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Tax Issues for Health Care Organizations

Schedule


Monday Schedule

 


Tuesday Schedule

     

Monday, September 23, 2024

7:00 am-5:00 pm

Registration and Check-In
Come to AHLA Registration area to print out your badge.

 
7:00-8:00 am

Continental Breakfast
This event is included in the conference registration fee. Attendees, speakers, and registered spouses and guests welcome.

 
8:00-10:30 am General Session

8:00-8:15 am
Welcome and Introduction

Asha Scielzo, AHLA President
Scott Schitter, Conference Planning Committee Chair


8:15-9:15 am
1. Update from the IRS and Treasury

Preston Quesenberry (Moderator), KPMG LLP, Washington, DC
Lynne Camillo, Deputy Associate Chief Counsel, EEE:EOET, Washington, DC
Amber MacKenzie, Attorney Advisor, US Department of the Treasury, Washington, DC
Rob Malone, Director, Exempt Organizations and Government Entities Division, Internal Revenue Service, Washington, DC
Laura Warshawsky, Deputy Associate Chief Counsel, EEE:EB, Washington, DC


9:15-10:30 am
2. Capitol Hill Update

Alexander L. Reid, BakerHostetler, Washington, DC

 
11:00 am-12:15 pm Extended Concurrent Sessions

3. Margin Pressures in Health Care (not repeated)
Chris Davis, Senior Director of Tax Compliance, Johns Hopkins Health System, Baltimore, MD
Rachel M. Kaufman, Tax Senior Manager for Business Tax Services, Deloitte Tax LLP, McLean VA


4. The Intersection of Evolving Developments Interpreting Authoritative Guidance and Health Care Tax Risk–Preparing for the Uncertain
Robert W. Friz, PricewaterhouseCoopers LLP, Philadelphia, PA
Jennifer R. Noel, Senior Counsel, Tax; ChristianaCare, Wilmington, DE


5. IRS Community Benefit Standard for Tax-Exempt Hospitals: Past History, Current Headwinds, Future Hope
Stephen M. Clarke, Managing Director, Ernst & Young LLP, Washington, DC
Thomas K. Hyatt, Thomas K. Hyatt PLLC, Washington, DC

 
12:15-1:45 pm

Lunch on your own or attend the Networking Lunch and Presentation
Healthy Equity, SC&E/ESG, Sch H and CHNA (fireside chat/panel)- How This All Ties Together to Tell Your Story
Alicia Janisch, Deloitte Tax LLP, Detroit, MI
Karen Wolfson, Assistant Vice President, Taxation, Beth Israel Lahey Health, Charlestown, MA

This event is not included in the conference registration. Additional fee of $65, limited attendance, pre-registration required. Continuing Education Credits are not available for the lunch.

 
2:00-3:00 pm Concurrent Sessions

6. Legal Ethics in Modern Practice (not repeated)
T.J. Sullivan, Potomac Law Group PLLC, Minneapolis, MN


7. Unrelated Business Income Studies at Health Care Systems
John DeLorenzo, Associate General Counsel, Virtua Health System, Marlton, NJ
Mary Torretta, Principal, Grant Thornton LLP, Arlington, VA


8. Opportunities and Pitfalls in Structuring Health Care Transactions and Joint Ventures
Andrew D. Kloeckner, Baird Holm, Omaha, NE
Erika Wood, Harter Secrest & Emery, Albany, NY

 
3:30-4:30 pm Concurrent Sessions

9. Executive Compensation 101: Strategies and Trends for Not-For-Profit Health Care Organizations (not repeated)
Joseph N. Wolfe, Hall Render Killian Heath & Lyman PC, Milwaukee, WI


10. How to Handle Difficult Governance Challenges
Steve Bender, EVP/CLO, Geisinger Health, Danville, PA
Gerald M. Griffith, Jones Day, Chicago, IL


11. Emerging Trends in Health Care: Finance Diversification Strategies
Polly D. Federico, Senior Director, Tax, Sentara, Norfolk, VA
Danny Schmidt, RSM, Madison, WI

 
4:35-5:15 pm

Open Forum Discussion

 
5:15-6:15 pm

Networking Reception
This event is included in the conference registration. Attendees, speakers, and registered spouses and guests welcome.

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Tuesday, September 24, 2024

7:00 am-3:15 pm

Registration and Check-In
If you have not checked in, come to AHLA Registration area to print out your badge.

 
7:00-8:00 am

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

 
8:00-10:00 am General Session

8:00-9:00 am
12. Defending your Hospital’s Tax-Exemption - Navigating through the Waves of Scrutiny on Nonprofit Health Care Providers

Terri W. Cammarano, Senior Vice President and Chief Legal Officer, Cedars-Sinai, Palos Verdes Estates, CA
Julie Rapoport Schenker, Vice President and Deputy General Counsel for Advocacy, American Hospital Association, Washington, DC
Donald B. Stuart, Holland & Knight, Nashville, TN


9:00-10:00 am
13. Inflation Reduction Act Incentive Opportunities State Incentives
Edward J. Jennings, University of Michigan Health System, Ann Arbor, MI
Heather Wensinger, OhioHealth, Columbus, OH

 
10:30-11:45 am Extended Concurrent Sessions

14. History of the Tax Law Pertaining to Tax Exemption for Managed Care Organizations, ACOs and Self-Insurance Companies (not repeated)
Craig Barattin, Vice President of Finance, Healthfirst, New York, NY
Nicole Sokolowski, Senior Manager, EY, New York, NY


4. The Intersection of Evolving Developments Interpreting Authoritative Guidance and Health Care Tax Risk–Preparing for the Uncertain (repeat)
Robert W. Friz, PricewaterhouseCoopers LLP, Philadelphia, PA
Jennifer R. Noel, Senior Counsel, Tax; ChristianaCare, Wilmington, DE


5. IRS Community Benefit Standard for Tax-Exempt Hospitals: Past History, Current Headwinds, Future Hope (repeat)
Stephen M. Clarke, Managing Director, Ernst & Young LLP, Washington, DC
Thomas K. Hyatt, Thomas K. Hyatt PLLC, Washington, DC

 
11:45-12:45 pm

Lunch on your own

 
1:00-2:00 pm Concurrent Sessions

15. Health Care Systems: Navigating the Tax Consequences for Non-Profit and For-Profit Structures (not repeated)
Kimberly Baltz, Director of Tax, Bon Secours Mercy Health, Cincinnati, OH
Amy R. Ciminello, Plante Moran PLLC, Columbus, OH


8. Opportunities and Pitfalls in Structuring Health Care Transactions and Joint Ventures (repeat)
Andrew D. Kloeckner, Baird Holm, Omaha, NE
Erika Wood, Harter Secrest & Emery, Albany, NY


11. Emerging Trends in Health Care: Finance Diversification Strategies (repeat)
Polly D. Federico, Senior Director, Tax, Sentara, Norfolk, VA
Danny Schmidt, RSM, Madison, WI

 
2:15-3:15 pm Concurrent Sessions

7. Unrelated Business Income Studies at Health Care Systems (repeat)
John DeLorenzo, Associate General Counsel, Virtua Health System, Marlton, NJ
Mary Torretta, Principal, Grant Thornton LLP, Arlington, VA


10. How to Handle Difficult Governance Challenges (repeat)
Steve Bender, EVP/CLO, Geisinger Health, Danville, PA
Gerald M. Griffith, Jones Day, Chicago, IL

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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 have adopted a new onsite registration system by providing 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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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.

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