Discussion Telephone Seminars

Sales and Use Taxation of Internet Sales: The Evolving Case Law ...nt and clarify the contours of that requirement through a discussion of existing and developing case law. This live audio conference will explore how you can, without careful planning and analysis, establish nexus through either related or unrelated third-parties. This live audio conference is designed for accountants, CFOs, controllers, accounts payable professionals, tax managers,  more...

Commonly Encountered Sales and Use Tax Audit Issues and Strategies to Defuse Them ... audit and their taxability. A significant portion of our discussion will also focus on those issues taxpayers find most troublesome during audits from audit sampling and projection methodologies to transactions most often giving rise to liabilities. We will also review some of the basic procedural issues concerning audits including statutory deadlines and common sense approaches to proactive  more...

Form 990 Survival Guide - the Form, Unrelated Business Income (UBI) Tax Issues and Practical Solutions ...enefitsThis 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...

Social Security Benefits: Is It Worth It to Delay? ...e exact procedure for the determination of benefits, to a discussion of taking or delaying benefits early. Explanation of how spousal benefits are determined and the penalties for either the worker and/or spouse taking benefits early will be discussed. Pursuant to taking Social Security benefits early, especially for those who contemplate such at their normal retirement date, the audio  more...

FLSA New Fluctuating Workweek Regulatory Guidance ...logy. This live audio conference will provide an in-depth discussion of the 'fluctuating workweek,' explore its legal and regulatory foundation, and examine whether and to what extent the DOL's latest regulatory pronouncement is likely to receive deference in the courts. The program will also review practical compliance solutions. This live audio conference is critical for employers who want a  more...

Current Issues in Wetland Delineation ...ifecycle of a project. The audio conference begins with a discussion of wetland ecology that will serve as the foundation for a review of wetland delineation methodology. It concludes with a description of the jurisdictional determination process which ultimately identifies those aquatic resources regulated by the U.S. Army Corps of Engineers. This program focuses on the practical, field-based,  more...

Domestic Asset Protection Trusts: Fundamentals and New Approaches ...e 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 a completed gift trust under the current income, gift, estate and generation-skipping transfer tax rules, ILITs with broader flexibility and benefits, and beneficiary favored trusts. These newly evolving  more...

Domestic Asset Protection Trusts: Fundamentals and New Approaches ...e 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 a completed gift trust under the current income, gift, estate and generation-skipping transfer tax rules, ILITs with broader flexibility and benefits, and beneficiary favored trusts. These newly evolving  more...

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

Roles of HOAs in Foreclosures and Short Sales ...arket 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 overview of concepts related to mortgage foreclosure, lien priorities and legal issues commonly related to creditor rights in  more...

Weight Loss At the Workplace: Legal Issues For Employers Seeking To Reduce Health Care Costs BenefitsLearn the issues used to identify and address when formulating and implementing a corporate wellness program that is aimed at weight loss reduction. The number of potentially applicable federal and state laws requires careful consideration of the potential issues raised with drafting and managing a corporate wellness program. The multiple relevant laws and regulations only heighten the  more...

Historic Rehabilitation Tax Credits: Using Tax Incentives to Develop and Invest in Historic Properties ... the investor perspective, and will conclude with a brief discussion of other tax incentives that can be used in conjunction with HTCs as well as information on recent legislative/judicial developments regarding the use of HTCs. At the conclusion of this live audio conference, you will have an understanding of the tax/regulatory rules and structures being used in conjunction with this tax  more...

Students With Disabilities: How to Legally Discipline ...hose obligations. It will also provide an opportunity for discussion of common problems in this regard and practical solutions. The school district's failure to adhere to the requirements of IDEA and Section 504 concerning student discipline is a common pitfall for school districts and such a failure can result in significant problems for school districts, including potential liability for  more...

Problems and Risks Associated With Green Construction ...nhance energy efficiency and reduce environmental impact, discussion of direct and hidden costs of failure, and provisions in traditional design and construction contract documents that need to be reevaluated when going green. Documentation is particularly vital in rated green buildings to ensure performance goals are met. We will also discuss issues like allocating responsibility of  more...

