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Affordable Care Act Tax Provisions Explored CLE

Affordable Care Act Tax Provisions Explored

Live Webcast Date: Tuesday, October 18, 2011 from 12:00 pm to 2:00 pm (ET)
Legal (CLE)Recording

Affordable Care Act Tax Provisions Explored

Join us for this Knowledge Group Affordable Care Act Tax Provisions Explored Webinar. The Affordable Care Act was designed to ensure that all Americans have access to affordable health insurance. The problem is someone has to pay for the program. As such, the law contains several new tax provisions, some of which will be implemented immediately and some over the coming years.

Some of the key tax provisions include:

  • Small Business Health Care Tax Credit
  • Tax-Exempt 501(c)(29) Qualified Nonprofit Health Insurance Issuers
  • Additional Requirements for Tax-Exempt Hospitals

In this 2-hour webcast, a panel of speaker experts and thought leaders organized by The Knowledge Group will provide an overview to help you understand the critical elements of the affordable care act tax provisions.

Agenda

SEGMENT 1:
Paige Gerich, CPA, Partner
BKD, LLP

SEGMENT 2:
Jacque Lee, Tax Senior Manager
Baker Tilly Virchow Krause, LLP

SEGMENT 3:
Terry Gardiner, Vice President of Policy and Strategy
Small Business Majority

Who Should Attend

  • Tax Professionals
  • Health Services Professionals
  • Health Care Law Attorneys
  • Health Policy Directors
  • Accountants

Affordable Care Act Tax Provisions Explored

SEGMENT 1:
Paige Gerich, CPA, Partner
BKD, LLP

SEGMENT 2:
Jacque Lee, Tax Senior Manager
Baker Tilly Virchow Krause, LLP

SEGMENT 3:
Terry Gardiner, Vice President of Policy and Strategy
Small Business Majority

Affordable Care Act Tax Provisions Explored

Affordable Care Act Tax Provisions Explored

Paige Gerich, CPAPartnerBKD, LLP

Paige has more than 20 years of experience providing tax services to a broad range of health care institutions, physician and clinical practices and other not-for-profit organizations.

She is the not-for-profit tax team leader for BKD’s South Region and is charged with growth and development of not-for-profit tax services for the region.

Paige performs comprehensive reviews of not-for-profit activities to identify and help mitigate exposure areas related to private inurement, intermediate sanctions, worker classification and unrelated business taxable income issues. She also has extensive experience dealing with IRS examinations, obtaining favorable determination letters, private letter rulings and closing agreements.

She also provides tax and tax planning, financial and retirement planning services for key executives and compliance and business tax services. She is a frequent speaker for industry group meetings and conventions and presents a variety of tax topics.

Paige is a member of the American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants and American Health Lawyers Association. She is past president of the Bauer College of Business Alumni Organization at the University of Houston and a member of the Bauer College of Business Accounting Advisory Board.

She is a 1986 graduate of the University of Houston, Texas, with a B.B.A. degree in business administration.

Affordable Care Act Tax Provisions Explored

Jacque LeeTax Senior ManagerBaker Tilly Virchow Krause, LLP

Jacque is a Senior Tax Manager with the Manufacturing and Distribution group at Baker Tilly Virchow Krause, LLP. She has been in public accounting since 1996. She is experienced in the corporate tax planning and compliance arena with an emphasis on small to mid-size business.

Specific Experience

  • Specializes in corporate tax planning and compliance for small to mid-size businesses.
  • Assists with tax compliance process improvement.
  • Identifies business and tax planning strategies for clients.
  • Assists with accounting methods and periods analysis.
  • Manages IRS and state tax audits.
  • Provides FAS 109 tax consulting.

Education

Industry Involvement

  • University of St. Thomas 
    Bachelor of Science in Accounting
  • University of Minnesota – Twin Cities 
    Masters in Business Taxation
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
Affordable Care Act Tax Provisions Explored

Terry GardinerVice President of Policy and StrategySmall Business Majority

Terry Gardiner, based in Washington, DC, directs Small Business Majority’s policy development and works on long-term strategic planning, where he brings to bear his decades of business ownership and job creation experience. He is particularly focused on policies that will ensure the successful implementation of the Affordable Care Act, including the establishment of the 50 state small business healthcare exchanges. He also plays a key role in policies that promote a vibrant clean energy economy, access to capital and small business economic development.

