Forms Telephone Seminars

Voyage to Discovery: Using Interview and Witness Behavioral Analysis ...ions, depositions, assessments, trail testimony and other forms of information gathering. This audio conference also offers the benefit of recent research in nonverbal behavioral cues used in investigative interviewing. You will find your interviewing skills enhanced and will also find that you are able to conduct witness behavioral analyses more efficiently and effectively. This live audio  more...

Voyage to Discovery: Using Interview and Witness Behavioral Analysis ...ions, depositions, assessments, trail testimony and other forms of information gathering. This audio conference also offers the benefit of recent research in nonverbal behavioral cues used in investigative interviewing. You will find your interviewing skills enhanced and will also find that you are able to conduct witness behavioral analyses more efficiently and effectively. This live audio  more...

Powers of Attorney: Medical Records Release Concerns ...day personal health information is transmitted in various forms between hospitals, doctors, attorneys, insurance companies, patients and their lawyers and families. With increasing reliance on electronic medical records health information can be transmitted with minimal effort. However, health information requests become more confusing and less streamlined when dealing with a deceased or  more...

FLSA New Fluctuating Workweek Regulatory Guidance ...ayment of bonuses, shift differentials, and certain other forms of premium pay are inconsistent with and can invalidate an employer's use of fluctuating workweek methodology. 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  more...

Battle of the Forms and Managing the Contracting Process BenefitsEffective contracting practices are critical to ensuring that contracts are made on acceptable terms. Ineffective practices can lead to a failure to achieve required terms or worse, a contract on terms that are contrary to one's objectives. Our fast-paced world increases the pressure as it is very easy for conflicting terms to be exchanged electronically without a complete meeting of the  more...

Tax Benefits and Considerations for Contributions of Inventory and Other Assets by Business Entities BenefitsMany business entities and individuals wish to support the mission and programs of important charitable organizations with gifts of inventory and other assets. This live audio conference will review the unique considerations and rules governing the tax benefits for gifts of inventory and other assets. Applicable IRS publications and forms will be shared and explained. This live audio  more...

Key Aspects of Mezzanine Financing ...ique features which distinguish mezzanine debt from other forms of financing and the variety of contexts in which mezzanine loans are commonly employed. This live audio conference will survey the key terms in legal agreements attendant to mezzanine financings and help prepare the participant to successfully navigate the critical issues which arise in the negotiation process. This live audio  more...

ALTA Policy, Endorsements and Transaction Strategies With Title Insurance ...e insurance in real estate transactions and review policy forms, with an emphasis on the 2006 ALTA Policy. Using the commitment for title insurance, this program will discuss how you can avoid title pitfalls and coverage gaps, expedite a pre-closing response to coverage requests, and ultimately enhance coverage. Critical legal issues and practical considerations often coincide with factors that  more...

International Tax Forms and Reporting Requirements ...ate, many tax professionals must complete a number of IRS forms that have not been previously encountered. This live audio conference will deal with those IRS forms that tax professionals must understand to assist their clients. We will provide a common hypothetical scenario in which a taxpayer must file each IRS form, discuss practice pointers, and describe how to complete the IRS form. This  more...

Current Issues in Billboard Leases ...form of real estate transaction. Knowledge of the varying forms of documents, issues that arise, and disparate positions with regard to billboards, are invaluable to counsel who handle these matters. The request to handle such a document is always viewed by the client as a simple and routine matter. Experience regularly tells us differently. Learning Objectives: - You will be able to describe  more...

IRS Form 941 Reporting Update ...re 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 live audio conference will help tax and payroll specialists and others  more...

Drafting a Green Ordinance: Case Study ...al ordinances that mandate and incentivize more efficient forms of development. Unfortunately, there are few good models to follow and little operating experience to judge what works and what will not. There is an obvious need for real world, practical, and proven approaches to reaching achievable and sustainable local controls. This live audio conference will equip local planners and elected  more...

