Year-End Tax Seminar/Affordable Care Act

Date:November 20, 2013
Time:8:00 a.m. – 12:00 p.m.
Ritz Charles
12156 North Meridian Street 
Carmel, IN 46032
Speakers:See below

The focus of this year’s KSM year-end tax seminar will be on the Affordable Care Act (ACA). Join us as we review the ACA’s impending requirements and how it will impact both small and large employers.

The agenda is as follows:

  • High Level Overview of the ACA
    William Graff, Tax Manager, Katz, Sapper & Miller
  • Comparing Self-Funded v. Fully-Insured Health Plans After ACA
    Katy Stowers, Advisor and General Counsel, FirstPerson
  • ACA Impact on Individuals and How Employers May Assist
    Chad Morris, Senior Benefits Consultant, Gregory & Appel
  • ACA: Frequently Asked Questions
    Andy Vetor, Principal/EVP of Employee Benefits, MJ Insurance
  • ACA Tax Implications of Grouping Activities
    Doug Rubenstein, Tax Director, Katz, Sapper & Miller
  • Due Diligence: Top Concerns for Buyers and Sellers
    Chad Halstead, Tax Director, Katz, Sapper & Miller
  • Summary of Selected Tax Highlights from 2013
    Aimee Reavling, Tax Manager, Katz, Sapper & Miller

Continental breakfast will be available.

Seating is limited. REGISTER HERE no later than Friday, Nov. 15.

The seminar will qualify for 4 hours of Tax CPE credit. CLE credit has been applied for.