Special Considerations for Settlement Agreements involving Healthcare Entities: Tax Considerations and Medicare Interests

Felicia Sze (Athene Law LLP) will discuss the Medicare Secondary Payer law, including Section 111 reporting, and how to coordinate with Medicare to ensure that Medicare is not paying for services encompassed by settlement agreements.

Matt Carlson (Boutin Jones) will discuss tax aspects of settlements both from a plaintiff’s and defendant’s perspective. He will cover inclusion of payments in income, deductibility of settlement payments, payroll issues, tax reporting, and other issues that commonly arise in settlements.”

MCLE:  This presentation will qualify for one hour of California MCLE General education credit.  Certificates will be issued 1-2 days after the presentation.  Should you have any questions, please do not hesitate to contact Wanda Terrell at terrelw@sutterhealth.org.