Advice Telephone Seminars

Cell Tower Zoning: Overview and Current Issues ... with knowledge of the major current issues and practical advice on how to handle and defend cellular tower zoning applications. Learning Objectives - You will be able to identify the basics of wireless technology for municipalities and municipal attorneys. - You will be able to discuss practice pointers for municipalities, providers and their attorneys on complying with the Federal statute  more...

Daubert Motions: Challenging Expert Opinions BenefitsSince the U.S. Supreme Court decided Daubert v. Merrell Dow Pharmaceuticals in 1993, the federal law governing expert testimony has undergone a radical transformation. The courts of most states have also now adopted Daubert to some extent. Every litigator needs to understand the impact of Daubert and its progeny. Used properly, Daubert can be a powerful tool for excluding expert evidence.  more...

NEPA: Understanding the Basics ...eveal the best ways to avoid them. You will get practical advice for preparing useful and legally sufficient NEPA documents. This program is critical for federal agency staff, consultants working for federal agencies and others interested in the NEPA process. Learning Objectives: - You will be able to explain NEPA's legal and political framework. - You will be able to identify when there has  more...

Why Everything You Know About Roth Conversions May Be Wrong BenefitsLearn to capture your share of the multi trillion dollar IRA rollover marketplace. Most advisors have been ambivalent at best about the Roth conversion. This live audio conference will give you clarity so that you can recommend specific, accurate advice to your prospects and clients. This live audio conference is designed for accountants, presidents, vice presidents, controllers, CFOs,  more...

Medical Records Update for Paralegals: Releases, Retention and Confidentiality Requirements BenefitsMedical providers and health plans, vendors, and others who retain medical or health records are often subjected to complex and conflicting requirements to maintain the confidentiality and restrict the disclosure of the information. Complex and overlapping rules and regulations impose rigid requirements that must be met before information is released and require medical record repositories  more...

Getting Burned by Boilerplate: The Pitfalls of Using Outdated Standard Real Estate Contract Provisions ...ence explores some of those problems and offers practical advice on ways to improve provisions on arbitration, integration, attorneys' fees, choice of law, oral modifications, landlord exculpations, force majeure and other standard contract terms, based on real-life problems. The session provides you with not only a new appreciation for the potential importance of boilerplate provisions, but  more...

Pupil Records: Best Practices Concerning Access, Release, Content and Storage of Educational Documents ...the rules as well as the exceptions and provide pragmatic advice for how to ensure compliance with the law and avoid disputes over violations of student confidentiality or improper handling of student records. Learning Objectives: - You will be able to define FERPA and the exceptions. - You will be able to discuss parental rights to access records. - You will be able to identify when consent  more...

Energy Efficiency Tax Incentives for Residential Builders and Commercial Building Owners ...s and deadlines. The conference will also offer practical advice to help taxpayers maximize the benefit of the available incentives. Learning Objectives: - You will be able to discuss energy efficient commercial buildings deduction. - You will be able to review new energy efficient homes credit. - You will be able to explain combined heat and power system property and microturbines. - You will  more...

Legal Issues Surrounding the Utilization and Maintenance of Computerized Medical Records ...preservation measures must be put in place, and practical advice regarding anticipated litigation issues. This audio conference is a must in light of the move to universal electronic health care records and the national changes to the rules of discovery. Learning Objectives: - You will be able to review EMR basics. - You will be able to discuss hard copy to EMR risk assessment. - You will be  more...

Do's and Don'ts for Internal Investigations of Employment Issues BenefitsAny prudent employer will want to investigate and, if necessary, remedy reported discrimination or harassment. In some states, a prompt investigation is legally required. This audio conference will provide you with valuable and practical advice on planning and conducting internal investigations, and assessing how to respond once the investigation is completed. This audio conference is  more...

Legal Causation and Disability in Workers' Compensation BenefitsThis audio conference is designed for everyone who needs an understanding of the workers' compensation system, and what is required of employers and their insurers. We will provide an overview of the issues and what steps you can take to minimize your workers' compensation expenses. We will discuss what injuries are covered by workers' compensation and what benefits employees receive under  more...

Risk Management in Telephone Triage: Lessons Learned From Telephone Triage Litigation ...well as important considerations when providing telephone advice. A case study approach will be used to help providers craft telephone triage systems that improve patient care and decrease the likelihood of being sued. Learning Objectives - You will be able to describe the fundamentals of a telephone triage system. - You will be able to identify the regulatory concerns surrounding telehealth  more...

Medical Privacy Rights of Minors ...sibilities. The audio conference will also offer you some advice, tips and sample forms for medical providers to manage the expectations of parents and minors and train staff to recognize potential conflicts and issues. Learning Objectives - You will be able to define the rights of minors under HIPAA. - You will be able to explain right to disclose vs. obligation to disclose. - You will be  more...

