Sessions by Topic Area

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Sessions by Topic

Plenary Sessions

Printable Version

1. Year In Review
Robert G. Homchick, Kristen B. Rosati, Jack S. Schroder, Jr
As usual, this will be a fast-paced overview of developments over the past year. This year, not surprisingly, we’ll focus on the significant legal developments resulting from the COVID-19 pandemic. Time permitting, we’ll also cover other significant developments.
  • The CARES Act and other COVID-related legislation
  • Blanket regulatory waivers during the public health emergency: Stark/ AKS, HIPAA and coverage rules
  • The rise of telemedicine
  • COVID-related claims and developing immunity
  • COVID financial relief for providers
  • Health care reform: Significant Supreme Court decisions and status of the Affordable Care Act
  • New limits on judicial deference to agency regulations
  • HIPAA and HIT developments: Information blocking and interoperability, OCR enforcement and data breaches
  • Fraud and abuse: The beat goes on

Academic Medical Centers/Teaching Hospitals

5. Navigating the Evolving Research Landscape During the Pandemic
Clinton D. Hermes, H. Shine Chen Schattgen
  • Key federal regulations and terms relevant to research during a pandemic
  • Main federal agency guidance documents on human subjects research during COVID-19
  • Open questions and practical considerations for research on COVID-19 and SARS-CoV-2
  • Expanded access (or so-called “compassionate use”) for experimental drugs and devices
  • FDA Emergency Use Authorizations


Antitrust

4. Antitrust Hot Water: What Every Health Care Lawyer Should Know About Antitrust Agreements and Monopoly Practices
David Dahlquist, Ashley M. Fischer, Richard Powers, Christine L. White

On a daily basis health care practitioners and their organizations encounter agreements, practices, and conduct that could be viewed as legal and acceptable, or potentially criticized as an illegal monopoly practice under US or State antitrust laws. The goal of this session to inform through audience participation in the following areas:

  • The difference between a benign agreement or practice, and one that presents a potential antitrust problem
  • Conduct that has been challenged by antitrust enforcers such as patient steering (Atrium Health), managed care contracting (Sutter Health), “no poach” hiring practices (Duke and UNC Medical School), and “market allocation” (Florida Cancer Specialists)
  • How and where the sharing of information (pricing transparency) and data between health care entities (clinical and quality data) can give rise to antitrust concerns


17. Steering Complex Health Care Transactions Through State and Federal Antitrust Review

Travis A. Kennedy, Jeny M. Maier, Mark Seidman
This panel will discuss complex issues facing recent mergers in the health care sector, including:

  • The draft FTC/DOJ Vertical Merger Guidelines and successful mergers that navigated vertical and horizontal concerns (CVS-Aetna, UnitedHealth-DaVita)
  • State transaction notification laws and State AG involvement in recent merger cases (e.g., UnitedHealth-DaVita, CHI Franciscan, Beth Israel-Lahey, Jefferson-Einstein)
  • Recent failed mergers (e.g., Sanford Health/Sanford Bismarck/Mid Dakota Clinic)
  • Remedy packages including behavioral and structural remedies (e.g., CVS-Aetna, UnitedHealth-DaVita)
  • COVID, financial distress and the impact on merger reviews


Behavioral Health

24. An Opportunity for Change: The Opioid Crisis, the Evolving Legal Landscape, and What Lies Ahead
Jessie Rossman, Meagan Thomson

  • The science supporting MAT
    • The cost of misconception
    • The low cost and high ROI of MAT
  • Prison Reform Litigation
    • Prison "success stories" – recognition of an alignment between prison treatment regimes and the medical community’s established standard of care for opioid and substance use disorder
    • Panelists' involvement in landmark opioid litigation:
      • Pesce v. Coppinger before the federal District Court of Massachusetts
      • DiPierro v. Hurtwitz, challenging the Federal Bureau of Prisons
      • Smith v. Aroostook Cty. before the First Circuit Court of Appeals
      • Sclafani v. Mici before the federal District Court of Massachusetts
  • Continuity of Care and What to Expect
    • How current models of care are evolving in the COVID-19 era
    • Impact of privacy regimes and proposed changes to 42 CFR Part 2


37. Behavioral Health Strategies for Rural Hospitals: Engaging Investor and Community Partners to Increase Access to Care and Meet the COVID-19 Challenges
Jeanna Palmer Gunville, William David Teague, Anna Stewart Whites

