Affordable Care Act Conference (11/8)
Affordable Care Act Conference Presented by the KyCPA Health Care Task Force and the Louisville Bar Association
November 8, 2013
Republic Bank Building – Community Room, Louisville
8 hours of CPE credit
6.25 hours of CLE credit
Regulatory enforcement issues: broader than you may know
Employer responsibility under the ACA
New passive income tax: what it means to higher income earners
Kentucky State Health Exchange
Health insurance case studies & decision making workshop
To Register call (502)266-5272
Member discount fee: $199
Non-member fee: $299
Fee includes 8 hours of CPE credit, 6.25 hours of CLE credit, electronic materials, continental breakfast, lunch, and refreshment breaks.
Printed manual: The fee includes an electronic manual. We will provide you with a printed copy for $30. Please place your order at the time of registration.
Cancellation: Cancellations received after Nov. 1 will be subject to an administrative fee of $35. No shows will forfeit the registration fee.
Rooms are available at the Homewood Suites Louisville East for the corporate rate of $119/129. To make a reservation, call 502.429.9070 and request the group rate for Kentucky Society of CPAs. This rate is available until April 16.
8:00 –8:30 Registration/continental breakfast
8:30 – 9:20 Affordable Care Act compliance: Enforcement provisions and audit preparation
Betsy Johnson, JD, Stites & Harbison, Lexington
This presentation will cover how to prepare for a Department of Labor audit, the new sanctions and penalties under the ACA, and best practices for attorneys and CPAs to keep clients in compliance.
9:20 – 11:00 Health insurance case studies & decision making workshop Tom Schifano and Kelly Hagan, Neace Lukens, Louisville
The ACA will result in a dizzying array of plan options for individuals and employers, with multiple plans inside and outside the exchange, as well as opportunities for tax credits and subsidies. Through case studies and calculation exercises, this session will discuss ways to maximize your dollar while staying in compliance with the law.
11:00 – 11:15 Refreshment break
11:15 – 12:05 Net Investment income tax: what it means to your clients Stephen Lukinovich, CPA, Mountjoy Chilton Medley, Jeffersonville, Ind.
• Understanding the ramifications of the new Medicare tax
12:05 – 12:45 Lunch
12:45 – 2:25 Kentucky’s health insurance marketplace: kynect Carrie Banahan and Bill Nold, Kentucky Health Benefit Exchange, Frankfort The ACA creates new online health insurance exchanges to enable individuals and small business to compare policies and premiums from different insurers in one location. With open enrollment beginning on October 1, Kentucky’s online marketplace, kynect, is now in full swing. Get an inside look at how to navigate the exchange and learn who qualifies for premium assistance programs and tax credits.
2:25 – 2:40 Refreshment break
2:40 – 4:20 An employer's guide to complying with ACA: 2014 and beyond
Speaker, Deanna Johnson, Benefit Insurance Marketing, Lexington
• How to prepare to meet the barrage of requirements
• How to calculate a company’s FTEs
• What are the safe harbor provisions?
• Recognizing hazards in the look-back period
• Weighing the penalty vs. the premium costs
Carrie Banahan has been employed in state government for more than 28 years. From 2006 to 2008, Banahan served as Deputy Commissioner for the Department for Medicaid Services. While at Medicaid, Banahan was involved in the implementation of Kentucky Health Choices and the new MMIS, as well as assisting with the development of new waiver programs. In 2011 Banahan was appointed the Director of the Implementation of the Medicaid Managed Care program and most recently has been appointed as the Executive Director of the Office of The Kentucky Health Benefit Exchange.
Kelly Hagan is the director of operations, employee benefits with Neace Lukens. With more than 21 years of experience in the employee benefits field, Hagan has worked with employers to develop benefit programs that provide employees with financial security and mitigate risk. Her work in strategic planning and cost containment has assisted clients in setting and achieving the short and long term goals of their organizations through the purchase of insurance products and services. Hagan’s expertise in partially self-funded medical plans provides clients with plan design flexibility and risk management solutions. With the emergence of the Affordable Care Act and other regulatory requirements, she has developed strategies to assist clients in identifying new approaches toward providing employer paid benefits.
Elizabeth Ann Johnson is a member of the firm’s Health Care Service Group. She concentrates her practice in health care law and regulatory issues. Immediately prior to joining Stites & Harbison, she was the Medicaid commissioner for the Commonwealth of Kentucky. She has testified before numerous committees of the Kentucky General Assembly, most notably the Joint Committee on Health & Welfare, Medicaid Oversight & Advisory Committee, as well as presenting Medicaid’s budget to the Appropriations & Revenue, Human Resources Subcommittee.
Stephen Lukinovich, CPA, CVA, PFS, serves as director of Mountjoy Chilton Medley’s Construction & Real Estate Services Team and is a member of the Tax Services Department. His practice emphasis is providing tax advisory services to construction and real estate businesses, company transition services to small to middle market companies, and valuation services in estate and succession planning.
Bill Nold became employed in 2001 with the legal division of the Kentucky Department of Insurance as a staff attorney. In this position, his job duties primarily related to issues involving health insurance and worker’s compensation insurance. In 2008, Nold became and now serves as the director of the Health and Life Division where his job duties involved all aspects of health insurance regulation. He most recently has been appointed as the Deputy Executive Director of the Kentucky Office of the Health Benefit Exchange.
Thomas J. Schifano is a senior sales account executive with Neace Lukens. Schifano has twenty plus years of executive health insurance industry experience. He has served as Senior Vice President and Chief Marketing Officer of BCBS of KY (one million members), and President and CEO of AHDS, a 180,000 member HMO in the Louisville market. Schifano was also the President and CEO of Acordia of Louisville and founder of Arison Insurance Services. Both are large employee benefits brokerage agencies.
To register for this CLE please call (502)266-5272 or click here for the KYCPA.org
More information: www.kycpa.org