Presenter: Rachel Leiser Levy, Principal at Groom Law Group

Implementation of the ACA continues to present numerous challenges to employers and employee benefits professionals. Rachel Leiser Levy, formerly of the Joint Committee of Taxation and the U.S. Treasury, and current principal at the Groom Law Group, will discuss how to start preparing for the upcoming Cadillac Tax and what to expect from the first round of the new ACA reporting requirements.

Rachel Leiser Levy is principal at Groom Law Group, Chartered, where she advises clients on a wide range of federal tax issues affecting health and welfare plans and retirement plans. Ms. Levy specializes in all tax aspects of the Affordable Care Act, including the “Cadillac Tax”, employer shared responsibility, the new tax reporting requirements of the Internal Revenue Code sections 6055 and 6056, and premium tax credits and cost-sharing reductions. Ms. Levy also works with cafeteria plans, tax nondiscrimination rules and VEBAs. Ms. Levy’s expertise extends to retirement plans, where she advises clients on executive compensation, qualified plans and pension plan funding issues. Ms. Levy provides advice to employers, service providers and trade associations on legislative and regulatory strategy.