A Form Telephone Seminars - Training Resources

Structuring and Drafting Conservation Easements ...ill gain an appreciation for the complexities of crafting a form of conservation easement that works. Pitfalls that are currently being encountered in the field, including valuation issues and tax matters will be addressed. The teleconference also explains the ways in which a conservation easement can be challenged and by whom. Attorneys, accountants, CPAs, business owners and managers,  more...

Form 990 and Unrelated Business Income BenefitsThis teleconference will involve a detailed discussion of the 2008 Form 990 and any changes for 2009, including tips and traps. If you are involved with 990s, you know the effort it takes to complete the form accurately. With renewed emphasis on the filing due to congressional attention and IRS audit activity, this teleconference will go through the respective parts of the form in detail,  more...

Best Practices in Nursing Documentation: Writing Effective and Legal Proof Notes BenefitsLong gone are the days that nurses and other health care providers hand-wrote cryptic notes on essay paper-like chart pages that rarely were ever looked at again. Long gone, also, are the days that physicians would only look at labs, reports and other physician's notes, expecting the nurse to call to the physician's attention anything important about the patient so they didn't have to read  more...

IRS Guidelines for Good Governance and the Continued Tax Exemption of Section 501(c)(3) Organizations BenefitsGiven continued congressional scrutiny of whether tax exemption is a worthy federal subsidy for any type of tax-exempt organization, proper governance and accountability to the local community are key factors that may distinguish the tax-exempt sector from the taxable sector. The Internal Revenue Service, the press and others have linked the need for good governance to the quest for  more...

Conflicts With Additional Insured Coverage BenefitsStandard form contracts and purchase orders often require contract counterparties to add one another as additional insureds to general liability, property and other insurance policies. Relying upon another parties' insurance coverage can offer important benefits to the additional insured, whose own insurance coverage may not be implicated in the event of a claim. At the same time, relying  more...

IRS Form 1099 Reporting Update BenefitsThis innovative teleconference will provide the required knowledge to prepare the mandatory reporting of various Form 1099s. By following the practices discussed within this teleconference you and your client's business entities will be provided with the knowledge that will avoid costly penalties assessed by the Internal Revenue Service had you previously chosen to ignore the proper  more...

Economic Nexus Standards in State Taxation BenefitsA state's ability to impose taxes on a multi-state business is limited by 'nexus' standards rooted in the U.S. Constitution. In 1992, the U.S. Supreme Court reaffirmed its longstanding rule and held in Quill Corp. v. North Dakota that nexus requires some form of physical presence in the taxing state. In today's economy, however, states are continuing to push nexus limits farther than ever  more...

Probate and Estate Tax Return Preparation for Paralegals BenefitsWhether you prepare United States estate (and generation skipping) tax returns (Form 706) for your clients or just gather the information for the preparer, this teleconference introduces you to the process and will teach what needs to be done and how to do it. This teleconference includes a practical checklist for gathering the necessary information and demonstrates the application of the  more...

IRS Form 5471: Information Return for U.S. Persons With Respect to Certain Foreign Corporations BenefitsAs more U.S. companies view global markets as a necessity to survive and to grow, more U.S. companies own foreign subsidiaries to conduct foreign operations. Whether you are a growing multinational company with subsidiaries all over the globe, or a small, closely-held company that owns a Canadian subsidiary, you will have to file IRS Form 5471 for every foreign corporation that you own.  more...

Revised Federal Form 1065 BenefitsMore and more businesses are choosing to operate in the form of limited liability companies and being taxed under the partnerships rules as a pass through entity. The preparation of a partnership income tax return is becoming increasingly more challenging as the IRS increases the level of transparency and reporting. The purpose of this teleconference is to highlight important areas for  more...

Getting Advice from the IRS: Letter Rulings, Pre-Filing Agreements, TAMS and GLAMs BenefitsMany times clients must have certainty as to the federal tax consequences of a proposed transaction - and while tax opinions are helpful, they do not provide the certainty of qualified advice from the IRS. This teleconference is designed to discuss how, when and why to seek qualified written advice from the IRS, normally in the form of a private letter ruling request, a review of the  more...

15- Minute Expert Adult Patient Assessments: Practical Strategies, Tips, and Updates for Health Care Professionals BenefitsEverything seems to move faster these days and patient care is no exception. The patient's clinical acuities and complexities are increasing and the amount of available time to be hands-on with each patient seems to be decreasing. That is why every health care professional needs to be proficient in assessment skills. This teleconference, '15-Minute Expert Adult Patient Assessments:  more...

Form-Based Coding: An Alternative to Conventional Zoning ...ocesses, and the treatment of nonconforming structures in a form-based district. This teleconference is based on publicly available information concerning the LEED rating and certification system, and is not specifically endorsed or approved by the U.S. Green Building Council. Learning Objectives: - You will be able to interpret key issues addressed by form-based codes. - You will be able to  more...

Preparing an Accurate Form 1041 BenefitsWith more individuals using trusts in estate planning, knowing how to prepare an accurate Form 1041 is becoming more important than ever. Properly computing taxable income and correctly allocating taxable income between the entity and its beneficiaries can avoid not only challenges by the IRS but also disgruntled beneficiaries. This teleconference will help you understand the main rules on  more...

