About the Program

This program narrows in on IRS regulations, exemption standards, and enforcement initiatives, key tax compliance and transactional issues. The planning committee members have put together a dynamic program that will offer sessions on topics such as tax issues with remote workers, alternative investments, equity-based compensation, transactions, and community benefit.

What You'll Learn

• Gain a greater understanding of IRS regulations, exemption standards, and enforcement initiatives.
• Increase knowledge of key tax issues and laws by attending sessions on state and federal trends and enforcement, the IRA and opportunities, UBTI, unclaimed property, and employee benefits.
• Hear from IRS Exempt Organizations representatives on priorities and guidance and the implications for health care institutions.
• Network and engage with your peers who advise nonprofit health care systems, foundations, and other tax-exempt organizations.

Who You'll Meet

• In-House Tax Attorneys
• Outside Counsel
• Accountants
• CPAs
• CFOs
• Business and Financial advisors
• Government Representatives from the IRS  and Department of Treasury

Program Planning Committee

	Karen L. Wolfson, Chair Director, Taxation and Bond Compliance Officer, CareGroup Healthcare System Boston, MA		Preston J. Quesenberry Managing Director KPMG Washington, DC
	Alicia Janisch Deloitte Tax LLP Detroit, MI		Scott D. Schitter Vice President Tax, Bon Secours Mercy Health Cincinnati, OH
	Andrew Kloeckner Baird Holm LLP Papillion, NE		Charles A. Wilhoite Managing Director and Leader of Tax-Exempt Entities and Health Care Valuation Services Practice Williamette Management Associates Portland, OR