Individuals Telephone Seminars

Service Level Fundamentals: Maximizing Business Value ...lts meaningless. This live audio conference will provide individuals responsible for creating service levels with the principles and tools necessary to create meaningful performance standards. The audio conference will specifically address how to: draft clear calculations that result in consistent measurements; align measurements with the supplier's actual scope; and avoid common pitfalls.  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 live audio conference 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  more...

Multistate Taxation: Income Franchise Tax ...x liabilities they might previously have been unaware of. Individuals responsible for state tax compliance, individuals responsible for determining the geographic location of interstate business operations and attorneys and accountants who advise them will benefit from learning the recent and anticipated developments in these areas and steps they can take to mitigate their impact on a business'  more...

Tax Benefits and Considerations for Contributions of Inventory and Other Assets by Business Entities ...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 conference is designed for  more...

Students With Disabilities: How to Legally Discipline ...elp the person responsible for overseeing and/or training individuals relative to the discipline of disabled students understand the obligations imposed by IDEA and Section 504 concerning the discipline of disabled students and how to fulfill those obligations. It will also provide an opportunity for discussion of common problems in this regard and practical solutions. The school district's  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 attending this live audio conference, you will be able to identify when income is subject to withholding, evaluate the proper procedures to withhold and comply with the proper documentation. This live audio  more...

Special Needs Trusts: What, Why and How ...individuals is important for providing full service to a practitioner's clients and avoiding serious malpractice liability. Unfortunately, the government benefit programs involved and the options available for obtaining and preserving such benefits, such as Supplemental Security Income and Medicaid, are highly complex. Furthermore, the government has elevated its scrutiny of applicants for and  more...

Effective Quality Control and Quality Assurance ...d still maintain some reasonable profit. Presented by two individuals with long backgrounds in quality programs from both design and construction, this live audio conference will illustrate steps that each member of a project team, including owner, architects, engineers, managers, contractors, subs and suppliers can take to deliver quality buildings. The meaning of quality to the various team  more...

Best Practices for Managing Large Classrooms BenefitsParticipation in this live audio conference offers educators a condensed system of preventative classroom management practices to address today's complex students. An ecological model of practical, research-based interventions is presented to create a functional classroom that maximizes student achievement and accountability. Field-tested in dozens of elementary-secondary schools,  more...

Giving and Receiving Employment References: Successfully Negotiating the Maze BenefitsMany employers still do not put the necessary amount of thought into requests for references - whether they are on the requesting or responding end. Responding to such requests can be fraught with potential pitfalls and could expose an employer to legal liability from both ends (i.e., from the current/former employee and from the requesting entity). On the other hand, given these issues,  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 audio conference will walk through why certificates of insurance are used, what are standard ACORD certificates, modifications of ACORD  more...

Options Under Section 504 BenefitsPublic and private educational facilities receiving 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  more...

EPA Requirements for Underground Storage Tanks: Recent Changes and Cleaning Up Contamination ...individuals encounter the opportunity to purchase land that has been previously contaminated by underground storage tanks. Many of these prospective purchasers are not aware of or do not understand the responsibilities and liabilities that can be associated with such a purchase. Even worse, most businesses and individuals underestimate the amount of time and expense that is required to  more...

Economic Substance Doctrine Codification Update ...financial risk and a variety of costly penalties for both individuals and employers. The Health Care Act includes several nonhealth related provisions that affect businesses. Included are the Codification of the Economic Substance Doctrine, expansion of Medicare taxes on high-income earners and the revised reporting requirements on certain payments to corporation. As a result of attending this  more...

Refining Your Business Writing Skills ...may be the only form of communication you have with those individuals. That well-written letter, executive summary or email can establish and maintain long-lasting relationships. Conversely, deliver that message poorly, and you can dilute the intent, alienate the audience and weaken perceptions. This audio conference identifies business writing approaches that cut through today's information  more...

The Complete Commercial Loan 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...

Business Associate Agreements After the HITECH Act ...erially and directly affect more entities, businesses and individuals in more diverse ways than ever before. The HITECH Act now directly obligates business associates to comply with the HIPAA Security Rule's administrative, physical and technical safeguard requirements, including developing and implementing comprehensive written security policies and procedures with respect to the protected  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...

Cyber Crimes: Phishing, Pharming and Beyond ...velops business, allowing multinational corporations (and individuals) to collect and retain inestimable quantities of personal information about employees, customers and counter-parties, in addition to storing and using valuable intellectual property and proprietary programs, source code, and technical specifications and models. This information, not surprisingly, is a sought-after treasure  more...

Navigating 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...

1099 Reporting of Payments to Attorneys and Other Third-Parties ... that all third-party payers, such as small businesses or individuals, are required to annually report payments made to subcontractors, attorneys, architects and other service providers. Your attendance will provide the knowledge to insure compliance with these laws and advise payors of their responsibilities. Accountants, CFOs, controllers, accounts payable professionals, tax managers,  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...

Accounting for Off-Balance Sheet Items Update BenefitsFor years, the Financial Accounting Standards Board, the SEC and others have wrestled with how companies should report their involvement with special-purpose vehicles and transactions with such entities in their financial statements. Frequently, these issues are mentioned in the context of structured finance or asset securitization or, more broadly, as off-balance sheet financing. The  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...

Criminal Liabilities Under HIPAA ...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. Don't miss this important  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...

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...

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...

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...

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...

Recognizing and Responding to Excited Delirium ...individuals who are mentally ill, or who have alcohol, licit or illicit drugs on board are core tasks for you, the officer and/or first responder. It is not a matter of 'if' you are confronted by an individual who is mentally ill or who has ingested alcohol or drugs (or their combination), only 'when' you will face this situation. In rare situations, individuals have died during or shortly  more...

Can Medical Tourism Lower Your Healthcare Costs? ...roviders. While originally largely the domain of self-pay individuals, many self-insured employers and their consultants are assessing the benefit of offering a medical travel option to their employees. This teleconference will consider liability and other legal issues in this arena that are faced by the principal actors in the field: entities that help facilitate care abroad (often referred to  more...

Conservation Easement Tax Incentives ...enging economic conditions, capital remains difficult for individuals and businesses to obtain to meet their working capital and business expansion needs. However, many businesses are unaware that they may already be holding valuable tax assets that can be utilized to generate positive cash-positive and provide significant tax benefits. This teleconference will help persons responsible for  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...

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...

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...