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Schedule
Thursday
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Friday
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Thursday, September 11, 2025 |
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7:00 am-5:15 pm |
Conference Attendee Assistance: Check-In and Badge Pick-Up |
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7:00-8:00 am |
Conference Breakfast
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8:00-11:45 am General Session
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8:00-8:15 am
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10:00-11:45 am
2. Community Benefit Under Scrutiny: Navigating Tax Implications
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 L. Wolfson, Assistant Vice President, Taxation, Beth Israel Lahey Health
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Join us for a dynamic panel discussion featuring leading experts in tax and community benefit as they delve into the evolving landscape of community benefit reporting. Our panelists will share insights, best practices, and practical guidance on effectively demonstrating community impact while navigating increasing scrutiny around tax-exempt status. Topics will include:
This session is designed to keep attendees ahead of reporting expectations and defend tax-exempt health care organizations in a shifting and uncertain environment. |
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
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It’s a brave new world with AI storming into virtually every industry, including health care, consultancies and the practice of law. New challenges come with the new technology, including hallucinations, risks of inadvertent or unintentional disclosures of confidential information, amplification of bias, and more. This session will be part legal ethics, part governance, part what the heck is AI and more particularly, generative AI?
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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
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Health systems routinely engage in transactions, mergers, etc.. During the negotiation and due diligence, there are points and considerations that are easy to miss or gloss over. This presentation is meant to highlight common issues and provide thoughts on how to fix them after the fact, or better, to keep them in mind and plan or contract around them. The presentation focuses on how to get different departments proactively discussing issues and making the post-deal transition smoother. We will discuss some of the surprises often encountered in connection with absorption of newly acquired entities and how to manage them, including:
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5. Understanding the Health Care Deal Documents - Before and After Closing – A Roadmap for Non-Lawyers, Accountants, and In-House Tax Departments
Linda S. Moroney, Manatt
Donald B. Stuart, Holland & Knight
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3:00-4:00 pm
Concurrent Sessions
6. Deeper Dive into Community Benefit
Catherine Q. Bernard, Sanford Health
Preston J. Quesenberry, KPMG LLP
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In recent years, hospitals’ reporting of community benefit expenditures on the Form 990 has come under increased scrutiny by Congress, the IRS, media, and public watchdog groups. Given this scrutiny, many hospitals are taking a second look at their community benefit reporting to determine whether they are completely and accurately capturing all of the community benefit they are providing. This panel aims to assist in this effort by engaging in a detailed, line-by-line examination of each of the categories of community benefit reported on Schedule H of the Form 990, reviewing:
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7. Hospital Side Hustles: Navigating Unrelated Business Income
Kim Baltz, Director of Tax, Bon Secours Mercy Health Inc.
Amy Ciminello, Tax Partner, Plante Moran
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8. The Evolving Use of Limited Liability Companies (LLCs)
Robert W. Friz, PwC
Jennifer R. Noel, ChristianaCare
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This session will focus on key tax considerations and planning strategies for the use of LLCs by tax-exempt health care organizations, including:
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4:15-5:15 pm
Concurrent Sessions
9. Post-Issuance Tax-Exempt Bond Compliance: Advanced Topics (not repeated)
Edward Berkovitz, Senior Director for Tax Reporting and Compliance, NYU Langone Health System
Justin Hughes, Associate, Digital Assurance Certification (DAC Bond)
Edward J. Jennings, Tax Director, University of Michigan
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10. What Tax Leaders Should Know About Employment Taxes
Rachel Leiser Levy, Deloitte Washington National Tax Services
Emily J. Smithson, Manager Tax and Payroll, BayCare Health System
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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
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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.
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
12. Making Sense Out of Current Events/Legislative Update
Rebekuh Eley, Partner Exempt Organizations, National Tax Exempt Health Care Industry Practice Leader, RSM US LLP
Duane Wright, Health Care Analyst, Bloomberg
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9:15-10:30 am
Extended Concurrent Sessions
13. Don’t Get Caught on Your Heels–Proactively Managing Your Tax-Exempt Status (not repeated)
Justin Caltabiano, Director of Tax, HonorHealth Corporate
Mary L. Torretta, Grant Thornton LLP
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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
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Health systems routinely engage in transactions, mergers, etc.. During the negotiation and due diligence, there are points and considerations that are easy to miss or gloss over. This presentation is meant to highlight common issues and provide thoughts on how to fix them after the fact, or better, to keep them in mind and plan or contract around them. The presentation focuses on how to get different departments proactively discussing issues and making the post-deal transition smoother. We will discuss some of the surprises often encountered in connection with absorption of newly acquired entities and how to manage them, including:
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5. Understanding the Health Care Deal Documents - Before and After Closing – A Roadmap for Non-Lawyers, Accountants, and In-House Tax Departments (repeat)
Linda S. Moroney, Manatt
Donald B. Stuart, Holland & Knight
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10:45-11:45 am
Concurrent Sessions
14. Challenges to Hospital System Real Estate Tax Exemptions-PILOTs, Charity Care, Non-Exempt Purposes, Community Impact (not repeated)
James G. Sheehan, Chief, Charities Bureau, Office of the New York State Attorney General
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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
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8. The Evolving Use of Limited Liability Companies (LLCs) (repeat)
Robert W. Friz, PwC
Jennifer R. Noel, ChristianaCare
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This session will focus on key tax considerations and planning strategies for the use of LLCs by tax-exempt health care organizations, including:
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12:00-1:00 pm
Concurrent Sessions
6. Deeper Dive into Community Benefit (repeat)
Catherine Q. Bernard, Sanford Health
Preston J. Quesenberry, KPMG LLP
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In recent years, hospitals’ reporting of community benefit expenditures on the Form 990 has come under increased scrutiny by Congress, the IRS, media, and public watchdog groups. Given this scrutiny, many hospitals are taking a second look at their community benefit reporting to determine whether they are completely and accurately capturing all of the community benefit they are providing. This panel aims to assist in this effort by engaging in a detailed, line-by-line examination of each of the categories of community benefit reported on Schedule H of the Form 990, reviewing:
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10. What Tax Leaders Should Know About Employment Taxes (repeat)
Rachel Leiser Levy, Deloitte Washington National Tax Services
Emily J. Smithson, Manager Tax and Payroll, BayCare Health System
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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]
Have a Question?
We're here to help! Click on a topic below to send us an email with your inquiry:
- Conference Information - materials, attendee web access
- Continuing Education Credits - number of credits, how to get credits, accessing certificates
- Sponsorship Opportunities
- Billing - receipts, confirmations, login information, etc.
- Cancellations and/or Substitutions
Conference 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 conferences.