Clients Telephone Seminars - Training Resources

The New ADA Design Standards- When, Where, and How? ...ges, and the potential implications for your business and clients. Presenters include past and present chairs of the U.S. Access Board and the former deputy chief of the Disability Rights Section at the U.S. Department of Justice in Washington. Learning Objectives - You will be able to describe key requirements of the proposed ADA Title II and Title III regulations. - You will be able to  more...

IRC Section 41: Credit for Increasing Research Activities Update BenefitsThis teleconference will feature a discussion around one of the most misunderstood and misapplied sections of the Internal Revenue Code, Section 41 - Credit for Increasing Research Activities. Our team of former Big Four partners and managers has collectively worked on more than 500 research tax credit studies during our careers. Learn from some of the top technicians in the industry on  more...

Appealing Standards: Determining the Applicable Standard of Review ...ou with your two most important jobs: prediction (telling clients what appellate courts are likely to do with a given case) and persuasion (getting the appellate courts to do it). The two most common mistakes in appellate advocacy are (1) taking the standards at face value, uncritically assuming that they mean what they say and that the court will apply them as they are written and (2) treating  more...

A Primer on International Estate Planning ...rnational' 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 serve your international clients by  more...

IRS Form 1099 Reporting Update BenefitsThis innovative teleconference will provide the required knowledge to prepare the mandatory reporting of various Form 1099s. By following the practices discussed within this teleconference you and your client's business entities will be provided with the knowledge that will avoid costly penalties assessed by the Internal Revenue Service had you previously chosen to ignore the proper  more...

IRA and Qualified Plan Distributions ...nference is specially designed for those who advise their clients on IRA and qualified plan distributions. This program will focus on the required minimum distribution rules and how one can have an IRA payable to a trust and still have it qualify as a designated beneficiary. This teleconference can help you spot and avoid some of the common mistakes taxpayers make with their IRAs and inherited  more...

Strategies in Representing Clients Before the IRS BenefitsThis teleconference is designed to summarize the important strategies to keep in mind when representing clients before the Internal Revenue Service. Tax exams are an every day occurrence. It is important to conduct them professionally and efficiently while at the same time presenting the taxpayer's position in the best possible way. Accountants, CPAs, attorneys, tax professionals, CFOs,  more...

Probate and Estate Tax Return Preparation for Paralegals ...(and generation skipping) tax returns (Form 706) for your clients or just gather the information for the preparer, this teleconference introduces you to the process and will teach what needs to be done and how to do it. This teleconference includes a practical checklist for gathering the necessary information and demonstrates the application of the work by describing where the information is  more...

Updated Best Practices for Legal Holds In Civil, Criminal & Business Contexts ...teach you how to avoid the devastating problems that your clients may face if they do not plan for effective legal holds in anticipation of legal proceedings. Specifically, you will learn how courts and government investigators are interpreting the basic requirement to preserve information in 'reasonable anticipation' of litigation or other formal proceedings. You also will learn how to work  more...

Getting Advice from the IRS: Letter Rulings, Pre-Filing Agreements, TAMS and GLAMs ...clients must have certainty as to the federal tax consequences of a proposed transaction - and while tax opinions are 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  more...

Trucking Litigation BenefitsLitigation involving trucking and bus companies seems straightforward. Unfortunately, nothing could be further from the truth. Come hear how to negotiate the waters and learn how the myriad of confusing federal and state regulations could torpedo your case. Hear from the former top U.S. D.O.T. trucking lawyer on how to utilize federal and state information to help bolster your case. You  more...

Case Study: What Makes Dixon Schwabl One of the "Best Small Companies to Work for in America" BenefitsLearn how to motivate, empower and excite employees to build a great place to work. Dixon Schwabl, Inc., CEO Lauren Dixon will share her experiences developing a company culture built on flexibility, freedom and respect for employees, inspiring an innovative approach to everyday workplace practices. No matter the size, geography or industry - any company can be a great place to work. Ms.  more...

