Just the Facts: Conducting Workplace Investigations

Philadelphia SHRM Webinar

Topic: Just the Facts: Conducting Workplace Investigations

Description: Is your organization ACA compliant?  January 1, 2015 is right around the corner and with it comes the long-awaited implementation of the employer mandate and the associated IRS reporting requirements.  Employers should be strategically evaluating how to best implement these changes within their respective organizations.  This webinar will discuss how to comply with the mandate and reporting requirements.  The session will also include the excise tax imposed on high-cost health coverage (i.e., the “Cadillac tax”), which becomes effective on January 1, 2018.  While the effective date of the Cadillac tax is just over three years away, it is imperative for employers with collectively bargained employees and rich health plans need to be mindful of the Cadillac tax to begin taking steps now in order to minimize its impact.  Please join Ballard Spahr’s Jonathan Calpas, a recognized health care reform expert, who will discuss these issues in a one hour webinar scheduled for October 24, 2014.

Please join Jonathan M. Calpas, Associate at Ballard Spahr’s for this timely and informative presentation.

Session participants will gain the following take-a-ways from this webcast:

“Compliance Made Easy: Affordable Care Act )”

• Discuss the employer mandate and the associated IRS reporting requirements.
• Understand how to comply with the mandate and reporting requirements.
• Explore how to take steps now in order to minimize the impact of the Cadillac Tax regarding employers with collectively bargained employees and rich health plans.

Jonathan M. Calpas is an Associate at Ballard Spahr’s representing for-profit, tax-exempt, church, and government employers on matters related to tax-qualified retirement plans and health and welfare plans. He counsels clients on compliance with the statutory and regulatory rules relating to such plans, including rules arising out of the Internal Revenue Code, ERISA, HIPAA, and COBRA. He also advises on controlled group rules, fiduciary duties, and multiemployer plan withdrawal liability.

Mr. Calpas is co-author of the 2010 through 2014 editions of Employer’s Guide to Health Care Reform, a practical resource aimed to ease employer confusion over health care reform, published by Wolters Kluwer Law & Business, and has lectured extensively on the subject. He frequently advises clients on how the national health care reform legislation will affect them and their health and welfare plans.

Before joining Ballard Spahr, Mr. Calpas spent five years working for a Fortune 100 communications company as a financial accountant, where he was involved in financial statement preparation and analysis, state and local tax matters, and regulatory matters. He also has Big 4 public accounting experience, having assisted clients with audit and tax compliance issues. Mr. Calpas is an actively licensed Certified Public Accountant in the Commonwealth of Pennsylvania.

Cost: $10 for PSHRM Members; $25 for Non-Members

CLE credit may be available for this course for selected states upon request at the conclusion of the course and the submission of documentation and a check in the amount of $35.00. Please download and complete the following forms and email them to info@phillyshrm.org to request CLE credit:

• Evaluation Form
• Attorney Affirmation Form