Controllers Telephone Seminars

Sales and Use Taxation of Internet Sales: The Evolving Case Law BenefitsWith growing budget deficits, many states are taking increasingly aggressive positions in an attempt to impose sales and use tax obligations on internet transactions. Internet sellers face a murky and sometimes ill-defined landscape with respect to sales and use taxes that are impacted by both state law and federal constitutional principles. By exploring the growing body of judicial  more...

Calculating the Cost of a Change BenefitsChanges on construction costs are inevitable. That means that often-difficult negotiations of the appropriate price for the change are also inevitable. The objective of this live audio conference is to help systematically strip away the mystery, the magic, the misconceptions, and the uncertainty surrounding the pricing of changes. Contractors will learn what they must include to be made  more...

A Regulatory Update on Unclaimed Property Compliance BenefitsWho within your company is responsible for ensuring compliance with the various state unclaimed property laws? Is your company currently undergoing an unclaimed property audit? If you are struggling to find the answer to these important compliance questions, this live audio conference is for you! Believe it or not, there are still many companies who are unfamiliar with the various state  more...

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...

New IRS Rules for Treatment of Revenues from Gift Card Sales and Merchandise Return Cards BenefitsAttend this live audio conference and gain a detailed understanding of how Rev. Proc. 2011-17 and 2011-18 modified the existing federal tax deferral rules applicable to gift card revenues. Learn how the tax deferral rules apply to a variety of common gift card structures and understand when a 2-year tax deferral may be available, but also when it may not be optimal. Finally, receive tips  more...

Commonly Encountered Sales and Use Tax Audit Issues and Strategies to Defuse Them BenefitsStates are becoming more aggressive as falling tax revenues constrain expenditures and force budget cuts. Business structures, products and services are increasingly complex with outcomes that don't always fit neatly into vaguely worded and outdated statutes. Heightened audit activity, the states' shifting tax policies and a new wave of proposed sales tax legislation all serve to highlight  more...

Financial Statement Preparation and Analysis for Nonprofits BenefitsThis live audio conference will provide you with an overview of nonprofit financial statements and both external and internal nonprofit financial reporting concepts. We will focus on the primary users of nonprofit financial statements and the key differences between nonprofit and for-profit financial statements and reporting. This program will explore the fundamental accounting concepts  more...

Commercial Loan Documentation BenefitsAs commercial loan documentation has become more complex and hundreds of pages long, many loan officers and counsel have found it difficult to adequately review the documentation. This live audio conference will provide you with a comprehensive understanding of drafting and reviewing the key provisions of a credit agreement. You will also gain insight into typical collateral documents and  more...

Wage and Hour Update: Overtime Concerns With Mobile Devices BenefitsEmployer expectations for 24/7 access to employees is now the norm for many industries as new technologies allow work to be done virtually anywhere at any time. Serious questions have emerged about how employers should limit, monitor and compensate remote work hours. Recent litigation trends also show that compensation for time worked away from the office during nontraditional hours is  more...

IRS Form 941 Reporting Update BenefitsThe IRS collects hundreds of billions of dollars of employment taxes each year - more than any other source of revenue. Form 941 and related forms lie at the heart of the IRS's employment tax collection system. Much of the administrative burden under that system falls on employers. An employer's failure to understand and comply with its obligations can result in IRS assessments, audits and  more...

Basel III Regulatory Update BenefitsFollowing the financial crisis that began in 2008, international banking regulators have been working together to increase the stability and resiliency of the global financial system. The Basel III Accord is a cornerstone of that international initiative. The Basel III Accord, which represents the Basel Committee on Banking Supervision's proposals for capital and liquidity requirements for  more...

Current Issues in Subcontracts and Teaming Agreements BenefitsSubcontracts and teaming agreements are common in business and take many forms. When the customer is the Federal Government however, companies often try to squeeze these relationships into their standard purchase orders and performance work statements. Particularly with heightened scrutiny by all federal agencies over the entry into contracts and the performance of those contracts, by all  more...

Amending Tax Return Errors and Misstatements BenefitsIt's a fact of life that mistakes happen, with a multitude of reasons for such occurrences. And, so, we have the option to amend our returns. Unless it is a mere mathematical error that the Internal Revenue Service will automatically correct, be proactive and amend the return if you are aware of substantial errors before the IRS contacts you. On both personal and business returns,  more...

Form 990 Survival Guide - the Form, Unrelated Business Income (UBI) Tax Issues and Practical Solutions BenefitsThis live audio conference will involve a detailed discussion of Form 990, UBI tax issues and practical solutions utilized by leading practitioners in the field. If you are involved with 990s, you know the effort it takes to complete the form accurately. With renewed emphasis on the filing due to IRS audit activity and sophisticated contributor analysis, this program will go through the  more...

Tax Planning and Guidance for Business Travel and Entertainment Deductions BenefitsLearn the specifics of documenting business travel, meals and entertainment expense to ensure you can take full advantage of the deduction allowed under the federal tax code. Ensure that your records will stand the test of a tax audit. Fine tune your understanding of when an employee's meal is 100% deductible and when it is only 50% deductible. Understand when foreign travel is deductible  more...

The Hazards of Overlooked Property Interests: The Relationship Between Intellectual Property and Estate Planning BenefitsIntellectual property is a hot area of the law, and businesses, along with individuals, are using intellectual property interests to start, grow and value their businesses. After the patent, trademark or copyright application is filed, most individuals and businesses think they are done with the process; however, some often overlooked interests - estate planning issues - can present  more...

Implied Obligations in Construction Contracts BenefitsWhen parties enter into construction or design contracts there may be numerous implied obligations that arise under law or in equity. These implied obligations should be carefully considered by owners, design professionals and contractors. These implied obligations apply to most construction and design contracts unless a specific contractual provision is provided in the contract that  more...

Electronic Contracts: Best Practices and Legal Implications BenefitsThe legal landscape affecting the enforceability and proper use of electronic contracts continues to change. While such contracts are now widely used, certain issues remain unsettled, including unilateral modification of contracts and attribution of electronic signatures to a particular user for enforceability issues. Jason Epstein and William Norton will provide solutions to some of these  more...

Internet Strategies and Best Practices for Nonprofits BenefitsMany nonprofit organizations and executives are struggling to make sense of the Internet as a way to improve communications and results with donors and clients. Ever since the introduction of social-media tools like Facebook and Twitter , keeping up with the pace of change on the Internet, and optimizing your nonprofit's presence in these areas, is an ongoing challenge. To make matters  more...

Current Issues in Revocable Living Trusts BenefitsRevocable living trusts are a foundation of many estate plans. The use of a revocable living trust generally provides for a confidential distribution of family wealth 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  more...

IRS Form W-9 and W-8 Series: Payee Identification and Tax Determination BenefitsThis live audio conference will provide information about the purpose of the form and when it should be obtained. You will learn who can complete Form W-9 for U.S. persons, and if the payee is a foreign person, that Form W-8 is necessary. In addition, this live audio conference will provide valuable information regarding the backup withholding requirements if the W-9 information is not  more...

FLSA New Fluctuating Workweek Regulatory Guidance BenefitsOver the last two years, the Wage and Hour Division of the U.S. Department of Labor (DOL) has placed the employer community on notice that it intends to be very assertive in its enforcement of the minimum wage and overtime provisions of the Fair Labor Standards Act. Consistent with this philosophy and its current modus operandi, the DOL recently concluded rulemaking that, among other  more...

Accounting Endowments of Not-for-Profit Organizations After UPMIFA BenefitsIn response to the enactment of the Uniform Prudent Management of Institutional Funds Act in most of the United States, the Financial Accounting Standards Board, in 2008, promulgated FASB Staff Position No. FAS 117-1. FSP FAS 117-1 provides guidance for nonprofits as to the proper classification of endowment funds when UPMIFA has been enacted and expands the required disclosure about  more...

Conducting Successful HR Audits BenefitsIncreasingly, 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,  more...

International Payroll Compliance Issues BenefitsThe emergence of the global economy has created opportunities for a large number of companies to expand internationally. This has resulted in an increase in cross-border transfer of their employees, thereby creating a host of challenges for companies that must administer payrolls in different jurisdictions with a myriad of reporting and tax withholding rules. Companies must find a way to  more...

Wellness Programs: Rewards, Penalties, Legal Risks, and Legal Developments BenefitsWellness programs played a central role in the health reform debate. Health care reform clearly demonstrates the desire of Congress and the President to encourage wellness programs and healthy lifestyles to control the cost of health insurance. Much of their interest is based on success stories from the private sector. Despite regulatory uncertainties, rising health insurance costs have  more...

Boilerplate Contract Terms: Yes, They Really Matter BenefitsThis live audio conference will address the parts of a contract that often go overlooked and underappreciated: the boilerplate terms, the provisions toward the end of the contract that are often left to the lawyers, that are not heavily negotiated, but that matter most when things go wrong. The program will also discuss damages and warranty provisions, choice of law and forum clauses,  more...

Payroll Recordkeeping: What You Need to Know BenefitsIn recent years there has been an explosion in the number of lawsuits and claims for overtime and unpaid wages under the Fair Labor Standards Act. Did you realize that liability for FLSA violations can be enormous? Recent reports estimate that over the last few years companies have collectively paid out more than $1 billion annually to resolve FLSA claims! Learn the role of the FLSA and  more...

Understanding the GAAP Codification Update BenefitsThe official launch of the FASB Codification began on July 1, 2009. On that date the codification became the official single source of authoritative nongovernmental U.S. GAAP. The codification will be effective for interim and annual periods ending after September 15, 2009. The codification will supersede existing FASB, AICPA, EITF and related literature, which means there will no longer  more...

