Accounts Telephone Seminars - Training Resources

Sales and Use Tax Determination Headaches BenefitsSales and use tax professionals are faced with the legal and practical challenges of learning as many as 50 different state sales and use tax laws and regulations. No one could possibly learn all of the different state requirements and yet our jobs demand it! The purpose of this teleconference is to reveal the secrets to working in a multistate environment. You will learn about the four  more...

Understanding the Apportionment Rules for Service-Based Businesses BenefitsApportionment of income for state tax purposes is 'where the rubber meets the road.' That is to say, the complex and varied rules for determining a taxpayer's state income tax apportionment percentage can provide opportunities - with careful planning - for state tax minimization or create traps - without such planning - that lead to multiple taxation. Service-based businesses face  more...

New Technology and the Fair Debt Collections Practices Act BenefitsThis teleconference will provide you with information regarding the interplay between the Fair Debt Collection Practices Act, the Telephone Consumer Protection Act and the use of new technology in contacting debtors. The speakers will cover the use of voice mail, caller ID, email, text messages and faxes, and discuss recent case law addressing the application of this technology to the debt  more...

Insurance Claim Appeals BenefitsMany medical providers today are struggling at the number of claim denials and appeals that have to be performed to attempt to gain reimbursement from health care insurance providers, including Medicare and Medicaid. This teleconference will help you understand how first to establish when an appeal can be implemented, when to formally continue to disagree with their findings in writing  more...

IRC Section 41: Credit for Increasing Research Activities Update BenefitsThis teleconference will feature a discussion around one of the most misunderstood and misapplied sections of the Internal Revenue Code, Section 41 - Credit for Increasing Research Activities. Our team of former Big Four partners and managers has collectively worked on more than 500 research tax credit studies during our careers. Learn from some of the top technicians in the industry on  more...

Current Work Product Issues in Taxation: Preservation, Waiver and Tax Accrual Work Papers BenefitsCompanies face many obstacles and ever-changing standards to maintaining work product protection of sensitive documents and information prepared by counsel. The documents at issue, such as tax accrual workpapers, litigation analyses and internal investigation materials, are often roadmaps for the companies adversaries. Challenges to work product protection come from many directions,  more...

Cost Segregation: Applications for a Valuable Tax Planning Strategy BenefitsCost segregation is a powerful tax planning strategy used by real estate owners and tenants to accelerate significant depreciation deductions associated with buildings and improvements of all types and sizes. Although cost segregation has become quite popular in recent years, many tax advisors and real estate owners are still missing significant opportunities because they are unfamiliar  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...

Employee Expense Reimbursement Best Practices BenefitsMany employers spend significant sums on employee expense reimbursement and need to prepare and enforce robust policies to adequately support and monitor reimbursable expenses. In today's economy, establishment of best practices and ensuring compliance is crucial to minimize the cost and legal risk of inappropriate practices. This teleconference will explore the legal landscape governing  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...

S Corporations: How to Avoid Common and Often Overlooked Pitfalls (Simple to Complex) BenefitsAs many practitioners will attest to, there are many pitfalls when S corporations are involved. This teleconference will identify the most common pitfalls, such as not properly maintaining earning accounts, ineligible shareholders, the one class of stock principle, invalid or missing S Corporation elections and built-in gain. You'll not only learn how to identify these pitfalls, but you'll  more...

Protect and Collect - The Effective Use of Engagement Letters BenefitsToday's economy finds companies in every industry, including professional service firms, looking at best practices to keep revenues steady and to decrease liability. The collection process has become more burdensome as cash flow tightens across the country. With more and more lawsuits arising against professional service providers and their firms, law firms, accounting firms and even  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...

Increasing Sales with LinkedIn BenefitsThe 'LinkedIn for Sales' training will teach you how to use the LinkedIn tool most effectively to make more money for your company and for you. This teleconference is taught by Lyndle A. Savage Sr., a senior partner and vice president of business development for Integrated Alliances,LLC. It covers specific strategies for the most common selling scenarios - hunting for business, named and  more...

Sales and Use Taxation of Internet Sales: The Evolving Case Law BenefitsAs federal funds available for state governments are reduced, many states are taking aggressive positions in an attempt to impose sales and use tax obligations on interstate transactions. Internet sellers face a murky and sometimes ill-defined landscape with respect to sales and use taxes that are impacted by both state law and federal constitutional principles. This teleconference will  more...

Federal Tax Classification of Series LLCs BenefitsThe series LLC may be the solution to many issues that confront federal tax practitioners on a daily basis. For example, the series LLC is very useful in situations where long and expensive regulatory processes are involved with a new state law entity. The series LLC also can be used in asset backed securitizations in place of business trusts in those states that treat single member LLCs  more...

Electronic Invoicing and Payments: Paperless A/P Best Practices BenefitsIt may seem impossible to escape the paper heavy processes in your AP department and achieve the coveted paperless status but pulling off this caper is not a feat reserved for only paper mavericks. Instead, we can show you there is a way to achieve a paper-free environment and realize your ROI. In this teleconference, e-invoicing architect Henry Ijams will discuss your options for a  more...

