Joint Operating Agreements in Healthcare
Complying With Regulatory Requirements and Maintaining Tax-Exempt Status in Structuring Virtual Merger Arrangements
A live 90-minute CLE webinar with interactive Q&A
Wednesday, August 23, 2017
1:00pm-2:30pm EDT, 10:00am-11:30am PDT
Early Registration Discount Deadline, Friday, July 28, 2017
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.
Description
There is a resurgence in JOA transactions, or virtual mergers, along with an increase of consolidations and acquisitions in healthcare. JOAs allow two or more hospitals or healthcare systems to unify operations for cost efficiencies while retaining their separate identities and some autonomy.
Counsel to hospitals and healthcare systems must carefully structure the JOA to meet regulatory requirements, including anti-kickback rules. Counsel must also keep in mind that such collaborations may face antitrust scrutiny.
Further, counsel must be mindful of tax issues when structuring JOAs to avoid jeopardizing the tax-exempt status of the parties. The IRS will analyze the facts and circumstances, including a review of the new organization created by the JOA, to determine whether the entities will retain their tax-exempt status.
Listen as our authoritative panel of healthcare attorneys examines structuring to meet the regulatory requirements and addresses the tax issues to maintain tax-exempt status. The panel will offer best practices for JOA transactions.
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
Elizabeth M. Mills, Senior Counsel
Proskauer Rose,
Chicago
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.
Additional faculty to be announced.
Live Webinar
Live Webinar $247.00
Includes Early Discount Savings of $50.00 (through 07/28/17)
Add a colleague on the same connection in the same room for only $97.00 in the shopping cart or by calling customer service.
This webinar is eligible for at least 1.5 general CLE credits.
CLE credits are not available for PR.
*In KS, OH, PA, for more than 1 attendee on the connection you must contact Strafford CLE via email or call 1-800-926-7926 ext. 35 prior to the program for special instructions.
Recordings
CLE On-Demand - Streaming Video
Includes recorded streaming video of full program plus PDF handouts.
On-demand is the only recorded format recognized for CLE credits in DE, IN, KS, LA, MS, NC, OH, OK, SC, TN, VA, WI.
AK, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN*, KS, KY, LA, ME, MN, MO, MT, NC, ND, NH**, NJ, NM, NV, NY, OH*, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY (Note: Some states restrict CLE eligibility based on the age of a program. Refer to our state CLE Map for additional information.)
*Only available for attorneys admitted for more than two years. For OH CLE credits, only programs recorded within the current calendar year are eligible - contact the CLE department for verification.
**NH attendees must self-determine if a program is eligible for credit and self-report their attendance.
CLE On-Demand Video
$247.00
Available 48 hours after the live event
Includes Early Discount Savings of $50.00 (through 07/28/17)
Recorded Event
Includes full event recording plus handouts (available after live webinar).
Strafford is an approved provider and self-study CLE credit is available in most states.
AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KY, ME, MN, MO, MT, ND, NJ, NM, NY, OR, PA, TN, TX, UT, VT, WA, WV, WY (Note: Some states restrict CLE eligibility based on the age of a program. Refer to our state CLE Map for additional information.)
Strafford will process CLE credit for one person on each recording.
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Recorded Webinar Download
$247.00
Available 48 hours after the live event
Includes Early Discount Savings of $50.00 (through 07/28/17)
Recorded Audio Download (MP3)
$247.00
Available 24 hours after the live event
Includes Early Discount Savings of $50.00 (through 07/28/17)
DVD (Slide Presentation with Audio)
$247.00
plus $9.45 S&H
Available ten business days after the live event
Includes Early Discount Savings of $50.00 (through 07/28/17)
Registration Plus Recorded Event
Best value!
Live Webinar & Webinar Download $344.00
Includes Special Savings of $250.00 (through 07/28/17)
Live Webinar & Audio Download $344.00
Includes Special Savings of $250.00 (through 07/28/17)
Live Webinar & DVD $344.00 plus $9.45 S&H
Includes Special Savings of $250.00 (through 07/28/17)
Webinar
Strafford webinars offer several options for participation: online viewing of speaker-controlled PowerPoint presentations with audio via computer speakers or via phone; or audio only via telephone (download speaker handouts prior to the program). Please note that our webinars do not feature videos of the presenters.
Discount Deadline
July 28, 2017
(6 days)
CLE Credits By State
Customer Reviews
I liked that the slides automatically moved along with the presentation of each speaker.
Ann Marie Henderson
Staten Island University Hospital
The teleconference was efficient with a well-focused agenda. The speakers really seem to know the material and communicated it clearly.
Owen Hughes
Pfizer
The webinar was clearly presented and organized. It was a good mixture of the law and practice.
David N. Crapo
Gibbons
Very concise - provided what was needed, yet also included many examples, thoughts and ideas.
Ron Keith
Skilled Care
The webinar was very clear & applicable to my practice.
Christine Lay
Bon Secours Health System
Health Law Advisory Board
Partner
Arent Fox
Shareholder
Polsinelli
Shareholder
Fredrikson & Byron
Partner
Faegre Baker Daniels
Member
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo
Partner
Proskauer Rose
Senior Counsel
Baker Donelson
C. Elizabeth O'Keeffe
Counsel
Wyatt, Tarrant & Combs
Partner
McDermott Will & Emery
Of Counsel
Foley & Lardner
Partner
Foley & Lardner
Shareholder
Buchanan Ingersoll & Rooney
Partner
Drinker Biddle & Reath
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