Documentation and Proof of Construction Delay ...proaches to the determination of delay. It will include a discussion of the importance of the critical path, the importance of the contemporaneous documentation and the pitfalls associated with discredited analytical techniques. It will also describe the underlying legal concepts and decisions. Step-by-step, real-life examples will allow you to see how the concepts and techniques presented in  more...

Understanding the Durbin Amendment's Impacts and Implications ...al implementing regulations. Following this level-setting discussion, attendees will join the speaker on a deep dive into the immediate market impacts and longer-term implications of this new regulatory environment for the debit card industry. Together, we will examine how the Durbin Amendment has already changed and how it will continue to change the debit card marketplace. This live audio  more...

When Words Get In The Way: FDCPA Claims Based On Collection Letters BenefitsThe defects in collection letters form the primary basis of claims against debt collectors. This live audio conference will provide an overview of the typical claims that are brought against debt collectors pursuant to the Fair Debt Collection Practices Act and the best defenses against such claims, a discussion of recent cases involving claims emerging from the language and format used in  more...

Everything You Wanted to Know About Drug and Alcohol Testing but Were Afraid to Ask BenefitsMost companies that care about safety in the workplace have implemented a drug and alcohol testing program. An added benefit to companies is a reduction in their workers' compensation insurance premiums. What makes an effective program? What kind of safeguards should there be to ensure accuracy? What does a drug test really measure? What is the best sample: urine, hair or oral fluid? Are  more...

Workers' Compensation Issues for the Construction Industry ...ce agents. This live audio conference includes a detailed discussion on experience modification factors (EMRs) and provides a simple explanation to both understand them, spot simple and the most frequent errors in their calculation, as well as the role of the EMR in safety and in the bidding process. We will also discuss specific tips to promote and distinguish your construction company to your  more...

Solar Photovoltaics: How Do You Get This Stuff On Your Roof Anyway? ...code changes will be discussed. This will be a high level discussion. Some knowledge about photovoltaics is necessary. Learning Objectives: - You will be able to recognize fire code changes and issues. - You will be able to identify on grid and off grid advantages. - You will be able to review how get ready for photovoltaics. - You will be able to discuss rebates, credits, other incentives.  more...

Social Networking and Electronic Communications: Issues for Public Schools BenefitsYou will examine teacher and student use of social media and social networking, and the intersection of individual rights with the school's authority to regulate the school environment. You will learn how student and employee policies should address teacher and student use of social media, including discipline of teachers and students, respectively. During this live audio conference, we  more...

Pervious Pavement Alternatives ...ng materials: pervious concrete and open-jointed block. A discussion of case studies from all over North America illustrating results in diverse soil, climate and traffic situations, and applications for investment and environmental purposes will be addressed. Learning Objectives - You will be able to discuss applications. - You will be able to describe open-jointed block. - You will be able  more...

Architect and Engineer Liability in California BenefitsThis audio conference will provide a general understanding of the legal risk facing a design professional in California. The program will discuss important contractual obligations, concerns relating to negligence claims, and statutory obligations every design professional should be aware of. The audio conference will cover key contractual language and insurance issues, negligence standards  more...

California E-Discovery Rules: Still in Their Infancy BenefitsOn June 29, 2009, Governor Arnold Schwarzenegger signed into law AB 5, California's first set of statutes designed to address the realities of electronic discovery. AB 5 added two new statutes to the California Code of Civil Procedure and amended 19 pre-existing CCP sections. On August 14, 2009, the Judicial Council followed suit by amending California Rule of Court 3.724 to require  more...

GASB 51: Accounting Standards for Intangible Assets ...gible assets and the initial measurement of those assets. Discussion will include how to determine the useful life of intangible assets, how to address amortization issues, and be cognizant to impairment indicators. Finally, you will have a better understanding of how to account for and report intangible assets in your CAFR. This audio conference is designed for accountants, CPAs, CFOs,  more...

