Schedule H for Hospitals & Healthcare Organizations

Hospitals and healthcare organizations are increasingly faced with stepped up accountability through the IRS’ Schedule H reporting requirements. Tax preparers for hospitals and healthcare organizations must have a complete understanding of the latest filing requirements to mitigate possible penalties.

This two-hour live webcast will provide valuable information on how to complete Schedule H and related issues. The Knowledge Group’s Schedule H for Hospitals & Healthcare Organization Live Webcast is a must-attend event for Hospitals and Healthcare systems grappling with this complex new regulatory activity.

William Culbertson is experienced with tax-exempt organization matters and a number of income, gift and estate tax issues. He has extensive experience providing tax counsel to public charities, private foundations and other tax-exempt organizations regarding organizational and operational matters; fiduciary duty issues; development strategies; annual, capital and endowment campaign structures; unrelated business income tax matters and the Uniform Prudent Management of Institutional Funds Act. He also counsels individuals and tax-exempt organizations on contribution and planned giving matters, including charitable gift annuities, charitable remainder trusts, pooled income funds, charitable lead trusts and other sophisticated charitable giving techniques. In addition, he advises clients on estate planning, retirement planning and the administration of trusts and estates.

Mr. Culbertson is a member of the American, Ohio and Cleveland Metropolitan Bar Associations. He frequently writes and lectures on tax-exempt organization matters and trust, estate and charitable giving issues.

Susan Clark is a Senior Manager in the Atlanta office of Pershing Yoakley & Associates P.C., who specializes in tax-exempt and healthcare organizations. Her twentyplus years of experience in public accounting includes all aspects of federal and state income taxation. Susan has specific experience in tax accounting and reporting issues for exempt organizations, including issues and studies related to private inurement, private benefit, unrelated business income tax, and tax-exempt status. She has represented clients before the Internal Revenue Service, including the filing of applications for recognition of exempt status and coordination of the approval process.

Susan received her BBA in Accounting (1989) and MAcc in Taxation (1990) from the University of Georgia. She is an active member of the AICPA, Georgia Society of CPAs (GSCPA), and is an advanced member of the Georgia Chapter of Healthcare Financial Management Association (HFMA). She participates as a member of the leadership committees (TEAMS) of HFMA and is a Past President for the Georgia Chapter. In July 2002, she received her certification as a Fellow in HFMA. Susan is also a member of the Healthcare Section of the GSCPA and has served on the Healthcare Conference Committee Task Force for the society for the past eight years.

Susan has also served as Treasurer for the Gamma Alpha Chapter of Alpha Gamma Delta House Association, Stockbridge Middle School Band Boosters, and Woodland High School Band Boosters Association.