Acquisitions, joint ventures, and other forms of affiliations across the health care industry allow health care providers to leverage the resources of other parties to serve their patients and communities in a more efficient and profitable manner. Rural hospitals face particular challenges in addressing behavioral health needs, including access to care and a shortage of qualified professionals. The COVID-19 outbreak is likely to increase the need for mental health and substance use disorder treatment. This session will address:

  • Driving forces prompting rural hospital affiliations and partnerships
  • Models to address behavioral health in rural areas
  • Common legal issues and business/valuation considerations and their interaction with securing potential funding and partners
  • Impact of COVID-19 to reimbursement and delivery models
  • Rural hospital responses and effective strategies to address behavioral health needs, both prior to and in response to the COVID-19 pandemic


Business Law and Governance

4. Antitrust Hot Water: What Every Health Care Lawyer Should Know About Antitrust Agreements and Monopoly Practices (See Antitrust)

17. Steering Complex Health Care Transactions Through State and Federal Antitrust Review (See Antitrust)

30. Evolving in the Changing Health Care Environment: Deal Strategies to Collaborate, Survive, and Thrive
Torrey J. McClary, Kristoffer B. Shepard, Robert L. Wax

  • Innovations in health system growth strategies and corresponding deal models, including in response to new types of health care competitors
  • The structure and pros/cons of affiliations, collaborations, joint operating agreements, and contractual joint ventures will be explored, in addition to hospital/physician collaboration models, acquisitions, and more traditional deal models
  • The practical realities and challenges of structuring and negotiating innovative deals, focusing on the unique issues affecting certain types of entities (public entity/hospital authority/nonprofit/for-profit, religiously affiliated, academic medical centers, community system/safety net, etc.) that can impact transaction terms and ultimately determine the success of the relationship
  • Real-world stories about the various growth strategies and models employed by their health systems and clients, respectively, and the challenges they have encountered in developing and implementing health care partnerships

31. ASCs and Surgical Hospitals: Transaction Trends, Key Players, and Compliance (Advanced)
Scott Becker, Teresa Danna, Clinton Flume

  • Introduction of driving forces prompting ASC and surgical hospital affiliations and partnerships
  • Motivations behind for-profit, non-profit, strategic management and private equity investors and how each institutional investor’s motive aligns and collaborates with physician investors
  • Deal Structure–Summation of common and unique deal structures that aim to support general partner and minority level interests
  • Compliance–Understanding/navigating key legal and compliance issues to ensure all parties interests are heard and comply with local, state and federal laws
  • COVID-19: Current observations and potential long term implications of the pandemic


Dispute Resolution

13. Mediation and Arbitration
John Allen Chalk, Myra C. Selby

  • Mediator challenges with virtual mediation
  • Mediation opportunities created by COVID-19
  • Unique features of mediation and arbitration
  • Mediator skills compared with arbitrator skills
  • Process issues in mediation and arbitration


Diversity

14. Equal Access for Individuals with Disabilities: Achieving Compliance and Resolving Disputes under the ADA and ACA
Toby K.L. Morgan, Andrew Stevens, Bryan Webster

  • 2020 marks the 30th Anniversary of the Americans with Disabilities Act, but claims of disability discrimination in health care continue to rise, including private litigation and Federal enforcement
  • These claims are most often based on either:
    • A failure to provide auxiliary aids and services to deaf or hard of hearing patients
    • A failure to provide physically accessible medical equipment to patients with mobility disabilities
    • A failure to provide digitally accessible electronic health information technology to patients with visual or learning disabilities
    • A failure to provide equal coverage for ancillary provider and pharmacy services
  • Health systems, plan sponsors and third-party administrators must therefore take proactive steps to achieve compliance under the ADA and ACA. To assist various health care stakeholders in achieving compliance, minimizing risk, and providing equal access to healthcare for all individuals with disabilities, this program will cover:
    • The applicable law and regulations under Title III of the Americans with Disabilities Act, Section 504 of the Rehabilitation Act, and Section 1557 of the Patient Protection and Affordable Care Act
    • Recent case law developments and recent Federal enforcement actions based on allegations of disability discrimination in health care
    • Best practices for achieving compliance, including as it relates to telehealth


Fraud and Abuse

10. Health Care Organization Responses to Social Determinants of Health under Current and Proposed Rules with Case Studies (see Regulation, Accreditation, and Payment)