Partnerships and Section 704(c) ...work with the Section 704(c) regulations. There will be a discussion of the various elections that are available to adopt methods of allocation under Section 704(c), as well as a discussion of reverse allocations. Failing to have a proper understanding of these provisions can potentially result in unanticipated surprising tax consequences for partners, members and beneficiaries of partnership  more...

CPM in Construction Management: Preventing and Measuring Delays ... and reliably to measure and quantify project delays. The discussion will also provide the technical and legal foundation for the techniques presented. You will be brought up-to-date on the very latest scheduling tools and concepts relevant to recognizing and quantifying delays on a construction project. Our speaker will introduce the concept of the longest path, present a simple way to  more...

Foreclosure and Workout of Commercial Mortgage Loans in New York ... so called 'bad boy guaranties,' and will conclude with a discussion of workout, addressing various strategies that may be utilized when restructuring the non-performing commercial mortgage loan in New York. This audio conference is designed for attorneys, presidents, vice presidents, branch managers, loan officers, loan department personnel, credit and collection managers, controllers,  more...

New Rule 502: Attorney-Client Privilege and Work Product Limitations on Waiver BenefitsKnowing and preserving the attorney-client privilege and work product protection is a fundamental for most litigators. Rule 502 of the Federal Rules of Evidence has been adopted to clarify and resolve a common dispute regarding the effects of certain disclosures otherwise protected by the privilege or work product, including inadvertent disclosures and the agreement of the parties  more...

Grant Management for Grant Recipients ...ut the fundamentals of grant administration followed by a discussion of urban myths - that is, commonly misunderstood provisions of federal grants - and sharks in the waters, high-risk areas that grantees and subgrantees should understand and avoid. At the end of the audio conference, you will have the opportunity to ask specific questions. This audio conference is designed for attorneys, city  more...

Boundary Law Issues ...issues, legal theories used to establish boundaries and a discussion of a sample agreement. The teleconference will provide you with some general concepts to allow review of the issues specific to your area with greater economy. Learning Objectives - You will be able to describe how to determine boundaries. - You will be able to review legal issues. - You will be able to define boundary line  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...

Florida Documentary Stamp Tax Update ...king place in Florida. This teleconference will provide a discussion regarding a significant change occurring last year relating to transfers into related entities, issues which must be taken into account in connection with loan workouts and foreclosures, and reminders of the basic rules governing estates and trust transfers. This teleconference is designed for attorneys, presidents, vice  more...

Administration of Pain Agents ...timal analgesia and level of function for their patients. Discussion will include the importance of choosing the appropriate pain agent for the type of pain at the right dose. Learning Objectives - You will be able to discuss different types of pain medications. - You will be able to explain balanced analgesia treatment plans. - You will be able to describe optimal analgesia and level of  more...

Ohio Commercial Activity Tax Update: Now Fully Phased in, What We Have Learned and What We Can Expect Going Forward ... of the CAT, now that it is fully phased in, as well as a discussion and analysis of what distinguishes it from some of the other significant state tax developments occurring in recent years, such as the implementation of the MBT and Texas Margin Tax. The teleconference also will provide some insight on how the current economic climate and pending administrative and case law developments might  more...

Express and Implied Warranties Under UCC Article 2 ...dies and damages available for each type of warranty. The discussion will include express warranties, the implied warranty of merchantability, the implied warranty of fitness for a particular purpose and the implied warranty of title. We will also look at the types of limitations, modifications and disclaimers available for each type, and provide helpful hints that you can pass on to your  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...

Condition Assessments and Structural Evaluation of Existing Buildings ...t the client may have. This teleconference will include a discussion on nondestructive evaluation as to when and where such methods can be utilized. Some case histories will be discussed to demonstrate the assessment and evaluation process which you can use as samples for your projects. Learning Objectives - You will be able to discuss why assessments are done. - You will be able to identify  more...

