Clients And Telephone Seminars

Merchant Reporting and Form 1099-K BenefitsLearn about the new 1099-K rules issued under IRC Section 6050W and how it relates to you! Gain insight into challenges posed by the merchant reporting. Understand how to reconcile clients' gross receipts according to the new reporting requirements. Learn about duplicate reporting relief. Perfect your back up withholding rules know-how by attending this live audio conference. This live  more...

Assessing a Client's Risk for Violence BenefitsInstitutions such as hospitals, law enforcement agencies, correctional facilities, and courts are frequently faced with the question of whether and under what circumstances an individual should be released to the community when the person has some history of violence toward others. There is often a dilemma of balancing risk to the public with respecting the civil rights of an individual  more...

Current Issues in Subcontracts and Teaming Agreements ...ical for you to structure the best relationships for your clients and employers. Learning Objectives: - You will be able to identify mandatory clauses in subcontracts. - You will be able to discuss business terms to include or exclude in your subcontract. - You will be able to define E-Verify. - You will be able to review how to create a joint venture. This live audio conference is designed  more...

Drafting Clear and Enforceable Contracts BenefitsLawyers and clients depend upon contracts, to establish and enforce rights, and to aid in obtaining their commercial and other goals. A well-drafted contract avoids misunderstanding, helps guide the parties in the course of their relationship, and can help avoid (or at least mitigate) litigation costs. This live audio conference addresses the essentials of good contract drafting, starting  more...

Internet Strategies and Best Practices for Nonprofits ...cial-media world, without losing touch with older donors, clients and others? This live audio conference presents simple, coherent strategies that produce better results for nonprofits in terms of building a following, attracting new clients, and persuading more donors to support the agency's missions and programs. You will learn simple techniques to upgrade their current websites, build  more...

Best Practices in Networking and Referral Generation BenefitsReal estate is a relationship business. Without developing techniques to foster long-term business relationships, you cannot succeed in the new age of global competition. Studies conclude that effective networking both face-to-face or via the Internet is not easy even for the seasoned professional. This live audio conference will help you learn the strategies to guide you through the  more...

Best Practices in Networking and Referral Generation BenefitsReal estate is a relationship business. Without developing techniques to foster long-term business relationships, you cannot succeed in the new age of global competition. Studies conclude that effective networking both face-to-face or via the Internet is not easy even for the seasoned professional. This live audio conference will help you learn the strategies to guide you through the  more...

Domestic Asset Protection Trusts: Fundamentals and New Approaches BenefitsThis live audio conference will focus on the uses, benefits, 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  more...

Domestic Asset Protection Trusts: Fundamentals and New Approaches BenefitsThis live audio conference will focus on the uses, benefits, 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  more...

Loan Modification Fundamentals BenefitsMortgage loan defaults and foreclosures are at historic levels. New businesses counseling borrowers and dealing with these crises have been created. How we deal with this crisis will have a significant impact on the nation's economy. Borrowers and lenders alike are working to resolve these defaults and foreclosures, attempting to find a balance between allowing consumers to remain in their  more...

Ethical Considerations in Utilizing Social Media BenefitsSocial media, from law firm websites to online networking, has become both a preferred means of communication and an important marketing tool for lawyers and firms. But ethical traps abound for lawyers who use these tools to communicate with clients, potential clients, and even friends and family. State bar discipline, compromised cases and malpractice exposure, even job loss, has resulted  more...

Charitable Remainder Trust Fundamentals BenefitsNinety percent of Americans give to charity regularly. If you don't discuss charitable planning with your clients, you are forfeiting potential business to your competitors. Charitable remainder trusts help your clients combine their estate, tax and financial planning with their charitable dreams. This live audio conference will explain how you can implement charitable remainder trusts  more...

Roles of HOAs in Foreclosures and Short Sales BenefitsThis live audio conference will address relevant legal issues and practical considerations related to the current housing market and increased rate of foreclosures and short sales. Discussion will include perspectives and tactics for protecting community associations' liens and collecting delinquent assessments from owners in foreclosure and short sale transactions. Refresh and garner an  more...

The New ADA Design Standards: When, Where and How? BenefitsOn September 15, 2010, the Department of Justice adopted new design standards under the Americans with Disabilities Act, including the 2004 ADA and ABA guidelines. This live audio conference will provide you with an overview of the new rules, highlights of the major changes, and the potential implications for your business and clients. Presenters include two of the past chairs of the U.S.  more...