Influenza: Seasonal to Pandemic BenefitsSeasonal influenza continues to be a regular challenge for health care and public health personnel. However, the events of April 2009 changed our perception of influenza when a novel Influenza A strain emerged and produced the first pandemic in almost 50 years. This teleconference will explore the changing influenza strains and the illnesses that result. You will come away enabled to  more...

Immigration Compliance for the HR Professional: Employment Authorization Issues and Beyond BenefitsAll United States employers must comply with employment authorization and verification laws, regardless of the size or composition of their workforce. This teleconference will supply you with the information you need to ensure your company is in compliance with employment authorization rules and regulations. Detailed guidance on employment verification procedures, Social Security number  more...

Form 5500 Reporting Update BenefitsEmployers who offer an employee benefit plan must file an annual report regarding the plan's financial condition, investments and operations, unless specifically exempt by law. Filing the Form 5500 will satisfy this. This teleconference will help you understand when you need to file a Form 5500 and what you need to file, and will focus on some recent changes that may impact your filings.  more...

Fundamentals of Form W-2 Processing ... to pull all the payroll information together and produce a Form W-2 for all employees. This produces a great challenge to payroll departments to ensure that all elements of the W-2 are complete and accurate along with complying with federal and state tax requirements. This teleconference will provide you the fundamentals to run an efficient W-2 process. Human resource managers, payroll  more...

Form 709: Gift Tax Fundamentals BenefitsTransfer taxes are imposed on the gratuitous transfer of property. When property is transferred during lifetime, a gift tax may be imposed. While the most ignored tax, failure to properly comply with the gift tax laws during life may cause estate tax problems at death. During this teleconference, you will learn when a gift tax return should be filed, what type of gifts need to be reported,  more...

Private Foundation Grant Agreements: Basics and Beyond ...or many private foundations the grant agreement is merely a form document that has been given little thought - if it exists at all. This teleconference will cover some of the basics of the private foundation grant agreement and then move beyond the basics into some more advanced tax issues, such as grants to supporting organizations, scholarships and foreign grants. Accountants, executive  more...

Current Issues in Attributional and Agency Nexus BenefitsA state's ability to impose taxes on a multistate business is limited by nexus standards rooted in the U.S. Constitution. In 1992, the U.S. Supreme Court reaffirmed its longstanding rule and held in Quill Corp. v. North Dakota that nexus requires some form of physical presence in the taxing state. However, physical presence is not limited only to direct presence. It may also be established  more...

Managing External Health Information BenefitsMany health care providers remain frustrated and uncertain about how to handle external health information. This information may come in the form of unsolicited health information - i.e., information that is volunteered by patients or by other health care providers, either at the time the patient arrives for treatment or thereafter - and in some cases even after the patient has been  more...

Infection Control Programs BenefitsHealth care associated infections have moved into the forefront of the health care industry due to emerging and re-emerging issues, the human toll and reimbursement challenges. Central to this problem is the impact of the infection preventionist and the infection prevention function. This teleconference will help identify specific elements of an effective infection prevention program and  more...

Terminating a Construction Contract: Legal Issues and Considerations BenefitsAn unstable economy causes owners and contractors to increasingly consider the last resort of terminating their construction contracts. It is important to fully appreciate and understand the law governing termination in order to avoid causing even more economic damage. This teleconference will provide the basic concepts of termination and will provide some examples of the right and wrong  more...

Crisis Intervention Team Training for Law Enforcement for the 21st Century nEstimates run as high as 1 in 5 (20%) of 911 emergency calls to law enforcement involve some component of mental illness component and many reach crisis level. Typical law enforcement training is focused on projecting authoritative persona, command and control, and follow my directions or else. These tactics often lead to use of force and injury for all involved parties. Some lead to litigation  more...

AIA Document A312 Payment Bond Forms nMany owners require contractors to obtain payment and performance bonds using the American Institute of Architect's A312 bond forms, but those bond forms require contractors, owners and sureties to contend with a number of challenges - the most recent of which is the surety industry's refusal to issue such bonds without modification because of the so-called 45-Day Rule. This teleconference is  more...

IRS Form 1040 - Schedule D Update nUnited States taxpayers are experiencing many challenges in our current economic environment that will have major effects on their tax returns. The collapse of the housing market, home foreclosures and worthless securities has affected most taxpayers. Preparing the 1040 Schedule D is challenging for even the most efficient tax professional. By attending this teleconference, you will be reminded  more...

Patients' Rights Update nHealth care providers, particularly long term care providers, mental health providers and hospices, have become increasingly aware of patients' rights concerns in recent years. Many states have passed bills of rights for their residents living in mental health, skilled nursed or other health care facilities. These bills of rights cover basic and not so basic concerns. From the right to be treated  more...

IRS Form 941 Reporting Update nThe IRS collects hundreds of billions of dollars of employment taxes each year - more than any other source of revenue. Form 941 and related forms lie at the heart of the IRS's employment tax collection system. Much of the administrative burden under that system falls on employers. An employer's failure to understand and comply with its obligations can result in IRS assessments, audits and  more...