Forums for Resolving Construction Disputes ... specifically to construction disputes. It will include a discussion of the most important considerations for choosing a dispute resolution forum, including the legal requirements and practical considerations that apply to each. Specifically, this teleconference will provide the pros and cons of the various forums from the perspective of the legal/expert team representing a party in dispute.  more...

Conflicts With Additional Insured Coverage ...w of both the basics of additional insured coverage and a discussion of recent important developments. Learning Objectives - You will be able to explain what it means for someone's interest to be insured. - You will be able to discuss alternatives to additional insured coverage. - You will be able to recognize the differences between CGL and property insurance policies. - You will be able to  more...

SAS 70 and SSAE 16: Basics, Rules and Standards for Service Organizations ...and auditors using the SAS 70. In addition, there will be discussion on how SAS 70s have gained attention in the post Sarbanes-Oxley era. This will help you implement internal controls in becoming SAS 70 compliant. This will also assist you in analyzing the results of SAS 70 reports. Accountants, auditors, tax managers, CFOs, controllers, business owners and managers, presidents, vice  more...

Mortgage Fraud: An Epidemic BenefitsThe FBI recognized 2008 as the worst year ever for mortgage fraud. 2009 has seen the mortgage fraud epidemic spread even wider and deeper. This teleconference will focus on the most prevalent forms of mortgage fraud. Best practices for detection and prevention are outlined, with industry-specific recommendations for bankers, lawyers and mortgage professionals. We will conclude with a  more...

Directors' and Officers' Liability Insurance: Current Topics and Key Issues ...for D O liability insurance coverage. It will open with a discussion of the landscape of directors' and officers' liability, including the common allegations and recent claims trends brought in the wake of the subprime mortgage crisis. The teleconference will also address how D O insurance operates, including a discussion of the coverage sides, coverage add-ons, covered and noncovered conduct,  more...

Improve Productivity While Staying Compliant: Implementing Quality Procedures ...airing, scrapping and redelivering key products. When the discussion whether lean, six sigma and/or supply chain techniques are singularly the most effective way of dealing with quality problems, you miss the opportunity of using a blended and robust approach. Providing cost effective quality product means you understand the importance of a strong process for minimizing nonvalue added activity,  more...

The Art and Science of Ethically Firing a Client ... of a client. This teleconference will provide a detailed discussion of those ethical rules, as well as the impact of withdrawal on relationships with the court, implications of common-law fiduciary duties and the ever-important consideration of getting paid after withdrawal. What are the lawyer's obligations upon withdrawing from ongoing representation? What steps must be taken to successfully  more...

Commercial Leases: A Discussion of Legal, Negotiating and Drafting Considerations BenefitsBy attending this teleconference, you will learn the types of expenses commercial tenants should expect to incur and how to appropriately attempt to limit such expenses. By limiting expenses, you'll go a long way toward protecting the tenants you represent against unforeseen leasing costs. Such expenses include the cost of improving the premises, operating cost pass-throughs, real estate  more...

GSA Price Reduction Clauses (PRC) in Contracts BenefitsGSA Federal Supply Schedule contracting is a convenient way for companies to sell their products to the federal government. However, doing business under GSA FSS contracts presents a number of compliance issues, with one of the most important being the price reduction clause. This clause is included in all of the GSA Multiple Award Schedule schedules and essentially it guarantees that GSA  more...

Buying and Selling Claims in Bankruptcy BenefitsYou will benefit from an analysis of the latest bankruptcy procedures and forms for the trading of claims in bankruptcy, strategies for maximizing the value of claims, and recent court decisions and orders that could have a substantial impact on the value or enforceability of the claims purchased. In addition, you will gain insights on trading for passive investment to gain a return on  more...

Federal Tax Classification of Series LLCs BenefitsThe series LLC may be the solution to many issues that confront federal tax practitioners on a daily basis. For example, the series LLC is very useful in situations where long and expensive regulatory processes are involved with a new state law entity. The series LLC also can be used in asset backed securitizations in place of business trusts in those states that treat single member LLCs  more...

