Joint Operating Agreements in Healthcare
Complying With Regulatory Requirements and Maintaining Tax-Exempt Status in Structuring Virtual Merger Arrangements
Recording of a 90-minute CLE webinar with Q&A
This CLE webinar will prepare healthcare counsel to structure joint operating agreements (JOAs) that meet regulatory requirements. The panel will address key factors in maintaining the tax-exempt status of the hospital and healthcare systems involved in the virtual merger.
Outline
- Meeting regulatory requirements
- Anti-kickback
- Antitrust
- Maintaining tax-exempt status
- Integral part
- Relatedness
- IRS guidance
- Best practices
Benefits
The panel will review these and other key questions:
- What regulatory challenges do hospitals, healthcare systems and their counsel face in structuring JOAs?
- What factors should counsel consider to avoid losing tax-exempt status in the JOA transaction?
- What are best practices for counsel when structuring JOAs?
Faculty
David T. Lewis
President
Lewis Health Advisors
With over 25-years of healthcare industry experience, Mr. Lewis has counseled numerous healthcare entities... | Read More
With over 25-years of healthcare industry experience, Mr. Lewis has counseled numerous healthcare entities and professionals and has held executive-level positions in the health care industry. Mr. Lewis advises clients on such matters as acquisitions, joint ventures, regulatory and compliance matters, including Stark Law and Anti-Kickback compliance and HIPAA Privacy and Security. He has also worked with clients during government investigations and in complying with Corporate Integrity Agreements. Additionally, he is a frequent presenter at healthcare conferences throughout the country.
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Elizabeth M. Mills
Senior Counsel
Proskauer Rose
Ms. Mills focuses her practice on both health care organizations and tax exemption issues for not-for-profit... | Read More
Ms. Mills focuses her practice on both health care organizations and tax exemption issues for not-for-profit organizations. She addresses regulatory and transactional issues for all types of health care providers and advises these organizations as changes to their particular tax exemption standards are proposed, implemented, and litigated. She also assists tax-exempt organizations in addressing tax compliance and governance issues such as Form 990 reporting, executive compensation, payroll taxes, compliance with supporting organization and private foundation restrictions and use of tax-exempt bond-financed property. She speaks and writes frequently on tax exemption matters, particularly for health organizations.
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