Commercial Ground Leases: A Conceptual Framework ...gotiation with well developed letters of intent and lease forms that are aggressively tenant-friendly. Unless the property owner or his counsel has experience with ground leasing, he may be unprepared to anticipate and identify the issues important to his bottom line. Solution - This live audio conference will provide a conceptual framework for ground leasing and then go into some specific  more...

IRS Form 5471: Information Return for U.S. Persons With Respect to Certain Foreign Corporations BenefitsAs more U.S. companies view global markets as a necessity to survive and to grow, more U.S. companies own foreign subsidiaries to conduct foreign operations. Whether you are a growing multinational company with subsidiaries all over the globe, or a small, closely-held company that owns a Canadian subsidiary, you will have to file IRS Form 5471 for every foreign corporation that you own.  more...

AIA Contracts: The Owner-General Contractor Agreement ...of Architects has published an integrated set of contract forms for the construction industry. While other industry groups independently have prepared their own competing set of forms and, more recently, some have banded together to create more of a consensus-based set of forms, the AIA forms remain the most widely used and accepted in the industry. Some owners and developers use the AIA forms  more...

2011 Affirmative Action Compliance Update ...rative plan documents, your applicant self-identification forms, and your statistical and adverse impact analysis? As you update your plan documents for 2011, take an hour for an in-depth review of recent changes to the regulatory requirements and best practices that affect each aspect of your plan and related forms. If a letter from the OFCCP is in your mailbox today, are you confident that  more...

Hot Topics in Retail Leasing ...se terms due to the economy and the 'killer retail lease' forms being utilized by the larger retail complex owners. Addressing some of the important operational needs of retail tenants and uncovering hidden costs and regulation limitations can make a difference in a brand's survival. This audio conference presents some of the recent challenges for retail found in leases and helps to address  more...

Options Under Section 504 ...ing any federal monetary assistance (and, arguably, other forms of aid) are obligated to comply with Section 504 of the Rehabilitation Act of 1973. This comprehensive statute imposes a number of obligations on such recipients of federal aid regarding disabled students and employees. An educational facility's failure to comply with Section 504 and its regulations can result in time consuming and  more...

Requirements for Providing E-Forms W-2 and W-2c BenefitsMany organizations recognize the benefits of electronic W-2 and W-2c form distribution, but do not understand the IRS regulations and internal business elements surrounding this online implementation. Several online W-2 projects have failed and were delayed due to not knowing all of the essential information regarding online form distribution. This audio conference will explore all the  more...

A Paralegal's Guide for Drafting Pleadings ...aximum efficiency and the importance of keeping essential forms. The speaker will discuss brief and memorandum banks as well as provide an understanding of how to analyze a fact situation, identify the legal issues, research the issues and prepare the appropriate pleadings. Learn how to approach pleadings in an organized and efficient manner with an understanding of the importance and  more...

Current Hot Topics in Lease Escalations: Avoid Theft by Additional Rentals ... the hidden costs of additional rentals. The killer lease forms in aggressive money market center cities can take the traditional incremental increases in operating expenses, real estate taxes and utility charges, and cause them to double the fixed rent in four to six years rather than in the traditional 12 to 15 years, even in or especially in a down market. Attend our audio conference to  more...

Medical Privacy Rights of Minors ...nference will also offer you some advice, tips and sample forms for medical providers to manage the expectations of parents and minors and train staff to recognize potential conflicts and issues. Learning Objectives - You will be able to define the rights of minors under HIPAA. - You will be able to explain right to disclose vs. obligation to disclose. - You will be able to discuss practical  more...

Mental Health Record Compliance ...in the mental health field. The program will include some forms that may be useful in meeting HIPAA obligations and patient needs. Learning Objectives - You will be able to review the HITECH changes. - You will be able to describe the similarities, differences and overlap between 42 CFR and 45 CFR. - You will be able to discuss the restrictions facing mental health providers. This  more...

Immigration Issues for Construction Professionals BenefitsThis teleconference will provide strategies for you to evaluate and implement to avoid or minimize risk to your company. Government visits are increasing for all companies and it is important to have a plan of action in place prior to the government knocking on your company's door. We will review the proper steps to complete an I-9 form and to audit an I-9 form, while also encouraging the  more...

