Join us for OBBBA Tax Implications: Health Care Roundtable. This is the second installment of our series, Vitals and Vision: Health Care Strategy in the OBBBA Era.

We’ll will dive deeper into how health care leaders are preparing for implementation of the One Big Beautiful Bill Act’s tax provisions.

Panelists will offer perspectives on structuring tax planning around permanent and temporary provisions, forecasting implications of Medicaid eligibility changes, and leveraging capital investment incentives to modernize operations.

At this roundtable we’ll discuss:

• Tax strategies for health care organizations, and their investors, with both private and institutional ownership, related to the new tax laws
• Key considerations for not-for-profit and for-profit health care institutions
• Impacts to federal health care spending including Medicare and Medicaid

Wendy Campos, CPA, Principal, Baker Tilly

Wendy has worked in public accounting since 2000, and focuses primarily on tax-exempt organizations, including foundations, higher education institutions, hospitals, credit unions, trade associations, and other not-for-profit organizations. Wendy is a highly capable business advisor to her clients, providing compliance and consulting in the areas of unrelated business income, alternative investments, obtaining and maintaining tax-exempt status, deferred taxes, fringe benefits, Forms 990, 990-PF, and 990-T, grantmaking and more.

Wendy is the firm’s tax leader for the following industries: government, not-for-profit, higher education, Tribal and gaming, and utilities.

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.

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.

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.

Erika Williams, CPA, Principal, Baker Tilly

Erika has practiced public accounting since 2014, specializing in health care, professional services, and private clients. She has a strong foundation in working with closely held pass-through entities, assisting with federal, state, and local income tax compliance.

In addition to compliance services, Erika offers consulting on a variety of matters including quarterly estimate and distribution calculations, compensation formulas, and buy-ins and outs.

Eric Lucas, Managing Director, Health Care Reimbursement Enterprise Solutions, Baker Tilly

Eric has worked in the health care finance industry since 1996. He serves health care organizations with government reimbursement matters and helps lead the firm’s Health Care Consulting Provider Reimbursement Enterprise Services.

Eric’s areas of expertise include regulatory compliance, Medicare and Medicaid reimbursement, accounts receivable valuation and analysis, government financial reporting, and revenue cycle management.

Eric has participated in multiple industry payment workgroups, has significant experience with advocacy groups related to major reimbursement matters, has represented hospitals in media discussions, and was a pioneer member in the California Medi-Cal Provider Fee development team.

Before joining Moss Adams, Eric spent more than 20 years on the provider side, and most recently, was the system vice president of reimbursement and government programs at CommonSpirit Health, a 142-hospital health system with sites in over 16 states.