Form Telephone Seminars - Training Resources

Structuring and Drafting Conservation Easements ...l gain an appreciation for the complexities of crafting a form of conservation easement that works. Pitfalls that are currently being encountered in the field, including valuation issues and tax matters will be addressed. The teleconference also explains the ways in which a conservation easement can be challenged and by whom. Attorneys, accountants, CPAs, business owners and managers,  more...

Form 990 and Unrelated Business Income ...conference will involve a detailed discussion of the 2008 Form 990 and any changes for 2009, including tips and traps. 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 congressional attention and IRS audit activity, this teleconference will go through the respective parts of the form in detail, and provide  more...

Best Practices in Nursing Documentation: Writing Effective and Legal Proof Notes ... a reality that has not yet fully come to fruition. The information documented about a patient will live on and be seen by a multitude of individuals. It has become even more important to document accurately, succinctly, intelligibly and professionally. This teleconference will place documentation of patient care in its rightful place, summarize its multiple purposes, describe appropriate  more...

IRS Guidelines for Good Governance and the Continued Tax Exemption of Section 501(c)(3) Organizations ... of the governance disclosure questions on the redesigned Form 990, annual return for tax-exempt organizations. This teleconference will help you understand why Congress, the IRS and others insist on requiring that Section 501(c)(3) entities implement the best practices in corporate governance. Further, this teleconference will assist those persons responsible for completing the governance  more...

Conflicts With Additional Insured Coverage ...form contracts and purchase orders often require contract counterparties to add one another as additional insureds to general liability, property and other insurance policies. Relying upon another parties' insurance coverage can offer important benefits to the additional insured, whose own insurance coverage may not be implicated in the event of a claim. At the same time, relying upon  more...

IRS Form 1099 Reporting Update ...d knowledge to prepare the mandatory reporting of various Form 1099s. By following the practices discussed within this teleconference you and your client's business entities will be provided with the knowledge that will avoid costly penalties assessed by the Internal Revenue Service had you previously chosen to ignore the proper filings and deadlines of these information returns. Join us to  more...

Economic Nexus Standards in State Taxation ...d in Quill Corp. v. North Dakota that nexus requires some form of physical presence in the taxing state. In today's economy, however, states are continuing to push nexus limits farther than ever before and have begun to reach beyond traditional notions of nexus by relying on economic connections to create nexus. Is merely having customers in a state or generating income from a state enough to  more...

Probate and Estate Tax Return Preparation for Paralegals ...ited States estate (and generation skipping) tax returns (Form 706) for your clients or just gather the information for the preparer, this teleconference introduces you to the process and will teach what needs to be done and how to do it. This teleconference includes a practical checklist for gathering the necessary information and demonstrates the application of the work by describing where  more...

IRS Form 5471: Information Return for U.S. Persons With Respect to Certain Foreign Corporations ...hat owns a Canadian subsidiary, you will have to file IRS Form 5471 for every foreign corporation that you own. Although an information return, the Form 5471 is the place the IRS starts when auditing U.S. businesses that own foreign corporations. As a result, the proper preparation of the Form 5471 will offer the opportunity to document your planning as well as make that planning audit proof.  more...

Revised Federal Form 1065 ...tsMore and more businesses are choosing to operate in the form of limited liability companies and being taxed under the partnerships rules as a pass through entity. The preparation of a partnership income tax return is becoming increasingly more challenging as the IRS increases the level of transparency and reporting. The purpose of this teleconference is to highlight important areas for your  more...

Getting Advice from the IRS: Letter Rulings, Pre-Filing Agreements, TAMS and GLAMs ...ek qualified written advice from the IRS, normally in the form of a private letter ruling request, a review of the ruling 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  more...

15- Minute Expert Adult Patient Assessments: Practical Strategies, Tips, and Updates for Health Care Professionals ...e is a practical and comprehensive refresher of how to perform a quick, yet effective physical examination for adults. Apply these practical strategies and you'll be amazed at what you can learn about a patient in 15 short minutes. Lorman Business Center, Inc. dba Lorman Education Services is an approved provider of continuing nursing education by the Wisconsin Nurses Association Continuing  more...

Form-Based Coding: An Alternative to Conventional Zoning ...This teleconference will provide a basic understanding of form-based codes: how they are different, how they can be applied and how they can help implement more sustainable communities. Lessons learned and steps toward beginning the process will provide you with a clear path toward a successful form-based code. Legal and practical considerations associated with adopting form-based zoning  more...

Preparing an Accurate Form 1041 ...ts 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 how to properly prepare Form 1041  more...

Influenza: Seasonal to Pandemic ...on, you are required to complete and return an evaluation form. Planning Panel Members are: Kerri Crank, BSN, Robert Kerbell, Jodi Hamm, Erica Rokus/Michelle Shepherd and Andrea Helland. There are no conflicts of interest to report. There was no commercial support received for the planning of this program. No endorsement of products or off-label use will occur at this program. Learning  more...