Getting to the Root of Root Cause Analysis nFailures are a fact of life. In every industry and occupation we are faced with failures. Failures of products, processes, systems and services abound. n nSome of us are tasked with fixing the processes that lead to failures. The customer wants "faster, better, cheaper" but we are delivering "slower, worse and costly." Failure can mean not meeting a customer requirement. It can relate to form,  more...

Form I-9: Updates and Compliance Strategies for Employers nThe Department of Homeland Security recently issued new employment verification rules and Form I-9. Join us as we examine these changes. A wide range of Form I-9 issues and compliance tips will be addressed, including E-Verify program considerations.  more...

IRS Form W-9 and W-8 Series: Payee Identification and Tax Determination nForm W-9 is used to obtain a valid TIN number from a payee. This teleconference will cover the requirements and compliance of form W-9. Payers of various types need to file information returns with the IRS regarding payments to individuals and other types of business entities. The most common are the 1099 series used to report payments to contractors, dividends, interest, real estate  more...

Key Provisions of Two New EJCDC Contract Documents nThe EJCDC documents are widely used in the construction industry for design and construction of public and private infrastructure projects, including bridge, highway and other transportation projects, water and wastewater treatment facilities, utilities, processing facilities, pipelines, landfills, and other engineer-designed facilities. This teleconference will provide a focused discussion of  more...

Form 706: Estate Tax Return Fundamentals ...ed taxable gifts equals or exceeds $3.5 million in value, a Form 706 must be filed. In the teleconference, you will learn the rules applicable to properly preparing and filing Form 706. The program will cover which assets are subject to tax, the available deductions and major elections. Each schedule required to be filed with Form 706 will be discussed. The teleconference will provide you with  more...

Paycheck Calculation Basics nThis is an excellent teleconference for those new at withholding payroll taxes or for those who need a refresher course. You will learn tips on how and why to determine if the worker is exempt or nonexempt. We will cover the calculation of and the maximum deductions for Social Security and Medicare taxes in 2009. n nThere are multiple methods of calculating federal withholding, which one should  more...

Strategies for Successful Mixed Use Development nThe ideals and realty of mixed use as the preferred urban form are still in their relative infancy as part of the 21st century development vocabulary. Ironically, the ideals behind the tremendous push for this development form harken back to the urban fabric of our oldest cities. The driving factors behind the attraction to the mixed use model include current trends and attitudes toward a more  more...

Form W4: Impact on Payroll nThis teleconference will clear up questions on the effects of filing status and exemption on payroll checks, how to handle exempt forms, time allowance for making changes, where to locate new forms, how frequently the employees should complete forms and how long employers must retain them. We will include a quick review of Form W-4P, W4-SP and W-4S and discuss which states accept Form W-4 for  more...

Hot Topics for 501(c)(3) Organizations nThere has been a lot of talk about the revised Form 990 and it's finally here! Whether you love it or loathe it, you can't put it off any longer. We will spend a majority of the time talking about some of the hot-button issues that the new form raises both in terms of simple compliance and in communicating with and involving your board. But wait, there's more! After this teleconference, you'll  more...

Reducing Insulin Errors nThe Centers for Disease Control and Prevention announced this past June that 24 million Americans now have diabetes, an increase of three million people in just two years. Diabetes is also one of the most common diagnoses seen in hospitalized patients. Moreover, insulin may be the preferred medication to manage glucose while patients are hospitalized. The Joint Commission of Accreditation of  more...

Problems and Risks Associated With Green Construction nThe benefits of pursuing green design and construction continue to expand, causing many diverse owner/developer groups and project types to embrace these technologies, design elements and operation models. Moving in the green direction without proper preparation may cause a development to see red in the form of red tape, interruptions and negative bottom-line impacts. In this teleconference, we  more...

E-Verify Mandates and Mechanisms for Compliance nE-Verify is an online system that allows participating employers to check the work status of new hires by comparing information from an employee's Form I-9 against Social Security Administration and Department of Homeland Security databases. Although initially implemented as a voluntary program, many states now require the use of E-Verify. Additionally, as a result of a presidential executive  more...

Challenges and Contractual Issues With Sub-Subcontractors nA subcontractor in today's construction industry faces unique challenges and concerns - from dealing with a bid process that can lock in a bidding subcontractor without any written agreement, to subcontractor form contracts that are written largely, if not entirely, in favor of the general contractor. In addition to concerns in bidding and contract formation, a subcontractor must constantly  more...

Advanced Records Management: The Intersection of Good Records Management and eDiscovery Preparedness nEffective records management can have an enormous impact on e-discovery preparedness and a corporation's bottom line. While many corporations have established policies related to paper records, many of those same corporations have failed to update those policies to account for their rapidly increasing volumes of electronically stored information. No form of ESI demonstrates these complex issues  more...

AIA and ConsensusDOCS Contract Documents: Comparison and Contrast nHardly a business day goes by in the construction industry when the parties involved in the construction contracting process encounter standard form contract documents. Two of the principal sources of such standard form construction contract documents have both recently issued the 2007 editions of their respective families of contract forms. The long established family of documents published by  more...