LeadingAge Magazine · March-April 2019 • Volume 09 • Number 02

In this podcast, “The 2018 Federal Tax Reform and its Effect on Aging Services Organizations,” we talk to 3 guests about the likely effects of the 2018 federal tax reform on LeadingAge members seeking financing or managing debt or seeking capital. They also discuss recommended compliance and disclosure policies.

The guests are Glenn Fox, senior vice president and general counsel, Acts Retirement-Life Communities; Josh Pasker, partner, Saul Ewing Arnstein & Lehr LLP; and Amy Castleberry, managing director, senior living finance, Ziegler. This interview was recorded in October 2018 at the LeadingAge Annual Meeting & EXPO in Philadelphia, PA.




1:22 – Elements of the new tax law that affect organizations seeking financing or managing debt.

3:30 – Changes to compliance and disclosure.

5:44 – Advice on assessing your organization’s compliance policies.

9:40 – How the new law, and changes in corporate tax rates, might affect access to capital.

12:10 – A discussion of floating rate notes, and which organizations they are likely to benefit.

13:50 – Speculation on the likely effects of the new law on philanthropy in our sector.

Direct link to podcast at SoundCloud.

Gene Mitchell is editor of LeadingAge magazine.