The Fundamentals of Estate Planning for Pets ... with some of the tools that are out there to assist your clients whose most important beneficiaries are often overlooked, whether because the client is embarrassed, or the attorney is ill equipped with how to address the client's concerns. Not only will this teleconference give you the opportunity to learn some of the various techniques out there for the care for pets in a client's estate  more...

Matrimonial Considerations in Estate and Trust Planning BenefitsThis teleconference will review matrimonial implications to estate and trust planning. It will focus on the use of trusts and other estate planning techniques before marriage 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  more...

Preparing for Medicaid Audits ...nt and future state of Medicaid audits - are you and your clients adequately prepared? The Medicaid program is a state's most significant health care expense and, in many instances, one of its largest budgetary items. It is the health insurer of last resort for children and the economically disadvantaged. The recent economic downturn has caused shortfalls to many states' overall budgets. Those  more...

Ethical Issues in Effective Settlement Negotiations BenefitsThis teleconference will outline the key ethical rules and parameters faced by lawyers during negotiations of litigated matters, and emphasize the recent guidance from the ABA and various state and federal courts on matters ranging from basic duties of disclosure to the often murky rules affecting class actions and the settlement of complex litigation affecting numerous parties. This  more...

A Privacy Law Primer: What Every Attorney, Compliance and Security Officer Should Know ...-larger impact on your relationships with your customers, clients and employees, as well as on your company's management of personal information. Issue-spotting in this area requires some familiarity with the complex state, federal and international regulatory patchwork and nongovernmental standards that now apply, a sense of the practical contexts in which you are most likely to see privacy  more...

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan BenefitsA wrong determination of whether a trust qualifies as a designated beneficiary of retirement benefits can cost the owner decades of tax deferral as well as 50 percent 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  more...

Funding Trusts in Estate Planning ...clients who go through the time and expense of creating a revocable trust to not properly fund the trust. Failing to fund a revocable trust will often defeat the very purpose for creating such a trust, i.e., avoiding probate and the public disclosure of assets. This teleconference will provide an overview of the mechanics of contributing property to revocable trusts, and the timing and tax  more...

Minimize Risk with Legal Case, Matter and Practice Management Systems ...ts of operating your practice and addressing the needs of clients. Whether you are a litigator or a transactional attorney, in private practice or in a legal department, this seminar will focus on the functions and advantages of case, matter, and practice management system software and related processes. Our two panelists, Andrew Z. Adkins III and Ross Kodner, are both pioneers and leaders in  more...

Metadata Scrubbing and Mining - Legal, Ethical and Practical Implications ... electronically filed in federal court. All attorneys and clients are susceptible to breach of confidentiality and malpractice traps. Learn how you can protect your clients - and your law firm or law department. Avoid the metadata fates that befell the U.N. Secretary General, the British Prime Minister, the Federal Trade Commission, the Social Security Administration, the U.S. District Court  more...

Basics of Trust Administration nThis teleconference will provide an overview of basic principles of trust administration under U.S. law, including powers and duties of trustees; relations with beneficiaries; removal and replacement of trustees; the use of directed trustees, protectors and investment managers, etc., to "slice and dice" trustee powers; probate court involvement in trust administration; and concepts in fiduciary  more...

Drafting Trusts in Estate Planning ...e the budget in a few years? In addition to estate taxes, clients' families need protection from probate, bad marriages and creditors, especially if they get into financial distress in the future. This teleconference will help you address all of these issues. Find out how to avoid probate, especially lifetime probate. Learn about the flexibility that our estate and gift tax laws provide, if  more...

Understanding the Language of Mold Assessment Reports ...bial sampling and they often fail to communicate to their clients the inherent uncertainties associated with mold sampling, analysis and the interpretation of laboratory results. The consultant's background and the laboratory's history and experience must always be questioned. If taken to task, would these parties survive a Daubert Motion? If not, their "evidence" could be deemed unqualified  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...

