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Safeguarding Your Tax-Exempt Status: Form 990 and Other New IRS Developments

New IRS Requirements for Non-Profit Healthcare Providers
Location: Your office or conference room (no need to travel!)

Date     : Audio CD Available
Time(s):   -   Eastern Time
  -   Central Time
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Hosted By : Beard Group Law and Business Publishers and Nightingale's Healthcare News
   
This conference will include:

QUICK AUDIO BRIEFING FOR HEALTHCARE EXECUTIVES: How to comply with the new IRS rules driving good governance, transparency and accurate reporting….

Lately nonprofit organizations have been targeted by IRS audits, Congressional investigations, GAO surveys, and dozens of media reports – all probing the legitimacy of their tax-exempt status – and the IRS has responded with some of its toughest new rules yet.

As a result, tax-exempt healthcare organizations now must recalibrate how they track charity care, document community benefits, review funding sources, and report executive compensation.

How can you and your staff make sure you’re on top of all these changes – including the revised Form 990 and new IRS guidance on political activities? Purchase this Audio CD (recorded in late October 2007) and learn from two of the nation’s top legal advisors for tax-exempt healthcare providers.

You’ll examine:

• Latest legislative and regulatory developments impacting your daily operations
• Revenue Ruling 2007-41: what political activities are permissible?
• New IRS bond initiative: should you re-examine old bond documents to check your use of bond proceeds and bond-financed facilities?
• Understanding the new draft Form 990
o Major risk areas you need to know
o Defining and measuring community benefits
o When does the new form go into effect?
o Key elements of the form – “core” form and 15 schedules
o Hot button issues, such as executive compensation (what’s “excessive”?) and loans to disqualified persons
o Practical reporting strategies
• Organizational governance – the importance of adopting a “Sarbanes-Oxley” approach
• Disclosure challenges – reviewing and revising your systems to meet the new mandates for transparency
• How other non-profits are gearing up to comply

Who Will Benefit:
This practical program is designed for healthcare and other tax-exempt organization leaders, compliance officers, and in-house legal counsel and law firm attorneys.

 
Speaker(s):  
  • Daniel K. Settelmayer
    Latham & Watkins
Daniel K. Settelmayer is a partner in the Los Angeles office of Latham & Watkins and is a co-chair of the firm's global health care practice group. His practice focuses on transactional and regulatory matters for healthcare industry clients. He has experience as lead counsel in a broad range of health care transactions, including formation of managed care and other provider organizations, joint ventures; mergers, acquisitions and affiliations involving health facilities, medical groups, HMOs, and ancillary service providers.
Dan’s tax experience focuses on representing exempt organizations in both organizational and compliance matters. In addition, he is the principal architect of ComplianceNet, the firm's internet-based compliance program for healthcare systems, which automates the development of comprehensive transaction databases and facilitates transaction review, audit and diligence support. Dan’s recent representations include Adventist Health, HCA, WellCare, CareMore Medical Enterprises, University Hospitals (Cleveland); The Permanente Medical Group, Longs Drugs Stores, and Tenet Healthcare.
  • Paul R. DeMuro
    Latham & Watkins
Paul R. DeMuro is a partner in the Los Angeles and San Francisco offices of Latham & Watkins. He practices extensively in the areas of corporate transactions, joint ventures, mergers and acquisitions (M&A), corporate organization, governance, finance and regulatory compliance. He also practices in the areas of Medicare reimbursement, fraud and abuse, compliance and managed care. Paul primarily represents hospitals, health systems, physicians, physician groups, physician practice companies, integrated health systems, managed care organizations, e-health care and health care technology companies, ancillary providers, and investment banks in health care transactions. He has written over 50 publications on M&A, Medicare reimbursement, fraud and abuse, physician practice, integrated delivery systems, capital finance and managed care related topics.

Safeguarding Your Tax-Exempt Status: Form 990 and Other New IRS Developments
Conference Audio CD + Written Materials US$ 35.00   add to cart

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