Filtering the Tax Noise:  Benchmarking Crucial Components of Schedule H & 501(r)

Date:  Wednesday, May 11, 2016
Time:  2 - 3:30 p.m. Central time
CPE Credit:  Up to 1.5 CPE credits in Taxes field of study may be awarded upon verification of participant attendance.
Presenters:  Brian Todd

Brian Todd



Health Care

910 E. St. Louis Street, Suite 200
P.O. Box 1190
Springfield, MO 65801-1190 (65806)


 & Mike Engle

Mike Engle



Health Care
Not-for-Profit & Government

1201 Walnut Street, Suite 1700
Kansas City, MO 64106-2246

Kansas City

The IRS is increasing its use of data analytics to identify outliers and Form 990 red flags and recently announced additional training programs for approximately 30 agents on Schedule H and IRC Section 501(r). It’s crucial that tax-exempt hospitals have a thorough understanding of the questions on Schedule H and comply with 501(r) regulations. In this complimentary webinar, we’ll take a deep dive into Schedule H, reviewing benchmarking data from more than 2,000 tax-exempt hospitals across the country, identifying potential red flag responses and discussing the schedule questions along with the underlying 501(r) regulations.

Learning Objectives

Upon completion of this webinar, participants will be able to:

  • Discuss how hospitals across the country have responded to Schedule H questions
  • Recognize potential red flag responses to Schedule H questions
  • Identify which rules and regulations are prompting the IRS to ask various questions on Schedule H, particularly in Part V, Section B, where the 501(r) questions are located


CPE Information

Audience:  CEOs, CFOs, controllers, accountants and others involved in hospital Form 990 preparation or 501(r) compliance
Program Level:  Intermediate
Delivery Method:  Group-Internet Based
Advance Preparation:  None
Prerequisites:  Attendees should be familiar with Form 990, Schedule H and IRC Section 501(r) as well as the underlying final regulations.
Refund Policy:  There is no fee associated with this webinar.


Contact Information
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at training@bkd.com or 800.472.2745.


BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

BKD LinkedIn BKD Twitter BKD Youtube BKD Google Plus