Understanding Warranties and Guarantees in the Standard AIA Contract BenefitsUnderstanding the interplay between warranties and call-back periods and the limitations on each is critical to both successful negotiation of a construction contract and the successful completion of a construction project. This live audio conference will help you understand the issues concerning warranties and call-back periods, including the legal limitations on them, which will in turn  more...

Federal Cases From Pleading to Judgment for Paralegals ... control the pace of their case, meet the expectations of clients and anticipate their opponents' next move. In this high-stakes chess game, paralegals and attorneys must make daily decisions with an eye toward the litigation process as a whole, keeping in mind that the ultimate goal is a final judgment in their client's favor. This live audio conference will give paralegals, both new and  more...

Tax and Estate Planning for Clients Relocating to Florida BenefitsThis live audio conference 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...

Legal Ethics and Loss Prevention Issues with Electronic Communications and Security BenefitsThe art of communication is a lawyer's greatest 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  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...

The WE in Wellness--5 Skills Every Case Manager Should Know for Effective Case Management BenefitsHelping clients attain their highest degree of wellness requires many skills and a repertoire of approaches, some which may be new to case managers and the teams with which they work. The specialty of Case Management has become more and more crucial for the coordination of an individual client's healthcare provided by multidisciplinary teams within and between organizations and systems. As  more...

Trucking Litigation BenefitsLitigation involving trucking and bus companies seems straightforward. Unfortunately, nothing could be further from the truth when it comes to trucking tort cases. During this live audio conference, you will hear how to negotiate the waters and learn how the myriad of confusing federal and state regulations could torpedo your otherwise straightforward common law case. Hear from the former  more...

Special Needs Trusts: What, Why and How ... important for providing full service to a practitioner's clients and avoiding serious malpractice liability. Unfortunately, the government benefit programs involved and the options available for obtaining and preserving such benefits, such as Supplemental Security Income and Medicaid, are highly complex. Furthermore, the government has elevated its scrutiny of applicants for and recipients of  more...

Powers of Attorney: Estate Planning Opportunities and Pitfalls ...ge gained from this presentation will aid you in advising clients and suggesting helpful revisions to improve existing powers of attorney. The speaker has drafted and implemented well over 20,000 powers of attorney for his clients over his 38 years of practice in the field of estate planning. This live audio conference is designed for attorneys, estate and financial planners, accountants,  more...

International Tax Forms and Reporting Requirements BenefitsTo compete in today's economic environment, U.S. businesses - large and small - must be able to compete globally. As the growth of U.S. businesses conducting business abroad increases at an exponential rate, many tax professionals must complete a number of IRS forms that have not been previously encountered. This live audio conference will deal with those IRS forms that tax professionals  more...

Ready Access CBT Training: Methods for Training Your Clients in the Use of CBT While Strengthening and Broadening Your Own CBT S BenefitsMany studies show that CBT is one of, if not the most effective psychological tool for therapists. Understanding the concepts as a professional is a given. Explaining it to a client in a useful, meaningful, remember-able way can be a challenge. Unless your client understands the concepts, can apply them and has access to them under stress, therapy becomes an ongoing repetitive process that  more...

IRS Form 1099 Reporting Update BenefitsAs another year passes in the world of 1099 reporting, we have become accustomed to educating ourselves as to the complicated revisions of the 1099 rules. After having prepared to comply with the original text of law thrust upon us by Congress last year, we subsequently became witness to several repeals of the burdensome provisions. There will be continual uncertainty as to what revisions  more...

Effective Quality Control and Quality Assurance ...ity are challenged to deliver a quality product for their clients and still maintain some reasonable profit. Presented by two individuals with long backgrounds in quality programs from both design and construction, this live audio conference will illustrate steps that each member of a project team, including owner, architects, engineers, managers, contractors, subs and suppliers can take to  more...

Tips for Calculating a Regular Rate of Pay For Your Employees BenefitsWage and hour claims against employers have exploded in the last five years. One target is the rate of pay an employer pays to its nonexempt employees, and how that rate affects overtime payments. Most covered employers understand that they must pay overtime compensation at the rate of 'time and a half' to nonexempt employees. But time and a half of what? Under the FLSA and most state  more...

How to Use LinkedIn as the Best Sales Tool Ever Invented BenefitsLinkedIn is the world's best business networking platform with more than 70,000,000 users. Many salespeople are looking for ways to increase their prospecting and sales effectiveness by using social networking tools. In a more competitive and fast-paced sales environment, it's becoming harder to connect with quality prospects and sales opportunities. LinkedIn is a tremendous business  more...