15. Physician Self-Referral Law (Stark) Year in Review
Julie E. Kass, Catherine A. Martin

  • SRDP update/statistics
  • New guidance from CMS
  • Highlights of the Regulatory Sprint
  • COVID-19 and the Physician Self-Referral Law–available guidance
    • Issuance of waivers
    • Guidance document
    • Medicare Shared Savings Program Pre-Participation Waiver Guidance
  • The impact of COVID-19 and issued guidance on the analysis of financial relationships between DHS entities and physicians


16. Fraud Hot Topics
Rob DeConti, Andy Mao, Robert S. Salcido

  • When can clinical disagreements result in FCA liability?
  • Can alleged false statements be material if the government is aware of the alleged infraction and does not seek to recoup paid claims or seeks administrative sanctions other than repayment?
  • Regarding identified overpayments, what factors should a health care entity take into account in determining whether to report the overpayment to the OIG rather than the Medicare Administrative Contractor?
  • What are some of OIG’s strategic priorities and recent industry guidance, including regulatory flexibilities related to COVID-19?
  • When does substandard care result in an FCA violation?
  • What are some enforcement trends related to the Anti-Kickback law and Stark law?


19. Managed Care Compliance and Enforcement – What You Don’t Know, Will Hurt You (see Payers, Plans, and Managed Care)

35. Physician Compensation Trifecta: New Regulations, Pestilence, and Survey Data (Advanced)
Gregory D. Anderson, Carol A. Hendry, Ashley Voss

  • Recurring problems in physician financial arrangements and processes
  • Impact of recent regulatory guidance
  • What physician survey data does and doesn’t indicate about compensation arrangements
  • Impact of COVID-19 on physician deals and survey data
  • Practical solutions to recurring problems

Health Care Liability and Litigation

24. An Opportunity for Change: The Opioid Crisis, the Evolving Legal Landscape, and What Lies Ahead (See Behavioral Health)

33. Limits on Agency Action by the Department of Health and Human Services: Impact on Providers in 2020 and Beyond
Andrew D. Ruskin (Moderator), Marc D. Goldstone, Serena M. Orloff, Brian R. Stimson

  • Allina, Kisor, Department of Commerce, and Escobar
  • Implementation of legal principles through Executive Order, agency memoranda and agency practice
  • Implications for agency actions during the COVID-19 pandemic, including use of advisory opinion authority
  • Considerations when analyzing potential challenges to agency payment policies or determining whether in fact a repayment is owed under the 60 Day Repayment Rule
  • Hypotheticals to illustrate the above


Health Information and Technology

9. HIPAA Security Risk Analysis: Leveraging your Data and Improving Your Practices
Yuen Y. Chen, Yun-Kyung (Peggy) Lee, Amy S. Leopard

  • HIPAA Security Rule Security Management Process Standard
  • Avoiding gaps in HIPAA Security Rule Risk Analysis and adopting best practices
  • Leveraging existing solution inventories to inform the HIPAA Security Rule Risk Analysis
  • Surveying of solutions that identifies information security gaps and field level/data elements of protected health information in anticipation of new state or federal law
  • Common questions from clients about preparing a Risk Analysis/Assessment from the health law practitioner’s perspective

18. Paradigm Shift - New Information Blocking Rule Helps Unlock Patient Data
Elise Anthony, Marilyn Lamar, Michael L. Lipinski, Patricia A. Markus

The 21st Century Cures Act prohibits "information blocking" by health care providers, health IT developers of certified health IT, and health information networks/exchanges. Information blocking was defined in the Cures Act, and the Office of the National Coordinator for Health Information Technology was directed to develop a rule specifying exceptions to the information blocking definition. The final rule published on May 1, 2020, and specifies eight detailed exceptions to the definition.
Seventeen years after the HIPAA Privacy Rule, the information blocking provisions represent a paradigm shift as compliance requires more disclosure of patient information. Speakers will address:

  • Who is subject to claims of information blocking?
  • Conditions of the eight exceptions
  • Impact of key definitions
  • Pragmatic strategies to assist with compliance


20. Telehealth Update: Responding to the Challenges of COVID-19

Jacob Harper, Katie Wong, Emily Yoder

  • The role of Telehealth before the COVID-19 PHE
  • Federal and State Regulatory changes as a result of the PHE
  • Changing public perception on Telehealth
  • What’s next? Is Telehealth here to stay?
  • Tales from the frontlines


