Advisors Telephone Seminars

AIA Document D503(TM) - 2011: Guide for Sustainable Projects ... design and construction industry participants, and their advisors, to maximize effective use of this valuable resource. The live audio conference will address how the Guide was developed and structured, and will discuss key issues to be considered by each party when embarking on a sustainable project. The presenters will describe how model language provided in the Guide might be used to create  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...

Understanding Fiduciary Investment Duties for Trusts: Be Prudent and Diversify ... 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 how fiduciary risk can be managed by proper conduct. This audio conference is designed for attorneys, estate planners, accountants, trust administrators, trust officers,  more...

An Introduction to L3Cs: Low-Profit Limited Liability Companies ... this economic climate. This teleconference will provide advisors and business owners with a broad overview of a new hybrid for-profit/nonprofit business model: the low-profit limited liability company or L3C. Presenters Cass Brewer and Jeff Woodward will discuss the unique attributes of these entities, especially examples of where an L3C may be appropriate. At its most elemental level, the  more...

Cost Segregation: Applications for a Valuable Tax Planning Strategy ...gation has become quite popular in recent years, many tax advisors and real estate owners are still missing significant opportunities because they are unfamiliar with the many applications. This teleconference combines two of Bedford's most popular CPE sessions; providing both an introduction to cost segregation, as well as some more advanced planning ideas. The teleconference begins by  more...

Buying and Selling Partnerships, LLCs and Other Similar Entities ...r equity owners. But oftentimes business people and their advisors structure and negotiate purchases and sales of equity interests in alternative entities using concepts from the corporate model. Failing to account for the differences between the corporate model and the alternative entity model may result in transaction documents that do not accurately reflect the parties' intent and may result  more...

Circular 230 Update and Practitioner Regulation: Expansion of Scope and Clarifications ...advisors are increasingly burdened with expanded regulation and penalty exposure for themselves and their firms or institutions. Tax departments have moved from being a profit center to being a center for risk management. This teleconference will help you understand the current requirements and risks for tax preparers and advisors. The teleconference will cover the obligations of both the  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...