“CHNAs, 501(r), Governance & Other Tax Challenges Facing Exempt Organizations” Topic of 2/19 NTHCPA Study Group

Solutions Law Press, Inc. is happy to share information on the following program of interest to health care compliance professionals.


Invites Members and Guests to Our Next Group Luncheon

 “CHNAs, 501(r), Governance & Other Tax Challenges Facing Exempt Organizations”


Nancy Evetts

Mid-America Healthcare Provider Sector & Tax-Exempt Tax Practice Leader

Brooke Kitchen

Tax Manager, Health Care Provider & Tax Exempt Organizations Practice 

Tuesday, February 19, 2013
11:30 a.m. to 1:30 p.m.

Dallas Ft. Worth Hospital Council Offices

250 Decker Drive, Irving, TX 75062-2706

RSVP here  by Noon on February 8, 2012 

 Complimentary Luncheon Underwritten By Cynthia Marcotte Stamer, P.C.

Register Early As Space Is Limited

Stay In Touch.  Check Out Our New Newsletter, the NTHCPA News, here

The North Texas Healthcare Compliance Professionals Association (NTHCPA) invites members and other interested health care compliance professionals to join us on Tuesday, February 19, 2013 from 11:30 a.m. to 1:30 p.m. for our February Study Group Luncheon featuring Deloitte’s Mid-America Healthcare Provider Sector & Tax-Exempt Tax Practice Leader Nancy Evetts and Tax Manager, Health Care Provider & Tax Exempt Organizations Practice Regional Resource Brooke Kitchen, speaking on “CHNAs, 501(r), Governance & Other Tax Challenges Facing Exempt Organizations.” 

About the Program

The financial and operational impacts of regulation and legislative oversight in the health care industry are pervasive and constantly changing.  No less intrusive are the challenges organizations face every day from a tax perspective.  This program will focus on some of these challenges as a result of recent legislation, including health care reform and fiscal cliff agreement, and current Internal Revenue Service (“IRS”) activity.  Included in the discussion will be the additional requirements for certain hospitals under Internal Revenue Code Section 501(r) – CHNAs, financial assistance policies, charges, and billing and collections – effects of the fiscal cliff agreement on employers, and relevant areas of Internal Revenue Service activity, including audit focus, regulations, announcements and PLRs.  Woven throughout the discussion will be the IRS’ focus on governance.

Registration & Meeting Details

The meeting scheduled from 11:30 a.m. to 1:30 p.m. on February 19, 2013 at the offices of the Dallas Ft Worth Hospital Council, 250 Decker Drive, Irving, TX 75062-2706 will feature a complimentary luncheon underwritten by Cynthia Marcotte Stamer, P.C. for those who timely R.S.V.P.  Networking and lunch service will begin at 11:30.  Our program will begin at Noon.

There is no charge to participate in the meeting.  However space is limited and available only on a first come, first serve basis.  To ensure your spot and help us to arrange for adequate space and refreshments for this meeting, R.S.V.P. here as soon as possible and no later than Noon on February 8, 2012 to reserve your spot.  Walk in guests will be accommodated on a space-available basis only.

About The Speakers

With over 34 years of experience in public accounting, Nancy Evetts is Deloitte Tax LLP’s Mid-America regional tax leader for the healthcare provider sector and tax exempt tax practice.  She has worked with large, integrated for-profit and not-for-profit health systems, as well as universities and related research facilities and joint ventures.  Her work with exempt organizations has included issues on governance, private inurement, tax compliance reporting, unrelated business income, and alternative investments.

Nancy is a frequent speaker, both internally and externally, on topics of interest to tax exempt organizations.  She earned her M.S. in Accountancy from the University of Houston in 1978 and her B.A. in German from the University of Houston in 1974.  She is a member of the AICPA, TSCPA, HFMA, TEGE Gulf Coast Council and has served on not-for-profits boards.  She is currently on the board of Catholic Charities of the Archdiocese of Galveston Houston. 

Joining Nancy is Brooke Kitchen, a tax manager with Deloitte Tax LLP and a regional tax technical resource in the health care provider sector and tax exempt organizations practice.  Over the course of her six years with Deloitte Tax LLP, Brooke has served many health care and other tax-exempt organizations, taxable corporations, flow-through entities, and individual clients. Brooke has been an internal and external speaker on health care and tax exempt topics including a recent presentation at the University of Houston and also at the local Houston chapter annual tax update for the AWSCPA where she discussed effects of the Patient Protection and Affordable Care Act.  Brooke is an instructor for Deloitte’s national training on health care provider and not-for-profit tax issues, and is a Form 990 technology development leader in our national health care industry practice. She earned her B.A. in Accountancy from the University of Houston and is a member of the AICPA and TSCPA.

Mark Your Calendars & Save The Date

The NTHCPA has an exciting series of future programs planned for upcoming months.  Mark your calendars and save the date to participate in these upcoming NTHCPA Meetings and programs:

March 19, 2013

Best Practices for Conflict of Interest Management Programs

Robert Michalski, Baylor Healthcare System Chief Compliance Officer

Bonnie Ann Sexton, Baylor Health Care System Director of Compliance, Ethics and Operations

 Thanks to Cynthia Marcotte Stamer, P.C.!