Common Injuries in Workers' Compensation BenefitsThis live audio conference 'Common Injuries in Workers' Compensation,' presented by John W. Valente, Esq., will discuss some of the solutions and strategies used by employers to both prevent and control common workplace injury claims. A review of common injuries employers face every day in the workplace injury realm, ranging from slip and fall claims to back injuries from lifting, and  more...

Common Injuries in Workers' Compensation BenefitsThis live audio conference 'Common Injuries in Workers' Compensation,' presented by John W. Valente, Esq., will discuss some of the solutions and strategies used by employers to both prevent and control common workplace injury claims. A review of common injuries employers face every day in the workplace injury realm, ranging from slip and fall claims to back injuries from lifting, and  more...

UCC Article 9 Update BenefitsThe revisions to Article 9, which generally became effective in 2001, substantially changed the law. Now, with years of experience, the case law is developing, and practitioners are beginning to identify issues not contemplated by the original drafting committee. As a result, a Joint Review Committee was formed and has recommended changes to Article 9 that are expected to be approved this  more...

Flexible Spending Accounts BenefitsMany employee benefit plan sponsors are unaware of all the complex rules governing flexible spending accounts. In this session you will receive a thorough overview of the numerous plan design considerations and legal requirements of flexible spending accounts. This knowledge will enable you to avoid running afoul of rules that could jeopardize the tax-favored status of your plans. This  more...

Using Social Media in Banking BenefitsSocial media has become a hot topic for bank boards and senior managers as hundreds of millions of consumers have congregated to social networks, blogs, and other social media platforms. The widespread use of social media has resulted in structural changes in commerce, politics, and now, banking. Banks are being forced to adapt to changes created by social media. Specifically, banks must  more...

Purchase Order Fundamentals BenefitsPurchase order fundamentals will be an interactive experience covering the basics of a current procurement office and how purchase order systems are used. The topics covered will give the beginner an understanding of basic purchasing processes and how to avoid common mistakes. The experienced professional and manager will be able to discuss interactively and share their experiences and ask  more...

Tax Implications for Foreign Operations BenefitsForeign operations can present a significant opportunity for a company, but can also raise a number of legal and tax issues. Proper planning in establishing foreign operations, and an understanding of the ongoing disclosure and other requirements they entail is essential to avoiding difficulties down the road. This live audio conference will provide participants an overview of the issues  more...

Tax Implications for Foreign Operations BenefitsForeign operations can present a significant opportunity for a company, but can also raise a number of legal and tax issues. Proper planning in establishing foreign operations, and an understanding of the ongoing disclosure and other requirements they entail is essential to avoiding difficulties down the road. This live audio conference will provide participants an overview of the issues  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...

Reclaiming Goods in Debt Collection BenefitsGet practice tips for crafting effective reclamation demands under UCC Section 2-702 and learn how to avoid common missteps in the enforcement of UCC security interests. Attend this live audio conference and obtain important information on how Bankruptcy Code affects reclamation rights of creditors. This live audio conference is designed for credit and collection managers, attorneys,  more...

Intellectual Disabilities and Employer ADA Obligation BenefitsWith the dramatic expansion of the American With Disabilities Act (ADA) by the ADA Amendment Act of 2008 (ADAAA) and the EEOC's ADAAA final regulations effective as of May 24, 2011, ADA claims are skyrocketing. A great many of the burgeoning claims concern matters formerly called mental disabilities and which are now called intellectual disabilities. Intellectual disabilities, which may  more...

Portal to Portal Act: Determining Hours Worked at the Start and End of the Work Day BenefitsEmployees and their counsel continue to pursue class action claims for off-the-clock work and unpaid overtime wages at a fever pitch. Thousands of wage and hour class actions asserting violations of the Fair Labor Standards Act or parallel state laws are filed each year and the costs of defending these matters and the damages claimed and paid, whether through trial or settlement, are  more...

Portal to Portal Act: Determining Hours Worked at the Start and End of the Work Day BenefitsEmployees and their counsel continue to pursue class action claims for off-the-clock work and unpaid overtime wages at a fever pitch. Thousands of wage and hour class actions asserting violations of the Fair Labor Standards Act or parallel state laws are filed each year and the costs of defending these matters and the damages claimed and paid, whether through trial or settlement, are  more...

Insurance Coverage Disputes and Construction Defects BenefitsThis live audio conference has been prepared by two nationally recognized experts in construction law and insurance coverage. You will gain knowledge and insight based on practical experience of handling both the construction and insurance components of construction defect claims of all sizes, and implicating all types of insurance coverage, both first and third-party. Receive updates on  more...

Insurance Coverage Disputes and Construction Defects BenefitsThis live audio conference has been prepared by two nationally recognized experts in construction law and insurance coverage. You will gain knowledge and insight based on practical experience of handling both the construction and insurance components of construction defect claims of all sizes, and implicating all types of insurance coverage, both first and third-party. Receive updates on  more...

Taxation and Accounting Conflicts of Interest BenefitsAccountants working in various disciplines have been involved in litigation resulting from or exacerbated by a conflict of interest or the appearance of a conflict of interest. Failure to identify an actual or potential conflict of interest and to disclose or avoid it can lead to expensive legal fees, loss of a client or employment, a claim against malpractice insurance, bad publicity, or  more...

Creating and Using a Salary Increase Matrix BenefitsThis live audio conference will discuss the concept, implementation and best practices associated with a merit matrix. Implementing a merit matrix is one of the easiest and most direct ways to link pay with performance and manage turnover. Sharing of pitfalls that many companies encounter when implementing a matrix and how to avoid them will be addressed. The live audio conference will  more...

E-Verify Requirements and Best Practices BenefitsE-Verify is an online system that allows employers to check the work status of new hires by comparing information from an employee's Form I-9 against Social Security Administration and Department of Homeland Security databases. Although initially implemented as a voluntary program, many states now require the use of E-Verify. Additionally, many federal contractors are also required to use  more...

Workers' Compensation Benefits: Who is Eligible, How are They Calculated, When and How Can They be Settled BenefitsWorkers' compensation benefits are a continuing and significant expense to employers. This live audio conference will address who is eligible for workers' compensation benefits, how these benefits are calculated and what employee benefits may be offset with the payments of workers' compensation, and most important, how to resolve or settle a claim without creating additional liability for  more...

Form 706: Estate Tax Return Fundamentals BenefitsAmericans have been able to accumulate wealth. It is estimated more than $10 trillion in wealth will be transferred over the next 15 years. If a person has been fortunate to amass significant wealth, the government imposes a tax when the person transfers their wealth at death. In 2011, if a person's gross estate plus adjusted taxable gifts equaled or exceeded $5 million in value, Form 706  more...

Implications of Medical Marijuana in the Workplace BenefitsAn applicant takes a pre-employment drug screen and tests positive for marijuana but tells you that he is a registered user of medical marijuana to treat his medical condition. Can you refuse to hire him? An employee tells you that he needs to take a daily break in order to consume medical marijuana to treat his cancer. Do you have to accommodate this request? How is this request different  more...

Economic Development Financing Update Benefits'In the space of two days I had evolved two plans, wholly distinct, both of which were equally feasible. The point I am trying to bring out is that one does not plan and then try to make circumstances fit those plans. One tries to make plans fit the circumstances.' - General George S. Patton, Jr., War as I Knew It, page 116 (1947) Those localities that have not planned for the current  more...

Intermittent Leave Under FMLA BenefitsMany employers are confronted with various issues related to intermittent leave under FMLA. This live audio conference will help front line personnel identify and handle intermittent leave issues. The program will address the legal and human resources issues confronted by employers and provide practical steps and procedures for employers to follow. This live audio conference is designed  more...

Collaborative Delivery Method Fundamentals BenefitsMany owners looking to maximize the value they receive for their capital dollars are looking to more collaborative project delivery approaches to deliver their capital construction projects. This live audio conference will help those responsible for evaluating and selecting the most appropriate project delivery method. This will begin with an understanding of the basic fundamental project  more...

Unrelated Business Income Tax BenefitsThe recent activity in the charitable sector by federal and state regulatory agencies has mandated that professionals take a proactive approach into all aspects of this important and very diverse sector. The tax-exempt community is under a microscope. Problems that a few years ago might have gone unnoticed now get picked up and widely broadcast. Recent IRS compliance initiatives in  more...

Health Savings Accounts BenefitsThis live audio conference will explain the basic rules for eligibility, contributions and use of an HSA with a high deductible plan. It will also review current studies on whether HSAs are achieving the goal of reducing total health care costs through consumerism. Focusing on the final comparability rules for employer contributions and updates on the new contribution limits and IRS  more...

XBRL in Transition:From Requiring XBRL to Leveraging XBRL to Improve Data Collection, Analysis, and Business Reporting BenefitsThis live audio conference will provide a comprehensive overview of XBRL technology from the SEC mandate, why XBRL, how XBRL works, potential problems, issues and how to overcome them to why the market will leverage XBRL as a global, open architecture reporting framework for improved business reporting and analysis. Learn what XBRL means, why public companies have adopted it and why those  more...

Service Level Fundamentals: Maximizing Business Value BenefitsService levels provide targeted, effective incentives to cause service providers to achieve their customers' desired business outcomes. However, too often customers discover that those service levels are being achieved with reports showing 'green' while the service itself feels 'red.' In these situations, customers often find that those service levels: measure the wrong aspects of the  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...

Offboarding: Strategies for a Successful Goodbye BenefitsThis live audio conference will review research showing the value of effective offboarding: higher levels of employee commitment, lower recruitment costs, and higher quality candidates. As with all employment actions, it should be lawful, safe, secure, efficient, ethical, fair and respectful. Effective HR leaders must work both sides of the basic accounting equation: assets = liabilities +  more...