Immigration Compliance for the HR Professional: Employment Authorization Issues and Beyond ...workforce. This teleconference will supply you with the information you need to ensure your company is in compliance with employment authorization rules and regulations. Detailed guidance on employment verification procedures, Social Security number issues and immigration-related discrimination claims will be provided. Special attention will be given to Form I-9 rules, with emphasis on the new  more...

Form 5500 Reporting Update BenefitsEmployers who offer an employee benefit plan must file an annual report regarding the plan's financial condition, investments and operations, unless specifically exempt by law. Filing the Form 5500 will satisfy this. This teleconference will help you understand when you need to file a Form 5500 and what you need to file, and will focus on some recent changes that may impact your filings.  more...

Fundamentals of Form W-2 Processing ...n for the payroll department is to pull all the payroll information together and produce a Form W-2 for all employees. This produces a great challenge to payroll departments to ensure that all elements of the W-2 are complete and accurate along with complying with federal and state tax requirements. This teleconference will provide you the fundamentals to run an efficient W-2 process. Human  more...

Form 709: Gift Tax Fundamentals BenefitsTransfer taxes are imposed on the gratuitous transfer of property. When property is transferred during lifetime, a gift tax may be imposed. While the most ignored tax, failure to properly comply with the gift tax laws during life may cause estate tax problems at death. During this teleconference, you will learn when a gift tax return should be filed, what type of gifts need to be reported,  more...

Private Foundation Grant Agreements: Basics and Beyond ... many private foundations the grant agreement is merely a form document that has been given little thought - if it exists at all. This teleconference will cover some of the basics of the private foundation grant agreement and then move beyond the basics into some more advanced tax issues, such as grants to supporting organizations, scholarships and foreign grants. Accountants, executive  more...

Current Issues in Attributional and Agency Nexus ...d in Quill Corp. v. North Dakota that nexus requires some form of physical presence in the taxing state. However, physical presence is not limited only to direct presence. It may also be established indirectly through relationships with third-parties in the taxing state. In today's economy, states are pushing nexus limits farther than ever before and are increasingly focusing on third-party and  more...

Managing External Health Information ...rated and uncertain about how to handle external health information. This information may come in the form of unsolicited health information - i.e., information that is volunteered by patients or by other health care providers, either at the time the patient arrives for treatment or thereafter - and in some cases even after the patient has been discharged. It may also come in the form of  more...

Infection Control Programs ...on, you are required to complete and return an evaluation form. Planning Panel Members are: Kerri Crank, BSN, John Busch, JD, Robert Kerbell, Jodi Hamm, Erica Rokus/Michelle Shepherd and Andrea Helland. There are no conflicts of interest to report. There was no commercial support received for the planning of this program. No endorsement of products or off-label use will occur at this program.  more...

Terminating a Construction Contract: Legal Issues and Considerations BenefitsAn unstable economy causes owners and contractors to increasingly consider the last resort of terminating their construction contracts. It is important to fully appreciate and understand the law governing termination in order to avoid causing even more economic damage. This teleconference will provide the basic concepts of termination and will provide some examples of the right and wrong  more...

Crisis Intervention Team Training for Law Enforcement for the 21st Century ...ore than two decades and more than 400 agencies have some form of CIT. Budget cuts and depletion of manpower are often cited for not having police programs in place. With the growing population of citizens with mental illness and/or substance abuse, developmental disabilities, and juvenile and elderly issues, law enforcement will continue to be called to interact and resolve these situations.  more...

AIA Document A312 Payment Bond Forms ...nMany owners require contractors to obtain payment and performance bonds using the American Institute of Architect's A312 bond forms, but those bond forms require contractors, owners and sureties to contend with a number of challenges - the most recent of which is the surety industry's refusal to issue such bonds without modification because of the so-called 45-Day Rule. This teleconference is  more...

IRS Form 1040 - Schedule D Update nUnited States taxpayers are experiencing many challenges in our current economic environment that will have major effects on their tax returns. The collapse of the housing market, home foreclosures and worthless securities has affected most taxpayers. Preparing the 1040 Schedule D is challenging for even the most efficient tax professional. By attending this teleconference, you will be reminded  more...

Patients' Rights Update ...on, you are required to complete and return an evaluation form. Planning Panel Members are: Kerri Crank, BSN, John Busch, JD, Robert Kerbell, Jodi Hamm, Erica Rokus/Michelle Shepherd and Andrea Helland. n nThere are no conflicts of interest to report. There was no commercial support received for the planning of this program. No endorsement of products or off-label use will occur at this  more...

IRS Form 941 Reporting Update ... taxes each year - more than any other source of revenue. Form 941 and related forms lie at the heart of the IRS's employment tax collection system. Much of the administrative burden under that system falls on employers. An employer's failure to understand and comply with its obligations can result in IRS assessments, audits and penalties. This teleconference will help tax and payroll  more...

