AMERICAN HEALTH LAWYERS ASSOCIATION

2014-2015 Practice Group Planned Activities and Project Report

August 2014

Practice Group: Tax and Finance Chair: Elizabeth Mills

Project Title / Project Coordinator(s) / Project Description / Start Date / Projected Completion Date / Actual Completion Date / Status /

Chair

/ Donald Stuart / 8/11/14: Submit FY 2014 Planned Activities and Project Report
to staff
12/19/14: Submit written Mid-Year Report to the Board of Directors
5/22/15: Submit written Annual Report to the Board of Directors / 7/1/14 / Ongoing
Membership / Travis Jackson / Vice Chair to serve as liaison between Practice Group and Membership Board Committee to recruit and retain members for the Association and the Practice Group / 7/1/14 / 6/30/15 / Ongoing
Publications / Lauren Mack / Vice Chair to serve as liaison between Practice Group and Professional Resources Board Committee and to coordinate Member Briefings, newsletters, etc. / 7/1/14 / 6/30/15 / Ongoing
Educational Programs / Stephanie Switzer / Vice Chair to coordinate mid-year and annual meeting luncheons, teleconferences, and serve as a liaison between Practice Group and Program planning committee. / 7/1/14 / 6/30/15 / Ongoing
Research & Website / Michael Fine / Vice Chair to coordinate AHLA Connections feature article and email alerts. Monitor and oversee relevant PG sub-site of AHLA website; make suggestions for additional postings, web links, etc. / 7/1/14 / 6/30/15 / Ongoing
Discussion List
Tax Issues List / Donald Stuart / Regularly monitor relevant PG discussion list and post questions to stimulate activity; prepare e-mail alerts regarding rulings, cases and other developments. / 7/1/14 / 6/30/15 / Ongoing

Meeting: Mid-Year

/ Stephanie Switzer / Sponsor a Luncheon meeting at the Tax Issues for Healthcare Organizations program in Washington, DC (October 19-21, 2013). Description and faculty due to AHLA on August 11, 2014.
Date: Monday, October 20, 2014
Title: TBD
Speakers: TBD
Moderator: TBD / 8/14 / 10/20/14 /

