Final Telephone Seminars - Training Resources

Estate Planning for the Final Years of Life ...ate that the majority of Americans fail to plan for their final years of life. Ironically, this is the time when many people are confronted with their greatest challenges and most stressful experiences. This teleconference will cover why people need to plan, what they need to plan for and how to apply proven strategies for dealing with the final years of life. Thomas Day, a senior citizen  more...

EPA's Rules on Compensatory Mitigation for Impact on Wetlands, Streams and Other Waters ...re to ensure that the mitigation is actually carried out. Finally, the rules change a wide range of requirements in the Section 404 program, including new requirements for the information in a permit application and in public notices. This teleconference will describe the new rules, explain the most important changes from the old rules and give you practical tips on complying with the new  more...

End of Employment Payroll Issues BenefitsThis will be a comprehensive look into issues that arise when an employee terminates. Topics that will be discussed will go from when an employee needs to receive their final pay to how an employee death's final pay best practices and taxation. This teleconference will cover special situations when an employee terminates such as benefit deductions, state minimum hours requirements and  more...

Final Regulations on Shareholder and S Corporation Debt ...is teleconference will discuss the impact of the recently-finalized treasury regulations on open-account debt extended to S corporations by their shareholders. The extension of debt by shareholders to S corporations can be an effective way of producing tax basis that supports the ability of shareholders to deduct losses. The regulations now limit that ability with respect to open-account debt.  more...

Providing Investment Advice to Retirement Plan Participants Without Triggering Liability ...dministration has twice delayed the effective date of the final investment advice regulations under the Pension Protection Act, and new investment advice legislation is pending in Congress that could alter the regulatory landscape altogether. This teleconference will provide up-to-date advice on regulatory developments and market trends so that plans can provide the investment advice  more...

Introduction to New ICD-10 Coding: Preparing for Implementation ..., the Department of Health and Human Services published a Final Rule for the adoption of ICD-10 effective October 1, 2013. While this seems like a significant time period in order to get ready, there is a tremendous amount of preparation required. This teleconference is designed to help you understand all the ways in which the transition to ICD-10 will affect your organization. It will begin  more...

Capital Improvements for Condominium and Homeowners' Associations ...ty to support a planning capital maintenance program. The final step is to develop a financial planning model to support the cost of maintenance. The end result will be all about maintaining the highest possible level of property values. n nLearning Objectives n- You will be able to distinguish different legal requirements. n- You will be able to prepare Board and Unit Owners for proper  more...

Estate and Gift Tax Audits ...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 responsible for the defense. This teleconference should be a top priority for  more...

Construction Project Closeout: Is Your Customer Satisfied? ...roject closeout goes smoothly and you're not spending the final days dealing with claims and complaints. n nOur expert will give you tips on establishing a bulletproof closeout checklist, handling move coordination and dealing with owner training - all the skills you'll want to have come closeout time. n nLearning Objectives n- You will be able to discuss scheduling and setting the ground  more...