Originally a commercial fisherman, Terry founded and spent 22 years as the CEO of Silver Lining Seafoods, later NorQuest Seafoods. He grew the company to over $100 million in sales, with 1,000 employees and markets in 22 countries. After the sale of NorQuest in 2004, he turned to public policy work, focusing on healthcare reform. Terry is a former Speaker of the Alaska House of Representatives, in which he served for 10 years and authored a host of successful groundbreaking legislation. He is a member of the National Co-Op Advisory Board and has testified at congressional committee hearings.


Click Here to Read Additional Material

Affordable Care Act Tax Provisions Explored

Course Level:
   Intermediate

Advance Preparation:
   Print and review course materials

Method Of Presentation:
   On-demand Webcast

Prerequisite:
   NONE

Course Code:
   114144

Total Credits:
    2.0 CLE

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About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

BKD, LLP, the 10th largest CPA and advisory firm in the U.S., helps people and businesses realize their goals. Our approximately 2,000 dedicated professionals offer solutions to clients in all 50 states and internationally. BKD and its subsidiaries offer clients a variety of services in accounting, audit and assurance, tax, risk management, technology, corporate finance, forensic and valuation services and wealth management. We combine the insight and ideas of multiple disciplines to provide solutions to a wide range of industries, including financial services, not-for-profit, manufacturing, distribution, health care, construction and real estate.

Website: https://www.bkd.com/

Paige has more than 20 years of experience providing tax services to a broad range of health care institutions, physician and clinical practices and other not-for-profit organizations.

She is the not-for-profit tax team leader for BKD’s South Region and is charged with growth and development of not-for-profit tax services for the region.

Paige performs comprehensive reviews of not-for-profit activities to identify and help mitigate exposure areas related to private inurement, intermediate sanctions, worker classification and unrelated business taxable income issues. She also has extensive experience dealing with IRS examinations, obtaining favorable determination letters, private letter rulings and closing agreements.

She also provides tax and tax planning, financial and retirement planning services for key executives and compliance and business tax services. She is a frequent speaker for industry group meetings and conventions and presents a variety of tax topics.

Paige is a member of the American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants and American Health Lawyers Association. She is past president of the Bauer College of Business Alumni Organization at the University of Houston and a member of the Bauer College of Business Accounting Advisory Board.

She is a 1986 graduate of the University of Houston, Texas, with a B.B.A. degree in business administration.

Jacque is a Senior Tax Manager with the Manufacturing and Distribution group at Baker Tilly Virchow Krause, LLP. She has been in public accounting since 1996. She is experienced in the corporate tax planning and compliance arena with an emphasis on small to mid-size business.

Specific Experience

  • Specializes in corporate tax planning and compliance for small to mid-size businesses.
  • Assists with tax compliance process improvement.
  • Identifies business and tax planning strategies for clients.
  • Assists with accounting methods and periods analysis.
  • Manages IRS and state tax audits.
  • Provides FAS 109 tax consulting.

Education

Industry Involvement

  • University of St. Thomas 
    Bachelor of Science in Accounting
  • University of Minnesota – Twin Cities 
    Masters in Business Taxation
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants

Terry Gardiner, based in Washington, DC, directs Small Business Majority’s policy development and works on long-term strategic planning, where he brings to bear his decades of business ownership and job creation experience. He is particularly focused on policies that will ensure the successful implementation of the Affordable Care Act, including the establishment of the 50 state small business healthcare exchanges. He also plays a key role in policies that promote a vibrant clean energy economy, access to capital and small business economic development.

Originally a commercial fisherman, Terry founded and spent 22 years as the CEO of Silver Lining Seafoods, later NorQuest Seafoods. He grew the company to over $100 million in sales, with 1,000 employees and markets in 22 countries. After the sale of NorQuest in 2004, he turned to public policy work, focusing on healthcare reform. Terry is a former Speaker of the Alaska House of Representatives, in which he served for 10 years and authored a host of successful groundbreaking legislation. He is a member of the National Co-Op Advisory Board and has testified at congressional committee hearings.

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