Individuals Telephone Seminars - Training Resources

Form 990 and Unrelated Business Income BenefitsThis teleconference 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,  more...

Best Practices in Nursing Documentation: Writing Effective and Legal Proof Notes ...bout 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 documentation, and highlight pitfalls of bad documentation and its consequences. This  more...

A Primer on International Estate Planning ...Individuals are increasingly 'international' today - especially wealthy ones. More and more clients work or study abroad, own property in more than one country, find their spouses abroad and qualify as citizens or residents of multiple nations. All of this can subject clients to the competing property, succession and tax laws of multiple jurisdictions. This teleconference will help you serve  more...

Common Pitfalls of Certificates of Insurance ... property, casualty 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  more...

Affirmative Action in Employment - What Does It Really Mean? ...2 in back pay for salary and benefits on behalf of 24,508 individuals who, in OFCCP's view, were subjected to unlawful employment discrimination. The FY 2008 financial recovery represents a more than 20 percent increase over the amount recovered in FY 2007 ($51,680,950). The compliance reviews are thorough and employers must be in compliance with the latest OFCCP mandates. This teleconference  more...

De-Escalation Tactics When Responding to Individuals with Mental Illnesses ...munication mode that minimizes risk of violence. Agitated individuals can often be directed away from violence by specific communication skills. Verbal de-escalation techniques are geared to 'set up' those being contained so that physical control techniques are enhanced, if they become necessary. When the public is witness to successful verbal de-escalation, they better understand and respect  more...

Avoiding Waiver of the Attorney-Client Privilege BenefitsThis teleconference will discuss the doctrine of attorney-client privilege: the scope of the privilege, exceptions to the privilege, procedural aspects of asserting the privilege, waiver of the privilege and the related but distinguishable doctrine of attorney work product. It should be useful for attorneys who represent individuals and organizations who are concerned about asserting and  more...

Implications of the Stimulus Package on HIPAA ...ates of HIPAA covered entities and requirements to notify individuals in the event of a breach are only two of the many areas affected in the new law, including new requirements for restricting and accounting of disclosures and increased enforcement activity. This teleconference will help you understand what you have to do and when, and what to keep in mind as you move forward in order to be  more...

The Fundamentals of Estate Planning for Pets ...individuals. People own pets for a variety of reasons - they love animals, they enjoy the companionship and they enjoy receiving unconditional love. On many occasions, pets have supplanted children in people's lives. Planning for these companions requires a comprehensive look at the various opportunities and techniques which are available to provide for the care and planning in regards to pets.  more...

8 Issues When Doing Business or Contracting With Native American Tribes ... jurisdiction and waivers, if any, of sovereign immunity. Individuals and entities seeking to do business with and/or contract with one or more tribes must become familiar with the laws and regulations of each tribe when preparing to engage in business with the tribe. However, there are also basic tenets of American Indian law that can be applied to all aspects of doing business and/or  more...

Options Under Section 504 BenefitsPublic and private educational facilities that receive federal assistance must comply with the Rehabilitation Act Amendments of 1973, concerning the rights of disabled employees and students. An educational facility's failure to comply with this law and its related regulations can result in a school being assessed with significant liability, including potential loss of federal funds.  more...

Preparing an Accurate Form 1041 ...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 how to  more...

Health Care Reform: Implications for Employers, Insurers, and Individuals BenefitsHealth care reform could have a more significant impact on the United States economy and on our personal lives than any federal legislation in the past 100 years. Beyond the partisan politics and media hype are the practical concerns of employers, HR professionals, attorneys, third-party administrators, and other consultants and professionals who work with group health plans and related  more...

Effective Sales Management: Short and Long-term Planning, Forecasting, and Expense Budgeting ...individuals responsible for planning and updating budgets, with a focus on maintaining effective sales activities. In an uncertain economy, performing long-term budget planning is often viewed as a luxury, rather than as an essential business practice. In every kind of economy, however, the need to anticipate financial boundaries is essential to ongoing business success. Understanding and  more...