Section 199 Deduction for Qualified Construction Activities Income BenefitsAs IRC 199 was billed as a manufacturing incentive, most people associate the IRC 199 domestic production deduction with manufacturing activities. However, the deduction, by its own terms, expressly applies to the construction and real estate development industries. As the phase-in of the deduction became complete in tax years beginning in 2010, construction contractors may be eligible for  more...

Nonprofit Revenue Stream Alternatives: Thinking Outside the Box BenefitsContribution income is flat or slightly down, state and local government funding looks bleak - you have already cut back on expenses and pared staffing to the bone. Now what? This live audio conference will explore ways to re-engineer some of your current revenue streams. You will hear of many 'out of the box' ways to find new revenues for your nonprofit organization. Concrete case  more...

Successful PTO Programs BenefitsPTO programs have become quite popular over the years as an alternative to traditional vacation, sick leave and other policies. Done right, PTO can be a powerful recruiting and retention tool. Done wrong, PTO can negatively impact morale and productivity and be a trap for the unwary employer. This live audio conference helps those persons responsible for designing and implementing employee  more...

Incoterms 2010 Fundamentals BenefitsIncoterms are global shipping terms to define each party's responsibilities for the movement of goods. This live audio conference is a must-attend event for importers and exporters. We will review the purpose of Incoterms and what has changed since Incoterms 2000. We will cover each Incoterm in detail and its definitions, as well as the advantages and disadvantages of each term, so that  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...

Document Retention: Compliance and Protectionism BenefitsThis live audio conference will cover the importance of a document retention policy starting with the identification of what exists and what should be captured to the different rationales for implementing a retention policy - regulatory compliance to evidence in litigation. There are numerous challenges to an effective policy, which if acknowledged can be worked through. Living with the  more...

Understanding the Pregnancy Discrimination Act, Employee Family Leave Laws and Return-to-Work Issues BenefitsThe Pregnancy Discrimination Act prohibits discrimination on the basis of 'pregnancy, childbirth or related medical conditions.' But what does this mean? The Family Medical Leave Act and the Americans with Disabilities Act may provide protections for employees with certain medical conditions due to pregnancy or who have recently given birth. But how do you know who is covered and what  more...

Tax Diligence, Representations, Covenants and Indemnifications in Business Acquisitions BenefitsBuyers and sellers of businesses typically are focused on getting the deal done and the relative economic benefits to each. They often fail to consider potential undisclosed tax liabilities resulting from pre-closing operations, and rarely want to hold up negotiations thinking about the 'what ifs.' However, when the 'what ifs' turn into 'what now,' it is important that potential tax risks  more...

User Requirements and Specification Fundamentals BenefitsPoorly written requirements often result in the customer not getting what the customer wanted or needed. In worst case scenarios, the final product doesn't solve the problem or produce anything of value for the customer. The result is money and time wasted. This live audio conference helps those responsible for purchasing products or getting the right thing built generate requirements  more...

Show Me the Money: Determining Return on Investment for People, Projects and Programs Benefits'Show me the money!' is the mantra of the day. Senior leaders in private sector, public sector, and social sector organizations want to see value for investments made in people, projects and programs. This value, more than ever before, is defined in terms of return on investment. Until you can produce solid, verifiable numbers that prove the worth of investments, you may never gain the  more...

Are You Prepared for the Financial Institution Record Match Program? BenefitsThe State of California enacted legislation (California Revenue Tax Code 19266) that will impact virtually every bank, credit union, thrift and brokerage firm doing business in California. This new program will place a new burden on financial institutions in order to help the state collect delinquent taxes. Financial institutions should start consideration of the FIRM Agreement and how  more...

Accounts Receivable and Collection Management with QuickBooks by Lorman Education Services BenefitsCash flow is truly the livelihood of any business. It is important that you use the tools and tips available in QuickBooks to get your business's cash flowing quickly. This live audio conference will help you to learn how to optimize your cash flow by properly utilizing QuickBooks for the customer cycle, setting preferences, using reports and tools, and preparing customer and collection  more...

Telecommuting: The Next Wave of Wage and Hour Litigation BenefitsTechnological developments have resulted in a substantial increase over the last several years in the number of employers offering telecommuting as an alternative work arrangement, and the number of employees who choose it. Although telecommuting arrangements can be beneficial to employers and employees, many employers have failed to adequately meet many of the legal compliance and  more...

Employment Law Compliance: Disciplining or Terminating a Workers' Comp Claimant BenefitsThis live audio conference will address many of the difficult issues that arise when considering whether to discipline or terminate an employee who is also a workers' compensation claimant. The program will cover the core concepts underpinning workers' compensation statutes and the primary types of anti-retaliation provisions found in workers' compensation statutes. The live audio  more...

Enhanced Foreign Asset Reporting Rules for 2011: An Update on FBAR and FATCA Requirements BenefitsFor the past three years, much attention has been focused on offshore bank accounts and the obligation of U.S. taxpayers to report such accounts on the much-heralded Report of Foreign Bank and Financial Accounts or 'FBAR' form. The FBAR rules require taxpayers to annually report whether they have a financial interest in, or signature or other authority over, foreign bank accounts, and  more...

Basic Principles of Construction Insurance BenefitsThis live audio conference will offer an overview of basic insurance coverage used for construction projects. The presenter is an experienced construction and insurance coverage attorney who will discuss how to secure appropriate insurance coverage at a project's inception and what to do when claims arise during construction or after project completion. Builder's risk, CGL and other common  more...

Learning on the Job: Creating Legally-Sound Internship Programs BenefitsCreating a successful internship program is not as simple as identifying and assigning appropriate projects and requiring interns to shadow your employees. An internship can be a wonderful opportunity for the participant to learn about a business, organization, or industry. Organizations that maintain internship programs must be mindful, however, that they must comply with several federal  more...

Battle of the Forms and Managing the Contracting Process BenefitsEffective contracting practices are critical to ensuring that contracts are made on acceptable terms. Ineffective practices can lead to a failure to achieve required terms or worse, a contract on terms that are contrary to one's objectives. Our fast-paced world increases the pressure as it is very easy for conflicting terms to be exchanged electronically without a complete meeting of the  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...

Prepaid Cards: An Alternative to Traditional Checking Accounts? BenefitsThis live audio conference will provide banking and other financial services companies with essential information to evaluate prepaid card/access products that will best complement their current business models and risk tolerance. The program will explore the advantages and disadvantages of this rapidly evolving financial product line. It will provide organization with solid guidance on  more...

Multistate Taxation: Income Franchise Tax BenefitsWhile many businesses focus their tax strategies on mitigating the federal income tax, many businesses are becoming aware of increased enforcement of state tax laws, especially on interstate businesses. Rather than concentrating on the intricacies of a single tax in a single jurisdiction, this live audio conference will explore trends in state taxation of interstate businesses, with  more...

SAS 117: Compliance Audits BenefitsSAS 117, issued in December 2009, establishes standards and clarifies the auditor's responsibility in auditing and reporting on an entity's compliance with applicable governmental auditing standards. Attend this live audio conference to gain an overall understanding of the requirements of AU Section 801 and learn new auditor and management performance and reporting requirements. Learn  more...

Is a Benefits Portal Right for Your Company? BenefitsIn this session, you will get an overview of the latest trends in benefit portals and how a benefits portal can improve employee engagement, drive employee self service and streamline benefits administration. Demonstrated by best practice models and live examples, you will leave with a real-world understanding of benefit portals and 'next step' ideas to introduce or further advance this  more...

Fair Labor Standards Act: Coverage and Compliance Issues BenefitsA major challenge is ensuring compliance with wage and hour laws. Those laws are extensive and complex, and claims against employers in virtually every industry are on the rise. In particular, employers often misunderstand the exemptions to overtime requirements and fail to properly classify their employees, resulting in potential back pay claims. Even where employees have been properly  more...

Key Elements and Legal Lessons Surrounding Donor Intent BenefitsA charitable gift given for a specific purpose generally can be used only for that purpose. But, under certain circumstances, a charity may be permitted to release or modify restrictions imposed on a gift. Understanding when and how such restrictions may be modified - and when donors may have standing to enforce the terms of their gift - is crucial both to charitable organizations and to  more...

Understanding Your Summary Plan Descriptions BenefitsEmployers who sponsor ERISA-covered health and welfare plans are required to communicate the terms of the plan to participants in a summary plan description. The SPD is an important disclosure document that describes, in understandable terms, the rights, benefits and responsibilities of participants and beneficiaries in ERISA-covered health and welfare benefit plans. The SPD must include  more...

Guidance on Lobbying and Political Campaign Activities of 501(c)(3) Organizations Benefits501(c)(3) organizations are subject to very specific rules - and very harsh penalties - with respect to both lobbying and political activity. Lobbying is permitted, but only in specific circumstances. Political activity is never permitted. This live audio conference will explain, in plain-English, how to avoid the pitfalls and how to take advantage of the opportunities available to  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...

Non-Resident Employee Withholding BenefitsWhen having employees working in multiple states it can be difficult to know what to consider to make sure that the correct state taxes are being withheld and the correct taxable earnings are being taxed in the correct states. This live audio conference will give you the tools to determine what taxes are applicable for your employees based on residency, state and reciprocity agreements. We  more...

Document Retention and Destruction Policies for Financial Institutions BenefitsFinancial institutions too often rely on recommended document retention guidelines without understanding the risks of inconsistent or antiquated practices. While Sarbanes-Oxley has clarified the responsibilities of certain financial institutions, Sarbanes-Oxley is only a portion of the document universe. This live audio conference will help you navigate the complex universe of document  more...

