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Tax Issues for Health Care Organizations

Schedule

Thursday
Schedule

  

Friday
Schedule
     

Thursday, September 11, 2025
7:00 am-5:15 pm
Conference Attendee Assistance: Check-In and Badge Pick-Up
7:00-8:00 am
Conference Breakfast
This event is included in the conference registration fee. Attendees, speakers, and registered guests are welcome. Interested in sponsoring this event? Sponsor
8:00-11:45 am
 
General Session
8:00-8:15 am
Welcome and Introductions

8:15-9:45 am
1. Captiol Hill Update
Alexander L. Reid, BakerHostetler (Moderator)

10:00-11:45 am
2. Community Benefit
David Biller, Program Director, Financial Reporting and Tax, Northwestern Medicine
Brittney Kocaj, Exempt Organization Tax Services Partner, Crowe
Wendi Stockstill, Vice President Finance & Tax, Novant Health
Karen Wolfson, Assistant Vice President, Taxation, Beth Israel Lahey Health
12:00-1:15 pm
Lunch and Learn: States Get More Aggressive on Health Care
Alicia Janisch, Deloitte
More information will be available soon. 
Limited attendance; pre-registration required. Continuing Education Credits are not available. Interested in sponsoring this event? Sponsor
1:30-2:45 pm
Extended Concurrent Sessions
3. Ethical Considerations with the Use of Generative AI (not repeated)
Gerald M. Griffith, Jones Day

4. Digesting the Transaction - How to Avoid Heartburn
Robert Cepielik, Managing Director, BRG
Michael Kuczynski, Polsinelli
Cynthia Leon, System Vice President and Deputy General Counsel, CommonSpirit

5. Understanding the Health Care Deal Documents - Before and After Closing – A Roadmap for Non-Lawyers, Accountants, and In-House Tax Departments
Linda Moroney,  Manatt
Donald Stuart, Holland & Knight
3:00-4:00 pm
Concurrent Sessions
6. Deeper Dive into Community Benefit
Catherine Q. Bernard, Sanford Health
Preston J. Quesenberry, KPMG LLP

7. Hospital Side Hustles: Navigating Unrelated Business Income
Kim Baltz, Director of Tax, Bon Secours Mercy Health Inc.
Amy Ciminello, Tax Partner, Plante Moran

8. The Evolving Use of Limited Liability Companies
Rob Friz, PwC
Jennifer Noel, ChristianaCare
4:15-5:15 pm
Concurrent Sessions
9. Post-Issuance Tax-Exempt Bond Compliance: Advanced Topics (not repeated)
Ed Berkovitz, Senior Director for Tax Reporting and Compliance, NYU Langone Health System
Justin Hughes, Associate, Digital Assurance Certification (DAC Bond)
Edward Jennings, Tax Director, University of Michigan

10. What Tax Leaders Should Know About Employment Taxes
Elizabeth Karcher, Deloitte, Employment Tax Services

11. IRS Examinations Under IRC Section 501(r): A Current Perspective on Compliance and Preparedness Strategies
John Crawford, EY
Stephanie L. Neumann, Executive Director of Tax at Cleveland Clinic
5:15-5:45 pm
Open Forum Discussion
5:45-6:30 pm
Networking Mixer, sponsored by Deloitte Tax LLP
This event is included in the registration fee. Attendees, speakers, and registered guests are welcome.
 

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Friday, September 12, 2025
7:00 am-1:00 pm
Conference Attendee Assistance
If you have not checked in, stop by to print your badge.
7:00-8:00 am
Conference Breakfast
This event is included in the conference registration fee. Attendees, speakers, and registered guests are welcome. Interested in sponsoring this event? Sponsor
8:00-9:00 am 
General Session
8:00-9:00 am
12. Making Sense Out of Current Events and Legislative Updates
Rebekuh Eley, Partner Exempt Organizations, National Tax Exempt Health Care Industry Practice Leader, RSM
Duane Wright, Health Care Analyst, Bloomberg
9:15-10:30 am
Extended Concurrent Sessions
13. Impact on Non-Profit Status: Don't Get Caught on Your Heels (not repeated)
Justin Caltabiano, Director of Tax, HonorHealth Corporate
Mary Torretta, Grant Thornton

4. Digesting the Transaction - How to Avoid Heartburn (repeat)
Robert Cepielik, Managing Director, BRG
Michael Kuczynski, Polsinelli
Cynthia Leon, System Vice President and Deputy General Counsel, CommonSpirit

5. Understanding the Health Care Deal Documents - Before and After Closing – A Roadmap for Non-Lawyers, Accountants, and In-House Tax Departments (repeat)
Linda Moroney, Manatt
Donald Stuart, Holland & Knight
10:45-11:45 am
Concurrent Sessions
14. Challenges to Hospital System Real Estate Tax Exemptions-Charity Care, Non-Exempt Purposes, Community Impact (not repeated)
James G. Sheehan, Chief, Charities Bureau, Office of the New York State Attorney General

7. Hospital Side Hustles: Navigating Unrelated Business Income (repeat)
Kim Baltz, Director of Tax, Bon Secours Mercy Health Inc.
Amy Ciminello, Tax Partner, Plante Moran

8. The Evolving Use of Limited Liability Companies (repeat)
Rob Friz, Partner, PwC
Jennifer Noel, ChristianaCare
12:00-1:00 pm
Concurrent Sessions
6. Deeper Dive into Community Benefit (repeat)
Catherine Q. Bernard, Sanford Health
Preston J. Quesenberry, KPMG LLP

10. What Tax Leaders Should Know About Employment Taxes (repeat)
Elizabeth Karcher, Deloitte, Employment Tax Services

11. IRS Examinations Under IRC Section 501(r): A Current Perspective on Compliance and Preparedness Strategies (repeat)
John Crawford, EY
Stephanie L. Neumann, Executive Director of Tax at Cleveland Clinic
 
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In-Person Conference 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 provide seamless check-in and onsite badge printing.
  • Built-in extended time between sessions for moving from room to room, networking with colleagues, and personal break time.  
  • All conference sessions will be recorded. Video of the presentations, along with the materials will be available to all attendees who register and can be watched to earn 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.
  • For questions or more information, please email [email protected]
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