Allocation Telephone Seminars - Training Resources

California's New State Court E-Discovery Rules: Do Try This At Home BenefitsOn June 29, 2009, Governor Arnold Schwarzenegger signed into law AB 5, California's first set of statutes designed to address the realities of electronic discovery. AB 5 added two new statutes to the California Code of Civil Procedure and amended 19 pre-existing CCP sections. On August 14, the Judicial Council followed suit by amending Calif. Rule of Court 3.724 to require early meet and  more...

Partnerships and Section 704(c) ...y flexible but very complicated set of rules for required allocations that apply to contributions property to or distributions property from an entity that is treated as a partnership. This teleconference is designed to help the drafters of the basic operating documents for an entity treated as a partnership, including partnership agreements, operating agreements and trust agreements; the tax  more...

Direct Cost Accounting and Indirect Cost Allocation for Not-For-Profit Organizations BenefitsThis teleconference will help you deepen your understanding of direct cost accounting and indirect allocation rules, risks and best practices to achieve compliance with accounting requirements and maximize cost reimbursement. Accountants, attorneys, executive directors, officers, controllers, CFOs, tax managers and enrolled agents  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...

Combating Rising Construction Costs ...on project at which you can influence your company's risk allocation and influence who pays when construction costs rise. This teleconference will explain important methods for limiting your risk during all phases of design, pre-construction, during construction and post-construction during a claims process. Learning Objectives - You will be able to analyze main reasons costs escalate and how  more...

Tax Implications of Generation-Skipping Techniques - Planning to Minimize the Generation-Skipping Transfer (GST) Tax ...s of the GST tax rules, including the rules for automatic allocation of GST tax exemption. Benefits and differences between different types of basic GST tax planning techniques, including various lifetime planning and post-mortem planning along with the implications of leveraging GST tax planning with discounted assets will also be discussed. Insight into considerations for coordinating GST tax  more...

Understanding Legal Issues with Construction Subcontracts ...nd extras, pricing, termination, dispute resolution, risk allocation, pay to be paid provisions and other common clauses. The information obtained through this will assist you in fully comprehending the risk you are assuming in a contract. Knowledge of the risk will allow you to better evaluate the desirability of bidding upon or taking a specific job, and how to protect yourself from  more...

Green Leases: Negotiating Renewals and Direct Leases Under Sustainability Mandates ...ives for landlords and tenants on operating expenses, the allocation of carbon credits and tax credits, and the responsibility for capital costs for the retrofitting of buildings. Such negotiations will challenge the representatives of the parties - this teleconference will assist you in meeting this challenge. n nDisclaimer: This teleconference is based on publicly available information  more...

Uniform Division of Income for Tax Purposes (UDIPTA): Business vs. Nonbusiness Income Tax ...anics of UDITPA and how that set of uniform laws requires allocation of nonbusiness income to a particular state and apportionment of business income among the states in which the business conducts activities. It also details, through existing and emerging case law, the narrow transactional test and the broad functional test, and the exceptions to those tests that courts have both found within  more...

Effective Contract Negotiations: The Fusion of Law, Relationships and Project Expectations ...hes to the thorny issues of indemnification and liability allocation. You'll learn about strategies for crafting constructive approaches to recurring contract administration issues and disputes, along with the associated legal principles. The faculty will also highlight the effect of complex legal environments like government contracting on negotiation options. You'll leave the teleconference  more...

Environmental Issues in Commercial Leases ...a material economic effect on the rights, duties and risk allocation between the landlord and the tenant. From pre-delivery site and building assessment to operational risks, insurance and indemnification obligations to premises surrender, restoration and abatement, the proper treatment of environmental issues - whether in a ground, industrial, office or retail lease - can make or break the  more...