Employee Engagement in Troubled Times ...he economic uncertainty. Careful attention to positioning individuals and teams to succeed will not only allow organizations to weather the storm, but also to emerge from the downturn in a stronger competitive position. This teleconference will first review the challenges companies face in a difficult economic environment and then outline a 'path to performance' for generating business results  more...

Reductions in Force Litigation Update BenefitsWith the continued recession, employers have been faced with significant challenges to reduce costs. Since personnel accounts for a major proportion of overhead, one possible area of consideration is that of a reduction in the workforce. While reaching and implementing such a decision will, in optimum circumstances, involve significant input from counsel experienced in both employment and  more...

Making Revisions to Closed Medical Records ...most sensitive and personal information that exists about individuals in modern society, and some closed records may need revision because of new information received or because of the requests of individuals to correct or modify existing information. When is it appropriate to make revisions, how and under what circumstances, and at whose request? This teleconference will enable health  more...

Withholding of Taxes on Payments to Foreign Persons and Entities ...ct to withholding tax obligations for payments to foreign individuals and entities. Understanding the rules for withholding on these payments can reduce liability to the IRS. After this teleconference, you will be able to identify when income is subject to withholding, evaluate the proper procedures to withhold and comply with the proper documentation. Accountants, tax managers, accounts  more...

New Rules and Formats for International ACH Transactions ...ctions to ensure funds are not being disbursed to or from individuals that are threats to the U.S. The Office of Foreign Asset Control is the government organization that tracks this information. Their regulations require that all international transactions comply with the travel rule which includes all sorts of information not currently carried in domestic ACH entries. To comply with this  more...

Presenteeism: Measurement and Intervention Issues for Employers and Health Plans ...sm, or work loss due to underlying health conditions when individuals remain at work, is one important facet of productivity. One study found that approximately 6 percent of a global company's total compensation (salaries, wages and all benefit costs) were lost due to presenteeism. Work site wellness programs can potentially make many important contributions to the measurement and reduction of  more...

Impact of the New ADA Amendments on Schools ...ation took effect that dramatically expanded the range of individuals eligible for protections guaranteed by the Americans with Disabilities Act of 1990. ADA specified the rights guaranteed to individuals broadly qualified as "disabled." These rights applied to the areas of hiring and working conditions for all employees and also to students eligible for education accommodations under Section  more...

IRS Form W-9 and W-8 Series: Payee Identification and Tax Determination ...le 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 transactions, etc. Form W-9 requires payees or recipients to complete the form and provide their taxpayer information. W-9 is used for U.S. citizens and residents. In the event the  more...

The Do's and Don'ts of Telephone Monitoring nMany employers monitor or record employee telephone conversations as a routine part of doing business. This monitoring must comply not only with the federal wiretap statute, but with a variety of differing requirements imposed by state statutes. Since courts in California have changed the rules for telephone monitoring for anyone who makes a call into California and other states with mutual  more...

Criminal Liabilities Under HIPAA-Who Knew You Could Go to Prison? ...mpliance efforts, thus exposing health care providers and individuals to increasingly severe sanctions. More importantly, depending on the facts of a given case, directors, officers and employees may also be directly liable in accordance with general principles of corporate criminal liability, as those principles are developed in the course of particular prosecutions. n nDon't miss this  more...

Protecting Yourself From Client Violence ...ng that they may become targets of violence from the very individuals they want to help. However, evidence suggests that violence perpetrated by clients or their family members toward practitioners is increasing across settings. Such workers are facing increasing risks in their jobs because of the nature of their work; the increasingly complex and challenging needs of the people served; and the  more...

The Complete Closing Checklist ...individuals involved in commercial loan transactions never fully understand all the steps and details that go into closing a real estate loan transaction. They understand their participation in the transaction, but do not comprehend everything else that is involved before a transaction can actually close and fund. This teleconference will provide an overview to understand the entire process  more...