Asset Telephone Seminars

Demolition and Asset Recovery Fundamentals ...ctures available for other use. And what to do with those assets? What options are available for salvage or scrap recovery? In this live audio conference you will get basic information on how the demolition process works from the eyes of the demolition contractor. You will be able to make better, more informed decisions on any decommissioning, dismantling, and demolition projects you are  more...

Conducting Successful HR Audits ...singly, human capital is an organization's most important asset - it's certainly one of its largest expenses. It also exposes organizations to material risks. Yet many of the management techniques and assessment tools used to manage and assess other assets and processes of the organization have not been applied to HR. That is changing. As the implications and risks of misaligned, mismanaged and  more...

Domestic Asset Protection Trusts: Fundamentals and New Approaches ..., requirements and differences among the various Domestic Asset Protection Trusts ('DAPTs') permitted under state law and the reasons why one state law may be preferred over another. There will also be a discussion of the most recent applications involving trusts for protection and other uses. Examples include the use of a DAPT as a completed gift trust under the current income, gift, estate  more...

Domestic Asset Protection Trusts: Fundamentals and New Approaches ..., requirements and differences among the various Domestic Asset Protection Trusts ('DAPTs') permitted under state law and the reasons why one state law may be preferred over another. There will also be a discussion of the most recent applications involving trusts for protection and other uses. Examples include the use of a DAPT as a completed gift trust under the current income, gift, estate  more...

Current Issues in Real Estate Appraisals ...cus on market trends and the recovery phases of different asset types. One of the hottest topics in appraisal today by lenders and appraisers relates to evaluations versus appraisals. We will define an evaluation, when it should be ordered and how it compares to an appraisal. We will also discuss what this means to licensed appraisers. Complex issues relating to valuation will also be discussed  more...

Enhanced Foreign Asset Reporting Rules for 2011: An Update on FBAR and FATCA Requirements ...axpayers to annually disclose specified foreign financial assets when they file their personal income tax returns for 2011 and thereafter. The new foreign asset reporting rules, which are part of the Foreign Account Tax Compliance Act (FATCA), signal a new era in foreign asset reporting by U.S. taxpayers, and significantly expand the disclosure requirements in scope and type well beyond what  more...

Tax and Estate Planning for Clients Relocating to Florida ...te the client is departing. Similarly, the laws impacting asset protection planning are generally more protective of the client's assets. In addition, out-of-state practitioners must be aware of some unique laws concerning a person's homestead residence both from a tax perspective and a property rights perspective. Lastly, Florida has adopted a fairly rigid view of the unlicensed practice of  more...

Legal Ethics and Loss Prevention Issues with Electronic Communications and Security ...asset. Modern mobile and communication technology provides many means through which lawyers can communicate with clients, publicize legal services, work remotely, and share information. When selecting and using a technology for communicating with clients, storing client data, or performing work for clients, a lawyer should consider whether that medium is effective and whether its use complies  more...

Understanding the Basics of Bankruptcy and Bankruptcy Terminology BenefitsThe current economic environment makes bankruptcy a particularly timely and relevant topic. Whether you are forced to deal with bankruptcy issues as a debtor, secured or unsecured creditor, lessor or lessee, or investor looking for distressed-asset opportunities, this live audio conference will give you a road map to understand the bankruptcy process. This live audio conference is  more...

Making Shared Services Work ... privatization, functional consolidations, collaboration, asset sales, and the like. Shared Services, where governments join together in some manner to delivery services to their citizens, is a particularly useful method and the subject of this live audio conference. Learning Objectives: - You will be able to explain approaches to service delivery structure in local government. - You will be  more...

Commercial Real Estate Financing: Current Trends & Opportunities ...he current trends in the workout negotiations of troubled assets including bank loans and CMBS (conduit) loans including who the key players are and what possible outcomes exist from negotiations. Borrowers will learn how others are not only solving their trouble loan problems but also creating opportunities from the same troubled asset. Trends in new financing including the emergency of CMBS  more...