How to Detect Fraud BenefitsA typical organization loses an estimated five percent of its annual revenue due to fraud. If you apply that estimate to the 2009 Gross World Product, this fraud equates to more than $2.9 trillion dollars lost each year to fraud. This live audio conference will educate listeners to the different varieties of occupational fraud and relevant statistics. We will provide a foundation to the  more...

Fundamentals of Section 382 BenefitsOne of the most important 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  more...

Control Costs and Increase Efficiency With P&C Claims Predictive Models BenefitsNearly every P C insurance company has a latent 6 to 8 loss ratio point improvement available to them through better claims handling with predictive models. Up until recently, insurance companies have focused the vast majority of their analytics horsepower on the front end of the insurance equation - underwriting predictive models. However, with the soft market continuing to adversely  more...

Withholding of Taxes on Payments to Foreign Persons and Entities BenefitsIn an increasingly global society, many U.S. payors of items of income are unknowingly subject to withholding tax obligations for payments to foreign individuals and entities. Understanding the rules for withholding on these payments can reduce liability to the IRS. After attending this live audio conference, you will be able to identify when income is subject to withholding, evaluate the  more...

Document Retention and Destruction: What Human Resource Professionals Must Know BenefitsCorrectly handling the documentation of employees is one of the most difficult and tedious tasks that human resources professionals need to perform for their organizations. Knowing the proper procedures to follow to document employees in the workplace is a key skill needed by most human resources professionals. This live audio conference will provide you with information on the key  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...

Considering Medicare's Interest in Future Medical Expenses While Avoiding MSA Overfunding BenefitsThis live audio conference will focus on Medicare compliance in workers' compensation and liability cases in which future medical expenses are likely to be incurred. We will explore the legal obligations of injured persons, insurers, and employers in compliance with the Medicare Secondary Payer Act when settling workers' compensation and liability cases. Explore alternatives to submission  more...

Hot Topics in Native American Financing 2011 BenefitsHear the latest legal news and developments on the following topics: 1) principal practice guidelines to ensure your financing documents are enforceable and compliant with federal law, including the Indian Gaming Regulatory Act; 2) the National Indian Gaming Commission 'declination letter' review process - how long does it take, what to include in your submission, and what does receiving a  more...

Special Needs Trusts: What, Why and How BenefitsA thorough knowledge of planning for disabled individuals is 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  more...

Planning Your Holiday Party: Keys to a Celebration Without Litigation BenefitsHoliday parties can be a great opportunity for employers to celebrate the accomplishments of the passing year and reward employees for a job well done. Unfortunately, these same parties can provide an outlet for inappropriate behavior and potentially expose the company to liability well past the New Year. This live audio conference will help you understand the possible sources of trouble  more...

IRS Guidelines for Good Governance for 501(c)(3) Organizations BenefitsGiven continued congressional scrutiny of whether tax-exemption is a worthy federal subsidy for any type of tax-exempt organization, proper governance and accountability to the local community are key factors that may distinguish the tax-exempt sector from the taxable sector. The Internal Revenue Service, the press and others have linked the need for good governance to the quest for  more...

Powers of Attorney: Estate Planning Opportunities and Pitfalls BenefitsPowers of attorney are often given insufficient attention by the practitioner and mistakes in their drafting and implementation can lead to disastrous consequences for the client and the draftsman. This live audio conference will present an in depth analysis of the effective use of powers of attorney in the client's estate plan and consider practical problems and solutions in their use.  more...

Understanding the Durbin Amendment's Impacts and Implications BenefitsThe Durbin Amendment was game-changing legislation for the debit card industry. Certain Durbin Amendment impacts have been immediate but the industry will continue to evolve for some time in response to the longer-term implications of these new requirements. Attendees at this live audio conference will engage with the speaker on an overview of the various provisions of the Durbin  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...

Email Collections: Do's and Don'ts BenefitsTechnology has changed how we communicate and do business. Businesses and collectors have the added challenge of trying to contact customers or debtors who may only use cell phones, have given up their landline phones, and use email, instant messages, social media websites and text messages as their primary form of communications. In this live audio conference, you will learn how you can  more...

Taxation and Accounting Issues With Debt Restructuring, Modifications and Bankruptcies BenefitsThe recent market climate has created opportunities for investors or debtors themselves to acquire outstanding debt at remarkable discounts. Unfortunately, it also has left many companies struggling and in need to modify their outstanding debt. Many large, well known companies have dissolved or declared bankruptcy. Debt modifications, repurchases and bankruptcy can have a profound tax  more...

Current Issues in Joint Venture Taxation BenefitsUpon completing this live audio conference you will have learned the tax considerations when creating, operating and terminating joint ventures, including special tax issues in a real estate joint venture or when a joint venturer is a tax exempt organization. This live audio conference will cover key income tax issues covering the life of a joint venture including: What are the tax  more...

Compliance With the PCI/CISP Credit Card Security Standards BenefitsThe Payment Card Industry Data Security Standard has driven compliance and security spending up, while giving long-time security professionals a stick to push the organization into thinking more strategically about data security. While the standard updates every two years, it is still a baseline by which we should far exceed, not the ceiling by which we judge our information security  more...

Tax Consequences of Gifts, Prizes, Fringe Benefits, Business Expenses, and Other Payments To Employees BenefitsPaying employees is not just about wages. Today there are a myriad number of taxable and nontaxable benefits, such as gift cards, moving expenses, educational expenses, meals and travel expenses, that employers provide as part of employee's total compensation. Particularly in difficult economic times, employers are looking to provide such benefits to employees with the least cost, both to  more...

Construction Payment Bond Fundamentals BenefitsIn a tight economy, more situations arise where someone in the line of project contracts, from the prime contractor down to a second- or lower-tier subcontractor, fails to pay its bills - or even goes out of business. Those who are unpaid must seek alternative means to ensure payment. And those who are higher on the project chain must take steps to assure the flow of funds all the way  more...

Why Is This Guy Still on My Health Plan? BenefitsWe have encountered many situations where an employee remains on the company's health benefits as an active employee for many years past the date in which the employee was actively at work for the company. This live audio conference will answer a common problem employers experience, what date should an employee be treated as a terminated employee when he/she is on a leave of absence, or  more...

When Employee Bloggers Attack: Responding to Negative Employee Comments on the Web BenefitsAs social networking, via online tools such as MySpace , Facebook , and Twitter , have exploded in popularity over the last few years, many employers have had to deal with inappropriate conduct by their employees on the web, including an employee's direct criticism of the company. According to one survey, at least half of all employers have had to discipline employees for inappropriate  more...

Employee Discipline for Conduct Outside of Work BenefitsIn this informative live audio conference, you will learn the legal rights and responsibilities of employers in disciplining employees for conduct outside of work. You will hear about recent legislation and court cases involving some of the hottest topics in employment law, including employee discipline for blogging, web-based 'employer trashing,' workplace dating and extramarital affairs,  more...

Effective Collections: A Proactive Approach to Credit Management BenefitsMore than 10,000 businesses have slow or nonpaying customers. How can you collect that money efficiently and quickly, and keep that money coming in? The credit crisis, high fuel costs, job losses, bankruptcies, foreclosures and the failing economy are all contributing to factories closing, job loss and business owners going out of business because they can't get paid. Learn how to take  more...

The Carryover Basis Election for 2010 Decedents Benefits2010 was the most complex year in the history of the estate tax to administer an estate. The 2001 Tax Act, EGTRRA enacted IRC Section 2210, which made the estate tax inapplicable to 2010 estates, and the GST tax inapplicable to generation-skipping transfers made in 2010. The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the '2010 Act') Section 301(c)  more...

Responding to an EEO Charge BenefitsThe most effective way to avoid an EEOC charge is to make sure you have appropriate anti-discrimination policies and procedures in place and that all employees understand those policies. Prevention and awareness are areas employers should focus on when dealing with employee discrimination issues. If the worst case scenario happens, this live audio conference will tell you how to protect  more...

Using Travel Policy to Control Costs BenefitsIn the old days, professionals assumed that travel expenses had little impact on their firm's bottom line. Clearly, those days are long gone. Attendees of this program will gain a high level of understanding about the best practices in travel management, so they can manage the balance between the competing strategic goals of service, savings and safety. Because a well-structured travel  more...

Rules and Responsibilities Regarding Abandoned Wages BenefitsThis live audio conference will examine the rules and responsibilities regarding abandoned wages. If your payroll department is not handling unclaimed wages properly, you could be placing your company at risk for huge audit assessments, significant interest accumulations, and civil and criminal penalties. If your company issues any type of employment checks whether it be wages, bonuses,  more...

Drafting a Green Ordinance: Case Study BenefitsHigh energy costs and increased public support for sustainable initiatives are driving local governments to respond affirmatively with the adoption of green codes - local ordinances that mandate and incentivize more efficient forms of development. Unfortunately, there are few good models to follow and little operating experience to judge what works and what will not. There is an obvious  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...

All You Need to Know About the Fair Debt Collection Practices Act but Didn't Know to Ask BenefitsAs the economy falters and the credit crisis continues help keep your business out of a lawsuit by better understanding and learning more about the Fair Debt Collection Practices Act, who is affected, what debts are covered, who enforces it and how you can collect more money while following the law. Failing to properly train collectors is a top reason companies get sued. Don't let this  more...

The Open Enrollment Challenge: Strategies for Success BenefitsIs your benefits information often greeted by a yawn? Are you viewed as the enemy because you tell your employees how much more they have to pay for benefits every year? And why does the good news always get lost in the mix? Sometimes, it's not so much what you say as how you say it - and how often. Communications should never be an afterthought. Make sure employees appreciate all your  more...