The NTHCPA thanks the law firm of Cynthia Marcotte Stamer, P.C. for its generous underwriting support of the February 19, 2013 luncheon. The law firm of Cynthia Marcotte Stamer, P.C. provides risk management, compliance, regulatory and public policy advocacy, operations, privacy, peer review and other staffing, employee benefits, and a broad range of other general and special counsel services for a broad range of public and private hospitals, physician organizations, skilled nursing facilities, managed care and quality organizations, health IT, health industry suppliers consulting and other service providers, and other health industry clients. Founder and Managing Shareholder Cynthia Marcotte Stamer has more than 25 years experience helping health industry clients manage the legal and operational challenges of operating under federal and state health care, tax, managed care and insurance, health care fraud and reimbursement, employment, credentialing and peer review, HIPAA and other information privacy, and other regulatory and public policy concerns. A Fellow in the Texas & American Bar Association, former National Kidney Foundation of North Texas Board Compliance Chair, former Board President of the Richardson Development Center (now Warren Center), Vice-President of the NTHCPA, past-Chair of the ABA Health Law Section Managed Care & Insurance IG, former Gulf States IRS TEGE Council Exempt Organizations Coordinator, and Executive Director of Project COPE:  The Coalition on Patient Empowerment,  Ms. Stamer also is widely recognized for her extensive health industry publications, training, speaking and service in the leadership in a broad range of health industry, professional, civic and other non-profit organizations For more information, see www.cynthiastamer.com or contact Cynthia at 469.767.8872.

About the NTHCPA

NTHCPA exists to champion ethical practice and compliance standards and to provide the necessary resources for ethics and compliance Professionals and others in North Texas who share these principles.  The vision of NTHCPA is to be a pre-eminent compliance and ethics group promoting lasting success and integrity of organizations within North Texas.

Would you or someone you know like to join the NTHCPA, get notice of upcoming meetings or events and network on relevant professional developments with other health care professionals?  Stay on top of information about upcoming meetings and share and dialogue with other NTHCPA members about health care compliance challenges and developments by participating in our meetings and events, joining our Linked In Group here and checking out the NTHCPA News here.   To be added to our invitation list, we also encourage interested persons to make sure we have your current contact information by registering for the meeting or sending your current contact information including name, title, company, preferred mailing address, e-mail, and telephone number to Vice-President Cynthia Marcotte Stamer here.

 Sponsorship and Other Involvement Opportunities

Would you like to show your support for the NTHCPA by sponsoring the luncheon or hosting a social hour?  Want to help plan upcoming meetings? Suggest a speaker or topic? Help with the newsletter or website? Serve on the steering committee or get more involved in other ways?  Get more information about membership or involvement with the NTHCPA?  Send your inquiry by e-mail here.

This communication may be considered a marketing communication for certain purposes.  If you wish to update your e-mail for purposes of or would prefer not to receive future e-mail concerning meetings or other activities of the North Texas Healthcare Compliance Professionals Association or other marketing and promotional mailings from it, please send an email with the word “unsubscribe” in its subject heading here.

NTHCPA invites you to share this invitation with others who might be interested in this topic or other NTHCPA.

About Solutions Law Press, Inc.™

Solutions Law Press, Inc.™ provides business and management information, tools and solutions, training and education, services and support to help organizations and their leaders promote effective management of legal and operational performance, regulatory compliance and risk management, data and information protection and risk management and other key management objectives.  Solutions Law Press, Inc.™ also conducts and help businesses and associations to design, present and conduct customized programs and training targeted to their specific audiences and needs.  For additional information about upcoming programs, to explore becoming a presenting sponsor for an upcoming event, e-mail your request to info@Solutionslawpress.com   These programs, publications and other resources are provided only for general informational and educational purposes. Neither the distribution or presentation of these programs and materials to any party nor any statement or information provided in or in connection with this communication, the program or associated materials are intended to or shall be construed as establishing an attorney-client relationship, to constitute legal advice or provide any assurance or expectation from Solutions Law Press, Inc., the presenter or any related parties. If you or someone else you know would like to receive future Alerts or other information about developments, publications or programs or other updates, send your request to info@solutionslawpress.com.  CIRCULAR 230 NOTICE: The following disclaimer is included to comply with and in response to U.S. Treasury Department Circular 230 Regulations.  ANY STATEMENTS CONTAINED HEREIN ARE NOT INTENDED OR WRITTEN BY THE WRITER TO BE USED, AND NOTHING CONTAINED HEREIN CAN BE USED BY YOU OR ANY OTHER PERSON, FOR THE PURPOSE OF (1) AVOIDING PENALTIES THAT MAY BE IMPOSED UNDER FEDERAL TAX LAW, OR (2) PROMOTING, MARKETING OR RECOMMENDING TO ANOTHER PARTY ANY TAX-RELATED TRANSACTION OR MATTER ADDRESSED HEREIN.   ©2013 Solutions Law Press.  All rights reserved.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: