Healthcare Industry Tax Update 2023

Assess Employee Retention Tax Credit (“ERC”) opportunities and also pending refund claims; IRS audits of ERC refund claims and general eligibility; aggregation and other rules and criteria for employers.

List and categorize potential Clean Energy Refundable Tax Credits and other opportunities for healthcare organizations as a result of the Inflation Reduction Act of 2022.

Report on current Federal tax matters and IRS initiatives; including:

Employment Tax
Choice of entity
Joint venture planning, including FMV and UBI considerations; and
Reasonable compensation and the rebuttable presumption of reasonableness.

Categorize Form 990 community benefit tax-exempt hospital Schedule H updates, emerging trends, and new developments, and compare Schedule H community benefit benchmarking information.