Healthcare Taxation & Compliance

This course is designed to equip accounting and finance professionals with the essential knowledge needed to navigate the U.S. tax landscape as it applies to healthcare organizations. Learners will gain a clear understanding of the tax implications for both for-profit and nonprofit healthcare entities, including entity structures, deductible expenses, and applicable federal, state, and local tax requirements.

The course provides in-depth coverage of IRS tax-exempt status under section 501(c)(3), Unrelated Business Income Tax (UBIT), and the operational and compliance responsibilities that come with maintaining nonprofit status. Participants will also explore tax credits and incentives available to healthcare providers—including the Employee Retention Credit (ERC), R&D credits, and green energy incentives—and learn how to spot audit red flags and implement strong documentation and recordkeeping practices.

Whether you're a CPA, finance manager, or healthcare administrator, this course delivers critical insights to help ensure your organization meets its tax obligations and optimizes available tax benefits.