Face Telephone Seminars - Training Resources

Understanding the Apportionment Rules for Service-Based Businesses ... that lead to multiple taxation. Service-based businesses face particular difficulties in identifying and analyzing the rules applicable to their operations for two reasons. First, state apportionment rules were written several decades ago at a time when our economy was dominated by the manufacturing of tangible personal property. Thus, these rules focused on the manufacturing industry and were  more...

Real Estate Due Diligence: Managing Risk and Developing a Winning Strategy in the Face of Challenging Credit Markets BenefitsThis teleconference will look back over 2009 at lessons learned in light of the fall in real estate values, increase vacancies in office and retail buildings, tightening of underwriting standards in the credit markets and increased use of alternative financing sources to provide an overview of the due diligence process to ensure a sound investment decision is made at the outset regarding  more...

Current Work Product Issues in Taxation: Preservation, Waiver and Tax Accrual Work Papers ...face many obstacles and ever-changing standards to maintaining work product protection of sensitive documents and information prepared by counsel. The documents at issue, such as tax accrual workpapers, litigation analyses and internal investigation materials, are often roadmaps for the companies adversaries. Challenges to work product protection come from many directions, including private  more...

Appealing Standards: Determining the Applicable Standard of Review ...kes in appellate advocacy are (1) taking the standards at face value, uncritically assuming that they mean what they say and that the court will apply them as they are written and (2) treating the standards as mere verbal formulas that have neither intrinsic substantive meaning nor independent persuasive force. This teleconference will help you avoid these errors by exploring what the standards  more...

Using Social Media in Collections ... 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 this teleconference, 'Using Social Media in Collections,' you will learn how you can use social media web sites and new technology to maintain a good customer base, keep good paying customers on track, and find and  more...

Common Pitfalls of Certificates of Insurance ...asualty and liability exposures companies and individuals face. They are not policies of insurance. Disclaimers recently added to standard certificates of insurance are causing confusion and open the door to assuming unexpected risk. This teleconference will walk through why certificates of insurance are used, what are standard ACORD certificates, modifications of ACORD certificates,  more...

Medical Records: Responding to Subpoenas and Investigations ...not up to date on medical records law, your company could face serious legal and financial liability risks. Attend this teleconference and gain critical information on confidentiality, disclosure, documentation requirements and HIPAA issues you face every day. You'll learn everything you need to know to deal with the changing legal landscape and avoid putting yourself at risk. Don't miss this  more...

Telephone Collections: Do's and Don'ts - Surviving the Jungle ... grown dramatically over the past 20 years. Creditors are faced with increasing challenges in making loans and extending credit. The collection staff members in these creditor settings face mounting customer difficulties and tighter compliance environments. This teleconference will help you understand the importance of developing an effective recovery strategy for optimum success while  more...

Updated Best Practices for Legal Holds In Civil, Criminal & Business Contexts ...w to avoid the devastating problems that your clients may face if they do not plan for effective legal holds in anticipation of legal proceedings. Specifically, you will learn how courts and government investigators are interpreting the basic requirement to preserve information in 'reasonable anticipation' of litigation or other formal proceedings. You also will learn how to work with your  more...

Current Issues in Digital Billboards and Sign Regulations ... zoning and building officials, and professional planners face increasing litigation threats due to the proliferation of digital signs. One national expert has predicted a wave of litigation at localities across the country that is trying to maintain attractive communities and prevent visual blight. What is the role of the Federal Highway Administration in controlling digital signs that create  more...

Sales and Use Taxation of Internet Sales: The Evolving Case Law ... obligations on interstate 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. This teleconference will help Internet businesses to better understand their sales and use tax obligations and ensure compliance. It will explain the constitutional requirements  more...

Payroll Tax Pitfalls: Preventing IRS Penalties and Personal Liability for Late Payments ...face the ongoing requirement to timely withhold and remit payroll taxes to the federal government. People responsible for fulfilling a company's payroll tax obligations often do not realize the substantial penalties that can be imposed by the IRS against the company when payroll taxes are not timely deposited or paid at all. Additionally, in certain situations, officers and employees can be  more...

