Please join us as Regents Bank hosts:

Taking Your Medicine

Affordable Care Act Symposium- Presented by

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Starting January 1, 2014 every American will be subject to The Affordable Care Act (ACA). Some of ACA’s reforms are already in effect for employers and their group health plans, though many of ACA’s key reforms will become effective in 2014. Depending upon your employee count, different provisions of the ACA may apply to you. To prepare for this next phase of ACA reforms, employers should review upcoming requirements and make sure they have a compliance strategy in place. Among the topics we’ll discuss are:

  • Healthcare and insurance requirements/benefits for the various types of employers under the Affordable Care Act, including (i) small employers and proprietorships with one or two employees, (ii) employers with over 20 employees, (iii) employers with under 25 employees, (iv) employers with over 50 employees, (v) employers with under 100 employees, and (vi) employers with over 250 employees.
  • Tax credits and implications
  • What is the employer shared responsibility?
  • What are the primary timelines and deadlines you should be aware of?
  • State-based health insurance exchange – say what?
  • Compliance-the required components and what you need to know
  • Strategic business plan on healthcare reform
  • Implications for companies with offices in different states

Tuesday, June 11, 2013

7:30-9:00 a.m.

Breakfast and panel discussion

Morgan Run Club & Resort

5690 Cancha de Golf

Rancho Santa Fe, CA 92091

Space is limited. Please RSVP to Amber Santos at asantos@regentsbank.com by Thursday, June 6 for your complimentary admission. Please reference ACA event in your subject line. We look forward to seeing you.

Presenting Panelists

Kristin L. Kahle, General Manager, San Diego & Hawaii, Senior Vice President & Compliance Officer-Benefits Exchange Alliance

Kristin has started two software companies that address specific needs in the healthcare admin space. She holds an MBA degree and is completing her PhD with an emphasis on the impact of healthcare and the Affordable Care Act on business. She is a Certified HealthCare Reform Specialist – 1 of 9 certified experts in the U.S. on the Affordable Care Act.

David J. Cartano, Partner, Barton, Klugman & Oetting LLP

David’s law practice focuses on corporate and tax law. He is the author of three books republished annually by CCH: Taxation of Compensation and Benefits (CCH 2013); Federal & State Taxation of Limited Liability Companies (CCH 2014); and Taxation of Individual Retirement Accounts (CCH 2013).

Ross Afsahi, President, GS Levine Insurance Services

President of GS Levine, Ross guides the team with a long history and expertise in Employee Benefits. He joined the firm 12 years ago to expand the Employee Benefit department, and ultimately Ross’ extensive background made it possible for the team at GS Levine to build an award winning wellness program designed for employees and clients. As a result, they won the San Diego Business Journal’s “San Diego’s Healthiest Company” award twice, most recently in 2013. Ross is focused on preparing clients and the community for healthcare reform and helping them build strategic programs that abide by the complex regulations of that reform. To achieve that goal, he developed a monthly seminar series where the business community can get answers and resources to guide them in making educated decisions.

Moderator: Gary Levine, CEO, GS Levine Insurance Services

Gary founded G.S. Levine Insurance Services in 1987 to provide business, personal and employee benefits insurance. Today the team includes over 60 insurance professionals, hand selected for their education, technical experience and value-driven approach. The company uses a proven methodology for researching and identifying the best options amidst the complexities of the insurance industry and takes pride in making the complex simple for clients. With healthcare reform around the corner, and as a business owner himself, Gary Levine understands navigating the tough issues and provides insightful business solutions.

Regents Bank is not responsible for the accuracy of the information or the opinions presented at the Affordable Care Act Symposium.

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Posted on May 23, 2013, in Uncategorized. Bookmark the permalink. Leave a comment.

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