34. The Role of Privacy and Security in the Push to Interoperability: What Counsel to Health Care Providers, Health Plans, and Health IT Companies Need to Know and Do Now

Kristin Erbes, David S. Holtzman, Thora A. Johnson

  • The context and push to interoperability and health information sharing amongst and between patients, health plans, and health care providers by taking a look at how we got here (in terms of how and why, and what’s required), including a brief look at: The 21st Century Cures Act; the CMS and ONC information blocking and interoperability regulations; and, the impact of government policy fostering seamless information sharing on evolving HIPAA, and state laws
  • Issues presented by the final regulations for information blocking and interoperability through which the Department of Health and Human Services aims to remove the barriers to the movement and sharing of electronic health information
  • The Interoperability Regulations with a critical eye to its requirements for data exchange, as well as how to align provision of real time access with HIPAA’s requirements for verification of identification and patient matching, safeguards for the confidentiality and security of electronic protected health information, and patient education
  • When documented issues of information security, HIPAA compliance, and infeasibility may override the general prohibition on information blocking and the role of fees and cost recovery when providing access


38. Unblocking Information–Industry Collaboration on Interoperability Model Contract Terms

Alisa L. Chestler, Tina Grande, Gerard M. Nussbaum

  • Interoperability requirements and the definition of information blocking
  • The current laws and regulations regarding interoperability and information blocking, including prohibitions, duties, fees, and penalties
  • Background on the collaboration process that lead to the interoperability model contract terms
  • The key elements of the model contract
  • How the model contract approach has been received and is working for vendors and healthcare provider organizations

Hospitals and Health Systems

8. Creating a Hospital Quality and Efficiency Program (HQEP) Success Story: Organizational, Legal and Operational Tales From the Trenches
Jill H. Gordon, Kingman Ho, Anthony Malcoun

  • Approach for implementing a HQEP, including determining scope
  • Addressing stakeholder needs and process
  • Legal/compliance issues addressed in designing a HQEP including organizational structure/formation, key documents, fraud & abuse, governance, and antitrust issues
  • Application of proposed (new) Stark/anti-kickback rules related to value-based purchasing
  • Implementation and operational issues

21. Federally Qualified Health Centers: What is Your Hospital/Health System’s Strategy and How Can You Structure Collaborations with FQHCs Amidst High Regulatory Scrutiny?

Jeffry Adest, Jeffrey E. Allen, Arthur Boll

  • Types of FQHCs and their benefits, including discussion of FQHC enhanced reimbursement, available Federal grants, Federal Tort Claims Act coverage and 340B Drug Program eligibility
  • The benefits of collaborations between hospitals/health systems and FQHCs, including the advantages of converting existing hospital clinics into new and existing FQHCs
  • The legal, financial and practical considerations involved in structuring hospital/health system and FQHC arrangements, including discussion of the HRSA application process, state law licensure requirements and FQHC-specific requirements
  • Residency program considerations and benefits
  • AKS implications, navigating the FQHC AKS Safe Harbor and its application to grants and service arrangements

27. Cares Act and Patients "PAYiNg"–Surprise Billing, Covid Billing, Cash Payments, and More
Jonathan M. Herman, Cynthia F. Wisner

  • State surprise billing laws
  • Litigation landmines and enforcement flexibilities
  • Covid stimulus funds and surprise billing
    • Using HIPAA request for restrictions to support cash payments
  • Discounts, forgiveness, and compliance re beneficiary inducements
    • Debit  balances and write-offs


Labor and Employment

6. 20/20 Vision: Recent Developments in Labor and Employment for the Health Law Professional
Ajente Kamalanathan, Thomas N. Shorter

  • Recent NLRB decisions
  • New ADA accommodations
  • Wage and hour and immigration developments
  • Medical marijuana/drug issues in the workplace
  • Social media issues in the workplace

Legal Ethics

7. Navigating Ethical and Compliance Challenges
Charise R. Frazier, Josephine Nelson Harriott

  • An interactive session that focuses on the latest happenings related to legal ethics and compliance in the health care industry
  • The speakers will present a number of hypotheticals which address common ethical and compliance issues. Attendees will have the opportunity to assist with resolving the challenges presented in the hypotheticals
  • Recent developments in ethics and compliance in health care and address identifying risk, leadership accountability, attorney-client privilege, internal investigations, and ethics in new technologies
  • Best ethical strategies and gain tips for implementing effective ethics and compliance practices