Utilizing Microsoft Word(TM) Features and Functions BenefitsEnjoy the time-saving benefit of learning shortcuts and 'must know' automation features. While you may have used Word for years, completing documents using basic features, the more in-depth features will add a new level of capability to current skill sets. Participants transitioning to version 2010 will regain their bearings on the new locations of Word commands. So many features and so  more...

Self-Auditing Your Employee Benefits:A Guide to What May Need Fixing BenefitsStaying in compliance with the numerous complex requirements and the specific terms of your employee benefits plans is a monumental task. It is easy to have your time consumed by the day-to-day issues and questions that arise under your benefit plans and the typical annual processes and compliance requirements already in place. It is difficult to take the time to step back and ask what  more...

Bankruptcy Section 363: Purchasing Distressed Assets BenefitsCurrent and expected future economic 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  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...

Construction Project Accounting BenefitsThe euphoria of being awarded a contract often overshadows the real work behind the scenes required to make the project successful. Join us for a 'tour of the bases' as we use a baseball analogy for construction project accounting. Learn to identify up-front issues and procedures needed to have a successful bid, assure yourself you are prepared once you get 'up to bat' by pinpointing the  more...

Understand and Interpret Financial Statements BenefitsFinancial statements can be thought of as a report card for any business. They provide both a historical and current perspective on the health of an organization, as well as offer indications of future performance. They offer management, creditors, prospective investors and various other users a means to judge the financial performance of an organization. The speaker will discuss the  more...

Use of Terms and Conditions in Purchase Agreements BenefitsThis live audio conference will discuss various provisions commonly found in the terms and conditions of agreements for the purchase and sale of goods. How many times do you get boilerplate agreements without truly reading the small print? When is small print even acceptable? What do these terms and conditions mean? How do I go about negotiating the terms? Do they really matter? This audio  more...

Preventing and Recognizing Financial Elder Abuse BenefitsFinancial crimes against the elderly are generally considered to fall into two categories: fraud committed by strangers, and financial exploitation by relatives and caregivers. These categories are not discreet, and sometimes overlap. A clever stranger can often become a trusted caregiver. Although financial exploitation of the elderly has long been recognized as a 'national disgrace,'  more...

Proactive Fraud Prevention Measures BenefitsThis live audio conference will discuss the basic fraud components to include the elements of the 'fraud triangle' - opportunity, financial pressures/incentives and rationalization. We will also review the warning signs of fraud and proactive fraud measures to include the importance of internal controls to aid in fraud deterrence. This live audio conference is designed for CFOs,  more...

IPPS Final Rule BenefitsThe Inpatient Prospective Payment System (IPPS) was implemented in 1983 replacing a cost-based reimbursement methodology in an effort to better control the costs of providing care to the Medicare inpatient and to incentivize hospitals to better manage utilization. As time has passed CMS has modified the program to better recognize severity of illness AND to reduce payments to hospitals for  more...

Changes to Cafeteria Plans: What You Need to Know to Prepare BenefitsThe IRS recently issued new rules which replaced portions of the old regulations. These new rules are exciting but require you to review and act on your old documents. The information provided in this live audio conference will assist you in decisions for the upcoming plan year and how to prepare for the changes. This live audio conference is designed for human resources and benefits  more...

Energy Efficiency Tax Incentives for Residential Builders and Commercial Building Owners BenefitsThere are a number of energy incentives available for builders and owners of residential and commercial real estate. These federal tax incentives are available for projects ranging from relatively simple building upgrades to the implementation of new electrical systems. The types of tax incentives available to taxpayers include tax deductions, tax credits, and payments of cash grants in  more...

Legal Implications of Doing Business on the Internet BenefitsThe Internet is the modern day Wild Wild West. Digital pirates, copyright trolls, cybersquatters, website hijackers, hackers, and scammers are only a few of the nasty breed of outlaws that prowl the Internet. Online threats from unscrupulous competitors, Internet activists, and disenchanted employees may be even more damaging to a business. Legal claims such as false advertising, unfair  more...

The Trickle Down Effect of Health Care Reform: A Potpourri of Payroll, Benefits, Income Taxes, and Other Changes BenefitsThe phased in requirements of health care reform require that you continually monitor the landscape to spend your benefit dollars effectively, while remaining compliant. This is an opportunity for employers to reassess their decisions and consider the future impact of this legislation. Attend this live audio conference and stay current on your compliance obligations, planning  more...

Workers' Compensation Metrics: Assessing and Reporting on the Success of Your Program BenefitsEmployers struggle with finding a way to measure the effectiveness of their occupational health programs and crafting reporting packages that are relevant and action-focused. Often data is difficult to collect, or overwhelmingly detailed. Vendor-supplied reports are generally focused on tactics, not strategy outcomes. This leaves many employers unable to answer some of the most critical  more...

Closing Budget Gaps With Asset Sales BenefitsThe lingering Great Recession and slow recovery have diminished the growth of state and local government revenues while expenses continue their increase causing structural budget gaps. A new 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,  more...

How to Handle Travel Pay Legally BenefitsMany companies do not understand how to compensate an employee properly for time spent traveling to destinations other than a regular work site. Many companies send employees to conferences and other work sites using commercial travel and personal vehicles. This live audio conference will enable you to understand how and when to compensate an employee for travel time away from a work site.  more...

SSARS 19: Compilation and Review Standards Update BenefitsStatements on Standards for Accounting and Review Services No. 19 is effective for all periods ending after December 15, 2010. This statement is the most comprehensive rewrite of the standards for compilations and reviews since the original SSARS No. 1 issued in 1978. All CPAs performing compilation and review services will have to comply with these new engagement standards for year-end  more...

Understanding UCC Article 9 Foreclosures BenefitsCurrent market conditions pose an alarming rate of defaults on commercial loans not seen in years. With defaults commonplace and secured creditors facing 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  more...

Sales and Use Tax Determination Headaches BenefitsSales and use tax professionals are faced with the legal and practical challenges of learning as many as 50 different state sales and use tax laws and regulations. No one could possibly learn all of the different state requirements and yet our jobs demand it! The purpose of this audio conference is to reveal the secrets to working in a multistate environment. You will learn about the four  more...

IRS Form 5471: Information Return for U.S. Persons With Respect to Certain Foreign Corporations BenefitsAs more U.S. companies view global markets as a necessity to survive and to grow, more U.S. companies own foreign subsidiaries to conduct foreign operations. Whether you are a growing multinational company with subsidiaries all over the globe, or a small, closely-held company that owns a Canadian subsidiary, you will have to file IRS Form 5471 for every foreign corporation that you own.  more...

Do's and Don'ts for Internal Investigations of Employment Issues BenefitsAny prudent employer will want to investigate and, if necessary, remedy reported discrimination or harassment. In some states, a prompt investigation is legally required. This audio conference will provide you with valuable and practical advice on planning and conducting internal investigations, and assessing how to respond once the investigation is completed. This audio conference is  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...

Florida Employment Law Update BenefitsThis audio conference will provide you with working knowledge of the most prevalent issues facing Florida employers. The speakers, experts in management labor and employment law, have identified three areas of utmost concern. You will gain insight and the tools necessary to avoid and combat these common workplace problems. This audio conference is designed for human resource managers,  more...

AIA Contracts: The Owner-General Contractor Agreement BenefitsFor more than a century, The American Institute of Architects has published an integrated set of contract forms for the construction industry. While other industry groups independently have prepared their own competing set of forms and, more recently, some have banded together to create more of a consensus-based set of forms, the AIA forms remain the most widely used and accepted in the  more...

GASB 51: Accounting Standards for Intangible Assets BenefitsGovernments possess many different types of 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  more...

Partnerships and Section 704(c) BenefitsMany tax professionals and investors in partnerships, LLCs and other entities treated as partnerships struggle with the concepts and the operating rules that apply to Section 704(c). These rules potentially apply whenever property is contributed to such an entity or are distributed from such an entity. The regulations under Section 704(c) provide a very flexible but very complicated set of  more...

Status Classification: Exempt vs. Nonexempt BenefitsEmployees and their counsel continue to pursue individual and class action overtime claims based on the alleged misclassification of exempt workers at a fever pitch. Thousands of lawsuits asserting violations of the Fair Labor Standards Act or parallel state laws are filed each year, and the costs of defending these matters and the damages claimed and paid, whether through trial or  more...

Statement of Work Contract Fundamentals BenefitsA good statement of work is the only thing between you and failure, whether it's a project, contract, grant application or proposal. Success is in the details of the SOW. Without it, you can't compete or communicate. Those who have managed contracted work know that poorly written SOWs can lead to communication breakdowns, misunderstandings, disputes, rework, delayed completion and added  more...

Construction Lien and Bond Claims in Texas BenefitsAnalyzing construction payment disputes in Texas can be a complex process. Learn strategies for tackling lien and bond issues for private and public projects. Owners will learn how to protect property from unperfected liens - and what steps to take if they do arise. Contractors, subcontractors and suppliers will learn how to efficiently collect payment for work performed or materials  more...

Current Issues in Sales and Use Tax Reserves BenefitsSales and use tax reserve practices remain a real concern for corporate tax departments. This uncertainty is heightened by proposed changes to ASC 450 (fka FAS 5) which could require enhanced disclosure of certain loss contingencies, including sales and use tax reserves. When evaluating whether a loss contingency may exist in today's business and regulatory environment, all aspects of  more...

