Covered Telephone Seminars - Training Resources

Common Pitfalls of Certificates of Insurance ...covered. We have General Liability Insurance.' This statement is also often times followed by an all too common explanation: 'My company employees are listed as additional insured so we are covered.' Certificates of insurance are meant to evidence insurance coverage for landlords and tenants; secured transactions; and other property, casualty and liability exposures companies and individuals  more...

Understanding Your Summary Plan Descriptions ...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 important information regarding  more...

Implications of the Stimulus Package on HIPAA ...effect. New requirements for business associates of HIPAA covered entities and requirements to notify individuals in the event of a breach are only two of the many areas affected in the new law, including new requirements for restricting and accounting of disclosures and increased enforcement activity. This teleconference will help you understand what you have to do and when, and what to keep  more...

Getting Advice from the IRS: Letter Rulings, Pre-Filing Agreements, TAMS and GLAMs ... requirements set forth in Rev. Proc. 2009-1, what is not covered by a private letter ruling, the benefits of a pre-filing conference prior to the actual filing of the ruling request, as well as timing issues. This teleconference will also discuss new IRS pilot private letter ruling processes, the availability of expedited treatment and the use of pre-filing agreements with respect to certain  more...

Opt-Out Incentives and Other Cost Cutting Measures for Health Plans BenefitsThe recent debate regarding health care reform has highlighted for the public what employers have known for years - health care is expensive. Employers have for years looked for creative ways to alleviate double digit annual increases in the cost of health coverage provided to its employees. Employers have toggled deductibles and co-payments, and they have implemented wellness programs and  more...

Jeopardizing Exempt Status: Top 10 Mistakes Employers Make and How to Avoid Them ...arding what you can and cannot do. Among the topics to be covered include payment on a salary basis, permissible and impermissible deductions from salary, supplementing salary with additional payments, reducing salaries or hours, required use of paid time off, performing nonexempt work and more. This teleconference is sure to help identify and resolve thorny problems which jeopardize exempt  more...

Options Under Section 504 BenefitsPublic and private educational facilities that receive federal assistance must comply with the Rehabilitation Act Amendments of 1973, concerning the rights of disabled employees and students. An educational facility's failure to comply with this law and its related regulations can result in a school being assessed with significant liability, including potential loss of federal funds.  more...

Setting the Stage for Rehiring: Logistic and Liability Issues ...ins through actual rehiring and on-boarding. Topics to be covered include setting the stage for a successful rehire process, identifying which employees to rehire, dealing with employees who are not rehired, and logistical issues from communications to benefits issues and reintegrating employees back into the organization. We will also cover legal obligations and liabilities that can arise  more...

Advanced Microsoft Excel Formulas and Functions: Master Your Usage of Excel's More Powerful Formulas and Functions ...sly and a host of others. Specific functions that will be covered include MATCH, INDEX, CONVERT, TRANSPOSE, FREQUENCY, DATEDIF, INDIRECT, LEN, MOD, TREND, GROWTH, REPLACE, SUBSTITUTE, and extended uses of the IF and VLOOKUP functions MICROSOFT is a registered trademark of Microsoft Corporation and this event is not sponsored by or affiliated with Mircosoft Corporation. Business owners and  more...

Gift Acceptance Policies for Public Charities and Tax-Exempt Organizations BenefitsFundraising is hard enough without running into the legal, accounting and practical pitfalls inherent in some types of gifts! A comprehensive gift acceptance policy can help an organization avoid these pitfalls, enhance its donor relationships and run a more successful development program. This teleconference will address the issues that should be covered in a basic gift acceptance policy  more...

Statutory Research and Legislative History for Paralegals ...covered by statutory authority, there may be questions as to what the language of the statute means and how it can be applied to a given situation. Attorneys often need to research the legislative history of the applicable statute to create a viable argument as to what was the intention of the legislative body that passed a particular law. Courts have different approaches to using these unique  more...

Current ERISA Fiduciary Issues for Financial Institutions ...omy and evolving regulatory world. Among the topics to be covered are transactional issues for newly combined and otherwise affiliated financial institutions, ERISA issues implicated by the economic downturn, legislative and regulatory developments of special interest to financial institutions, and evolving developments regarding so-called pay-to-play and other financial consulting arrangements  more...

Pervious Concrete - The Pavement That Drinks! ...concern accompanying increased urbanization. When land is covered with impervious parking areas, driveways and transit areas, rainfall is unable to soak into the ground as it would under natural conditions. It must therefore flow off the pavement and into adjacent areas, which can result in flooding, erosion and disruption of the environmental balance. Pervious concrete parking areas eliminate  more...

Understanding LEED for Sustainable Building ...gn. - You will be able to classify primary building types covered under 2009 LEED revisions. - You will be able to state why USGBC updated LEED . - You will be able to diagram the LEED credit point scale and how it works. This teleconference is based on publicly available information concerning the LEED rating and certification system, and is not specifically endorsed or approved by the U.S.  more...

Understanding the New Penalties for Tax Preparers nSignificant changes have been made to the preparer penalty of IRC §6694 since 2007. The standard of care needed to avoid the penalty has been raised, the penalty is greater and the reach of the penalty is broader. In addition, there are various other penalties and rules of conduct you must be aware of and new guidance has been issued in several of these areas in the past year. It is imperative  more...

Paid Sick Leave Update: Policies and Procedures in an Evolving Workplace ...rovided paid sick leave benefits for reasons beyond those covered by the employer's program. In some cases, states and localities have begun to mandate that employers provide employees with a minimum paid sick leave benefit if an employer does not already do so. And while currently federal law only mandates unpaid leave for covered employers, in the near future, it is possible that paid-sick  more...

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

Escrow Basics: The Keys to Successful Real Property Closings nIf the closing of real estate related transactions is one of your job responsibilities, "Escrow Basics" is designed to provide you with the knowledge to obtain this goal but MUCH MORE - how to make it a successful, memorable and pleasant experience. Learn what escrow is, its role and the closing process. Both loan and sale escrow transaction are covered with emphasis on our current economy's most  more...

Directors' and Officers' Liability Insurance: Current Topics and Key Issues ...ing a discussion of the coverage sides, coverage add-ons, covered and noncovered conduct, and treatment of defense costs. It will conclude with a discussion of the current issues and trends in the D&O liability environment and issues that may arise in the negotiation and renewal of D&O liability policies. n nThis teleconference is geared toward a wide range of corporate professionals involved  more...

Criminal Liabilities Under HIPAA-Who Knew You Could Go to Prison? ...covered entities have been surprised to learn that HIPAA rules provide for criminal penalties - up to 10 years in prison for intentional violations! Health plans, health care clearinghouses, health care providers and Medicare prescription drug card sponsors may be prosecuted criminally for HIPAA violations. n nWith ID theft on the rise, prosecutors are becoming more aggressive in enforcing  more...