Health Care Reform Toolkit 


The Patient Protection and Affordable Care Act and the Health Care and Education Reconciliation Act of 2010 (collectively referred to as “health care reform”) were signed into law in March 2010. The law was upheld as constitutional by the U.S. Supreme Court in June 2012. The primary purpose of the law is to extend health care to millions of uninsured Americans. Use this toolkit to help you, your staff and your clients understand and prepare for the short and long term impacts of this law. These resources will help you communicate your knowledge of the law, identify additional service opportunities and maintain your status as your clients’ strategic partner.

This toolkit includes:

Toolkit Strategy Checklist 
Start here!  From understanding the details of the law and educating your team, to communicating with your clients, this practical checklist will guide you through the steps to prepare your firm and your clients for current and upcoming health care provisions.  The implementation steps are provided in order and include the toolkit resources necessary to complete the action, as well as listing and linking to additional AICPA information and resources you may find useful.

Customizable Brochure for Business Clients
This customizable brochure outlines the provisions of the law that are relevant to your business clients (those clients who are employers). Add your firm’s name and contact information to the brochure using these instructions and have copies of the brochure printed at your office or at a professional printer.  

Customizable Brochure for Individual Clients
This customizable brochure outlines the provisions of the law that are relevant to your individual clients.  Add your firm’s name and contact information to the brochure using these instructions and have copies of the brochure printed at your office or at a professional printer.

Customizable PowerPoint Presentation for Large Employers
A large employer generally is defined as one with 50 or more full-time employees or equivalents. This presentation outlines the provisions of the law that are relevant to your large employer clients. This PowerPoint can be customized for your firm and used in conjunction with the client brochures or as a stand-alone presentation. 

Customizable PowerPoint Presentation for Small Employers
A small employer generally is defined as one with fewer than 50 full-time employees or equivalents. This presentation outlines the provisions of the law that are relevant to your small employer clients. This PowerPoint can be customized for your firm and used in conjunction with the client brochures or as a stand-alone presentation.

Customizable PowerPoint Presentation for Individuals
This presentation outlines the provisions of the law that are relevant to your individual clients. This PowerPoint can be customized for your firm and used in conjunction with the client brochures or as a stand-alone presentation.

What an Employer Needs to Know About the New IRS Forms 1094-C and 1095-C
Under the employer shared responsibility provisions, employers with 50 or more full-time employees (including full-time equivalents in the previous calendar year) are required to submit informational reporting to the IRS about the health care coverage they offer to their full-time employees and their dependents, beginning in 2016 for the 2015 tax year. Learn what employers need to know in this guidance provided by Paychex.

Additional Education

Self Study: Health Care Reform Act: Critical Tax and Insurance Ramifications

Virtual Group Study: Health Care Reform Act: Critical Tax and Insurance Ramifications
This CPE course will help you better understand the impact of the Health Care Reform Act so you can describe to your clients how health care and paying for coverage will change in the future. In addition, you’ll discover how to use this information for tax planning opportunities.




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