Meeting: Annual

/ Sponsor a luncheon meeting at 2015 Annual Meeting in Washington, DC (June 28-July 1, 2015). Description and faculty due to AHLA on February 2, 2015.
Date: TBD
Title: TBD
Speakers: TBD / 8/14
Newsletter (#1)
Tax & Finance / Publication of newsletter discussing and analyzing recent developments in relevant areas of health law. / /
Executive Summary (#1) / Title: TBD
Author: TBD / /
Member Briefing (#1) / Topic: Vision services
Author: T.J. Sullivan
Webinar (#1) / Title: Considerations from Inside the CIN Board Room: Network Partnerships and Value-Based Contracts
Speakers: James Daniel, Jr. and Melinda Hancock
Co-Sponsors: IHC, Antitrust, BLG, HHS, MSCPR, Physicians, and Rap PGs and ACO TF / 6/14 / 7/23/14 / 7/23/14 / Done
Webinar (#2) / Topic: Research Arrangements
Speakers: TBD
Moderator: TBD
Co-sponsors: TBD / 3/10
Webinar (#3) / Topic: Practical Look at Safe Harbors
Speakers: TBD
Moderator: TBD
Co-sponsors: possibly HHS, TH/AMC and Physicians PGs
Webinar (#4) / Topic: Valuation
Speakers: TBD
Moderator: TBD
Co-sponsors: possibly HHS, TH/AMC and Physicians PGs
Roundtable (#1) / Title: Health System Transformation and the Law—Bridging Public Health and Health Care, Part I: Health Systems Transformation—What Does it Mean to You?
Speakers: Akshara Menon, Matthey Penn, and Sara Rosenbaum
Co-Sponsors: PHS AG, HHS, IHC, and RAP PGs and ACO TF and the Centers for Disease Control and Prevention's Public Health Law Program / 5/14 / 7/21/14 / 7/21/14 / Done
Roundtable (#2) / Title: Health System Transformation and the Law—Bridging Public Health and Health Care, Part II: Legal Mechanisms Supporting Accountable Care Principles—What Do They Mean for Your Practice?
Speakers: Christine Burke Worthen and Tara Ramanathan
Moderator: Abigail Ferrell
Co-Sponsors: PHS AG, HHS, IHC, and RAP PGs and ACO TF and the Centers for Disease Control and Prevention's Public Health Law Program / 5/14 / 8/11/14 / 8/11/14 / Done
Roundtable (#3) / Title: Health System Transformation and the Law—Bridging Public Health and Health Care, Part III: Hospital Presumptive Eligibility for Medicaid—What’s Next?
Speakers: Lisa Caucci
Moderator: Charles Luband
Co-Sponsors: PHS AG, HHS, IHC, and RAP PGs and ACO TF and the Centers for Disease Control and Prevention's Public Health Law Program / 5/14 / 9/22/14
Email Alerts / Email membership upon issuance of important issues. / 7/14
AHLA Connections Feature Article / Write a feature article for the September 2014 issue of AHLA Connections. Article due to AHLA on July 15, 2014.
Title: Beyond the Form 990: Everyday Tax Compliance for Health Care Organizations
Authors: Elizabeth Mills / 7/15/14 / 7/15/14 / Done
Leadership Conference Calls / Donald Stuart / Schedule regular conference call with Chair, Vice Chairs, Liaison, Staff, and other interested parties. / 8/14
Calls are held on 2nd Wed. of every month at 12:00 pm Eastern / 8/13/14
9/10/14
10/8/14
11/12/14
12/10/14
1/14/15
2/11/15
3/11/15
4/8/15
5/13/15
6/10/15
PG Scope
/ Leadership / Annually review Practice Group scope and discussion list description; recommend updates, if necessary. / 7/1/14 / 6/30/15
Membership Survey / Survey membership for suggested topics, projects, etc. for Practice Group and to solicit volunteers.
/ 9/12 / 9/22/14
Task Force (#1)
Accountable Care Organizations Task Force / Monitor and evaluate the implementing statutes, regulations, cases, and secondary materials concerning ACOs. A joint task force of all 16 AHLA PGs. / 7/1/14 / 6/30/15 / Ongoing
Affinity Group (#1)
Tax In-House
/ Polly Mihalkovic / Advancing the unique needs of in-house tax personnel. / 7/1/14 / 6/30/15 / Ongoing
Affinity Group (#2)
Tax-Exempt Finance /
Kendall Schnurpel
/ Advancing the Federal tax and related issues associated with issuance of tax-exempt bonds and to educating tax lawyers regarding the unique issues associated with tax-exempt bond financing. / 7/1/14 / 6/30/15 / Ongoing
Special Project (#1)
Charity Care/
Community Benefit Toolkit / Title of Toolkit: Charity Care/Community Benefit
Project Coordinator: Elizabeth Mills
Other PG Co-sponsor: TBD
Special Project (#2)
Practice Corner / Don Stuart / Practice Corner: Collection of sample documents and other resources relevant to those working with hospitals and other organizations in the healthcare industry on tax-related issues and matters.
Project Coordinator: Don Stuart / 7/12 / TBD
Special Project (#3)
Podcasts/Tutorial Series / Develop a series of level podcasts on tax exempt bonds-research (for those who are entering the profession).
Project Coordinator: Christie Lohkamp
Topic #1: Tax Primer (Christie Lohkamp, Elizabeth Mills)
Date: TBD
Topic #2: Bond Deal Process (Christie Lohkamp, Lauren Mack)
Date: TBD
Special Project (#4)
FAQ Document / Develop a panel to help address the 501-R issues which will result in a Frequently Asked Questions document. / 7/12

AHLA encourages all Practice Groups to collaborate, communicate, and cooperate with other Practice Groups. Page -2- August 12, 2014