Getting to the Root of Root Cause Analysis ...mean not meeting a customer requirement. It can relate to form, fit and function. Failure can also mean destruction, injury or death. n nWhere do we start looking for answers? How do we get to the real root cause so that we can provide the permanent and effective solutions that our bosses and customers expect us to come up with? How can we prevent those root causes from creating problems in  more...

Form I-9: Updates and Compliance Strategies for Employers nThe Department of Homeland Security recently issued new employment verification rules and Form I-9. Join us as we examine these changes. A wide range of Form I-9 issues and compliance tips will be addressed, including E-Verify program considerations.  more...

IRS Form W-9 and W-8 Series: Payee Identification and Tax Determination ...Form W-9 is used to obtain a valid TIN number from a payee. This teleconference will cover the requirements and compliance of form W-9. Payers of various types need to file information returns with the IRS regarding payments to individuals and other types of business entities. The most common are the 1099 series used to report payments to contractors, dividends, interest, real estate  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...

Form 706: Estate Tax Return Fundamentals ... taxable gifts equals or exceeds $3.5 million in value, a Form 706 must be filed. In the teleconference, you will learn the rules applicable to properly preparing and filing Form 706. The program will cover which assets are subject to tax, the available deductions and major elections. Each schedule required to be filed with Form 706 will be discussed. The teleconference will provide you with a  more...

Paycheck Calculation Basics nThis is an excellent teleconference for those new at withholding payroll taxes or for those who need a refresher course. You will learn tips on how and why to determine if the worker is exempt or nonexempt. We will cover the calculation of and the maximum deductions for Social Security and Medicare taxes in 2009. n nThere are multiple methods of calculating federal withholding, which one should  more...

Strategies for Successful Mixed Use Development ...The ideals and realty of mixed use as the preferred urban form are still in their relative infancy as part of the 21st century development vocabulary. Ironically, the ideals behind the tremendous push for this development form harken back to the urban fabric of our oldest cities. The driving factors behind the attraction to the mixed use model include current trends and attitudes toward a more  more...

Form W4: Impact on Payroll nThis teleconference will clear up questions on the effects of filing status and exemption on payroll checks, how to handle exempt forms, time allowance for making changes, where to locate new forms, how frequently the employees should complete forms and how long employers must retain them. We will include a quick review of Form W-4P, W4-SP and W-4S and discuss which states accept Form W-4 for  more...

Hot Topics for 501(c)(3) Organizations ...Form 990 and it's finally here! Whether you love it or loathe it, you can't put it off any longer. We will spend a majority of the time talking about some of the hot-button issues that the new form raises both in terms of simple compliance and in communicating with and involving your board. But wait, there's more! After this teleconference, you'll also be prepared to take advantage of the  more...

Reducing Insulin Errors ...on, you are required to complete and return an evaluation form. Planning Panel Members are: Kerri Crank, R.N., MSN, FNP, CSN, John Busch, JD, Robert Kerbell, Jennifer Janiak, Christine Todd Medina and Andrea Helland. n nThere are no conflicts of interest to report. There was no commercial support received for the planning of this program. No endorsement of products or off-label use will occur  more...

Problems and Risks Associated With Green Construction ...per preparation may cause a development to see red in the form of red tape, interruptions and negative bottom-line impacts. In this teleconference, we will be going beyond the basic principles of designing and building green to explore some of the challenges more likely to be encountered when building green, or made more acute when the goal of the project takes on a greenish hue. From this  more...

E-Verify Mandates and Mechanisms for Compliance ...yers to check the work status of new hires by comparing information from an employee's Form I-9 against Social Security Administration and Department of Homeland Security databases. Although initially implemented as a voluntary program, many states now require the use of E-Verify. Additionally, as a result of a presidential executive order released in June, federal contractors are also  more...

Challenges and Contractual Issues With Sub-Subcontractors ...ontractor without any written agreement, to subcontractor form contracts that are written largely, if not entirely, in favor of the general contractor. In addition to concerns in bidding and contract formation, a subcontractor must constantly evaluate and preserve its relationship with the prime contractor on its projects. In doing so, a subcontractor is often tempted if not altogether resigned  more...

Advanced Records Management: The Intersection of Good Records Management and eDiscovery Preparedness ...eir rapidly increasing volumes of electronically stored information. No form of ESI demonstrates these complex issues more so than backup tapes. Backup tapes can be a company's salvation in the context of disaster recovery while simultaneously presenting themselves as harbingers of doom in the context of litigation. n nThis teleconference will address how good records management is the first  more...

AIA and ConsensusDOCS Contract Documents: Comparison and Contrast ...n the construction contracting process encounter standard form contract documents. Two of the principal sources of such standard form construction contract documents have both recently issued the 2007 editions of their respective families of contract forms. The long established family of documents published by the American Institute of Architects has been substantially revised. The new family  more...