IRS Mandatory ACA Reviews: Hospital Readiness
June 25, 2026Join Forvis Mazars for a practical, in-depth guide to the IRS’ mandatory review requirement under Section 9007(c) of the Affordable Care Act (ACA). This webinar will provide an overview of ACA §9007, including §501(r); the community benefit standard; publicly available IRS procedures governing hospital exemption compliance reviews, including key provisions of the Internal Revenue Manual (IRM) 4.70.1; and documentation and reporting practices hospitals can use to help strengthen compliance readiness and reduce compliance risk. This session will also include real-world examples.
Learning Objectives
Upon completion of this program, participants should be able to:
- Recall the legislative history, statutory purpose, and scope of ACA §9007.
- Describe the community benefit standard.
- Explain the publicly available IRS procedures governing community benefit activity compliance reviews, including the process outlined in IRM 4.70.1.
- Identify compliance, documentation, and community-benefit reporting strategies that tax-exempt hospitals can implement to help strengthen readiness, reduce compliance risk, and support accurate reporting.
- Recognize common challenges in Schedule H reporting and §501(r) compliance.
- Identify §501(r) related opportunities for your organization.
CPE Information
1.00 CPE Credit(s) (pending approval)
One CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance during live broadcast.
Who’s This For
CEOs, CFOs, COOs, presidents, vice presidents, controllers, and other finance leaders of hospitals and health systems across the United States.
Prerequisites
None
Delivery Method
Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.
Refund Policy
There is no fee associated with this event.
Program Level
Overview
Recommended Field of Study
Specialized Knowledge
Advanced Preparation
None
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].
Forvis Mazars, 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.nasbaregistry.org.
Presenter(s)
Brian Todd, Garrett Gluth