Assets 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...

Current Issues in Revocable Living Trusts ...h without required court interference and also allows for assets to avoid probate in most jurisdictions. Using a revocable living trust allows for planning in the event of incapacity without having to formally declare a person incompetent and without requiring the opening of a guardianship proceeding. A revocable living trust can provide a simplistic method of utilizing estate tax exemptions in  more...

Conducting Successful HR Audits ...ques 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 unlawful employment practices become more obvious, organizations are increasingly turning to HR audits to help them align human resource management with business objectives, to measure the  more...

Form 706: Estate Tax Return Fundamentals ...eparing and filing Form 706. The program will cover which assets are subject to tax, the available deductions and major elections. Each schedule required to be filed with Form 706 will be discussed. The audio conference will provide you with a working understanding of how the estate tax works and proper reporting. The audio conference will discuss the temporary changes added by the 2010 Tax Act  more...

Offboarding: Strategies for a Successful Goodbye ...rs must work both sides of the basic accounting equation: assets = liabilities + owners equity. The model we will use is how HR can engineer the offboarding process to reduce legal exposure and financial costs, and to improve the pool of future talent, increase employee commitment and enhance the company's brand in its sector. This live audio conference is designed for human resource managers,  more...

Divorce Taxation: Practical Issues BenefitsMost divorce cases have significant tax ramifications to your client. This live audio conference provides the skills to identify them before they create a problem for you and your client at settlement. We will begin with the recent changes to the tax law and provide a key road map in navigating the numerous pitfalls that may appear in your case. Whether it is when your client may qualify  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 Benefits and Considerations for Contributions of Inventory and Other Assets by Business Entities BenefitsMany business entities and individuals wish to support the mission and programs of important charitable organizations with gifts of inventory and other assets. This live audio conference will review the unique considerations and rules governing the tax benefits for gifts of inventory and other assets. Applicable IRS publications and forms will be shared and explained. This live audio  more...

Fundamentals of Section 382 ...assets of a development stage company can be its federal income tax loss carry-forward (NOL). Protecting its value to offset future federal income tax income, however, can be challenging as there are a number of tax rules designed to limit the availability of the NOLs. In particular, Section 382 limits a corporation's ability to offset taxable income with its NOLs after a change in ownership.  more...

Tax and Estate Planning for Clients Relocating to Florida ...on 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 law, which will impact the out-of-state practitioner who continues to  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 live audio conference, 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  more...

Bankruptcy Section 363: Purchasing Distressed Assets ... conditions portend an increase in the sale of distressed assets out of bankruptcy due to the increase in financially distressed and overleveraged companies. Lower valuations for both public and private companies, the limited access to growth capital for potential sellers and the build up over the last couple of years of 'dry powder' at investment funds present a perfect combination of  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...

Understanding UCC Article 9 Foreclosures ... challenges in protecting their interests, foreclosing on assets under UCC Article 9 may be the right option. If appropriate, a public auction, private sale or friendly foreclosure under Article 9 may provide a quick and relatively inexpensive resolution. The UCC foreclosure process contains some pitfalls you need to avoid and obstacles that should be addressed. However, with careful planning,  more...

GASB 51: Accounting Standards for Intangible Assets ...assets that may be considered intangible assets, including easements, water or air rights, timber rights, patents, trademarks, and computer software. The implementation of GASB 34 created questions as to whether and when intangible assets should be considered capital assets for financial reporting purposes. An absence of sufficiently specific authoritative guidance resulted in inconsistencies  more...

Funding Trusts in Estate Planning ...rust, i.e., avoiding probate and the public disclosure of assets. This audio conference will provide an overview of the mechanics of contributing property to revocable trusts, and the timing and tax consequences of funding testamentary and irrevocable trusts. It will be a helpful introduction to those who will be assisting clients with funding trusts, and a solid refresher course for  more...

HR Budgeting Fundamentals: Translate Your Goals into Revenue Terms BenefitsDue to SOX legislation and CFO/controller's demanding budgets from the HR department, HR professionals have had to learn budgeting skills. Most HR people did not go to school to be financial gurus and learning to properly budget for people-related expenses is a foreign language. However, if you truly want a seat at the table you must learn to appropriately forecast and plan for the most  more...

Owner Construction Risk: How a Controlled Insurance Program Can Protect Your Assets BenefitsOwners and contractors have been subject to increased litigation arising from risks created by construction operations. However, due to changes in the insurance market, contractors are increasingly challenged to secure insurance coverage to meet owner insurance requirements. As a result, many owners have turned to incepting an owner-controlled insurance program or relying on a  more...

Skip Tracing vs. Cyber Tracing BenefitsIt's true that anyone can do skip tracing ... but to do it properly, you need to know more than the raw mechanics. At this audio conference, you'll learn the practical techniques you can use to finally find who you're looking for. Learn how to profile your skip with old-school skip tracing and new age cybertracking. You'll get insider secrets from a renowned skip tracing expert. Become an  more...

