“What You and Your Clients Need to Know About the New Health Care Reform”

Friday, August 13

(Click the "Register Now!" Button Below to Register for this Meeting)

After decades of failed attempts by a string of Democratic presidents and a year of bitter partisan combat, President Obama signed legislation on March 23, 2010, to overhaul the nation's health care system. According to Time.com, now that regulations about existing employer-sponsored plans have been issued, it's becoming clear that many of the 160 million Americans with job-based coverage will not, in fact, be able to keep what they currently have. Many questions remain. How will this reform impact your business? Your clients?

Our panel will provide explanation and analysis of the new laws and their impact on individuals and businesses including, among other things:

Employer reporting requirements
Medicare tax increases
Fines and penalties
Small business tax credit
Adult Dependents
Implementation timeline
Focus on wellness and prevention
Coverage Mandates

Roberts

Christine Roberts, Esq. (Panelist) Christine is a partner in the Santa Barbara law firm of Mullen & Henzell L.L.P. where she practices exclusively in the employment benefits and employment law area, with particular emphasis on pension and health plans under the Employee Retirement Income Security Act of 1974 (“ERISA”). She has written chapters on IRS and Department of Labor voluntary compliance programs for retirement plan.

Bryce Dana Boutain, C.P.A. (Panelist) Dana is a tax partner with CBIZ MHM LLC in Oxnard, California and has over 20 years of experience in public and private accounting. Her expertise includes estate planning, tax planning for officers and shareholders of closely-held businesses and planning for the transfer of assets between generations. Dana holds a masters of business taxation from Golden Gate University.

Bryce

Bryce Eddy, Senior V.P. (Panelist) Bryce is a Senior Vice President with Poms & Associates, a full service insurance brokerage and consulting firm offering commercial insurance, employee benefits, personal lines, risk control, and risk management services to U.S and international clients. He designs and manages wellness and insurance programs for some of the leading brand name companies in the United States.

Joanna

Joanna Orr, Esq. (Moderator) Joanna is a tax associate with Ferguson Case Orr Paterson, LLP in Ventura practicing in the area of taxation, with an emphasis on business transactions, nonprofit organizations and real estate. She earned a masters of law in taxation from Georgetown University.

As always, we will have great door prizes!!

Lunch Choices: (1) Grilled Loin of Pork (2) Cobb Salad; or (3) Vegetarian Sandwich. All lunch selections include dessert and coffee.

The cost is $35 for members of the CPA/Law Society; $45 non-members; $30 students; $25 student-members. Price Includes Lunch, Coffee/Tea, Dessert and MCLE/CPE credit. Please make your reserva�tions and lunch selection on Constant Contact. If you have any difficulty registering, please by calling Barbara at Doug Kulper’s office (805) 659-6800 or e-mail Doug Kulper at dkulper@fcoplaw.com, before August 11, 2010. All reservations are considered "firm" on August 11 (at 5 pm); we will bill late cancellations and "no shows."