Closing Budget Gaps With Asset Sales ...source of revenue is the sale or conversion of government assets into revenues. These revenues may be one-time proceeds of asset sales, leases and franchise fees, redevelopment of existing buildings, imposing new fees, rents, assessments on underutilized assets and various offsets to operating costs. Squire Sanders partner Kenneth W. Bond will discuss the budget benefits and the legal and tax  more...

Enforcement of Judgments ...e presents the fundamentals of identifying and collecting assets to enforce a civil judgment. Topics will include general asset search methods, the elements of a debtor's examination, obtaining liens against assets, executing on judgment liens, using garnishment procedures to collect assets, domesticating foreign judgments, dealing with bankruptcy filings and many other issues commonly  more...

Collateral Valuation in the New Economy ...economy of the past several years has materially impacted asset values, and the complexity of investment vehicles has made asset valuation, at best, problematic. Investors must plot an optimal course with their existing holdings. Additionally, future investments require an entirely different valuation approach than is possible under traditional models. Only the architects of these investments  more...

New Disclosures Required on the Credit Quality of Finance Receivables and the Allowance for Credit Losses under FASB ASU 2010-2 ...r on fixed or determinable dates that is recognized as an asset by a company. Examples of financing receivables include loans, trade accounts receivable, notes receivable, credit card receivables and lease receivables. The new disclosure requirements at the end of a reporting period will become effective for both interim and annual reporting periods ending after December 15, 2010, for public  more...

Family Limited Partnerships in Estate Planning ...us valuation issues for gift and estate tax purposes, and asset protection benefits with the use of these entities. Family limited partnerships and family limited liability companies have come under recent scrutiny and attack by the IRS. Failure to properly create or maintain these entities can result in significant tax losses. Failure to consider the use of these entities can result in  more...

Brownfield Redevelopment and LEED in 2010: What Happens When You Mix Green and Brown? ... increasingly likely to reward developers who apply these asset values, operational efficiencies and real estate development conditions as a condition of occupancy or investment. We will also help potential LEED applicants on brownfields redevelopment projects understand how the LEED neighborhood development standard may apply to mixed use developments and sustainable communities. This audio  more...

Commercial Loan Stress Testing Fundamentals ...to quantify the impact of changing economic conditions on asset quality, earnings and capital. This teleconference will benefit those who are beginning to incorporate the concepts of stress testing into their loan portfolio administration practices. You will learn how to apply stress testing techniques to your commercial and commercial real estate portfolios, and integrate stress testing into  more...

Implementing Stay Interviews: If You Want to Keep Them You Have to Talk to Them! ...at is expected, they become a valuable contributor and an asset to the firm. The last thing you want to happen is to lose these employees because of situations that are within your ability to control. By attending this teleconference you will learn tools, tactics and techniques that will help you retain important and talented employees and save your firm the expense of continually hiring and  more...

A/R Management: Converting Receivables Into Cash BenefitsCash flow is the lifeblood of any business. Payments from customers are the major source of cash for most businesses. It would be much easier if all sales were paid in advance or at the time of product/service delivery (like in a retail store). Unfortunately, competitive markets demand that credit be extended to customers and this is where AR management becomes so important. This  more...

Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science ... responsibilities; and a senior member of the staff of an asset manager who can give a real life view of an IPS 'from the trenches.' The teleconference will focus on the underlying bases for the establishment of an investment policy statement and the various techniques used to ensure that it is comprehensive and comprehensible, and adequately designed and customized to address the particular  more...

Accounting for Off-Balance Sheet Items Update ...ues are mentioned in the context of structured finance or asset securitization or, more broadly, as off-balance sheet financing. The recent financial crisis elevated concerns about the adequacy of the accounting and reporting standards for these transactions and structures. In June of 2009, the FASB issued two major standards, SFAS 166 and 167, in an attempt to address these concerns. SFAS 166  more...

The Vital Role Paralegals Play in Appellate Practice ...r trial. In appellate practice, paralegals are a valuable asset if properly utilized. This teleconference outlines some of the major duties and responsibilities of litigation paralegals and the role they play in appellate practice. The teleconference will help paralegals and appellate practitioners better understand the scope of responsibilities for paralegals in appellate practice, maximizing  more...

