Business Valuation Resources, LLC

BVR's 2012 Online Symposium on Healthcare Valuation: Part 5
Issues in Valuing Tax-Exempt Medical Organizations: Hospitals, Physician Practices, and Converting an Entity

Date: Tuesday, May 22, 2012
Time:
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

Earn 2 CPE credits
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More information is available below

Featuring (click image for more information):

Robert Reilly
CPA
Willamette Management
Associates

John R. Holdenried
Attorney at Law
Baird Holm LLP


Why You Should Attend

In the ever-changing healthcare industry it would seem something as simple as an entity's tax-exempt status would carry some continuity and stability. But in the largest sector of the U.S. economy, even this simple characteristic can create ripples that effect the operations and value of the entity in question and others operating in the same marketplace.

This 100-minute webinar, part 5 of BVR's Online Symposium on Healthcare Valuation features expert appraiser Robert Reilly and attorney John Holdenried in an in-depth analysis of how tax-exempt status impacts a variety of medical organizations. Their presentation will address how tax-exempt status adds to the operational considerations of healthcare entities through transaction analysis, reasonableness of compensation analyses, and similar fair market value analyses; how the IRS and Congress may be reassessing the community benefits used to justify tax-exempt status; and what considerations are in order when a tax-exempt entity acquires another non-tax-exempt entity.

Agenda

  • Introduction
  • Inurements
  • Private benefits
  • Relationship of tax-exemption standards to Stark/anti-kickback laws
  • Intermediate sanctions
    • Disqualified person
    • Excess benefits
    • Automatic excess benefits
    • Rebuttable presumption standards
    • Relationship of intermediate sanctions to exemption
  • Community benefit developments
    • 501(r) standards
    • Congressional scrutiny
    • New provisions of Form 990

Learning Objectives

  • Clarify how taxes affect values in the healthcare industry
  • Learn how tax rules are evolving in the healthcare industry and what this means for the future of medical organizations
  • Understand the steps taken to reach tax-exempt status and how these can affect the valuation process
  • Learn the sanctions associated with tax-exempt status in healthcare

Single Connection Policy
Admission to this event authorizes one computer and phone connection for one location. These connections may be transferred users and/or locations. Multiple concurrent connections for a single admission registration are not allowed.

Multi-User CPE Policy
Admission to this program includes one CPE certificate for one individual. Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CE survey for this course.

CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging into BVR's website (for subscribers to BVR's Training Series).

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CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 2 Credit Hours (Specialized Knowledge & Applications)

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Training Packs

BVR's Training Packs are an indispensable addition to any valuation reference library, or the perfect alternative when you cannot attend the session live.

Each Training Pack is delivered approximately 2-4 weeks after the program has aired, and includes:

  • Video file (MP4)
  • Audio file (MP3
  • Transcript of the presentation
  • A copy of the presentation slides
  • A copy of the reading materials, visual aids, and handouts

Please note, CPE is not available with Training Packs.




The BVR/AHLA Guide to Healthcare Valuation, Third Edition

The BVR/AHLA Guide to Healthcare Valuation, Third Edition is the premier annual resource for appraisers, attorneys, and healthcare administrators involved in any healthcare valuation. Edited by renowned healthcare valuation thought leader Mark Dietrich and co-published with the American Health Lawyers Association (AHLA), this guide is an essential tool for understanding the complex relationships, changing legislation (including the Healthcare Reform Act) and other influencing factors as they relate to the value of healthcare practices and facilities.

OD Pack The 2012 Online Symposium on Healthcare Valuation
Valuing Physician Administrative Compensation: Market Trends & Advanced Issues
Tuesday, December 18, 2012, 10:00-11:40am PT / 1:00-2:40pm ET
Featuring: Andrea M. Ferrari and Timothy Smith
OD Pack Past events from the Online Symposium on Healthcare Valuation
Economic & Regulatory Update
Tuesday, January 24, 2012
Featuring: Mark Dietrich
The Valuation of Hospitals
Tuesday, February 28, 2012
Featuring: G. Don Barbo and Robbie Mundy
Valuing Skilled Nursing Facilities
Tuesday, March 27, 2012
Featuring: Dennis Perrone and Jean-Pierre LoMonaco
Valuing Medical Laboratories
Tuesday, April 24, 2012
Featuring: Curtis H. Bernstein, Amy Graham, and Kyle W. Rudduck
Issues in Valuing Tax-Exempt Medical Organizations
Tuesday, May 22, 2012
Featuring: Robert Reilly and John R. Holdenried
Valuing Dental Practices
Tuesday, June 26, 2012
Featuring: Ron L. Seigneur, James Andersen, and Dr. Bernard Slota, DDS
Lost Profits in Physician Practices
Tuesday, July 24, 2012
Featuring: Mark Dietrich
Valuing Assisted Living Facilities
Tuesday, August 21, 2012
Featuring: Alan Simons and Deb Freeland
Medical Practice Valuation in Divorce
Thursday, September 27, 2012
Featuring: Kathie Wilson and Robert Levis
Valuing Physician Employment Arrangements
Tuesday, October 30, 2012
Featuring: Timothy Smith
Valuation Considerations for Diagnostic Imaging Centers
Tuesday, December 11, 2012
Featuring: Douglas Smith

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Business Valuation Resources offers a 100% money-back guarantee. If you are not completely satisfied with your conference experience, or have any concerns or complaints, you may contact Business Valuation Resources at (503) 291-7963, cs@bvresources.com or mail to BVR, LLC, 1000 SW Broadway, Suite 1200, Portland, OR 97205.