Construction Joint Ventures: Benefits and Pitfalls ...d, enhance the marketing opportunities and organizational assets of the individual joint venturers thereby enabling the joint venture to obtain and successfully complete larger more complex projects than those the joint venturers could undertake individually. Construction joint ventures are excellent vehicles for combining various disciplines for a particular project and for including MBE, WBE  more...

A Primer on International Estate Planning BenefitsIndividuals are increasingly 'international' today - especially wealthy ones. More and more clients work or study abroad, own property in more than one country, find their spouses abroad and qualify as citizens or residents of multiple nations. All of this can subject clients to the competing property, succession and tax laws of multiple jurisdictions. This teleconference will help you  more...

Sale Leaseback Transactions Today: Monetizing Real Estate Assets ...nd debt are used in your business. Monetizing real estate assets by sale-leaseback transactions may free up needed capital to invest in your business, particularly if the real estate is undervalued. This teleconference will help you understand when and where sale-leaseback transactions on real estate assets may be better than debt financing or ownership. Companies have significant capital  more...

Long-Term Care Insurance in Estate Plans ...y for their retirement, often with the desire to pass the assets on to their family or charity rather than loose it to the cost of long-term care. Whether at home, assisted living or nursing home care, the cost can be staggering. When is the purchase of long-term care insurance appropriate for a client? How can the client control the cost and customize a plan that fits their needs? What are  more...

Land Banking, Off-Balance-Sheet Financing and Joint Ventures in Residential Development ...ts, and avoid the negative impact of carrying acquisition assets and liabilities on balance sheets. This teleconference is intended to provide those involved with the residential real estate development industry a detailed review of the risks and benefits of such acquisition devices for both home-builders and land bankers. It will explore the accounting treatment of off-balance-sheet options  more...

Mortgage Foreclosures in Illinois ...iven the increased activity in the purchase of distressed assets, potential investors and buyers also need to understand what is involved, knowing when and how to invest or buy. A better appreciation of foreclosures can also lead to alternative approaches, which can be of benefit to all parties. Illinois mortgage foreclosures will be examined step-by-step in a practical, how to, interactive  more...

Collection Strategies for Locating Hidden and Transferred Assets ...e veil, pursue alter ego corporations, and levy on hidden assets and collect despite fraudulent transfers, elusive debtors, lying corporate officers and shifty owners. Mr. Bailey has successfully used aggressive pre-judgment and post judgment remedies to shut down pump and dump stock fraud, seize money, secure truckloads of assets, nullify fraudulent transfers and liens, and collect from the  more...

Planning Fundamentals for Illiquid Assets ...assets presents unique and difficult problems for clients, estates and the assets/business involved. Practitioners advising clients with substantial liquid assets need to identify the unique problems and provide guidance and solutions to deal with them. This teleconference will review a broad range of issues and planning opportunities affecting illiquid assets, including both pre- and  more...

Screening Commercial Tenants: Priorities and Pitfalls ...y high default and vacancy rates while the value of their assets is, in many jurisdictions, plummeting. The Congressional Oversight Panel recently released its Commercial Real Estate Losses and the Risk to Financial Stability report confirming many industry experts' fears of a looming commercial real estate crisis. The report warns of a wave of defaults on commercial real estate loans in the  more...

Protecting Assets for Long-Term Care Medi-Cal Benefits ...assets can often access California's Medi-Cal program to pay for long-term care. Attentive planning is required, however, to avoid the minefields of government rules and potentially disastrous consequences. Each family's needs beyond Medi-Cal and other government benefits must also be considered. Further complexity has been added to the planning process since the enactment of California's SB  more...

Current Issues Facing Real Estate Lenders: Managing Through the Tidal Wave of Distressed Properties ...ncial institutions are under severe distress. Real estate assets are suffering from deflation in value and illiquidity. Tenant distress, soon followed by landlord challenges, will create further deep disruptions. It is critical for financial institutions to fully realize the extent of the distress in the real estate market, what is driving it and how long these conditions will last. In  more...

Leasing Public Infrastructure ...assets has been popular in Europe and Latin America but is a relatively new phenomenon in the United States. During the first part of this decade, the financing of public infrastructure through public/private partnership concession and lease agreements became increasingly popular. Although these transactions have slowed during the recent financial crisis, once federal direct funding through the  more...

Accounting for Off-Balance Sheet Items Update ...rements for transactions involving transfers of financial assets, such as receivables and loans. SFAS 167 addresses perceived shortcomings and abuses relating to the consolidation rules for SPEs and similar structured entities. The new consolidation model focuses on identifying the party that exercises power over the SPE and places the onus of consolidation on it. Both standards require  more...

Meeting Your Fiduciary Responsibilities Under ERISA ... requires that people managing the plan or investing plan assets become fiduciaries. You need to know when they might become an ERISA plan fiduciary. You must understand your legal obligations to plan participants and beneficiaries. This teleconference will provide you with an overview of the ERISA rules governing plan fiduciary conduct and the basic duties of a plan fiduciary. Human resource  more...