A Practical Guide for Using Litigation Technology During Discovery and at Trial nThe use of technology during discovery and at trial is now a requirement for the modern practice of law. Using and managing these complex systems in a cost effective and advantageous manner is a major challenge. This teleconference is intended to provide you with a practical guide to successfully use electronic discovery and trial presentation software; manage large document productions and  more...

Stemming the Tide: 10 Best Practices for Litigation Expense Management nNew rules governing e-discovery, a continued increase in corporate reliance on electronic data and growing sophistication of plaintiffs' counsel have all combined to result in skyrocketing litigation costs with no end to this growth in sight. This comes at a time when pressure from business clients to reduce the cost of legal services is at an all time high. This teleconference will suggest 10  more...

Tax and Estate Planning for Clients Relocating to Florida nThis timely teleconference will highlight the legal and tax impact of a client relocating to Florida. Certainly the appeal of Florida's great weather can be too much to resist for some, but the move has consequences. Tax laws in Florida are generally much more favorable than the laws of the state the client is departing. Similarly, the laws impacting asset protection planning are generally more  more...

Estate Planning Opportunities in an Uncertain Environment ... 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 to leverage our clients' assets to achieve  more...

Updating and Maintaining Wills, Trusts and Estate Plans for the Evolving Client ... existing documents. This part will focus on when and why clients need to review and revisit their estate plans and how to spot those issues for existing and potential clients. The second part will highlight various drafting techniques that will allow a will and trust to maintain maximum effectiveness in the future. We'll focus on how to best address a client's future needs with flexibility  more...

Protecting Yourself From Client Violence .... However, evidence suggests that violence perpetrated by clients or their family members toward practitioners is increasing across settings. Such workers are facing increasing risks in their jobs because of the nature of their work; the increasingly complex and challenging needs of the people served; and the prevalence of violence, drugs and other social problems in our communities. This  more...

Strategies Short of Foreclosure: Real Estate Short Sales and Beyond nRecord numbers of foreclosures have radically changed the residential real estate market in the last year and affected all aspects of the practice of residential real estate law, real estate closings, lending and sales. Whether your real estate market has experienced a bubble burst or merely a fizz, your practice has been affected by slowing markets, the subprime meltdown and the record number of  more...

Effective Program Evaluation for Nonprofits ...to which you have met your goals and objectives, how your clients feel about your organization and its services, whether you are using quality processes, what you can celebrate and how you can improve! Effective evaluations can also tell you about the program design factors and the context that are influencing your results so you know how to focus your efforts to maximize outcomes. Finally, you  more...

IRA Rollovers and Transfers: Common Portability and Processing Concerns ...nference is specially designed for those who advise their clients on IRAs. We'll focus on the options available both to IRA owners and their beneficiaries when it comes to transferring an IRA. You'll find out how an IRA owner can obtain relief for missing the 60-day rollover deadline and learn about the permissible ways a spouse and nonspouse beneficiary can set up an inherited account. This  more...

Estate and Gift Tax Audits nThe first question the executor asks when the estate tax return is selected for audit is "why this return?". What was it about the return that caused it to be selected for IRS examination? n nThis teleconference answers that question and many more related to the subject of estate and gift tax return audits. Learn about the characteristics that trigger audits and why some estate and gift tax  more...

From Contact to Contract: The Ladder Approach to Managing a Sale ... to lost opportunities, even with prospects who do become clients the process is difficult, fraught with worry and uncertainty, and wastes a great deal of the salesperson's time and energy. Managing a sale need not be chaotic. The ladder method is a logical progression process that will allow you to maintain complete control of the sales process, save time and energy by keeping your prospect  more...

Internet Techniques for Locating Lost Relatives ...professionals are called upon to locate lost relatives of clients or patients. Attend this teleconference and learn the methodology, strategies and techniques that can lead to successfully locating the lost relative. Each search is unique. One always begins by establishing the goal - who needs to be located; determining what is known - the identifiers; and creating a basic research plan. There  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...