Purchasing Law: Breach, Repudiation and Excuse ... costs of doing so. This teleconference will also include discussion of potential issues that can arise if in the event of insolvency or bankruptcy of another party to a purchase agreement. Focused on practical steps and not just theory, you will be interested in this timely discussion of what to do when a purchasing contract goes bad. Attorneys, purchasing managers, material managers,  more...

Taxation Issues When Conducting Business With Native American Tribes BenefitsThe American Recovery and Reinvestment Act of 2009 included a number of provisions designed to encourage economic development on Native American reservations, including expanded authority for American Indian tribes to issue tax-exempt bonds for projects on American Indian lands and a $500 million investment of funds for infrastructure, renewable energy, tribal detention facilities and  more...

Tax Practice and Procedure Blunders That Can and Should Be Avoided ...procedures practitioners which can and should be avoided. Discussion on inadvertent privilege waiver, failure to control the flow of information at an audit, missing critical deadlines, failure to provide appropriate and adequate refund claims when necessary, and other key procedural mistakes will be addressed. Accountants, CFOs, controllers, accounts payable professionals, tax managers,  more...

Employer's HIPAA Privacy and Security Responsibilities Benefits strong New Mandates Under HIPAA and State Laws Create Obligations for Employers /strong Personal and company confidential data, exceedingly valuable assets, are under siege. Organizations across the country and locally have experienced significant data breaches resulting in unauthorized access to a vast amount of personal and company confidential information. At the same time,  more...

Developing a Community Nonemergency Response System ...s case to deploy a non-emergency call center. During this discussion, we will explore conducting a cost-benefit analysis and calculating return on investment which is even more critical in these lean times. In addition, we will focus on how to develop a change management program to help ensure that changes enabled by a new call center are adhered to and results in a tangible ROI by more  more...

Reverse Mortgages: A Lender's Perspective BenefitsThe reverse mortgage market is expanding exponentially as the population ages and new players are coming into the market. Don't get left behind. Learn what a reverse mortgage is, what's involved in offering such a product, which reverse mortgage products are currently offered in the market, state and federal requirements, and potential pitfalls. Join Reed Smith attorney Arthur Axelson for  more...

IRC Section 41: Credit for Increasing Research Activities Update ...discussion around one of the most misunderstood and misapplied sections of the Internal Revenue Code, Section 41 - Credit for Increasing Research Activities. Our team of former Big Four partners and managers has collectively worked on more than 500 research tax credit studies during our careers. Learn from some of the top technicians in the industry on what can and can't be considered research  more...

Damage to Adjacent Property and Structures ...n insurance that the panelists will bring to bear on this discussion. Learning Objectives - You will be able to identify the types of damage typically at issue. - You will be able to review best practices for risk identification. - You will be able to review insurance and indemnity principles. - You will be able to discuss best practices for handling claims. Engineers, contractors,  more...

Stormwater Management for TMDLs ...from around the country. The teleconference will end with discussion of how stormwater entities can begin to address the requirements of TMDLs including best management practices and monitoring strategies. Learning Objectives: - You will be able to review TMDL background. - You will be able to explain MS4s and stormwater in TMDLs. - You will be able to review case studies. - You will be able  more...

Your Organization's Obligations Under the FTC's Red Flags Rule: A Comprehensive Overview ...s you must take to implement the rule's requirements. The discussion of the rule's scope will take into account various federal agency guidance, recent litigation that challenged the scope of the rule and proposed legislative action. The teleconference also will address the specific steps that you must take to comply with the rule, including to develop the initial identity theft prevention  more...

Is Your Insurance Coverage Adequate? BenefitsThis teleconference will provide an overview of key considerations and issues in evaluating the adequacy of insurance coverage maintained by corporate America. Areas addressed will include the broad range of first- and third-party insurance available in today's insurance markets; important factors in ensuring coverage for the proper parties (corporate and individual); key considerations in  more...