22. Legal Ethics Tales from the Privilege Crypt?
Dawn R. Crumel, Todd Presnell


Life Sciences

32. Law, Economics, and Policy of Price Transparency and Prescription Drug Pricing
David A. Argue, Marianne Hamilton Lopez, Bevin M.B. Newman

  • What you need to know about legislative initiatives to address prescription drug pricing and transparency–the cost of health care services, pharmaceuticals, and medical products has captured the attention of the administration and Congress, but recent legislative and regulatory efforts to address concerns over cost lack coordination and pose challenges for industry participants
  • Are consumers better off with price transparency? Consumers may benefit from clearer visibility into their own costs, but health care pricing impacts provider and health plan competition matters, including payment rates in contracts and out-of-network pricing disputes.  Achieving policy goals with respect to price transparency requires understanding and balancing the competitive impact on the healthcare marketplace
  • Challenges to achieving successful reform–health care reimbursement reform has made a significant impact on hospital and provider services, but translating the same shift to medical products and therapies will require industry-wide innovation with respect to data infrastructure, information sharing and existing law
  • Industry participants working toward reimbursement reform seek to overcome obstacles to aligning legal and economic incentives on developing data infrastructure as well as sharing and managing information
  • Managing legal risk under existing and proposed statutes and regulations also is critical to developing new reimbursement models


Long Term Care

36. Hindsight is 2020: A Look at Home Health and Hospice in the New Decade
Kathleen A. Hessler, Rachel Hold-Weiss

  • Recent home health and hospice regulatory scrutiny
  • Office of Inspector General reports and implications for home health and hospice providers
  • Payment model changes and the potential effect on compliance
  • COVID-19 waivers, including telehealth
  • Recent criminal and civil actions
  • Practical tips and solutions


Medical Staff, Credentialing, and Peer Review

26. Will the Real Doctor Please Stand Up?
Alexis L. Angell, Robert R. Harrison, Vanessa M.B. Toussaint

An increasing number of clinical professions with doctoral degrees as the basic level of academic training are asking to be referred to as "Doctor."  Transparency and clarity are important as hospitals and group practices incorporate doctoral level practitioners.  Policies addressing the use of titles may reduce confusion but will require sensitivity and respect for the professional identity and key roles of non-physician professionals. Our presentation will provide an overview of:

  • Perspectives of patients, physicians, and non-physician providers
  • Bylaws, governance, and legal issues in integrating non-physician providers
  • Standard of care, supervision, and peer review
  • Considerations of professional and organizational ethics


Miscellaneous

29. Cannabis: The Past, the Present, the Future regarding Medical and Recreational Cannabis and the Myriad of Issues that Attorneys Should be Aware of from a Legal and Practical Perspective
Richard Y. Cheng, Lisa M. Gora

  • National overview of medical marijuana: how it started and where we are today
  • The highly diverse state-level legal frameworks versus the tension with federal law
  • Counseling clients, physicians, and organizations on the legal implications of medical marijuana–the intrastate versus interstate issue, the issue re storing/administering/consumption on premises at hospital
  • The 2018 Farm Bill: What does it mean?
  • The legality of hemp-based CBD at the federal and state level
  • The future of CBD, Hemp and medical marijuana: What to expect
  • Barriers for Clients getting involved in the marijuana industry: banking, research, stigma


Payers, Plans, and Managed Care

3. Pharmacy Benefits
Teresa Carnegie

19. Managed Care Compliance and Enforcement – What You Don’t Know, Will Hurt You

John E. Kelly, Julie L. Nielsen, Megan Tinker

  • Enforcement trends in managed care including recent False Claims Act cases and theories of liability
  • Key risk areas for providers, MSOs and plans
  • Suggestions on how to manage that risk from a compliance perspective
  • Predictions for how this area of regulatory scrutiny is evolving

27. Cares Act and Patients "PAYiNg"–Surprise Billing, Covid Billing, Cash Payments, and More (See Hospitals and Health Systems)


Physicians and Physician Organizations

35. Physician Compensation Trifecta: New Regulations, Pestilence, and Survey Data (See Fraud and Abuse) 


Professional Development

23. Sponsorship vs. Mentorship and Why You Need Both to Succeed
Priya J. Bathija, Almeta E. Cooper, Jennifer M. Nelson Carney, Trent Stechschulte

