Skip to Main Content
Tax Issues for Health Care Organizations 2021

Schedule

This program will be formatted as a traditional two day in-person program - we are excited for attendees to connect and network in person. The program will begin on Monday, October 24 at 8:00 am and end on Tuesday, October 25 at 3:15 pm. Visit on Continuing Education Information page for the number of credits available. 

AHLA is committed to providing a safe and healthy environment for program participants and staff. AHLA has adopted preventative measures to reduce the potential spread of the COVID-19 virus, including proof of vaccine or a negative PCR test, and is following guidance provided by the US Centers for Disease Control and local authorities. Attendees are also expected to do their part and abide by AHLA’s Duty of Care.

 


Monday, October 24, 2022

7:00 am-5:30 pm

Registration and Check-In
Come to AHLA Registration area to print out your badge. We'll need your proof of vaccine or negative PCR test on the Clear Health App.

7:00 8:00 am

Continental Breakfast
 This event is included in the program registration. Attendees, faculty, and registered spouses and guests welcome

8:00-10:30 am GENERAL SESSION

8:00-8:15 am
Welcome and Introduction
Thomas Shorter, AHLA President
Karen Wolfson, Program Chair

8:15-9:15 am
1. IRS Update​
Rachel Leiser Levy
Rob Malone

9:15-10:30 am
2. Capitol Hill Update​
Alex Reid (Moderator)

10:30-11:00 am

Networking Coffee Break

 
11:00 am-12:15 pm Extended Sessions

3. Community Benefit / 501 R (Interactive Session)
Karen Wolfson (Moderator)
Robert W. Friz
Janice M. Smith

 

4. When Exempt Organizations Meet Innovation – Equity Based Compensation and Other Alternatives (Interactive Session)
Gerald M. Griffith
Scott D. Schitter

 
12:15-1:45 pm

Lunch on your own or attend the Networking Lunch, sponsored by Deloitte
Environmental, Social, and Governance (ESG)​

Charles Wilhoite, Alicia Janisch

This is not included in the program registration; there is an additional fee of $65; limited attendance; and pre-registration is required. Continuing Education Credits are not available.

 
2:00-3:00 pm

5. Spotlight on Captive Insurance Companies 
(not repeated)

Kristen E. Hazel
Elizabeth M. Mills

 

 

6. Hot UBTI Topics
John Crawford
James J. Janssen

 

7. Managing the Tax Consequences of Alternative Investments​
Edward Jennings
Jennifer Richter

 
3:15-4:15 pm

8. Legal Ethics
(not repeated)

 

9. Give the People What They Want - True Choice Benefit Arrangements to Attract and Retain the Changing Workforce
Molly Hobbs

 

10. Remote Work Issues
Eira Jones

 
4:30-5:30 pm

11. ACOs, HMOs, and Tax-Exempt Status
(not repeated)

Michael Fine
Preston Quesenberry

 

12. Digital Health and Telemedicine Issues

 

13. Tax Issues in Current Health Care Transactions–Still There (Even if Late to the Party)
Travis F. Jackson
Linda Moroney

 
5:30-6:30 pm

Networking Reception, sponsored by EY
This event is included in the program registration. Attendees, faculty, and registered spouses and guests welcome.

 


Tuesday, October 25, 2022

7:00 am-3:15 pm

Registration and Check-In
If you have not already checked in, come to AHLA Registration area to print out your badge. We'll need your proof of vaccine or negative PCR test on the Clear Health App.

 
7:00-8:00 am

Continental Breakfast
This event is included in the program registration. Attendees, faculty, and registered spouses and guests welcome.

 
8:00-10:00 am GENERAL SESSION

8:00-9:00 am
14. Non-Profit Corporate Governance with State Attorney's Office
Courtney Aladro (invited)
Yael Fuchs

9:00-10:00 am
15. IRS Examinations​
Meghan Biss
Casey Lothamer

 
10:00-10:30 am
Networking Coffee Break
 
10:30-11:30 am

9. Give the People What They Want –True Choice Benefit Arrangements to Attract and Retain the Changing Workforce
(repeat)

Molly Hobbs

 

10. Remote Work Issues
(repeat)

Eira Jones

 

13. Tax Issues in Current Health Care Transactions–Still There (Even if Late to the Party)
(repeat)

Travis F. Jackson
Linda Moroney

 
11:30 am-12:30 pm
Lunch on your own
 
12:45-1:45 pm

6. Hot UBTI Topics
(repeat)

John Crawford
James J. Janssen
 

 

7. Managing the Tax Consequences of Alternative Investments​
(repeat)

Edward Jennings
Jennifer Richter

 

12. Digital Health and Telemedicine Issues
(repeat)

 
2:00-3:15 pm Extended Sessions

3. Community Benefit / 501 R (Interactive Session)
(repeat)

Karen Wolfson (Moderator)
Robert W. Friz
Janice M. Smith

 

4. When Exempt Organizations Meet Innovation – Equity Based Compensation and Other Alternatives (Interactive Session)
(repeat)

Gerald M. Griffith
Scott D. Schitter

 

 

In-Person Program Format

How It Works

  • We will offer in-depth breakout sessions where speakers and attendees can interact and collaborate with each other in-person.
  • We consider the health and safety of all those onsite at in-person programs our top priority. AHLA will follow guidance and requirements issued by the CDC as well as by state and local government.. 
  • All attendees, who register for the in-person program, will be required to commit to our Duty of Care agreeing to follow the protocols we establish and monitor their own health for the health and safety of all. 
  • We have adopted a new onsite registration system by providing seamless check-in, onsite badge printing, and safety supplies to all attendees to use while in attendance.
  • Built-in extended time between sessions for moving from room to room, networking with colleagues, and personal break time.  
  • Socially distanced seating arrangements in breakout rooms, regular cleaning in and around meeting spaces, and appropriate signage/floor decals to reinforce spatial distancing and other safety reminders.
  • All program sessions will be recorded. Video of the presentations, along with the materials will be available to all attendees who register to apply for additional On Demand Continuing Education Credits. Those that cannot attend in-person can purchase the eProgram and apply for Continuing Education Credits. More information on our ePrograms.

Benefits of the In-Person Program

  • Step out from behind your computer and network face-to-face with other health law professionals.
  • Interact with colleagues at in-depth breakout sessions.
Program Accessibility and Special Needs

AHLA is committed to ensuring equitable access to our educational content. We are continually improving the user experience for everyone and offering accessibility accommodations for our in-person programs.

Learn More

Thank You to Our Tax Issues for Health Care Organizations Sponsors

If your organization is interested in sponsoring AHLA's Tax Issues for Health Care Organizations program, please contact Valerie Eshleman.