Utilizing Data in Microsoft Access ...essional developers can create their own tables, queries, forms and reports to automate their processes. They can even write their own macros and VBA code to implement custom behaviors. Microsoft Access can store its own data in its Jet Database format or link to databases on SQL Server, Oracle and other ODBC sources. Over the years, a large number of Microsoft Access databases have been  more...

Schedule C Reporting Update ...ording 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 will  more...

Current Issues in Subcontracts and Teaming Agreements ...d teaming agreements are common in business and take many forms. When the customer is the Federal Government however, companies often try to squeeze these relationships into their standard purchase orders and performance work statements. Particularly with heightened scrutiny by all federal agencies over the entry into contracts and the performance of those contracts, by all tiers, ensuring that  more...

Conflicts With Additional Insured Coverage ...nal insurance coverage can present pitfalls. A variety of forms are used to provide this coverage and these different forms may provide less (or more) coverage than the parties understand or anticipate. This teleconference will provide a critical review of both the basics of additional insured coverage and a discussion of recent important developments. Learning Objectives - You will be able to  more...

Efficiency Estimations and Payback Periods for New Equipment BenefitsEnergy savings is possible for nearly every electric motor application but there are obstacles to buying and installing a higher efficiency motor. Practical considerations of the real world such as initial purchase, accounting system roadblocks, and installation and operating cost, must be part of the decision process. This teleconference will explain basic principles of electric motor  more...

Today's Legal Medical Record - A Hybrid Record BenefitsThe goal of this teleconference is to give you some information and a suggested format for developing your definition and policy of the legal health record for your institution. We'll remind ourselves what the real purpose of the medical record is and investigate how we meet those purposes with a hybrid record. We'll look at what the components of the legal medical record include versus  more...

Mortgage Fraud: An Epidemic ...per. 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 discussion of choosing and pursuing appropriate remedies. Bankers, loan officers, mortgage brokers and owners, accountants, controllers, CFOs,  more...

Challenges and Rights of the Subordinate Debt ...forms of subordinate debt can be a lucrative business model. However, the higher pricing and upfront fees come with substantial risk. If a subordinate lender can adequately review those risk factors and can hedge against them, a portfolio of subordinate debt can be a successful one. This teleconference will explore the potential risks of making subordinate loans, bankruptcy considerations and  more...

Buying and Selling Claims in Bankruptcy ... 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 capital versus  more...

Understanding the New GFE and HUD-1/1A Settlement Statements ...an originators will have to change their loan origination forms and procedures to comply with a new rule recently adopted by the U.S. Department of Housing and Urban Development. /strong The new rule dramatically changes both the Good Faith Estimate and the HUD-1 and HUD-1A Uniform Settlement Statements required by the federal Real Estate Settlement Procedures Act and creates significant new  more...

Purchasing Law: Breach, Repudiation and Excuse ...forms or signed a supply agreement but there is a problem - your supplier hasn't delivered, the goods don't work the way they should or you have reason to think that they won't be delivered. This teleconference will provide you a basic understanding about what you can do when your purchase contract goes bad. You will receive a primer on the steps you need to take to preserve your rights and the  more...

Avoiding Costly Mistakes In Harassment Policies and Investigations ...forms of harassment remain a significant problem for employers. Courts and legislatures continue to create new obligations for employers and continue to increase the potential for liability for employers. Many employers continue to have policies and procedures for harassment that are outdated or that actually create potential liability. This teleconference will help you understand the common  more...

Ground Failures and Other Groundwater-Related Property Damage ... a property owner. Ground failure mechanisms come in many forms - landslides, sinkholes, soil expansion, bedrock heave, soil collapse, erosion - all of which typically include water as a major contributing factor. Even if ground failure is not involved, water itself can cause expensive damage; groundwater intrusion into structures is a challenging problem to isolate and control. This  more...

