Get Informed

Affordable Care Act CPE

Monday, August 11, 2014 2014, 8:30 a.m. – 4:30 p.m.
Employer Tactics:  Affordable Care Act in 2014 and Beyond
$285 members/$410 nonmembers

Classroom: Southwestern Baptist Theological Seminary, Riley Conference Center, 1701 W. Boyce, Fort Worth 76115 Also webcast live by the TSCPA.

“Most employers make decisions concerning healthcare plans in the fall and employee enrollment or re-enrollment starts in October. Practitioners will find out what they need to know to advise their clients by attending the Affordable Care Act Conference on August 11, 2014 in Fort Worth.  Don’t wait until you need to know!”  -- Kelly Hein, Vice President of CPE – Fort Worth Chapter

This is a repeat offering of the January, 2014, course by Ross Carmichael. His ratings for that course, on a 5.0 scale: knowledge, 4.9; presentation skills, 4.8; effectiveness, 4.8. Here's what participants in that course said:

“This is a great program – timely subject and excellent presenter!”
“Excellent presenter.  Very engaging and knowledgeable.”
“Very comprehensive and interesting.

Registration for classroom presentation:

Registration for webcast presentation
: members and nonmembers click here

Fort Worth Chapter TSCPA presents Ross Carmichael, Vice President of Compliance for Higginbotham, a leading national independent insurance firm, instructing an eight hour CPE course on employers’ requirements for compliance with the Patient Protection and Affordable Care Act of 2010, with analysis of costs and alternatives.

The course has been developed specifically for CPAs, to address the interests of smaller employers—those with groups of 200 or fewer—although the content may be of value more generally as well.

At Higginbotham, Carmichael, an attorney and former U.S. Department of Labor investigator, works with employers to interpret and comply with health care legislation and assist with employee education, reporting and disclosure, DOL audits and voluntary corrective measures.

Learning Objectives: 

  • Examine application of the employer mandate, including analysis of employee types and control groups
  • Examine the “pay or play” mandate, in terms of who must be covered, what must be offered, penalties and alternatives
  • Explore methods for analysis of the alternatives and the enterprise’s financial and competitive costs
  • Describe attributes unique to small employers such as the health insurance credit and SHOPs.
  • Develop an understanding of the healthcare exchanges and how employees’ options impact employers
  • Develop an understanding of reporting and disclosure requirements, and fees associated with provision of insurance by employers
  • Review requirements of the DOL, IRS, HHS including notices to employees.
  • Develop an understanding of the individual mandate, including verification processes and calculation of penalities

Fee and Registration:

  • $285 Members of the Fort Worth Chapter
  • $285 Members of any Chapter of the Texas Society of CPAs
  • $410 Non-TSCPA members

Included in Registration: print and web-based materials; coffee, water and soft drink breaks; box lunch.

Additional Details:  Participants earn 8 hours of CPE Credit in the Specialized Knowledge and Applications field of study.  Material is basic. No prerequisites and no advance preparation required. Delivery method is group live. Instructor will lead discussion from furnished materials.

Who Should Attend?

  • CPAs with clients who have employees.
  • CPAs with HR responsibilities including sole practitioners and managing partners.

Contact: or 817-335-5055

Details about Fort Worth Chapter’s CPE policies and authority to offer credit at this link.

Application for 6.75 hours MCLE credit pending with the State Bar of Texas.