A LOOK AT THE RECENT REGULATORY AND LEGISLATIVE UPDATES

Please join the Willis Human Capital Team and Aronson & Company for a complimentary seminar on Health Care Reform Law.

Jay Kirschbaum, National Practice Leader of the Willis Legal and Research Group, and Robert S. Bender, CPA and Officer of Aronson & Company Tax Services Group will share practical information and help you discover how Healthcare Reform will affect your organization and how can you plan to mitigate the downside or take full advantage of the upside.  Regulations have been published over the last several weeks that clarify many questions – while others remain to be answered.  This program will provide as many answers and planning opportunities as possible.

PROVISIONS TO ADDRESS IN 2010 AND 2011, INCLUDING:

• Grandfathered plans – what is grandfathering worth and is my plan grandfathered?
• New rules on the appeals process - what will that mean for my plan?
• Insurance reforms, including adult children’s coverage mandate, elimination of annual limits, preventive care co-pays, etc.
• Tax treatment of children’s coverage
• Restrictions on covering over-the-counter medications
• W-2 reporting requirements

TAX IMPLICATIONS:

• How healthcare legislation will affect tax stragies for high net worth individuals and companies
• Small business tax credit program
• Tax on high income workers
• Timeline for effective dates of legislation

ABOUT THE SPEAKERS:

Jay Kirschbaum is the National Practice leader of Willis’ Employee Benefits Legal & Research Group.  He leads a team of attorneys and paraprofessionals who provide compliance expertise to Willis’ Employee Benefits Practice. Jay received a master of Laws (LLM) in Taxation from New York University, his JD, with Distinction, from the University of Arizona and earned a Fellow, Life Management Institute (FLMI) designation. He has practiced for more than 20 years as a tax attorney specializing in planning, designing, drafting and administration of employee benefit plans.

Robert S. Bender, CPA is an Officer of Aronson & Company Tax Services Group, a nationally ranked accounting and consulting firm.  He will offer his expertise on the legislative impact on taxes for individuals and companies and the workings of the small business tax credit program as well as his significant expertise in tax regulations related to the government’s new healthcare provisions.