484. Government Executive is a monthly magazine edited specifically for career federal managers. In fact, free subscriptions are INSURANCE – PROFESSIONAL & PERSONAL LIABILITY available only to federal managers GS-12 and above. Readers (WRIGHT & CO) stay abreast of the most important issues facing the public sector-- downsizing, outsourcing, third-party contracting and oversight, For over 40 years, Wright & Co. has provided key benefits and acquisition reform and best practices, intelligent application of services to federal employees and has become one of the largest information technology, performance measurement, career third party administrators in the federal marketplace. Years of planning and more. Subscribing is easier than ever, now that experience and success have helped build strong relationships Government Executive offers an online application form. All you with insurance companies, financial institutions, and service have to do to apply for a subscription is to click out the answers to providers. As the originator and provider of the Federal Employee five quick questions. You will find the form at Professional Liability Benefit, Wright & Co. knows the importance http://www.govexec.com/subscribe or you can call (800) 551-6244 of maintaining the personal touch and providing reputable for assistance. customer service. HOTELS – CHOICE, CLARION, QUALITY INN In the past five years, the Justice Department received over 7,000 requests for legal representation from federal employees. In Through Bush Gardens’ Club USA PMA members receive a 10 today’s workplace, the need to have the “peace of mind” provided percent discount at any one of the more than 4,800 Choice hotels by the Federal Employee Professional Liability Benefit is becoming in the country. Choice Hotels include Sleep, Comfort, Clarion, increasingly necessary. When IG, OIA, OPR, and EEOC Quality, Rodeway and Econo Lodge. Call (800) 4-CHOICE and procedures occur, you need someone on your side. A complaint mention Club USA Travelers discount ID 00057166. filed against you for damages alleging harassment or discrimination, though baseless, will nonetheless require you to INSURANCE – AUTO (GEICO) obtain legal counsel to obtain a dismissal of the claim. The government is NOT required to defend you. The Government Employees Insurance Company (GEICO) has insured federal workers for almost 60 years. In order to give you As a full-time federal government employee (at least 17.5 hours the best rates, GEICO has cut out the middleman and deals per week), this benefit is available to you. It provides $1,000,000 of directly with the customer. When you call GEICO you speak to a coverage for damages arising from errors or omissions allegedly trained insurance professional who is courteous and committed in your job, up to $200,000 to pay the cost of defense knowledgeable about GEICO’s products. and monetary penalties during administrative proceedings, and up to $100,000 in defense costs for criminal proceedings or As a member of PMA, you can save even more when you insure investigations into alleged criminal misconduct. Coverage for with GEICO’s Preferred Program. If you qualify, your rate quote Accidental Death & Dismemberment and Identity Theft are also will include a “member discount” which entitles you to rates even included at no extra cost. Better still, as a manager, supervisor, or lower than their everyday rates, which are among the lowest in the law enforcement officer, you are entitled up to 50% reimbursement country. When you qualify, combine the “member discount” and of premium from your agency! additional discounts such as the multi-car discount, anti-lock discount, anti-theft discount, or the five-year good driver discount For more information on the Federal Employee Professional for greater savings. Liability Benefit or any other products offered by Wright & Co., simply call 1-800-424-9801 (option 7) or visit With GEICO’s easy payment plans, you can choose to pay an www.wrightandco.com. annual premium, a monthly premium or six-month premium. In addition, you can make your initial GEICO payment with your LEGAL SERVICES - PMA GENERAL COUNSEL MICHAEL MasterCard, VISA, or Discover Card. Or you can have the RISELLI premium deducted from your personal checking account. Call GEICO, mention you are a PMA member, and see exactly how Since 1981, Michael J. Riselli has been a principal in the much you can save on your car insurance. If you have any Washington, D.C. law firm of Riselli & Pressler, P.C. Riselli’s firm, questions call (800) 841-3000 or visit the GEICO website at a general civil practice, concentrates in the area of labor and http://www.GEICO.com. employment with special emphasis on the federal sector. INSURANCE – LIFE (WAEPA) Prior to 1981, Riselli served as the Deputy Assistant General Counsel for the U.S. Department of Treasury and as Assistant to Founded in 1943, the Worldwide Assurance for Employees of the Director, General Legal Services, IRS Office of Chief Counsel Public Agency’s (WAEPA) purpose is to provide life insurance among other staff positions. coverage for civilian government employees. WAEPA is the most affordable life insurance offered to federal employees today. A native of Massachusetts, he graduated from Tufts University in 1968 with a B.A., cum laude, degree in history. He then received In addition to great low rates, WAEPA participants can receive up his J.D. degree, cum laude, from Suffolk University Law School in to $300,000 of group life insurance individually and up to $150,000 1972. He also earned a L.L.M. degree (concentrating in labor and of group life insurance for their spouse and dependent children. employment law) from Georgetown University Law Center in 1977. Plus, for no additional cost, members can receive up to $60,000 of accidental death and dismemberment coverage and up to Riselli has been PMA’s General Counsel since 1981. As a PMA $120,000 travel accident insurance. To make insurance hassle member, you are entitled to a free ½ hour legal counseling session free, WAEPA includes payroll deduction as a payment option and per year. Call Michael Risseli’s office at (703) 837-1785 for more details. LEGISLATIVE ALERTS/BILL TEXTS PMA members are provided with members-only Legislative Alerts and Bill Texts. Members are notified through The Capitol Digest of the availability of Legislative Alerts and Bill Texts. There is no charge to PMA members to receive these documents. PROFESSIONAL MANAGER MAGAZINE The Professional Manager is PMA’s comprehensive semi-annual newsletter. It provides reports on Administration and Congressional actions affecting federal managers and management officials, federal employees and updates members on PMA's activities nationally and locally. Management texts, videos, books and techniques are also reviewed. The Professional Manager also features a perspective on career transition, retirement planning and provides a forum for members to suggest agency improvements and innovative approaches to improve government operations. PMA members are encouraged to contribute editorials and perspectives on any and all subjects. UNIVERSAL STUDIOS FAN CLUB CARD PMA is pleased to announce the addition of the Universal Studios Fan Club Card to our list of member services. The card provides reduced admission at Universal Studios theme parks, discounts on Universal Studios merchandise and reduced rates on US Air. The card is free to PMA members. To receive your free Universal Studios Fan Club Card, send a self-addressed-stamped-envelope to PMA/USFC, P.O. Box 77235, Washington, DC 20013. Again, there is no charge to receive a Universal Studios Fan Club Card. WALDENBOOKS/BRENTANO’S PMA has formed a partnership with Waldenbooks and Brentano Books allowing PMA Members and Subscribers to The Capitol Digest to receive a 20 percent discount on any purchase less than $1,000. Purchases above the $1,000 level will automatically receive a 25 percent discount. To take advantage of these discounts simply provide your PMA/WISE ID number (16-02-72- 78) at any of the 900 store locations nationwide. PMA makes no money off of this benefit. We have arranged for our members and subscribers to have access to this special program because we believe that many of our members will find the discount beneficial. WHITE PAPERS – ISSUE ALERTS PMA members receive free White papers on issue-specific topics such as “Advice for Managers in Internal Security Investigations”, and “The Legal Impact of Section 1203” and “Professional Liability Insurance – What You Need to Know”. PMA Members are notified of the availability of White Papers and Issue Alerts through The Capitol Digest.