|
 |
IRS Form 990 Update: Will Your Corporate Policies Need to Change?
Audioconference
September 23, 2008
Time: 11:30 a.m.-1 p.m. CENTRAL TIME
Register for this event online:
September 23, 2008 ($295 per line)
Program Description
The IRS has proposed sweeping changes to the Form 990, which is filed by almost all tax-exempt organizations, including hospitals. Because of these changes you will need to modify some information-gathering procedures in your hospital and, more importantly, you also may need to modify corporate policies to stay in compliance. The revised Form 990 will gather substantial amounts of information about your hospital, almost all of which will be subject to public inspection. You will need to report compensation and benefits for executives and key employees, information on business relationships with board members and others, information about your charity care and bad debt policies and many other items. This presentation will cover the procedural changes that likely will be needed to gather the information required by the form and the new questions that could require modification of corporate policies. The faculty also will outline key action steps hospitals should implement now to get ready for the form.
Learning Objectives:
At the completion of this program, the participant will be able to:
- Discuss the objectives of the revised Form 990.
- Identify possible accounting issues relative to the completion of Form 990.
- Describe governance issues to address prior to the implementation of the new form
Who Should Participate
Chief Operating Officer
Chief Financial Officer
Chief Executive Officer
Board of Trustee members
In-house Counsel
Faculty
M. Paige Gerich, partner, BKD, LLP
Paige Gerich is a tax partner in BKD, LLP's Houston office. She 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. Gerich is a frequent speaker at industry group meetings and conventions providing information about new tax legislation and the resulting impact on health care organizations. She is a member of the American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants, and American Health Lawyers Association. She is a 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.
R. Todd Greenwalt, J.D., partner, Vinson & Elkins, LLP
Todd Greenwalt is a partner in the Houston office of Vinson & Elkins, LLP. Greenwalt is the co-chair of the firm’s tax section and his practice is concentrated on federal income tax matters with an emphasis on non-profit organizations and tax-exempt finance. He attended the University of Virginia, and received a bachelor's with highest distinction from the University of Arizona in 1980. Greenwalt received his law degree from the University of California Los Angeles in 1983. He was listed among Texas Monthly magazine’s "Super Lawyers" in 2004, 2006 and 2007; was on Texas Lawyer’s October 2003 list of "Go To" health lawyers in Texas; and was listed in the 2003 through 2007 editions of "The Best Lawyers in America." He is a member of the American Health Lawyers Association and the National Association of Bond Lawyers and has served in leadership roles for both organizations as well as American Bar Association committees.
The views expressed by the speaker do not necessarily reflect the policies or opinions or the Wisconsin Hospital Association.
Registration Information
Fee
$295.00 for one phone line per site
Please register only one name per connection.
Additional phone lines will be billed at $295.00 each.
How the Audioconference Will Work
Dial-in instructions, on-line login instructions and any other reference materials will be emailed to each registrant approximately three days prior to the conference. If you do not receive them by this date, please email lgeishirt@wha.org.
It is the responsibility of the registrant to access presentation materials prior to the day of the event. If your e-mail address changes, you do not receive an e-mail with instructions from WHA, or if you are unable to open presentation materials, please contact Lisa Geishirt at WHA two days prior to the event to allow time to address the issue.
Substitution, Transfer and Cancellation Policy
Cancellations received in writing up to five business days prior to an event will be given a full refund less a $50 processing fee. No refunds will be given for cancellations received less than five business days prior and day-of-program no-shows. Substitutions are accepted.
Register for this event online:
September 23, 2008 ($295 per line)
|
|
|
