Issues in Valuing Tax-Exempt Medical Organizations

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Training Event Transcripts
May 22, 2012
John R. Holdenried, Attorney at Law
Robert Reilly, CPA

Summary

In the ever-changing healthcare industry, it would seem something as simple as an entity's tax-exempt status would carry some continuity and stability. But, in the largest sector of the U.S. economy, even this simple characteristic can create ripples that affect the operations and value of the entity in question and others operating in the same marketplace. This 100-minute webinar, Part 5 of BVR's Online Symposium on Healthcare Valuation, features expert appraiser Robert Reilly and attorney John Holdenried in an in-depth analysis of how tax-exempt status impacts a variety of medical organizations. Their presentation will address how tax-exempt status adds to the operational considerations of healthcare entities through transaction analysis, reasonableness of compensation analyses, and similar fair market value analyses; how the IRS and Congress may be reassessing the community benefits used to justify tax-exempt status; and what considerations are in order when a tax-exempt entity acquires another non-tax-exempt entity.
Issues in Valuing Tax-Exempt Medical Organizations
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