Estate Planning Ethics BenefitsThis audio conference includes a basic overview of the ethical rules that effect the estate planner in every day practice. With an attorney's busy schedule, it is difficult to remain current on rules that direct and govern the fundamental duties an attorney encounters while serving the needs of the client. This program will touch upon the most frequent rules and issues that an attorney  more...

Preparing for Medicaid Audits BenefitsThe current 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  more...

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

Illinois DUI Case Update BenefitsThe laws regarding DUI have changed more than any other crime in Illinois. Presumptions have become statutory violations. Judicial driving permits were created, then eradicated and replaced with alcohol detection machines. Reinstatement of licenses following revocation has left the realm of fiction, but only for those who can jump through all the hoops. You should attend this audio  more...

Funding Trusts in Estate Planning BenefitsIt is all too common for 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 audio conference will provide an overview of the mechanics of contributing property to revocable  more...

Ethical Settlement Negotiations BenefitsThis audio conference will outline the key ethical rules and parameters faced by lawyers during negotiations of litigated matters. This program will also emphasize the recent guidance from the American Bar Association 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  more...

Legal Aspects in Representing Clients with Dementia BenefitsAttend this audio conference and be able to understand why preplanning measures are important to avoid crisis situations upon medical incapacity. The topics covered include everything from simple advanced directives and estate planning, to complex planning for the purpose of VA and Medicaid benefits. You will understand the process of legal crisis intervention if preplanning measures are  more...

Embracing Social Media to Build Concrete Relationships in a Bricks-and-Mortar World ... - which in effect makes sure you are connecting with new clients and developing concrete relationships. In our business, developing relationships is the key to survival. Marketing does not start when you receive an RFP. We've seen time and again that unless you already have a strong relationship with the client prior to the release of the RFP, you will probably be wasting your time. This audio  more...

Purchasing Contract Remedies BenefitsAccording to the old proverb, 'When things get tough, the tough get going.' A corollary might be, 'When things go wrong, call the lawyers.' At which point a headache could easily become a nightmare. Is there a better way? Of course there is. Litigation can, and should be, a last resort. After all, litigation takes time and our business clients typically need something NOW: the steel for  more...

New York Uninsured and Underinsured Motorist Coverage Issues BenefitsNew York has been protecting innocent victims of uninsured drivers with uninsured motorist coverage since 1959 and underinsured drivers with underinsured motorist coverage since 1977; however, with the recent proliferation of litigation arising out of UM/SUM coverage disputes, it seems that the plaintiff's bar has finally realized the potential of this alternate or additional source of  more...

The Foreign Tax Credit Provisions of H.R. 1586: Practical Implications BenefitsThis audio conference will cover the restrictions on the foreign tax credit recently enacted by Congress in H.R. 1586. You will learn the purpose, scope, and structure of these restrictions, as well as a sense of their limitations, and unresolved questions and potential answers. Examples will be used to explore the practical implications of the new rules to enable you to spot issues  more...

Paralegal's Guide to Confidentiality, Conflicts and Communications BenefitsA fundamental aspect of the attorney-client relationship is the attorney's obligation regarding confidentiality, conflicts and communication. The professional rules regarding confidentiality, conflicts and communication should be known and understood by all practicing attorneys. Clients have certain expectations and the attorneys must respect and abide by those expectations. Furthermore,  more...

Refining Your Business Writing Skills BenefitsDo your written communications to clients, employees and stakeholders position your message appropriately? Are you getting responses to your business letters and emails that show you are being heard? Without question, your written communications influence the way internal and external audiences view you and your organization. In fact, in today's global marketplace, this may be the only  more...

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

Agreements of Sale and Due Diligence in Commercial Real Estate Transactions BenefitsThe experienced attorney can help purchasers and sellers avoid needless aggravation and expense. Both parties to a land transaction have incentive to avoid protracted legal disputes. By negotiating and drafting effective agreements of sale and assisting clients with the performance of essential due diligence, attorneys can allocate the risks associated with land transactions and save their  more...

State of the Estate Tax: Where We Stand Today and What Practitioners Can Do BenefitsThis teleconference will present a practical, action-oriented analysis of the estate and GST tax in 2010 focusing on the repeal of the estate tax and subsequent developments. The focus will be on how the client advisor team, consisting of the estate planning attorney, insurance consultant, accountant and wealth manager, can take practical and coordinated steps to best serve their clients  more...

