On Tuesday, July 19, Bloomberg BNA and Ernst & Young LLP held an afternoon event focusing on lessons from the first year of Affordable Care Act (ACA) compliance and reporting, and how to avoid challenges in 2016. Attendees heard from ACA compliance leaders who shared insights and strategies to better prepare for the more rigorous 2016 compliance regime. 

View a re-cap of the event:

View the videos of the individual sessions below>>



View recordings of the live event held on July 19, 2016. 





Presentation: Washington Expert Insight
Heather Meade, Principal at EY’s Washington Council gives an updated on the ACA Political and Legislative Landscape for 2016 and Beyond. Download the Presentation>>

Webinar: ACA 2016 Employer Mandate: The Compliance Crunch is Here
The ACA’s excise tax includes daunting requirements for determining whether an employee is full-time. Under the ACA, if employers do not offer coverage to 95% of full time employees, they have to pay a $2,160 federal excise tax for every full-time employee not offered coverage under appropriate health insurance. This program will cover the following steps employers need to undertake to be prepared for the new 2016 requirements. View the webinar On-Demand>>

Whitepaper: ACA Excise Tax Compliance: The Crunch is Here
Since the exposure for compliance failure to ACA is potentially enormous and penalties are significant, careful attention to compliance is imperative. Learn how to prepare. Download the whitepaper>>

Related Book: Affordable Care Act: Law and Regulations, Annotated is an essential resource compiling the full text of the Affordable Care Act and implementing regulations on health benefits to help benefits professionals and others understand the complexities of the Act. The law is extensively annotated, and amendment history is provided for each final, interim, temporary, and proposed regulation. User Aids include a subject index, a statutory correspondence table, and finding lists.



Donna M. Crisalli retired from IRS Chief Counsel in late 2015 after 20 years with the Income Tax and Accounting division. As Senior Level Counsel, Special Counsel, Senior Technician Reviewer, and attorney-advisor, Ms. Crisalli worked in all areas of ITA’s jurisdiction. After enactment of the Affordable Care Act Ms. Crisalli worked extensively on its implementation. She was a principal reviewer and coordinator for the regulations and other guidance on the premium tax credit, including minimum value, and on information reporting on minimum essential coverage. She coordinated closely on guidance on the employer provisions, including information reporting related to the employer coverage requirement.
Prior to joining Chief Counsel, Ms. Crisalli served 15 years as a Navy judge advocate until early retirement. Her assignments included Deputy Director of the Appellate Defense Division and three years as head of the Navy’s tax program, in addition to sea duty on a submarine tender. Before entering government service Ms. Crisalli was in private practice in New York City.

Ms. Crisalli currently works independently as a legal editor and consultant on the Affordable Care Act and other tax matters. Ms. Crisalli received B.A. and J.D. degrees from New York University and an L.L.M. in taxation from Georgetown University Law Center.


Steve Mann is a Vice President in the Benefits Consulting group for Fidelity Workplace Investing (WI), a division of Fidelity Investments. Steve works with clients on benefits strategy, design and financing including the role of consumerism, health improvement, post- retirement medical benefits and other health and welfare benefit cost management initiatives.

Steve has 20 years of benefits consulting experience, working with many Fortune 500 clients on benefits strategy initiatives. Prior to joining Fidelity in 2011, Steve was a strategic consultant for Humana, Inc. working with their commercial sales and innovation center. Steve spent roughly ten years at Hewitt Associates as a Health and Welfare practice leader in Hewitt’s outsourcing business focused on HR and employee benefits administration. Additionally, Steve was a Senior Consultant in the Milwaukee office of Laurus Strategies for two years. Steve received a Masters degree from Northwestern University in 1995.


Ali Master is a partner with the firm of Ernst & Young LLP (“EY”) and is the National Director of EY’s ACA Services. As the leader of this practice, Ali manages a team of approximately 200 professionals responsible for providing a comprehensive suite of ACA tax services to clients spanning ACA Readiness Assessments, Cost Modeling, Employer Mandate Compliance, Marketplace Exchange Support, and IRS Information Reporting Services. Additionally, Ali is also the founder and former national leader or EY’s Business Incentives and Tax Credits Practice and spearheaded the leadership of the “C&I” practice for EY for the past seven years.

Ali has deep expertise in labor-related tax credits and incentives including the Work Opportunity Tax Credit (WOTC) and other employer credits that involve interfacing with the state and federal Departments of Labor and Health & Human Services, as well as company human resources, IT, and payroll departments. He has over 22 years of consulting experience with financial and tax incentives and has personally been a part of over 500 engagements overseeing several billion dollars in business incentives transactions involving federal, state, and international business incentives, cash grants, and tax credits.

