Free Health Care Consulting Checklist!

Verify your clients’ compliance, identify areas of potential tax and insurance savings and suggest opportunities for consulting.

Checklist

Checkpoint Learning Health Care Consulting Checklist for Existing and Prospective Clients

This checklist deals with both large and small employers as well as individuals (both general and premium tax credits). It is designed to be a compliance aid to assist with identifying issues and opportunities with a client’s health care coverage readiness. However, it does not detail every potential issue that may be encountered.

To download a free copy of this checklist, please fill out the form below.

Request Checkpoint Learning Health Care Consulting Checklist for Existing and Prospective Clients
(All fields required)



» NOTE: By clicking “Submit,” you agree to be contacted in order to help with your inquiry.

Related CPE

Checkpoint Learning Health Care Reform Certificate Program

Increase your consulting and revenue opportunities related to health care, while earning 27 CPE Credits plus a certificate to enhance your credentials and increase client confidence. You’ll gain practical expertise on employer and individual mandates: reporting requirements, forms, calculations, marketplaces, and more.

Learn more

Health Care Reform Virtual Conference

Get up-to-date guidance and insight from a panel of experts on health care reform. During this two-day conference you will learn the latest on forms and calculations, tax and non-tax matters, and have the opportunity to ask the experts about a variety of implementation issues. We’ll cover key updates on a variety of health care reform topics and share what’s on the horizon.

Learn more

Checkpoint Learning Health Care CPE

Webinars, online courses, live seminars – from 2 to 16 hours duration, find exactly the format, focus area and range of information you need to address health care consulting and tax preparation issues this season.

Learn more


Related Guidance

PPC’s Guide to Health Care Reform

PPC’s Guide to Health Care Reform provides detailed coverage of the individual mandate and available exemptions, the premium tax credit, the small employer health insurance credit, and other relevant topics. It includes comprehensive examples, worksheets, and completed IRS forms to assist in determining the amount of an individual shared responsibility penalty, calculating and reconciling the premium tax credit, and computing the small employer health insurance credit.

Learn more

Health Care Reform Quickfinder Handbook

The Health Care Reform Quickfinder Handbook covers the individual mandate, the small employer health insurance credit, employer mandate, insurance marketplaces, notice and reporting requirements, and other health care reform provisions impacting small employers and individuals. The Handbook provides examples, worksheets, easy to understand quick reference tables, and other practice resources to help you guide clients through the maze of health care reform.

Learn more