International Employment Assignments: Understanding the Compliance Risks BenefitsWhether a company is sending employees to the U.S. to work in its U.S. branches, subsidiaries or affiliates, or sending U.S. citizen employees abroad to work in foreign entities, the risks of failing to comply with U.S. and foreign employment and immigration laws are enormous. Attorneys who counsel these companies and human resource executives who implement company policy must be aware of  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...

Long-Term Care Insurance in Estate Plans BenefitsClients spend a lifetime building financial security 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  more...

Express and Implied Warranties Under UCC Article 2 BenefitsThe warranty provisions under UCC Article 2 and the laws interpreting them provide a vast amount of information that can seem overwhelming at times. This teleconference will provide a general overview of the scope of Article 2 and the types of warranties offered by the UCC, and discuss the various defenses, remedies and damages available for each type of warranty. The discussion will  more...

Is Your Health Care Plan Grandfathered Under the Health Care Reform? BenefitsEmployers and other sponsors of group health plans routinely make annual changes to their plans that are designed to reduce costs, increase efficiency, and improve employee health and productivity. As plan sponsors consider design changes for 2011, they must also take into account new federal mandates under the Patient Protection and Affordable Care Act, as modified by the Health Care and  more...

ASTM Standard on Vapor Intrusion ...nsultants responsible for advising communities, industry, clients and counsel. This teleconference will provide a thorough analysis of the new ASTM vapor intrusion standard and how it may be used to evaluate risks, remedial measures and litigation. This program will also discuss investigative tasks and strategies employed to determine the nature and extent of property and personal injuries  more...

Condition Assessments and Structural Evaluation of Existing Buildings ...is is a task that many engineers are asked to do by their clients and not all of them have had the experience to take on this seemingly simple task but which has several pitfalls. The client's reasons for requesting this service could be due to several reasons such as change of use of the building; vertical or horizontal expansion being considered for the building; understanding why there is  more...

Metadata Scrubbing and Mining: Legal, Ethical and Practical Implications BenefitsMetadata lurks in every electronic document each of us creates and edits. Every computer application and platform we use also generates metadata. The consequences of human error are greatly magnified in the 21st century by the prevalence of electronic communication and the ability of anyone with a web browser to download - for only $0.08 per page - a copy of any document electronically  more...

Using and Challenging Statistical Evidence: An Essential Training for Litigators BenefitsThe use of statistics frequently plays a critical role in the litigation arena, from evaluating cases for your clients, to resolving disputes and possibly taking a matter to trial. Lawyers often shy away from using statisticians, quite frankly because understanding this world can seem overwhelming and confusing. In this 90-minute teleconference, you will have an opportunity to hear (in a  more...

Basics of Trust Administration BenefitsThis 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  more...

Planning Fundamentals for Illiquid Assets BenefitsPlanning for illiquid 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,  more...

The Fundamentals of Estate Planning for Pets BenefitsPets are an important part of the lives of many individuals. People own pets for a variety of reasons - they love animals, they enjoy the companionship and they enjoy receiving unconditional love. On many occasions, pets have supplanted children in people's lives. Planning for these companions requires a comprehensive look at the various opportunities and techniques which are available to  more...

Appealing Standards: Determining the Applicable Standard of Review BenefitsThis teleconference is designed to help you 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  more...

Probate and Estate Tax Return Preparation for Paralegals BenefitsWhether you prepare United States estate (and generation-skipping) tax returns (Form 706) for your clients or just gather the information for the preparer, this teleconference will introduce 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  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...

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...

Current Tax Implications of Repositioning Real Estate BenefitsIn a declining real estate market, more building owners and developers are concerned about the tax consequences associated with foreclosures, deeds in lieu of foreclosure, short sales and debt restructuring. Often, the tax consequences associated with these transactions can be difficult to determine. This teleconference will help you advise your clients on the income tax effects of  more...

Getting Advice from the IRS: Letter Rulings, Pre-Filing Agreements, TAMS and GLAMs BenefitsMany times 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  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...

Estate and Financial Planning for Clients Living With Chronic Illness BenefitsChronic illness affects nearly 120 million Americans. How can professional advisers better serve and advise clients living with chronic illness and their loved ones? In many situations modest changes to traditional planning tools and drafting conventions can provide tremendously improved protection and peace of mind for clients living with chronic illness. This teleconference will provide  more...

Minimize Risk with Legal Case, Matter and Practice Management Systems BenefitsCase, matter, and practice management systems and processes will help your practice become more efficient and effective in all aspects 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  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...