Understanding Massachusetts' Exemptions to Employment at Will BenefitsMany Massachusetts employers feel overwhelmed by the number of laws and regulations that govern the employee-employer relationship. Often, employers feel restricted in properly dealing with employee issues, especially when employees claim they have rights or they are being harassed at work. Massachusetts law, however, recognizes at-will employment, which provides you with significant  more...

Foreclosure and Workout of Commercial Mortgage Loans in New York BenefitsWhile legal business is down in some areas, one practice area which is booming is New York's foreclosure and workout of commercial mortgage loans. New York foreclosures are becoming more complex and hard fought. From the massive foreclosure of Stuyvesant Town, to the highly-publicized foreclosure of One Madison Park, to the complex foreclosure of the Manhattan property where a crane fell,  more...

Collateral Valuation in the New Economy BenefitsThe turbulent 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  more...

Upgrading to Microsoft Office 2010: What's New and Improved? BenefitsOffice 2010 has many new and improved features which can mean a longer learning curve for users upgrading from older versions. New Microsoft Office users may be overwhelmed by the number of features and options available and never take full advantage of the potential it offers for managing email, PowerPoint , Access , SharePoint workspace and Excel . Join us to learn the new and improved  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...

Keys to Understanding and Writing Purchasing Contracts BenefitsProfessional purchasers demonstrate their level of professionalism by their degree of sophistication in writing their own contracts. Many purchasers relinquish their responsibility for writing contracts and leave it up to their legal staff to accomplish this critical skill. A few purchasers develop their knowledge, skills and ability writing contracts, and thus distinguish themselves  more...

Using Human Capital Analytics to Maximize the Value of Your Workforce BenefitsMeasuring and maximizing the contribution people make to the bottom line is a critical issue for organizations, and analytics are the key to those insights. The challenge is using analytics to understand where making a change would improve engagement and performance. This audio conference addresses how to integrate the business and HR perspectives when conducting human capital analytics,  more...

Reduce Unemployment and Turnover Costs With Decision Making Leave BenefitsThis audio conference will teach you about decision-making leave - a concept offering several potential advantages for employers. These benefits break down to immediate and long-term legal benefits when properly implemented. Practical considerations for implementing decision making leave, including a case studies involving decision making leave will be discussed. This audio conference is  more...

Construction Substitutions: Current Issues and Complexities BenefitsSubstitution requests on construction projects have been around since the first contractor had to competitively bid for the work. In today's market, winning a contract for the provision of construction products has become even more competitive. This audio conference will help you understand the steps in the process and what the important considerations are in reviewing a substitution  more...

How Can End-of-Life Planning Resources Benefit Your Workplace? BenefitsEnd-of-life issues can be a major distraction for employees. MetLife estimates that U.S. businesses lose between $17 billion and $33 billion per year in productivity of full-time workers with caregiving responsibilities. Employers need to place a priority on addressing end-of-life issues. These issues affect their employees who serve as caregivers to aging parents, children and other  more...

Google Analytics for Accountants: How To Measure Online Marketing and Website Performance BenefitsAre you really getting the most out of Google Analytics? Are you leveraging Google Analytics to its fullest potential? This audio conference will teach you about some of the critical features you can use to better understand the performance of your website and marketing initiatives, and the needs of your visitors. We'll begin with a review of some basic configuration settings you should  more...

New Disclosures Required on the Credit Quality of Finance Receivables and the Allowance for Credit Losses under FASB ASU 2010-2 BenefitsOn July 21, 2010, the FASB issued ASU 2010-20 to require companies to provide significant new disaggregated disclosures about the credit quality of their financing receivables and the allowance for credit losses. This audio conference provides an overview of ASU 2010-20 and discusses the new disclosure requirements under this pronouncement. This ASU is not limited to financial  more...

Positive Strategies For Dealing With Problem Performers BenefitsAre you still experiencing problems with employees even though you've tried progressive discipline? Is your company still using punishment as a means to discipline employees? Are you wondering why your disciplinary strategies don't seem to work? If you have these questions, attend this audio conference and learn about more positive strategies and approaches in dealing with problem  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...

Post-Mortem Tax Planning BenefitsWhile death and taxes are both inevitable, taxes do not end with death. The Federal Estate Tax, the Gift Tax and the Income Tax all have bearing on what happens post-death. Further, there are state rules that also are applicable post-death to estate planning documents. There are numerous questions that have to be addressed and answered. This audio conference will cover many of the  more...

Economic Nexus Standards in State Taxation BenefitsA state's ability to impose taxes on a multistate business is limited by nexus standards rooted in the U.S. Constitution. In 1992, the U.S. Supreme Court reaffirmed its longstanding rule and held in Quill Corp. v. North Dakota that nexus requires some form of physical presence in the taxing state. In today's economy, however, states are continuing to push nexus limits farther than ever  more...

Requirements for Providing E-Forms W-2 and W-2c BenefitsMany organizations recognize the benefits of electronic W-2 and W-2c form distribution, but do not understand the IRS regulations and internal business elements surrounding this online implementation. Several online W-2 projects have failed and were delayed due to not knowing all of the essential information regarding online form distribution. This audio conference will explore all the  more...

Avoiding Legal Pitfalls on Construction Projects: The Three Ds (Dollars, Delay and Defects) BenefitsConstruction projects are notoriously fecund areas for legal disputes, most of which can be categorized according to the Three Ds: dollars, delay and defects. Is it inevitable that all construction projects will at some point be labeled troubled, or is it possible to avoid the chronic and recurring bugbears? This audio conference will help you anticipate and maybe even avoid the classic  more...

Using Social Media in Collections BenefitsTechnology has changed how we all communicate and do business. Business owners and collectors have the added challenge of trying to contact debtors who may only have a cell phone and no landline, and use email, text messages or instant messages to communicate. How can you face this challenge while following the laws, following your ethics and without breaking any debt collection laws? In  more...

HR Time Lines: The Complex Integration of FMLA, WC, Disability and COBRA BenefitsHow do workers' compensation, FMLA, disability and COBRA laws work - together, independently or concurrently? What can run together? What cannot? When can we cancel the health plan, for what reason and is it a COBRA qualifying event? During this audio conference we will pull all of these together to explain the employer's liability. When can coverage be canceled? What laws protect  more...

Form 5500 Reporting Update BenefitsEmployers who offer an employee benefit plan must file an annual report regarding the plan's financial condition, investments and operations, unless specifically exempt by law. Filing the Form 5500 will satisfy this requirement. This audio conference will help you understand when you need to file a Form 5500 and what you need to file, and will focus on some recent changes that may impact  more...

Recent Developments in Material Participation for LLCs and LLPs BenefitsThe IRS has been actively auditing and disallowing losses claimed by owners of businesses organized as limited liability entities on the grounds that the owners do not materially participate in the operations of the business. The critical element of the IRS's attack is that members of a limited liability entity are, under applicable treasury regulations, equivalent to limited partners in 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...

Family Limited Partnerships in Estate Planning BenefitsMany estate planners who are asked about family limited partnerships or family limited liability companies do not understand the reasons for forming these entities in the planning process. They also are not clear on what is the current status of statutory and case law concerning the continued use of these entities. This audio conference will help you learn to identify when the use of this  more...

Fraud Prevention Techniques for Nonprofits BenefitsIt's unfortunate, but the reality is that thinking your employees are honest isn't true! This fascinating and practical audio conference will walk you through actual fraud scenarios, discuss how the frauds occurred, and show profiles of embezzlers; why they did it, how they did it and what internal controls would have prevented them. Additionally, you will be provided a valuable handout  more...

Trust Situs and State Taxation: Practical Planning Implications BenefitsState tax departments are becoming more aggressive at collecting revenues and the trend is likely to continue in light of state fiscal issues. Trusts are no exceptions. The rules under which a state can tax a trust are complex and changing in more aggressive ways. How can a state tax a trust? What planning steps can be taken? What must you understand when preparing tax returns? Each rule  more...

Phased Retirement in The New Economy BenefitsThe concept of phased retirement first gained popularity in the 2000s, primarily based upon the shrinking labor force and employers' concerns regarding the loss of valuable talent to retirement. As a result, Congress enacted certain legislative and regulatory rules regarding phased retirement arrangements. These rules seek to provide flexibility for older workers desiring to take part in a  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...

Essentials of Florida Garnishment Laws BenefitsWhen the process server hands you garnishment papers about someone working for you, what do you do? Hire an attorney? Respond on your own? Throw it away? The garnishment writ is a directive from the court to withhold salary or wages from someone working for you (and not just an employee). This audio conference will explain the nuts and bolts of Florida's garnishment laws, from how a  more...

Accounting for Uncertain Tax Positions: FIN 48 Update BenefitsUnderstanding and meeting the financial statement disclosure rules on uncertain tax positions is already a challenge. Now, the recent IRS proposal to require corporate filing of Schedule UTP brings highly controversial reporting concerns. Schedule UTP would require income tax return disclosure of federal uncertain tax positions in detail that goes far beyond the corresponding financial  more...

Creating a Payroll Manual: Putting Your Procedures Into Writing BenefitsThe Sarbanes-Oxley Act made it abundantly clear that all areas of accounting within a company should have well documented policies and procedures. These are an integral part of every function and that includes payroll. During this audio conference, we will discuss the steps you can take to ensure your procedures are well documented, clear and concise. During the program, we will discuss  more...

Complying With OSHA Recordkeeping Requirements BenefitsMany companies do not understand the scope or complexity of the various recordkeeping obligations under OSHA's laws and regulations. This audio conference will provide guidance as to OSHA's recordkeeping requirements, including pending regulatory changes and trends. Learn about OSHA's new penalty policy, as well as the pending OSHA Reform Bill hidden in the Miner Safety and Health Act.  more...