There has been significant discussion in the legal field about sponsorship, mentorship and why both are critical to success for all attorneys. During this session, the presenters will address:

  • The differences between sponsorship and mentorship and define the roles of a sponsor, protégés, mentor and mentee
  • The benefits of having a sponsor and mentor as an attorney practicing in a variety of settings and how each can impact an attorney’s career development
  • The benefits of having both a mentor and a sponsor throughout an attorney’s career
  • Guidance for attorneys to find, build, and grow these relationships
  • How these relationships can change and evolve over time
  • Real-life experiences of serving as sponsors, protégés, mentors and mentees, including to each other, and how their relationships have changed and evolved over time


Public Interest

12. The Federal Health Policy Agenda in the Age of Coronavirus and the Presidential Election: A Look Ahead
Laura M. Alfredo, Craig M. Johnson, Alexandra E. Trinkoff
This panel features three lawyers who have served in various capacities (e.g., in-house, governmental and trade association) and have prepared to and responded to emergencies including the COVID-19 pandemic as well as earlier emergencies such as Ebola, Hurricane Sandy, the Wall Street collapse of 2008 and 9/11.  During this program, this panel will address the following topics and questions:

  • Emergency 101–What constitutes an emergency? What constitutes a State of Emergency at the federal and state levels?  What are critical sources of law and guidance during a state of emergency?
  • The initial response period and preparing for peak–What are the key legal challenges and functions for lawyers (whether serving in in-house, governmental and / or trade association capacities) during this time? What role can attorneys play in shaping legal developments during this time? How do lawyers serving in different capacities work collaboratively to the unprecedented challenges of an emergency?
  • Moving through the peak and into the new normal–How do the key legal functions and responsibilities change and evolve during this time? How can potential pitfalls (e.g., expiring waivers) be identified and avoided?
  • Preparing for the resurgence of COVID-19–or other emergencies. What should lawyers be thinking about and addressing proactively in advance of the next phase of COVID-19? What are the legal lessons of COVID-19 that should be applied in anticipating future emergencies?


Regulation, Accreditation, and Payment

2. The Federal Health Policy Agenda in the Age of Coronavirus and the Presidential Election: A Look Ahead
Eric Zimmerman
Thus far in 2020, Congress has enacted four major bills intended to stimulate the economy and provide relief and flexibility to healthcare providers. More will be needed and is on the way. This session will review what has been done, what is coming next, and what to expect in 2021 under a Trump or Biden administration.

  • Congress has provided hundreds of billions of dollars to providers, but is that enough?
  • CMS has extended expansive flexibilities. Will any of them stick?
  • Both presidential candidates will emphasize health care, and it won’t all be coronavirus-related. Look for candidates to emphasize coverage expansion, prescription drug pricing, surprise billing and transparency, among other topics

10. Health Care Organization Responses to Social Determinants of Health under Current and Proposed Rules with Case Studies
Timothy P. Blanchard, Stewart W. Kameen

  • Brief introduction to social determinants of health
  • Fraud and abuse rule impediments
  • Potential compliance approaches
  • Under current rules
  • Evolving health plan supplemental benefits
  • Under proposed rules
  • Case Studies


39. “Choose Your Friends Wisely” or Face the Consequences Under the New Provider Enrollment Rule

Julie Burns, Emily W.G. Towey, Jeanne L. Vance

  • The new affiliation disclosure requirements and CMS’ expanded enforcement authority in CMS’ recently published Program Integrity Final Rule
  • Short-term and long-term strategies for Medicare and Medicaid enrollment compliance with the new affiliation disclosure rules
  • Practical tips on how to avoid costly Medicare and Medicaid enrollment mistakes under CMS’ newly expanded enforcement authority
  • Practice implications of the new affiliation disclosure rules to healthcare lawyers advising clients on mergers and acquisitions, joint venture arrangements, key personnel hiring decisions, employee background checks and board governance matters


Tax and Finance

28. Tax Overview
Michael N. Fine, Gerald M. Griffith

  • The proposed unrelated business income siloing rules
  • The proposed rules under Section 4960 (*if issued)
  • Provisions of the FFCRA and CARES Act such as:
    • Delayed tax filings and payment obligations
    • Employment tax rebates
    • Adjusted Net Operating Loss treatment
  • Update on group exemption practices and procedures
  • Form 1023’s modernization and provide tips for e-filing applications
  • COVID-19’s impact on the IRS and ongoing audits, appeals and controversies