Best Practices in Filing and Preparing Inventory ...assets, which makes the preparing and filing of the probate inventory a key element to successful administration. The marshalling, preserving, protecting and valuation of the estate assets is the backbone in the probate and tax arenas. This teleconference will cover all aspects of handling the estate's assets from the perspective of preparing and filing the inventory. It will cover a variety of  more...

Federal Tax Classification of Series LLCs ...eration wants different treatment and ownership for their assets. This teleconference will review the history of the series LLC and the Internal Revenue Services rulings and regulations that address the classification of the series LLC, including practical problems caused by the requirements of the IRS classification rules. In addition there will be an update on selected state law treatment and  more...

Matrimonial Considerations in Estate and Trust Planning ...riage and during, after and before remarriage, to protect assets from matrimonial claims. Practical planning concepts; drafting considerations; income, gift and estate tax implications; and ancillary considerations will be reviewed. The objective of this teleconference is to provide you with a practical and detailed understanding of how to address potential divorce and related concerns of your  more...

White-Collar Defense Strategies and Developments BenefitsWhite-collar criminal defense is very different from the defense of other criminal cases. It must be approached uniquely from the time an attorney first learns of a client's target status in an investigation through trial. Failure to understand these differences and nuances can be fatal. This teleconference will examine some of these most important distinctions, and discuss the proper  more...

Best Practices in Commission Pay Plans ... and entrusted with customer relationships (very valuable assets). A properly designed commission plan clearly and personally communicates the strategy of the organization to resources that have direct impact on financial performance. The design and deployment of a new commission plan can create a 5-10 percent uplift in revenue in a single year. However, mistakes in commission plan design are  more...

Utilizing Spendthrift Trusts in Estate Plans ...tsA spendthrift trust is an invaluable tool in protecting assets for the beneficiary. This teleconference will introduce you to the use and purpose of spendthrift trusts. Additionally, this program will provide specific guidance of drafting an effective spendthrift trust and highlight drafting pitfalls. Attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers,  more...

Valuation and Reporting of Gifts and Service Donations ...iciting donations, resulting in more donations of noncash assets and greater restrictions on contributions received. This is occurring at the same time that there is a higher focus on the definition of fair value. Contributions of gifts and services should be measured at the fair value of the assets or services received or promised. FAS 157, Fair Value Measurements, introduces new concepts of  more...

Employer's HIPAA Privacy and Security Responsibilities ...sonal and company confidential data, exceedingly valuable assets, are under siege. Organizations across the country and locally have experienced significant data breaches resulting in unauthorized access to a vast amount of personal and company confidential information. At the same time, technology continues to advance rapidly, permitting larger and larger quantities of information to be  more...

Conservation Easement Tax Incentives ...are unaware that they may already be holding valuable tax assets that can be utilized to generate positive cash-positive and provide significant tax benefits. This teleconference will help persons responsible for determining available sources of capital understand what conservation easements are, and how they can provide a variety of financial incentives that can be monetized. The  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...

Successfully Maneuvering the Tax Maze of Amortization Rules ...he rules on capitalization and amortization of intangible assets and benefits have resulted in a few lengthy sets of regulations that are often not easy to remember or apply. This teleconference provides a framework for identifying and applying the tax rules for the acquisition and creation of intangible assets, as well as costs to facilitate such transactions. Special expensing rules,  more...

Valuation for Gift and Estate Tax Purposes in a Troubled Economy nWhether we are in a recession or depression, the values of assets are not what they once were. If you are contemplating whether to consider gift and estate tax planning or executing a plan, what will the impact of this troubled economy be on your tax valuations? This teleconference provides up-to-date guidance on current market conditions, and evolving valuation industry practices and techniques  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...

Estate Planning Opportunities in an Uncertain Environment nMotivate the reluctant client; freeze the estate value to reduce the estate tax load. How many of us have clients waiting on the sidelines to decide what to do after experiencing 2008? The uncertain times and uncertain market have actually created the perfect time to use some of the advanced planning tools in the estate planner's arsenal. Depressed values for good assets open up the opportunity  more...

Estate Planning for Vacation Homes nSummer and holiday gatherings at the family vacation home have become important traditions for many families. Providing a place where family members can relax, reconnect and escape the busy pace of life is increasingly significant to many families. Parents want to perpetuate these cherished memories and experiences throughout the generations. To do so requires careful, thoughtful planning by both  more...

Aging Building Management: Best Practices in Development Long-Term Capital Plans ...t the needs of the future? n nOptimally managing capital assets requires detailed information about the condition of an organization's facilities and major building systems. Each facility or department must use consistent methods for documenting building requirements and estimating associated costs. Capital projects must be prioritized using consistent criteria. And the various stakeholders in  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...