Mobile Banking: Banking Without Borders BenefitsLike online banking, mobile banking is poised to revolutionize the industry, but it has stagnated in its infancy. Given the indispensability of cell phones and their broad capabilities, banks and technology providers are rapidly developing solutions that use cell phones to provide unparalleled convenience and value to customers. With the potential to competitively and geographically level  more...

Economic Substance Doctrine Codification Update Benefits2010 has produced the sweeping changes in health care via legislation titled the Patient Protection and Affordable Care Act. Knowledge of its tax implications, tax credits, employer obligations and other financial aspects will be discussed in this informative audio conference. Awareness of the compliance rules will avoid financial risk and a variety of costly penalties for both individuals  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...

Preparing for the International Financial Reporting Standard BenefitsOn November 14, 2008, the SEC released its proposed road map for the adoption of IFRS in the United States. About the same time, leaders from the G20 countries at a financial summit in the United States issued a statement which, among other things, confirmed the leaders' support for developing a single set of high-quality global accounting standards. Both of these events represent  more...

Workers' Compensation Handbook Best Practices BenefitsMinimizing workers' compensation abuse and controlling the costs of legitimate claims is a daunting task. In this difficult economy, it is essential you take every step you can to reduce your workers' compensation exposure and costs. This 90-minute audio conference is geared to provide you with the best handbook practices - policies, procedures and techniques - for staying in control of  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...

Not-for-Profit Auditing and Accounting for Contributions and Pledges BenefitsIn this day and age, it is essential for not-for-profit professionals to have a basic understanding of auditing and accounting as it relates to contributions and pledges. This will help you to account for every dime taken in, and to report accurately and completely on how each dollar is used. By preserving the financial integrity of your organization, you will also earn the trust of your  more...

Digital Manufacturing: Improve Productivity, Lower Costs and Compress Delivery Times BenefitsToday's globally competitive environment is forcing manufacturing companies of all sizes to rethink and better integrate their overall approach to product development, from concept to product design to manufacturing engineering and beyond. As a result, many companies are seeking new ways to improve their competitive position through the proper adoption of digital manufacturing and other  more...

Illinois Leave Laws: Navigating a Minefield BenefitsAlthough the economy may have been stagnate, the legislature has not. Over the past couple of years, Illinois has passed or expanded numerous leave laws presenting even more obligations for employers. The interaction of these laws can be complex and difficult to institute. This teleconference will assist you in understanding their obligations in implementation and compliance. Leaves  more...

Recent Developments in Employer Liability for 401(k) Investments BenefitsUnhappy employees, U.S. Department of Labor investigations, IRS investigations, massive class action lawsuits - an ever-expanding list of factors bombards sponsors of 401(k) plans, and places companies and their management potentially in the cross hairs. From Enron, Worldcom and Sarbanes-Oxley, to the more recent massive class actions filed against Fortune 500 companies regarding 401(k)  more...

Best Practices in Performance-Based Service Procurement BenefitsPerformance-based service procurement is a commercial best practice for many types of service procurements. The General Accountability Office says performance-based procurement is the government's primary resource for correcting problems in service procurement. In both the public and private sectors, it benefits the buying organization in many ways when done right. Performance-based  more...

Impact of Health Care Reform on Elder Law BenefitsThis teleconference will teach you how the recent health care act will affect seniors and persons with disabilities. President Obama signed into law, in March of this year, the Patient Protection and Affordability Act of 2010 and the Health Care and Education Reconciliation Act of 2010. These together are referred to as the Affordability Care Act. This act makes changes to Medicaid and  more...

Tax Issues of Social Media and Internet Activities for Nonprofits BenefitsThe internet is essential to the functioning of virtually every nonprofit organization, yet it is fraught with a host of exempt organization tax pitfalls. This audio conference will focus on the exempt organization tax issues associated with internet activity: generating revenue through web-based activities, managing the internet presence of multiple affiliate entities, and avoiding  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...

Jeopardizing Exempt Status BenefitsOnce exempt under the Fair Labor Standards Act, employees do not necessarily remain exempt for the duration of their employment. Actions taken (or not taken) by employers can and do jeopardize the exemptions claimed, leading unknowing employers down the path to potentially ruinous liability for unpaid minimum wages and overtime. This teleconference is designed to help you identify issues  more...

Reengineering Revenue in Today's Market BenefitsThe days of simplicity in bank income have long past. Recently, staying on top of noninterest income has become even more complex with the migration to electronic transactions, changes to Reg E and current economic conditions. As bankers adjust to these changes, they have to be more creative with how to oversee NII. This teleconference helps you understand the exact impact the current  more...

Family Responsibility Discrimination Law: Family Friendly Employer or Litigation Target? BenefitsFamily responsibilities discrimination against employees because of their family caregiving responsibilities is becoming a major issue for employers. Employers have been the subject of increasing but not well understood claims based on FRD claims. These claims have been pursued under a variety of both federal and state laws, and have resulted in multimillion-dollar verdicts. This  more...

S Corporations: How to Avoid Common and Often Overlooked Pitfalls (Simple to Complex) BenefitsAs many practitioners will attest to, there are many pitfalls when S corporations are involved. This teleconference will identify the most common pitfalls, such as not properly maintaining earning accounts, ineligible shareholders, the one class of stock principle, invalid or missing S corporation elections and built-in gain. You will not only learn how to identify these pitfalls, but you  more...

Commercial Loan Stress Testing Fundamentals BenefitsStress testing of loan portfolios is rapidly becoming an integral component of the credit risk management process. All banks should perform some type of stress testing 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  more...

New Features and Functions in Updating to Excel 2007 BenefitsAny Excel user who is making the transition into Excel 2007 needs to get up to speed and needs help in locating familiar features that have been redesigned or relocated. Version 2007 is the biggest change in Excel's history and without a road map to its new features, you will waste a lot of time and be inefficient - you need this teleconference! We will give you indispensable tips for  more...

Ohio Prompt Payment Act Update BenefitsThe Prompt Payment Act contains some often misunderstood or overlooked requirements that are critical to protecting project profitability. Cash flow is the lifeblood for most companies, but particularly contractors. Many contractors, subcontractors, specialty trades and suppliers are forced to finance the construction of a project as a result of delayed payment from their contracting  more...

Ohio Sales and Use Tax: Recent Trends, Developments and Planning Opportunities (Maximizing Exemptions and Minimizing Taxable Ser BenefitsLearn the latest developments and planning opportunities in the context of an overview of Ohio sales and use tax. Mr. Dimengo will go through various exemptions and how they can be maximized, and how various otherwise taxable services can be minimized. This teleconference is designed for accountants, controllers, accounts payable professionals, CFOs, tax managers and officers, presidents  more...

Labor Law: Could 2011 Be the Turning Point for Unions? BenefitsIt's been almost two full years of President Obama's administrative initiatives - a rollout of many campaign promises. Unions played a vital role in the 2008 elections and they continue to have a large voice in upcoming Congressional elections this fall. While most of the country has been focused on health care reform, 2011 could prove to be a pivotal year for union activity. What  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...

Health Care Reform Update BenefitsPresident Obama signed the Patient Protection and Affordable Care Act into law on March 23, 2010. This legislation will effectively restructure one-sixth of our economy and have a significant impact on our personal lives. Beyond the partisan politics and media hype are the practical concerns of employers, HR professionals, attorneys, third-party administrators, and other consultants and  more...

Texas Nonsubscriber Claims 101: Perspectives From Employees and Employers BenefitsTexas is the only state in the union that permits employers to opt-out of worker's compensation insurance. Employers who opt-out are known as nonsubscribers. Some nonsubscriber employers purchase insurance products that pay for medical care, lost wages and indemnify the employer if a claim is filed. Other employers self-insure and handle claims in-house or send them to third-party claim  more...

When Wages are Not FICA Wages BenefitsDo you know what is not considered wages by the IRS, thereby exempting those monies from FICA tax? If not, this teleconference will be beneficial to you in helping reduce employer liability for FICA taxes on money that is not wages. You already know that any cash or noncash remuneration received for employment, unless specifically exempt, is considered wages subject to the FICA tax. This  more...

Handling Paid Leave Requests in New Jersey BenefitsIn January 2009, New Jersey became one of only a handful of states mandating that certain kinds of family leave be paid leave. Paid leave brings with it new employer compliance questions. For example, what must an employer do when an employee makes a paid leave request? Who pays for such paid leave? What laws are implicated by such a request and who decides whether an employee is eligible  more...

Best Practices in Electronic Invoices and Electronic Payments BenefitsIt may seem impossible to escape the paper-heavy processes in your AP department and achieve the coveted paperless status, but pulling off this caper is not a feat reserved for only paper mavericks. Instead, we can show you there is a way to achieve a paper-free environment and realize your ROI. In this teleconference, e-invoicing architect Henry Ijams will discuss your options for a  more...

Utilizing Data in Microsoft Access BenefitsOriginally released in 1992, Microsoft Access is part of the Microsoft Office Suite. Microsoft Access is the most popular Windows desktop database used by most organizations around the world, from small to large businesses, government agencies, nonprofits, etc. Microsoft Access fits a unique space between the skills of the information worker and professional developers. It's a database  more...

Recruiting on a Limited Budget: Proven Low and No Cost Tools and Approaches BenefitsThere is a long and established history of recruiting professionals being asked to accomplish more with less around the world. A June 2010 poll recently revealed that while 73 percent of organizations expected the volume of recruiting activity in their organization to increase significantly in the current year, only 18 percent received an increase in budget on par with the forecasted  more...

