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Thursday, September 22, 2016 LiveMorris/Sussex Chapter

Repair Regs - Health Care Update (E1609349)

8:15 AM - 11:55 AM EDT

Registration: 7:45 AM EDT

Hilton Garden Inn

375 Mount Hope Avenue
Rockaway , NJ 07866

2 CPE Credits in CS
2 CPE Credits in TX

OVERVIEW

This course will take a detailed look the IRS’s Tangible Property Regs. You will learn how to use the Regs to obtain the maximum tax benefit for your client. In the health care portion of the program current requirements under the Affordable Care Act (ACA) will be reviewed including penalties, year-end reporting requirements and self-insurance options.

BENEFITS

Earn 2 CPE credits TX and 2 CPE credits CS.

HIGHLIGHTS

In addition to health care:
  • Practical Approach to complying with the Tangible Property Regs.
  • Required documentation and related filings
  • Calculation of a Partial Asset Disposition
  • Strategies for Tenant Improvement Allowance and Leasehold Improvements
  • Use of Cost Segregation Studies.
  • Changes for 2016 regarding regarding employer shared responsibility payments, out of pocket and cost sharing limits
  • Use of Small Business Health Options Program (SHOP)
  • Best practices for managing health care for small and medium size enterprises.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Season Pass holders must register for each event.

Course Materials
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.

INSTRUCTORS

Joe DeSantis

Joe DeSantis

Carrara Business Services

Joe DeSantis, MBA is President and owner of Carrara Business Services. Mr. DeSantis works with Property owners, CPAs and other professionals in apply the Tangible Property Regulations. Mr. DeSantis also assists clients by providing energy and cost segregation studies. Mr. DeSantis earned a BS in Chemical Engineering from University of Pittsburgh and a Masters in Business Administration in finance and marketing from Columbia University. Mr. DeSantis founded a manufacturing company which was later purchased by a Fortune 500 company. Mr. Desantis assisted a number of started ups in getting listed on NASDAQ. For the past 15 years he has provided consulting services to businesses and commercial property owners. A frequent speaker for the NJCPA and property owner associations, Mr. DeSantis uses case studies to make the Property Regs understandable.

Perry Koplik

Perry Koplik

PF Compass

Perry Koplik has over 30 years of extensive experience in the estate planning and employee benefits industry. His diverse background enables him to help his clients pursue their long-term financial goals through comprehensive financial and estate planning. Mr. Koplik is presently the Principal at PF Compass which specializes in employer guidance and benefit solutions.In addition, Mr. Koplik is a frequent lecturer for business and professional organizations regarding Healthcare reform. Mr. Koplik enjoys classical music, and going to the ballet. He also enjoys going to hockey, baseball, and football games.With his wife, Debra, Mr. Koplik resides in Hillsborough, New Jersey.

PRICING

$75.00 - Member

$175.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form