501(r) Tax Compliance & Internal Controls for Hospitals

Presented on:
June 6, 2018 10:00 AM PT
1 hour

Remaining compliant with changing 501(r) regulations requires collaboration from multiple teams across your health care organization—especially with the increase of IRS examinations and consequent noncompliance penalties.

Join us for a webcast addressing changes to the 501(r) requirements, methods for testing your organization’s related controls, and strategies for remaining compliant.

Discussion Topics

  • The 501(r) requirements from tax and revenue perspectives
  • Common issues found in IRS exams
  • Methods for creating a 501(r) work plan to test compliance and remain compliant in the future
  • The roles tax, finance, marketing, and operations departments play in your organization’s compliance
  • Strategies for building a 501(r) cross-functional team

This event is cosponsored by the Northern California Chapter of HFMA. We look forward to seeing you there.



Mary Wright, Partner, Moss Adams

Mary has been in public accounting since 1996. She works with collaborative teams to provide integrated audit and consulting services to governmental, health care, and not-for-profit entities. Her experience includes multistate audits and management of large engagements, including those with A-133 procedures. Mary is a member of the firm’s Health Care Business Assurance Committee, is active within the Healthcare Financial Management Association, and is a frequent speaker and presenter for both internal and external audiences.

Colleen Ramires, Senior Manager, Moss Adams

Colleen began her career in public accounting in 2004. She works with numerous not-for-profit entities including those in health care services, social services, arts and private and public foundations. Her experience includes planning, research, compliance and consulting in areas such as ACA compliance, unrelated business income, private foundation requirements, employee benefit reporting and exempt status structuring, application and maintenance. Within the firm, she is frequently tapped as a technical and review resource for Form 990. Colleen received her Bachelor’s degree from Central Washington University and is a member of the AICPA.

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