10 Employee Handbook Mistakes You Can't Afford to Make BenefitsWith major developments occurring in labor and employment law over the past year, now is the perfect time to review your employee handbook to ensure it is in compliance with the latest changes and includes best practices. To avoid errors in this process, you will learn the top mistakes employers make and the keys to making the employee manual a valuable tool. The new governing legal  more...

Understanding the Role of the Trust Protector BenefitsThink of how far society and trusts have evolved in just the last 100 years. How can we anticipate what changes lie ahead of us from both a tax and nontax perspective? Is the movement toward multigenerational trusts pushing the planning horizon many years past the point most estate planners were trained to envision? This teleconference will identify those unintended consequences and  more...

Restructuring the Commercial Loan BenefitsA commercial loan restructuring requires a working knowledge of a number of commercial law aspects, e.g., bankruptcy, transactional and litigation issues. This teleconference will help provide you with an understanding of these issues from inception through the end of the commercial loan restructuring process. Listen to our panel of experienced counsel provide seasoned advice so that you  more...

Best Practices for MRO Purchasing BenefitsMany organizations lack thorough MRO purchasing strategies that are comprised of a guiding strategy and supporting tactics to achieve the goals that have been identified for the MRO purchasing function. This is often a significant opportunity to reduce operating cost and improve mean time to repair. This teleconference will help you understand and design the MRO purchasing system and  more...

Kaizen Principles and 5S Activities for Manufacturing BenefitsBy attending this teleconference, you will learn how to design and deploy a 5S program; identify waste and nonvalue adding activities; choose the right change vehicle; improve safety, productivity and morale; and integrate 5S with a lean management system. Register today and find out how others have achieved success in 5S deployments. This teleconference is designed for manufacturing  more...

Implications of the Michigan Budget Shortfall BenefitsMichigan is in the middle of a fiscal crisis that will have a direct impact on Michigan's quality of life and future development. Most people do not understand how Michigan's economy works and how it relates to the State Budget process. This teleconference will help shed some light on what economic factors go into the development of the state budget and the impact the current recession and  more...

Public Disclosure and Transparency: The New Form 990 BenefitsExempt organizations are subject to a variety of restrictions under the Internal Revenue Code regarding their lobbying and advocacy efforts. The new and redesigned Form 990 is intended to capture the level of these activities by exempt organizations. With the increased focus and disclosure of the activities of exempt organizations, organizations need to understand the limitations on these  more...

Reverse Auctions: Current Issues and Opportunities BenefitsAll across the spectrum, organizations are seeking ways to save money on their operations. Certainly, gaining efficiencies in your procurement spending can make a tremendous difference on your bottom-line in the private sector and in saving precious budgetary resources in the public sector. How can you achieve 5 to 20 percent or more savings on much of what your organization spends on  more...

Reporting and Disclosure Requirements Under the American Recovery and Reinvestment Act of 2009 BenefitsThe passage of the American Recovery and Reinvestment Act of 2009 has presented a significant number of opportunities for government, not-for-profit and commercial entities to expand upon current and initiate new programs and services. However, ARRA also establishes a number of mandates that recipients must comply with or risk potential financial and legal penalties in addition to public  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...

Schedule C Reporting Update BenefitsAccording to IRS statistics, more than 22 billion Schedule C forms are filed each year. Many of these represent small, often home-based, businesses. However, a large number also represent large, full-time business enterprises. It is not surprising that with such a large vast array of different types of businesses, Schedule C filers are frequent targets of IRS audits. This teleconference  more...

Strategies to Utilize Web 2.0 BenefitsIn an era where Web 2.0 is revolutionizing the social dynamics of our society, the HR professional must respond to the changes this new technology is bringing to the workplace. This teleconference will present a practical framework for understanding Web 2.0 and provide insight into a number of best practices that explore a variety of strategies for leveraging the power of this technology  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...

IRS Form 8928: Health Plan Reporting and Excise Tax Update BenefitsEmployers who sponsor group health plans now have a duty to self-report certain regulatory plan failures and pay excise taxes where such failures are not corrected in a timely fashion once discovered, or are due to willful neglect. You need to know the Internal Revenue Code rules or risk expensive excise taxes for failure to comply with COBRA, HIPAA and other federal group health plan  more...

Loan Workout Complications: Second Lien Issues BenefitsApproximately $50 billion of second lien loans were issued between 2003 and the second quarter of 2007. A significant portion of these second lien loans were issued to borrowers who are now in, or facing, restructuring and/or bankruptcy proceedings. This teleconference will examine the strengths and potential pitfalls of first lien/second lien intercreditor agreements in such a  more...

Sale Leaseback Transactions Today: Monetizing Real Estate Assets BenefitsA troubled economy and a chilly borrowing environment require a re-thinking of how capital and 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  more...

Code Section 409A BenefitsThe IRS is giving employers one last chance to fix their plan documents and compensation agreements for Code Section 409A. However, the IRS has also announced some new interpretations of Section 409A provisions that will require most employers to make changes to their plans and agreements. Employers that make these changes before January 1, 2011, can avoid IRS penalties, in most cases. In  more...

Navigating Form 1041 BenefitsWith more individuals using trusts in estate planning, knowing how to prepare an accurate Form 1041 is becoming more important than ever. Properly computing taxable income and correctly allocating taxable income between the entity and its beneficiaries can avoid not only challenges by the IRS but also disgruntled beneficiaries. This teleconference will help you understand the main rules on  more...

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...

Ohio Commercial Activity Tax Update: Now Fully Phased in, What We Have Learned and What We Can Expect Going Forward BenefitsIt has been five years since Ohio elected to move away from its more traditional, net income and net worth based corporate franchise tax to the commercial activity tax, or CAT. In addition to the CAT, in recent years a number of states have made significant changes to their income and franchise tax regimes, which has created a complex and arduous landscape for companies' state income tax  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...

Dodd-Frank Wall Street Reform and Consumer Protection Act: The Overhaul of the U.S. Financial System BenefitsThe Dodd-Frank Wall Street Reform and Consumer Protection Act signed into law by President Obama overhauls the United States financial system. This legislation will affect every corner of the financial services industry. Learn how this legislation is likely to affect you. This teleconference will review many important aspects of the Act, including the new Financial Stability Oversight  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...

Understanding the HIRE Act and Form 941 BenefitsWith all of the new legislation that has affected employers, it is becoming difficult to keep up with the new requirements. During this teleconference, you will obtain the knowledge on how to make sure that your company can take tax benefits being offered to employers for producing jobs and hiring new employees. We will explain in detail the HIRE Act from how to determine what employees  more...

Developing a Policy for Employee Use of Mobile Devices BenefitsThe paperless office is not yet here for most, but the vast amount of electronic information coursing through the average organization is bringing us closer and closer each day. Along with all the electronic information and use of mobile devices comes great opportunities, complex challenges and dangerous pitfalls. This teleconference will address employment issues as they pertain to  more...

1099 Reporting of Payments to Attorneys and Other Third-Parties BenefitsJoin this informative teleconference to gain insight as to the Internal Revenue Service's reporting requirements for payments made to an attorney in connection with legal services (whether or not the services performed are for the benefit of the payor). The IRS reminds us that all third-party payers, such as small businesses or individuals, are required to annually report payments made to  more...

Using Social Media to Grow Your Accounting Firm BenefitsSocial media is all the talk these days but can it really help businesses grow? In this teleconference, you will learn how companies large and small, including other accounting firms, are using Facebook , LinkedIn , Twitter and other platforms to actually generate new business. Whether you are new to social media or a seasoned netizen, you will get practical tips you can use to enhance  more...

Implementing Employee Threat Assessments: Are Your Employees Ticking Time Bombs? BenefitsEmployers are confronted more often with dangerous employees. This teleconference will address practical human resource issues including how not to hire dangerous employees, strategic discipline, strategic terminations and high risk terminations. It will also discuss some practical tools employers have at their disposal to deal with difficult employees, along with a discussion of real life  more...

Using Payroll Audits to Detect Errors and Fraud BenefitsAs a finance professional, you probably are expected to safeguard your company's money. Unfortunately, there is no typical picture of the fraud perpetrator and embezzlement of funds is all too common place, so you have your work cut out for you! An excellent place to start is with Jeffrey G. Matthews' 'Using Payroll Audits to Detect Errors and Fraud' teleconference. You will learn about  more...

Social Networking in the Workplace: Policies, Monitoring and Discipline Issues BenefitsSocial networking via online tools such as MySpace , Facebook and Twitter has exploded in popularity over the last few years. According to an October 2008 survey, 51 percent of employees accessed social networks at least once per day at work; many of them did so for an hour or more per week. Despite these numbers and the risks inherent in employees using social networking tools, such as  more...

EEO-1 Form: Reporting for 2010 BenefitsIn this interactive teleconference, you will learn the EEO-1 reporting requirements as well as practical, easy to use approaches to completing and submitting the EEO-1 report by the filing deadline. This engaging teleconference will also explain the EEOC's and OFCCP's systemic discrimination enforcement initiatives. From understanding the EEOC's and OFCCP's new focus on these issues to  more...

Lease vs. Buy: Choosing the Best Option BenefitsThe decision to finance business equipment through lease programs or by purchases is one of the most difficult and important decisions faced by businesses every day. Making the wrong choice can not only result in economic loss but significant disruption of business, loss of time and opportunity. This teleconference will provide you with a comparison of the benefits and pitfalls of  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...

Change Order Basics BenefitsAttend this teleconference and receive valuable information on change orders, construction change directives, cardinal changes, abandonment, contract modifications and managing change. You will gain a clear understanding of these concepts and how they apply to the owner, contractor, subcontractor, lender and surety. The panel will discuss differing site conditions, defective or ambiguous  more...