ThomsonReuters

OCTOBER 7, 2021

For tax professionals with many years of experience in the field, automation can seem like technological overreach. Any change or disruption to a workflow developed over many years of practice is going to be met with resistance. However, automation is important for any firm looking to improve efficiency and generate more revenue. . Why automation?

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Start-ups Technology Accounting Firms Compliance 52

ThomsonReuters

OCTOBER 7, 2021

Maintaining your firm’s competitive advantage is important in any crowded marketplace. As more and more clients seek DIY solutions when completing their taxes, differentiating your firm, and capitalizing on your strengths are crucial to keeping existing clients and generating new business. Evaluating your firm’s advisory stance is a strong first step to improving your business operations. .

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Compliance Marketability Technology 52

ThomsonReuters

OCTOBER 7, 2021

QUESTION: We’ve heard that our group health plan will be subject to provider directory transparency disclosures that require protocols for responding to individual requests for directory information. What are the requirements, and when do they take effect? ANSWER: As we discussed in a previous Checkpoint Question of the Week , a number of transparency requirements impacting provider directories go into effect for plan years beginning in 2022.

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Compliance 52

ThomsonReuters

OCTOBER 7, 2021

Interim Final Rules: Requirements Related to Surprise Billing; Part II, 5 CFR Part 890, 26 CFR Part 54, 29 CFR Parts 2510 and 2590, 45 CFR Parts 147 and 149, 86 Fed. Reg. 55980 (Oct. 7, 2021). Regulations. News Release. The DOL, HHS, and IRS have released another round of guidance on the surprise medical billing requirements enacted as part of the Consolidated Appropriations Act, 2021 (CAA) (see our Checkpoint article ).

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Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

Marketability

ThomsonReuters

OCTOBER 7, 2021

OCR: HIPAA, COVID-19 Vaccination, and the Workplace (Sept. 30, 2021). Available at [link]. HHS’s Office for Civil Rights (OCR) has issued guidance on when the HIPAA privacy rule applies to disclosures and requests for information about whether a person has received a COVID-19 vaccine. The guidance indicates that the privacy rule does not prohibit any person or business (including a covered entity such as a health plan or its business associate) from asking whether an individual has received a C

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ThomsonReuters

OCTOBER 7, 2021

FAQs About Affordable Care Act Implementation Part 50, Health Insurance Portability and Accountability Act and Coronavirus Aid, Relief, and Economic Security Act Implementation (Oct. 4, 2021). Available at [link]. The DOL, IRS, and HHS have issued five new COVID-19-related FAQs—two addressing group health plan coverage requirements for qualifying coronavirus preventive services and three addressing vaccine incentives under group health plans and wellness programs.

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