Restructuring the Commercial Loan ...sten to our panel of experienced counsel provide seasoned advice so that you will be able to understand various issues and approaches to loan workouts; learn the significance of key loan provisions to both borrower and lender, and market trends; and obtain negotiating pointers to benefit your client. You will review strategies related to all stages of loan default and explore the effect of  more...

Bankruptcy Basics for Paralegals BenefitsThe bankruptcy world is full of traps for all professionals. Not only must you be familiar with the Bankruptcy Code, which is often amended, and case law, but also the often overlooked federal rules of bankruptcy procedure, local rules and judge-specific rules. Scott Brown - a national humor columnist by day and a bankruptcy lawyer by night - puts a unique spin on issues germane to the  more...

Impact of Health Care Reform on Health Care Providers BenefitsIn addition to mandating private health insurance coverage, recently enacted health care reform legislation also made sweeping changes to the Medicare payment and service delivery systems and strengthened current laws upon which the federal government relies to fight health care fraud, waste and abuse. This teleconference will include a broad overview of the aspects of health care reform  more...

Electronic Record Retention: Mistakes HR Professionals Can Avoid ...advice on cutting your dependence on paper records. According to the Association of Information and Image Management, more than half of organizations that attempt to implement paperless records management systems fail. Don't be one of them. This teleconference will help HR managers and anyone attempting to implement paperless records management to go paperless effectively. You will learn how to  more...

CERCLA Liability Update ...stigate the effects of the holdings and provide practical advice about steps parties and their counsels may take to minimize liability and mitigate risk under CERCLA. Learning Objectives: - You will be able to review text and legislative history. - You will be able to discuss historical application of the doctrine. - You will be able to recognize exceptions to the doctrine. - You will be able  more...

Getting Advice from the IRS: Letter Rulings, Pre-Filing Agreements, TAMS and GLAMs ...e 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 ruling requirements set forth in Rev. Proc. 2009-1, what is not covered by a private letter ruling, the benefits of a pre-filing  more...

Internet and Email: Monitoring Employee Conduct BenefitsTechnology has made privacy issues a hot bed of legal, moral and ethical debate. The development of new technology in recent years has created the ability to access seemingly limitless information resources and has changed irrevocably the way business is conducted. Companies literally have the world at their fingertips. The ever increasing developments in technology will only add to the  more...

Providing Investment Advice to Retirement Plan Participants Without Triggering Liability ...sponsors have been constrained in the types of investment advice that can be provided to plan participants. Plan sponsors have long wanted to provide the investment advice their participants desire, but without incurring liability for advice given in good faith. This teleconference provides practical advice to human resource and benefits professionals, along with their consultants and  more...

Deductions From Pay BenefitsEmployers often have difficulties navigating through the complex requirements of the Fair Labor Standards Act. Misclassifying employees' status can be costly to an employee. It is estimated that at least 70 percent of employers are not in compliance with the FLSA. As Department of Labor audits increase, it is critical for employers to understand the FLSA and to recognize the permissible  more...

Developing Safety Incentive Programs to Reduce Workers' Compensation Claims BenefitsOrganizations are constantly challenged to improve their results, in order to stay viable as an entity in the competitive marketplace. A key source of preventable costs is losses associated with Workers' Compensation insurance claims, and their related expenses. Safety incentive programs are a commonly used technique to obtain a step-level improvement in outcomes. Join us for this  more...

Fast-Track Construction: Opportunities and Challenges Management ...leted under the fast-track method, and provides practical advice on contractual relationships and planning for a successful project. Learning Objectives: - You will be able to define concepts and trade-offs of fast-track construction. - You will be able to review new trends that affect fast-track construction. - You will be able to recognize challenges in code, project design and contracts. -  more...

ADA Update: Overview of Americans with Disabilities Act and Practical Implications for Employers BenefitsThe ADA Amendments Act of 2008 takes effect January 1, 2009. The new amendments substantially alter and expand the definition of disabled under the ADA and who might be protected. This teleconference will review the ADA amendments and related issues, provide you with practical advice on how to comply with the ADA, and address common ADA and employment issues that may be impacted by the new  more...

Voir Dire: Effective Techniques for Getting and Using the Information You Need nVoir dire is one of the most important phases of a jury trial. However, the rules and procedures governing the jury selection process are often informal, subject to the broad discretion of the trial court, and can vary widely between jurisdictions, judges and even different cases before the same judge. A trial lawyer's strike decisions are some of the most important strategic decisions made in  more...

Convergence of Estate Planning, Trust Administration and Financial Advice nIn the current volatile and uncertain economic climate, estate planning advisors and their clients need to re-examine conventional estate planning wisdom, better understand how fiduciary performance will be tested and evaluated, and more carefully assess the perceived benefits and actual risks of a variety of investment types within planning structures.  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...