Trends in Miranda Rights and Violations ...nd improper) Miranda warnings. We will begin with a brief discussion of the basic parameters of Miranda warnings. Then, we will discuss how those rights have evolved since 1966 and what law enforcement officers must do to ensure compliance with Miranda. Just as importantly, we will review what law enforcement officers must do to effectuate a valid waiver of those rights and what happens to the  more...

Business Combinations and Goodwill: What Is the Latest With Fair Value? BenefitsThe Financial Accounting Standards Board recently issued a Statement on Fair Value Measurements (SFAS 157) which clarifies the concept of fair value in financial reporting. Along with the FASB's proposed revision of its Statement on Business Combinations (SFAS 141R), fair value measurements may change the way acquiring companies report the acquisition on its financial statements. These  more...

How To Prevent Construction Projects From Going Bad ...how to meet them head on. It will provide a summary level discussion of the aspects of construction that can often lead to a bad project and of the fundamentals necessary to implement a successful project. n nTopic areas will include a discussion on defining success and how to plan for it from both the perspective of the owner and the contractor, ways to manage risk through key contract  more...

Supplemental Wage Payments: Common Withholding Guidelines ...olding of supplemental wage payments and have a practical discussion on the withholding issues surrounding less common supplemental wage payment matters, such as commissions paid at fixed intervals with no regular wages, commissions paid at fixed intervals in addition to regular wages paid at different intervals, draws paid in connection with commissions, and severance payments that are paid  more...

Doing Business in Texas? An Overview of the Texas Margin Tax nFor decades, the Texas Franchise Tax remained virtually unchanged. Once equipped with the knowledge that Texas limited partnerships were not taxable, many companies saw little need to delve further into the details of the tax. Beginning with reports due in 2008 all this has changed with the revised Texas Franchise Tax, known as the Texas Margin Tax by everyone but the Texas Comptroller's Office.  more...

Managing And Disciplining Unsafe Employees - A Cornerstone Of An Effective Safety Program ...afe employees on the success of any business. Part of the discussion will examine the potential detrimental impact of ignoring unsafe employees can have on a company and the possible civil and criminal liability that can occur. This teleconference will examine the policies and procedures that need to be in place to deal with these issues. Another part of the discussion will be on how effective  more...

Key Provisions of Two New EJCDC Contract Documents nThe EJCDC documents are widely used in the construction industry for design and construction of public and private infrastructure projects, including bridge, highway and other transportation projects, water and wastewater treatment facilities, utilities, processing facilities, pipelines, landfills, and other engineer-designed facilities. This teleconference will provide a focused discussion of  more...

Fitness for Duty Psychological Evaluations ...ting risk and fitness for duty evaluations. You'll hear a discussion of common reasons to refer an employee for a FFDE, information initially needed by the evaluating doctor and how to write appropriate questions for the psychologist or psychiatrist to answer. You will also learn about evaluating doctors' credentials, experience and forensic experience, as well as the important differences  more...

Effective Job Cost Reports in Construction Project Management nIn today's fast-paced and complex construction environment, construction industry professionals require immediate access to timely and accurate information. One of the most important management tools available to project teams is the job cost report. Properly designed and used, the JCR can be a powerful document that provides an up-to-date snapshot of the project status that also highlights  more...

Understanding the COBRA Alternative Coverage Rules ..., how it applies and in what circumstances. Secondly is a discussion of what procedures must be followed in order to offer alternative coverage under COBRA. There are numerous ERISA and IRS regulations that must be followed. n nAlso included are the repercussions when an employee is eligible for alternative health plan coverage and whether or not they can maintain COBRA coverage when they are  more...

Estate and Gift Tax Audits ...nternal revenue service examination. There will also be a discussion of how you can expect the IRS to approach and conduct the audit. The final section of the teleconference will be devoted to how you should handle the defense of the return that is selected for audit. This will include some examples of actual audit case results and a discussion of the appropriate actions to be taken by the one  more...