Pupil Records: Rules, Responsibilities and Requirements ...f the legal ramifications. Among many others, schools may face pupil records dilemmas such as: 1. Expelled student claims she was wrongfully disciplined and takes her case to the media. The media asks the school for documentation to support the expulsion and respond to student's claims of wrongful discipline. Can the school defend its decision? 2. Local newspaper asks for a list of students  more...

Online Collection Techniques: Do's and Don'ts ... instant messages to communicate. How can debt collectors face this challenge while following debt collection laws that are outdated and don't cover new technology or ways of communication? In this teleconference, 'Online Collection Techniques: Do's and Don'ts,' you can learn more about what types of online collection tools are available, how to use them and how not to use them. Learn how the  more...

Wellness Programs: Legal Developments, Requirements and Risks ...that link incentives or penalties to wellness initiatives face a number of risks, from ADA claims to tax penalties for failing to properly report and withhold income and employment taxes. This teleconference is a must for human resource professionals, attorneys and others who advise employers on wellness plans and policies designed to promote a healthier workplace. Benefits and human resource  more...

Ethics for Paralegals ...arious ethical considerations and rules. Since paralegals face the same ethical issues that attorneys encounter, paralegals should have an understanding of the appropriate, professional and ethical requirements of attorneys. The more paralegals know about the ethical responsibilities of attorneys, the more problems they will avoid and can assist the attorney in avoiding. Additionally, paralegal  more...

Employee Engagement in Troubled Times BenefitsEngaging and retaining valued employees is particularly critical amid periods of economic uncertainty if organizations are to maintain product and service quality, and lay a foundation for future growth. Yet while challenging economic environments make employee motivation more critical, they also make employee engagement more difficult to achieve. Belt tightening often results in  more...

Valuation and Reporting of Gifts and Service Donations ...face challenges related to raising money, they are becoming more creative in soliciting donations, resulting in more donations of noncash assets and greater restrictions on contributions received. This is occurring at the same time that there is a higher focus on the definition of fair value. Contributions of gifts and services should be measured at the fair value of the assets or services  more...

Paperless Payroll: Essentials to a Seamless Transition BenefitsIn today's economic environment, every organization is looking to reduce costs. Paperless processes have the potential to be a healthy boost to the bottom line without eliminating employees. The notion of paperless payroll has come a long way since the introduction of direct deposit in the 1970's, but despite the advances, most companies are still distributing paper checks, pay advices and  more...

Enabling Loan Processes with Paperless Files ...face a variety of challenges - loss mitigation, fraud detection, audit compliance, underwriting and risk mitigation; and access demands on loan documentation are greater than ever. This teleconference will help you understand the benefits and potential pitfalls of paperless loan files, the considerations that must be made in choosing and implementing paperless systems, and the ways to maintain  more...

Staying Compliant with the Medicare Incident-To Rules ...ffice staff. The incident-to rules, while simple on their face, can be complex in their application and failing to follow each element of the rules can result in overpayments and even false claims liability. Knowing the rules and applying them correctly in your office is critical. This important teleconference will review the incident-to rules with detailed focus on areas where physician  more...

Utilizing Settlement and Severance Packages Properly nFor HR professionals and CFOs, this teleconference is a must. As companies face ongoing reductions in force, mass layoffs and performance-based terminations, this teleconference will tell you what you need to do in planning terminations both as reductions in force and other terminations. You will learn how to decide the appropriate severance and what should be contained in the severance agreement  more...

California Employment Law Update ...face a bewildering and complicated set of employment laws, which are often inconsistent with federal law. This three-hour teleconference will address the most important and current issues facing California employers (or out-of-state companies with employees in California), including wage and hour compliance and litigation trends, California's unique disability and discrimination laws, recently  more...

Understanding the Language of Mold Assessment Reports ... prone to accepting the written word of the consultant at face value, without question. This would be a mistake for anyone. For others it could be considered negligent and result in liability. Far too many mold assessment reports are produced by nonscientists. As a group, nonscientists often do not appreciate the limitations inherent to microbial sampling and they often fail to communicate to  more...

