IRS Form 990 Update

Format: Audio CD-ROM (includes presentation materials)
Estimated Duration: 90 minutes
Price: $175


OVERVIEW

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. This audioconference 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.

M. Paige Gerich, partner, BKD, LLP. 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. Gerich 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. 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. Greenwalt 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.