ConsensusDOCS Contract Fundamentals ...a new series of contracts called the ConsensusDOCS. These forms, some revised and some entirely new, were issued at nearly the same time as the American Institute of Architects' 2007 revision of the AIA contract documents and the issuance of the entirely new AIA forms for integrated project delivery. Since then, ConsensusDOCS has been in competition with the AIA contract documents and it has  more...

Payroll Hiring Issues: Forms and Tax Credits ... to the completion and filing of specific payroll related forms that may be necessary when an employee is hired. The teleconference will provide examples of IRS and certain state required procedures, and provide insight on any recent changes and updates. We will discuss forms that you may be required to produce upon audit by the IRS or state taxing authority and how long certain forms should be  more...

All About Insulating Concrete Forms ...forms are a valuable new construction system that is poorly understood by many. ICFs provide high energy-efficiency, high-comfort, low-sound attenuation and disaster-resistant exterior walls for a wide range of buildings up to15 stories. They are widely used in high-LEED projects based mostly on their energy efficiency and indoor air quality properties. However, many owners and designers who  more...

Understanding the Bridging Project Delivery Method ...ccess afterward for checking back on details and contract forms for use in projects carried out by the Bridging method. This teleconference is critical for those who will be serving the owner throughout the project as the owner's design consultant as well as those carrying out projects by the Bridging method. Learning Objectives - You will be able to review common misunderstandings and uses of  more...

Best Practices to Manage Your Multistate Payroll ... requirements, employee bonus payments, confusing payroll forms, etc. Not only do you have to know your own state laws but often times neighboring state laws if you have employees across state lines. The taxability of employee benefits is confusing and the regulations are constantly changing. Working time for nonexempt employees is not well-understood throughout the payroll profession and many  more...

Escrow Basics: The Keys to Successful Real Property Closings nIf the closing of real estate related transactions is one of your job responsibilities, "Escrow Basics" is designed to provide you with the knowledge to obtain this goal but MUCH MORE - how to make it a successful, memorable and pleasant experience. Learn what escrow is, its role and the closing process. Both loan and sale escrow transaction are covered with emphasis on our current economy's most  more...

AIA Document A312 Payment Bond Forms ...nds 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 designed to help personnel responsible for obtaining bonds and  more...

Best Practices in Purchasing Software ...e 10-point, double column format of most vendors' license forms, you begin to understand that there are no standard terms and conditions for licensing software - each deal is unique. This teleconference will help the person responsible for evaluating, purchasing and maintaining enterprise-wide software applications understand current best practices in licensing software and how to apply these  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...

Capital Improvements for Condominium and Homeowners' Associations ...forms of community associations are in a never ending cycle of deterioration. It is the fiduciary responsibility of the association's board of directors to protect and maintain the community. It is not optional to address the physical condition of the community in a well-considered manner. This teleconference will help you develop strategies. The board itself needs to be convinced of the need  more...

Understanding the COBRA Alternative Coverage Rules ...cated. n nDiscussed first is what constitutes the various forms of alternative health coverage, 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  more...

Issues Surrounding Student Discipline nStudent discipline impacts a student's civil and contractual rights, and it remains an area of potential liability for school districts relative to those rights. Of course, a failure to observe proper procedures and processes could also result in a reviewing body, reversing the discipline imposed in a particular case, thereby causing a substantial disruption of the educational process. Developing  more...

Reduce Downtime and Enable Lean With Total Productive Maintenance nEquipment breakdowns create chaos and reduce effective capacity in most companies. They are often a significant roadblock to lean manufacturing. Total productive maintenance is the proven approach for minimizing surprise breakdowns and increasing the utilization of plant and equipment. It is a major component of lean manufacturing and the Toyota Production System. n nThis teleconference will  more...

AIA and ConsensusDOCS Contract Documents: Comparison and Contrast ...he 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 on the block, the ConsensusDOCS, represents an effort by a broad industry coalition of construction industry interests (owner, contractor, subcontractor, and insurance and surety interests) to  more...