Join us for the first installment of our series, Vitals and Vision: Health Care Strategy in the OBBBA Era, with a focus on the tax implications impacting both not-for-profit and for-profit health care organizations.  

We’ll cover:

• Strategies to take advantage of new or expanded tax incentives under OBBBA, including expensing and capital investment provisions
• Common tax issues and regulatory updates affecting not-for-profit and for-profit health care organizations
• Permanent TCJA extensions and what they mean for corporate and passthrough entities in health care
• Compliance and reporting deadlines, along with phaseout timelines for temporary tax provisions through 2028

Chris Bell, CPA, Principal, National Practice Leader, Medical Groups & Physicians, Baker Tilly

Chris has practiced public accounting since 2005. He provides tax, strategic planning, and transaction planning services to health care organizations throughout California. He’s a frequent speaker and author on tax reform, the Affordable Care Act, and health care policy. Prior to joining the firm, Chris worked in the health care industry for several years.

Lauren Haverlock, CPA, Principal, Baker Tilly

Lauren has practiced public accounting since 2004. She provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries.

Lauren consults on a wide range of issues including public support planning, reasonable compensation best practices, tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activities, charity watchdog optimization, and tax-exempt bond compliance.

Sarah Buhl, CPA, Managing Director, Baker Tilly

Sarah has practiced public accounting since 2014, specializing in tax services for health care organizations and health tech companies nationwide. Her comprehensive expertise includes business tax advisory, entity structuring, M&A transactions, and IRS exam support. Sarah’s technical background includes corporate and partnership tax, ASC 740, multistate income tax, and not-for-profit tax compliance.