Ali joined EY in 1995 and founded the Business Incentives practice for the Southwest Region of EY and since then the practice has grown exponentially serving many of the Fortune 1000 on a national basis. He is a licensed CPA in the State of Texas. He is also a member of the Texas Society of CPA’s and the American Institute of Certified Public Accountants. He graduated cum laude with a Bachelor of Science in Accounting from the University of Texas of Dallas.


Joanne M. Maxwell is Managing Editor of Compensation and Benefits within Bloomberg BNA’s Legal Division. During her 10 year career, Joanne has written and edited an extensive amount of content covering employee benefits administration; pension, retirement, health and welfare plans; and wage and hour law. Prior to joining Bloomberg BNA, Joanne practiced employment law for 16 years with both an international and a New Jersey-based law firm.

Joanne has her Juris Doctorate from Seton Hall University School of Law, where she served as co-managing editor of the Seton Hall Law Review, and her undergraduate degree from Rutgers, The State University of New Jersey (Douglass College).


Heather Meade is a Principal in the Washington Council Ernst & Young practice of Ernst & Young LLP. Heather focuses on health care and tax-exempt policy and advises business leaders, policy makers, trade associations, and not-for-profit organizations on a broad range of policy issues. She also provides strategic legislative and regulatory advice on the Affordable Care Act and employee benefits, and works with a diverse group of health care payors, providers and manufacturers.

Prior to joining Washington Council Ernst & Young, Heather served as ERISA counsel to several Fortune 100 companies, employers, insurers and unions in matters related to health care, employee benefits and public policy at The Groom Law Group. She was also the Deputy Director of Surrogate Outreach at the Democratic National Committee during the 2004 Presidential campaign, and served on the staff of Senator Patty Murray (D-WA) as well as the transition staff of Senator Maria Cantwell (D-WA).

Heather received a B.A. in political science, Spanish and international studies from Western Washington University and earned her J.D. with an emphasis on health law from the University of Washington School of Law. Heather is a member of the bar of New York and the District of Columbia.


Michael is the Senior Director of Publications, Education, and Government Relations for the American Payroll Association.  He has been with the APA for 23 years and has worked in legal publishing for 37 years.  He is the author of The Payroll Source®, as well as the editor of The History of Payroll in the U.S., and he serves as APA’s in-house legal counsel.  His staff at APA is responsible for APA’s newsletters Payroll Currently and PayState Update; APA text and reference books, e-books and CDs; course materials for various APA seminars; presentation of APA’s education and training; and APA’s government relations efforts.

Prior to joining APA, Michael served as Managing Editor of Payroll and Employment Law Publications for Prentice Hall Information Services.  Michael has also been Acting Village Justice in Tuckahoe, New York, since 1991 and has a B.A. degree from Syracuse University and a J.D. degree from the Syracuse University College of Law.


Rebecca leads Ernst & Young LLP's Northeast Area Affordable Care Act (ACA) Practice.  She has been focused for the past several years on developing services to support clients in efforts to comply with the mandates of the Affordable Care Act.  She and her team work with employers from Boston to Richmond, providing ACA compliance services to more than fifty clients for the 2015 reporting year.   Similar to her long history of tax credit work, her ACA work includes understanding implementation of a law and related data collection, analysis and reporting on required employee and employer information.

Her prior experience includes twenty years in government, business and advisory services. She has successfully spearheaded projects to secure and implement tax and financial incentives on behalf of pharmaceutical and financial services clients, as well as telecommunications, media, medical and consumer products companies. Rebecca integrates incentives for sustainability and energy efficiency into her projects and leads compliance efforts on behalf of clients who are enjoying state and local incentives.

Prior to joining EY, Rebecca worked at the New York City Mayor's Office of Management and Budget, closely cooperating with New York State officials on a wide variety of economic development projects for domestic and global businesses.  She earlier worked in Tokyo, Japan, as a publishing assistant.

Rebecca is a frequent presenter and author related to both the Affordable Care Act and Business Incentives. She and her family reside in New York City.

She has a Bachelor of Arts from Smith College and a Master of Public Administration from Columbia University.  She is also accredited as a LEED-AP by the US Green Buildings Council.


Dean Weltman is the Executive Counsel for the New York City Employee Benefits Program.  He is responsible for the legal and regulatory compliance of the New York City Health Benefits Program (providing coverage to more than 1.1 million employees, dependents and retirees), Deferred Compensation Plan (457 plan, 401(k) plan and deemed IRA with assets of approximately $16 billion), Management Benefits Fund (providing supplementary benefits to non-unionized employees and retirees) and the citywide flexible spending programs (IRC §125 programs).   In addition, he also oversees the procurement and contracting process of the above programs.  

He earned his J.D., cum laude, in 1997 from Touro College Jacob D. Fuchsberg Law Center , and his B.A., with honors, in 1992 from State University of New York at Oneonta. He is admitted to the New York State bar.