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...

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...

Techniques for Treating Young Clients Who Suffer From Post-Traumatic Stress Disorder BenefitsYou will learn how to identify post-traumatic stress disorder, complicated grief and childhood traumatic grief, as well as learn techniques to treat symptoms of these conditions. Social service directors, social workers, case managers, counselors, psychologists, law enforcement officials, medical staff and administrators  more...

Understanding and Troubleshooting Copyright Law BenefitsCopyright is one of the most complex, confusing and broadly applicable areas of law. Copyright protection vests in even the smallest amount of creativity, and with the proliferation of electronic media, your employees and clients have unprecedented access to these protected works. As a result, it is easier than ever for you, your clients or your company's employees to infringe the  more...

Splits, SNTs and Public Benefits: Understanding the Complexities of Special Needs Planning in Divorces ...espite the importance of public benefit programs to their clients and their families. This teleconference not only helps you understand the detailed public benefit programs available to your clients, but it also explains advocacy opportunities and solutions to difficult planning situations involving families with special needs. Attorneys, estate planners, accountants, presidents, vice  more...

Early Case Assessment Strategies for Paralegals BenefitsLitigation can be costly. Cases can last for years. In light of these tough economic times, clients are looking to their legal team to control legal costs while at the same time producing favorable outcomes. Studies have indicated that early case assessment evaluation, if done correctly, can accomplish both of these goals. Irrespective of the complexity of the case, early case assessment  more...

Litigating in the Social Networking Era BenefitsWith the recent explosion in the use of social networking, attorneys and litigants are quickly learning the risks and rewards of participating in social networking. In particular, recent cases demonstrate the utility to attorneys of considering social networks during discovery and, in some cases, discovery of information from social networking sites can make or break your case. Therefore,  more...

Resolving Form 1099 Discrepancies BenefitsThis innovative teleconference will provide the required knowledge to correct any errors discovered in the initial filing or reporting requirements, either by the company reporting these amounts or in reply to the Internal Revenue Services' inquiry to discrepancy in the records reported to them via a CP-2100. By following the practices discussed, you and your client's business entities  more...

Suicidology: Your Responsibilities for Protecting Your Clients and the Public BenefitsThe assessment of suicidality is among the most important functions exercised by mental health professionals. The imperative of keeping the client safe constitutes not only the most important initial clinical objective, but is at the core of good risk management. Research continues to help clinicians predict suicidal behavior in the individual with increasing accuracy. However, there is no  more...

Doing Business in Mexico: What You Need to Know BenefitsThis teleconference will focus on legal issues commonly encountered by American companies doing business in Mexico. We will highlight key differences in conducting business in the U.S. and Mexico, both from a business and legal point of view. Typical issues will be analyzed from an American legal perspective, the Mexican legal viewpoint will be outlined and we will give potential solutions  more...

Drafting Trusts in Estate Planning nEstate tax laws keep changing. Did you know that even though the estate tax exemption is predicted to stay at $3.5 million the lifetime gift tax exemption will stay at $1 million, leaving the door open to reduce the estate tax exemption back down to $1 million when Congress tries to balance the budget in a few years? In addition to estate taxes, clients' families need protection from probate, bad  more...

Understanding the Language of Mold Assessment Reports nLaymen and professionals who do not deal with mold assessment reports on a regular basis are likely to struggle with understanding the language presented in a mold assessment report. They may be prone to accepting the written word of the consultant at face value, without question. This would be a mistake for anyone. For others it could be considered negligent and result in liability. Far too many  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...

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...

Updating and Maintaining Wills, Trusts and Estate Plans for the Evolving Client nThis teleconference has two primary focuses. The first part will highlight issues and opportunities for a drafting attorney to revisit and update an existing client's estate plan or prepare an update for a new client with 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.  more...

Protecting Yourself From Client Violence nFew enter a helping profession, such as social work, anticipating that they may become targets of violence from the very individuals they want to help. 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  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 nThe importance of evaluating your nonprofit cannot be underestimated! The data you collect and analyze will let you know the extent 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  more...

IRA Rollovers and Transfers: Common Portability and Processing Concerns nThis teleconference 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  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 nMost salespeople follow a chaos theory of managing a sale - whatever happens, happens. Consequently, after leaving an initial meeting with a prospect they wonder how, when and why they should reconnect with the prospect. Not only does this lead 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  more...

Internet Techniques for Locating Lost Relatives nMany 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.  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...