Understanding Pregnancy Leave and Return to Work Issues nUnder federal and state law, employers must not treat pregnant employees any differently from other employees. But, what exactly does this mean? Questions often arise as to how much leave a woman may take, what her rights are when she is on leave and what rights does she have when she returns to work. Employers often times are unwittingly violating the law. This teleconference will help you avoid  more...

FDCPA Claims Based on Collection Letters ...during times of economic slowdown and recession, you will face a higher volume of slow-pay and no-pay problems with both vendors and customers. This teleconference is designed to provide an overview of the Federal Fair Debt Practices Act; an explanation of key terms and definitions under the FDCPA; practical guidance on how the FDCPA applies to collection letters; a discussion of recent cases  more...

Unrelated Business Income Tax - Tax Information for Charities and Other Nonprofits nThe 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 governance,  more...

401(k) Plan Costs Including Recent Update on Supreme Court Rule LaRue v. DeWolff, Boberg & Associates Inc. ...anies regarding 401(k) plan service fees, decision makers face increasingly tough choices and more difficult compliance challenges when it comes to providing 401(k) plan benefits. Arguably, the most rapidly evolving yet least understood element to this challenge is posed by the rigorous ERISA fiduciary laws - which can cost you plenty if you're not prepared! n nThis teleconference will provide  more...

Strategies for Successful Mixed Use Development ... This teleconference prompts discussion of challenges you face and opportunities available for common mixed use design elements from site selection to plan approvals and operations. We'll discuss selected topics from a 360-degree perspective of the designer, developer, tenant, resident, municipality and end user. n nLearning Objectives n- You will be able to identify factors contributing to  more...

Retirement Benefit Solutions For Nonprofit Organizations and Government Entities ...face many of the same issues regarding use of 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  more...

How to Get Your Prospect to Move From "I ll Think It Over" to Yes! ...s can be the kiss of death to your deal or project. Let's face the truth - when you hear someone give those replies, most of the time they're not moving in a positive direction. This teleconference will tell you specifically what you can do to reduce the amount of times you get those responses and what to do when you hear those replies. You'll get sales skills, people skills, life skills and  more...

Recent Developments With Loan Syndications nAttend this teleconference and stay abreast of the latest issues relating to the loan syndication process. Our seasoned faculty will provide practical answers to your most pressing questions about loan documentation. You'll get an inside look at how to respond to confusing post-Lehman bankruptcy issues and other new developments. n nRegister now and you'll learn how to overcome any obstacles you  more...

Multiplaintiff Settlement Negotiations ... opponents seek to capitalize on those factors. Employers face numerous practical and legal problems in attempting to settle such litigation, even where the core economic factors make settlement otherwise plausible. This teleconference will address those practical and legal considerations. The teleconference will help participants understand when and how best to approach such settlement  more...

Answers to Top 10 Common Payroll Questions nEvery week, unsuspecting employers throughout the country are hit with wage/house lawsuits, resulting in protracted litigation, business interruptions and costly settlements. Employers are often shocked to learn that their payroll practices, which may be entirely compliant under federal regulations, do not comply with differing state laws and regulations. Register for this teleconference and  more...

A Tax Primer on Real Estate Investment Trusts nMore than $375 billion are invested in approximately 180 publicly traded real estate investment trusts (or REITs). In addition, billions more are invested in privately held REITs. This teleconference will provide an introductory summary of the tax requirements REITs face in their formation and ongoing operations. You will develop a basic understanding of REITs through this program. The  more...

Curbing Unauthorized Overtime ...r after year, one of the most challenging tasks employers face is keeping track of the hours their nonexempt employees work and correctly paying any required overtime premium. When unauthorized overtime occurs, labor costs skyrocket, and businesses face a budgeting nightmare. And when employees perform compensable work off the clock, the potential overtime liability for an employer can be  more...

Successful PTO Programs Benefits This teleconference will explore the various options that you face regarding time off issues, including vacations and absences due to illness. The legal obligations that such policies implicate will be explored. You will come away with an understanding of the kinds of programs that have proved successful, how to design one that meets your needs and satisfies your legal obligations, and  more...