Executives Telephone Seminars - Training Resources

Partnerships and Section 704(c) BenefitsMany tax professionals and investors in partnerships, LLCs and other entities that are 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  more...

Recent Trends in CPA Technology BenefitsTechnology has totally transformed the way CPA's do business. In this teleconference, we will highlight recent trends in the technologies that play an important role in how we do business today. Whether you practice in public, private, education, government or in any other role, this program will give you some insight as to where technology is at and where it will be tomorrow. This  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...

Getting Advice from the IRS: Letter Rulings, Pre-Filing Agreements, TAMS and GLAMs BenefitsMany times clients must have certainty as to the federal tax consequences of a proposed transaction - and while tax opinions are helpful, they do not provide the certainty of qualified advice from the IRS. This teleconference is designed to discuss how, when and why to seek qualified written advice from the IRS, normally in the form of a private letter ruling request, a review of the  more...

The UCC Article 9 Update BenefitsThe revisions to Article 9, which generally became effective in 2001, substantially changed the law. Now, with a few years of experience, the case law is beginning to emerge and develop, and practitioners are beginning to identify issues not contemplated by the drafting committee. The changes to the Article 9 filing system were significant and the prevalence of filing cases suggests that  more...

Understanding the Basics of Lean Accounting BenefitsAs mid level manufacturing firms migrate to advanced manufacturing processes, they have become uncertain about the ability of traditional cost accounting tools to provide meaningful and accurate measurements. This teleconference outlines a hands-on view of the process needed to evaluate, establish and maintain lean accounting in a mid-level manufacturing environment. While lean accounting  more...

Developing a Community Nonemergency Response System ...ficient manner that optimizes their investment. Municipal executives are consistently seeking government solutions to improve service without increasing budgets. Elected officials know the quality of services can mean the difference between re-election and defeat. This teleconference will provide municipal leaders the information required to build a business case to deploy a non-emergency call  more...

Working Capital Management: Effective Policies and Techniques ...executives and they are looking at all sources of incremental free cash flow within their organizations. One area that is on everyone's list of sources is working capital, but most companies fail to reap the full opportunity that is available to them. What are leading companies doing to effectively drive cash flow from working capital? This teleconference will provide best practices for  more...

Preparing an Accurate 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...

Current ERISA Fiduciary Issues for Financial Institutions BenefitsFinancial institutions have long been faced with difficult and complicated issues under ERISA's fiduciary rules. The current economic downturn has given rise to a new round of legislative and regulatory initiatives regarding ERISA's fiduciary rules and has more generally affected the manner in which ERISA may affect financial institutions. In addition, the regulatory environment continues  more...

Buying and Selling Partnerships, LLCs and Other Similar Entities BenefitsCorporations and alternative entities have distinctly different frameworks for defining the tax, economic and management rights and obligations of their equity owners. But oftentimes business people and their advisors structure and negotiate purchases and sales of equity interests in alternative entities using concepts from the corporate model. Failing to account for the differences  more...

New Regulations for the Credit Card Industry: Prepare Now and Avoid Penalties BenefitsOn May 22, 2009, President Obama signed the Credit Card Accountability, Responsibility and Disclosure Act of 2009 to regulate several aspects of the credit card industry. This is one of the most sweeping changes to hit the industry for quite some time. This new legislation amends the Truth in Lending Act, the Fair Credit Reporting Act and the Federal Trade Commission Act, and places a  more...

Tax and Practical Aspects of Business Succession Planning nClosely held family businesses are often as important to the owners of that business as are their own children. With business failures increasing in today's economic environment, the importance of a well planned, dynamic and long-term succession plan is vital to the continuation of the family business as it is passes from generation to generation. Tax considerations are one part of that plan, but  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...

Client Rights Issues: Informed Consent and Confidentiality nBoth state and federal laws contain myriad requirements intended to protect client rights. Most importantly are those that relate to rights regarding providing informed consent and privacy of health information. However, many health care providers do not understand the complex intersections of regulatory and common law requirements for obtaining consent and protecting client privacy. Failure to  more...

Retirement Benefit Solutions For Nonprofit Organizations and Government Entities ...f retirement benefits to attract and retain employees and executives as for-profit companies, but the tools available to them are often more limited. This teleconference will explore both broad-based retirement programs and executive deferred compensation available to nonprofit organizations. It will highlight new rules for 403(b) plans and pending IRS guidance that will restrict nonqualified  more...

Share-Based Compensation - Impact of Recent Events on the Use of Equity Compensation ...ines have led to significant changes in how companies and executives view the role and the value of equity as part of an overall compensation package. Join our accounting and legal speakers as they explore and discuss the effects of FAS 123(R); specific challenges and hot topics in the equity compensation arena, such as repricing of underwater equity awards; the impact of current legislative  more...

Overcome Your Competition: Stand Out in a Crowded Marketplace nYear in and year out, sales professionals invest their time and their organizations' money along with leveraging high-priced resources in sales pursuits, but walk away with no fruit for their labor. This percentage varies from company to company, but on average the percentage of opportunities pursued and not closed is well over 50 percent! Extensive studies have proven this excessively high  more...

Restructuring: Changing Your Choice of Business Entity nEach business goes through various stages of its life cycle as it grows. The plans of its owners change, and management succession and exit strategies become more immediate concerns. As a result, initial tax and state law decisions need to be revisited, and when warranted, consideration of changes to a company's tax and legal structure may be advisable or necessary. This teleconference will  more...