Revenue Recognition Standards and Policies BenefitsThe teleconference is intended to accomplish two things: 1. To review current accounting guidance for revenue recognition with an emphasis on, in my experience, two contentious revenue recognition issues - multiple element arrangements and accounting for sales incentives; and 2. An introduction to two new standards on revenue recognition that will affect the accounting for multiple element  more...

Billing and Collecting for the Health Care Industry BenefitsDon't miss this billing and collecting teleconference presented by Neltner Billing Consulting Services, Inc. During the teleconference, we will present an overview of coding, billing and auditing for evaluation and management services. We will discuss common billing errors and practical methods for ensuring compliance. We will also share specific techniques for claims processing, payment  more...

Unclaimed Property Compliance: Are you Ready for the Upcoming Reporting Deadline? BenefitsIs your company ready to file your unclaimed property report by the November 1 deadline? Who within your company is responsible for ensuring compliance with the various state unclaimed property laws? Is your company currently undergoing an unclaimed property audit? If you are struggling to find the answer to any one of these important compliance questions, this teleconference is for you!  more...

Handling Your Post-Judgment Files BenefitsObtaining a judgment may seem easier than keeping it, effectively enforcing it and collecting your money. The effective use of judgments and developing a strategy toward effective enforcement can be confusing. In this teleconference, you will learn how to assure that your judgment is effective and can be enforced in and out of the jurisdiction where the judgment was entered. You will learn  more...

Tax Practice and Procedure Blunders That Can and Should Be Avoided BenefitsThis teleconference will describe common mistakes made by tax practice and procedures practitioners which can and should be avoided. Discussion on inadvertent privilege waiver, failure to control the flow of information at an audit, missing critical deadlines, failure to provide appropriate and adequate refund claims when necessary, and other key procedural mistakes will be addressed.  more...

Reductions in Force Litigation Update ...h significant challenges to reduce costs. Since personnel accounts for a major proportion of overhead, one possible area of consideration is that of a reduction in the workforce. While reaching and implementing such a decision will, in optimum circumstances, involve significant input from counsel experienced in both employment and labor law issues, even the best-constructed RIF may well be  more...

Tax Treatment of Gift Card and Certificate Sales BenefitsThe IRS is aware that the popularity of gift cards has increased at a remarkable rate in recent years. Gift card sales by retailers raise a variety of interesting and complicated tax issues. The IRS has announced that certain gift card issues are Tier II issues; some of which must be raised during an examination and some of which should be raised during an examination. The IRS announced,  more...

Cash Is King: Effective Cash Flow Management BenefitsA balance sheet is often described as a snapshot of your financial situation at a single point in time. (Think of it as the balance in your personal checking account.) An income statement summarizes revenue, expenses and net income for the entire year or other period of time. Both of these financial statements are important tools to measure the success of your business but do little to  more...

Taxation Issues When Conducting Business With Native American Tribes BenefitsThe American Recovery and Reinvestment Act of 2009 included a number of provisions designed to encourage economic development on Native American reservations, including expanded authority for American Indian tribes to issue tax-exempt bonds for projects on American Indian lands and a $500 million investment of funds for infrastructure, renewable energy, tribal detention facilities and  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...

Withholding of Taxes on Payments to Foreign Persons and Entities BenefitsIn an increasingly global society, many U.S. payors of items of income are unknowingly subject to withholding tax obligations for payments to foreign individuals and entities. Understanding the rules for withholding on these payments can reduce liability to the IRS. After this teleconference, you will be able to identify when income is subject to withholding, evaluate the proper procedures  more...

Controlling Health Care Costs With Self-Funded Plan Options ...ons, for example, preferred provider, HMO, health savings accounts and health reimbursement arrangements. The importance of choosing a third-party administrator based on factors beyond just the per person administrative fee and types of savings achieved though a well thought out stop loss arrangement will be addressed. Human resource managers, benefits administrators, attorneys, controllers,  more...

Supplemental Wage Payments: Common Withholding Guidelines nThis teleconference will assist you in evaluating your current income tax withholding practices to facilitate compliance with IRS regulatory changes and will offer practical tips to help ease administrative burdens. The program will educate you with respect to the issues involved in determining when wage payments should be classified as supplemental wages or regular wages, and the applicable  more...

Latest Trends in the Rise of Unclaimed Property Enforcement nRegister for this teleconference and stay abreast of the latest statutory and state enforcement trends. You'll get an update on recent cases involving unclaimed property (state and corporate) and best practices you can use to address current internal controls, policies and procedures.  more...

State Income Tax Apportionment-The Sales Factor and The Throwback Rule Benefits This teleconference will provide an in-depth analysis of the sales factor used in state and local income tax apportionment. You'll learn all about the sourcing of sales of tangible personal property and services, including the dock sales test and market-based sourcing. Find out what you need to know about the throwback rule and the throw-out rule. Get expert advice on handling issues  more...