Rachel V. Rose | Rachel V. Rose – Attorney at Law, PLLC

Rachel V. Rose, JD, MBA (Houston, Texas) has a unique background, having worked in many different facets of healthcare, securities, cybersecurity, as well as international law and business throughout her career. For over a decade, her practice has focused on transactional, compliance, and litigation matters related to cybersecurity, health care, securities, and Dodd-Frank/False Claims Act whistleblower claims. She has conducted HIPAA Risk Analyses for a variety of domestic and international organizations and represented persons related to government enforcement inquiries and responses on cybersecurity and healthcare related matters. Ms. Rose worked on Capitol Hill when HIPAA passed in 1996 and worked at HHS in 2009 when the HITECH Act was being implemented.

In addition to being extensively published, a sought-after presenter, and quoted expert, Ms. Rose holds an MBA with minors in healthcare and entrepreneurship from Vanderbilt University, a law degree from Stetson University College of Law, and an Executive Certification in Leadership and Negotiation from Harvard Law School. She is also the co-editor of the American Health Lawyers Association’s Enterprise Risk Management Handbook for Healthcare Entities (2nd Edition), as well as a co-author of the ABA’s books The ABCs of ACOs and What Are International HIPAA Considerations?, as well as various chapters in legal and medical books alike.

She has been named consecutively to the Texas Bar College, the National Women Trial Lawyers Association’s Top 25, Houstonia Magazine’s Top Lawyers (healthcare), the National Trial Lawyers Association’s Top 100, SuperLawyers (healthcare), as well as 1st Healthcare Compliance’s 2019 and 2022 Top Presenter. Ms. Rose is also an Affiliated Member with the Baylor College of Medicine’s Center for Medical Ethics and Health Policy, where she teaches bioethics.

See www.rvrose.com for additional information.

Zachary L. Baron | O’Neill Institute for National and Global Health Law

Zachary Baron is a director of the Center for Health Policy and the Law at the O’Neill Institute and is an adjunct professor at the McCourt School of Public Policy. He has also served as an adjunct professor at Georgetown Law. He focuses on providing technical assistance for policymakers and public education on health policy legal issues with an emphasis on access to coverage, affordability, transparency, and equity.

Prior to joining the O’Neill Institute, Baron served as health counsel for the Committee on Ways and Means in the U.S. House of Representatives, where his portfolio included health and tax matters, such as coverage provisions under the Affordable Care Act (ACA), surprise billing, and the private health insurance market. He also led congressional investigations on discrimination in the child welfare system, the coronavirus pandemic, and private equity’s expansion in the health care system.

Baron previously served as senior counsel for the Energy and Commerce Committee concerning legal and policy issues related to access to reproductive health care, and as special counsel to the Ranking Member of the Senate Judiciary Committee during a pending Supreme Court nomination. His additional past government experience includes working on regulations and guidance implementing provisions of the ACA at the Centers for Medicare & Medicaid Services.

Baron also served as an attorney in private practice, handling high-profile litigation disputes as well as health regulatory and antitrust matters.

Baron received his J.D. from the University of California, Berkeley, School of Law, and his B.A. from the University of California, Los Angeles.

Robert A. Zimmerman | Benesch Friedlander Coplan & Aronoff LLP

As a civil trial and appellate lawyer with over 30 years’ experience, Rob has litigated cases involving employment discrimination, wrongful discharge, unfair competition, defamation, breach of contract, real estate, landlord-tenant, zoning, land use, eminent domain, constitutional rights, election law, campaign finance, trusts, administrative, business and commercial law.

He has achieved excellent results for his clients in jury and bench trials, motion practice, administrative hearings, arbitrations, mediations and appeals.

He practices in state of Ohio courts and in federal courts in Ohio and around the country.

Rob has been recognized as one of the Top 100 Lawyers in the state of Ohio and Top 50 Lawyers in Cleveland by Ohio Super Lawyers.

He is a frequent lecturer on various legal topics and his opinions are often solicited by the print and broadcast media.

Rob has deep expertise as a lawyer on matters of public concern. He has litigated notable cases on behalf of all levels of Ohio government, impacting law and policy in the process.

In addition to being an accomplished civil trial lawyer, Rob is a respected government relations advocate. He advocates on behalf of private companies, non-profit institutions and political subdivisions before all levels of Ohio government on policy, legislative, economic development, procurement and other matters of public concern.

A veteran of numerous statewide and local elections, Rob has advised and played a substantial role in multiple candidate and issue-based campaigns. He is often sought out by elected officials and government agencies to represent their interests on legal and public policy matters.

Rob is listed in Best Lawyers in the area of government relations practice, one of the few Cleveland-area lawyers so recognized. His leadership as an elected official and insights as a political and policy advocate are regularly reported on in the local media.

Michael March | Whiteford, Taylor & Preston LLP

Mr. March is an experienced tax controversy lawyer who has represented individuals before the Department of Justice in the Federal District Courts of Maryland, Virginia, West Virginia, Delaware, Florida, and the District of Columbia on matters involving allegations of bank fraud, foreign bank account reporting (FBAR) requirements, and tax evasion, among much more. He has managed teams in resolving civil tax controversies in all stages of administrative proceedings before the U.S. Tax Court, as well as in parallel investigations by the IRS, the Department of Homeland Security, and the FBI. He has extensive experience with complex civil litigation and appeals and white-collar criminal defense.

Jordan M. Halle | Whiteford, Taylor & Preston LLP

Mr. Halle’s practice focuses on business and corporate law, partnership and individual tax matters, franchising law and corporate transactional matters.

As Co-Chair of Whiteford’s CARES Act committee, Mr. Halle has written numerous articles about the Paycheck Protection Program (“PPP”), keeping the firm and its clients updated on all the latest developments and has guided dozens of clients through the PPP process, representing millions of dollars in PPP funding, including recently successfully appealing a forgiveness denial with $2+ million at stake.

Mario A. de Castro | Whiteford, Taylor & Preston LLP

Mr. de Castro advises globally active enterprises and closely held family businesses on tax and related international business and Federal Regulatory matters. His experience includes international tax planning and structuring, preparation and M&A planning, supply chain planning, and advising on tax and corporate regulatory (AML and CFIUS) matters. His industry experience spans private equity, real estate, technology and telecommunications, Fintech, bio-life, crypto-currency issuers, hospitality, defense, and service companies. Mr. de Castro is a frequent speaker on cross-border business and transactional matters and is fluent in Spanish.

Session I – What the Big Beautiful Bill Means for Healthcare Providers: Medicaid, Technology, and Rural Impact | 12:00pm – 1:00pm 

• Appreciate the impact on healthcare
• Understand the aspects regarding technology
• Learn the potential implications for Rural Hospitals and revenue cycle management concerns for providers

Break | 1:00pm – 1:10pm

Session II – Understanding the Major Health Care Provisions in Budget Reconciliation Law | 1:10pm – 1:55pm

• Key health policies enacted in reconciliation legislation
• Broader administrative and constitutional law trends
• Implementation and compliance issues to monitor

Break | 1:55pm – 2:00pm

Session III – Key Tax Changes You Need to Know | 2:00pm – 2:45pm

• Domestic and business tax
• International tax
• Employee benefits tax
• Gifts and estates tax

Break | 2:45pm – 2:55pm

Session IV – Inside the One Big Beautiful Bill Crucial Tax Updates for Individuals, Business Owners, and Nonprofits | 2:55pm – 3:55pm

• Opportunities from the new tax bill
• Impact on donor behavior and nonprofit strategies
• Individual taxpayer benefits
• Business tax planning and deductions