FASB Statement 157 - Fair Value Update on Corporate Asset Valuation BenefitsDuring the past 24 months we've seen unprecedented volatility in the financial services industry, capital markets, and global economy. While implementing changes mandated by FAS 157 (ASC 820) has been challenging for many companies - the rule aims to make it easier to communicate value to shareholders. This teleconference will provide an overview of FAS 157 (ASC 820) guidelines, including  more...

Federal Tax Classification of Series LLCs ... 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 as disregarded entities but do not treat business trusts as disregarded. It can also be useful for estate planners to avoid multiple LLCs when the senior generation wants different treatment and ownership for their assets. This  more...

Living With Uniform Prudent Management of Institutional Funds Act (UPMIFA) ...nt expenditures despite having endowment funds which have asset value below their original or historical dollar value (underwater funds). Learn how new spending rules requiring application of the seven factors of prudence change the legal landscape for all nonprofit institutions. Learn how to draft around UPMIFA, conform to the new legal requirements and deal with the new and very different  more...

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan ...rcent excise tax penalties. Learn how to provide the best asset protection and estate planning benefits for large retirement plans so that the valuable 'stretch out' does not become a 'blow out.' Most trusts are inadequately drafted to handle retirement plans, especially in light of the recent changes of the Pension Protection Act. New preparer penalties put an additional premium on determining  more...

Low Quality Asphalt: How to Avoid Problems Down the Road ...r manager's nightmare. How to turn it into a high quality asset can be a difficult question. That's what this teleconference is about. Reconstruction of asphalt pavements, whether a roadway, commercial parking lot or large distribution center, can be time consuming and very expensive. Costs associated with loss of use can easily exceed costs of construction. We will discuss alternate methods of  more...

Is Your Insurance Coverage Adequate? BenefitsThis teleconference will provide an overview of key considerations and issues in evaluating the adequacy of insurance coverage maintained by corporate America. Areas addressed will include the broad range of first- and third-party insurance available in today's insurance markets; important factors in ensuring coverage for the proper parties (corporate and individual); key considerations in  more...

Practical and Legal Aspects of Real Estate Auctions ...y during a lengthy conventional brokerage sale weaken the asset's physical properties and investment potential. Real estate auctions have been a viable solution for more than 40 years but are all-too-frequently associated with distressed property or the seller doesn't want to admit financial trouble. This teleconference will discuss the analysis of the real estate auction industry and provide  more...

New Rules and Formats for International ACH Transactions ...iduals that are threats to the U.S. The Office of Foreign Asset Control is the government organization that tracks this information. Their regulations require that all international transactions comply with the travel rule which includes all sorts of information not currently carried in domestic ACH entries. To comply with this regulation, the NACHA and its members designed and developed a new  more...

Tax Implications of Generation-Skipping Techniques - Planning to Minimize the Generation-Skipping Transfer (GST) Tax nBy attending this teleconference, you will learn key elements 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  more...

Uniform Division of Income for Tax Purposes (UDIPTA): Business vs. Nonbusiness Income Tax ... multistate businesses that are in the process of selling assets, liquidating or ceasing operations. This introductory teleconference details the mechanics 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  more...

A Tax Primer on Real Estate Investment Trusts nMore than $375 billion are invested in approximately 180 publicly traded real estate investment trusts (or REITs). In addition, billions more are invested in privately held REITs. This teleconference will provide an introductory summary of the tax requirements REITs face in their formation and ongoing operations. You will develop a basic understanding of REITs through this program. The  more...

Asset Protection Planning and Techniques: Safeguard Your Retirement and Other Assets Benefits When building retirement wealth for yourself or your clients, you want to protect it. For this reason, asset protection strategies for retirement are necessary as part of your wealth building strategy for the future. This teleconference will give you the tools to protect yourself or your client's retirement wealth, help build more wealth and help secure your future.  more...