Personal Telephone Seminars - Training Resources

Understanding the Apportionment Rules for Service-Based Businesses ...ur economy was dominated by the manufacturing of tangible personal property. Thus, these rules focused on the manufacturing industry and were out of touch with service operations. Second, as our economy has shifted its focus to services and e-commerce, states are beginning to revise their apportionment rules to account for differences between the industries. These new rules, however, lack clear  more...

Powers of Attorney: Medical Records Release Concerns ...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...

Drafting Settlement Agreements in Personal Injury Cases: A Primer ...Personal injury cases can present unique challenges when drafting settlement agreements. Personal injury cases often involve multiple parties, special ethical considerations, the necessity of court approval and the participation of known (or unknown) nonparties who may hold liens or other claims on the impending settlement payment. It is important that the lawyer drafting a settlement agreement  more...

Microsoft Outlook 2007 Tips and Tricks ...personal information manager but many users are overwhelmed by the features and options available and never take full advantage of the potential it offers for managing email, calendar and contacts. They don't discover the time-saving shortcuts Outlook provides or utilize the many options included in Outlook. This teleconference offers a quick course in using Microsoft Outlook, showing users how  more...

Private Foundation Requirements and Restrictions ...porations establish private foundations to carry on their personal philanthropy. While private foundations offer significant opportunities for family and corporate philanthropists, there are special federal tax rules that apply. Failure to fully understand these rules can subject the foundations and those involved with them to substantial excise taxes. This teleconference will review all of the  more...

Payroll Tax Pitfalls: Preventing IRS Penalties and Personal Liability for Late Payments ...in certain situations, officers and employees can be held personally liable for past due payroll taxes. This teleconference will help you understand the procedures and potential problems associated with making timely and accurate payroll tax deposits and payments. We will explain the penalties that can be assessed for noncompliance and the circumstances under which the IRS may waive penalties.  more...

Foreclosing on Real and Personal Property Collateral: What You Need to Know ...ut enforcing their rights through foreclosure of real and personal property collateral. This can be a complicated process that requires a good deal of planning in order to reach a successful outcome. This teleconference will help the people responsible for loan workout and enforcement evaluate their positions and formulate and execute foreclosure plans for loans secured by both real and  more...

Medicare Secondary Payer Act - Protecting Medicare's Interest in Insurance Settlements ....24(g)). Accordingly, it is essential that all parties to personal injury insurance settlements ensure that Medicare's interests are protected and therefore of the utmost importance for all attorneys, insurance company personnel and medical billing professionals to fully understand how and when the MSP applies in any given personal injury situation. You will benefit from an overview of all  more...

Employer's HIPAA Privacy and Security Responsibilities ...nd State Laws Create Obligations for Employers /strong Personal and company confidential data, exceedingly valuable assets, are under siege. Organizations across the country and locally have experienced significant data breaches resulting in unauthorized access to a vast amount of personal and company confidential information. At the same time, technology continues to advance rapidly,  more...

Health Care Reform: Implications for Employers, Insurers, and Individuals ...ignificant 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 benefits on a daily basis. This  more...

A Privacy Law Primer: What Every Attorney, Compliance and Security Officer Should Know ...and employees, as well as on your company's management of personal information. Issue-spotting in this area requires some familiarity with the complex state, federal and international regulatory patchwork and nongovernmental standards that now apply, a sense of the practical contexts in which you are most likely to see privacy issues and some sense of what you can expect on the horizon. This  more...

How to Legally Handle Travel Pay ...ferences and other work sites using commercial travel and personal vehicles. This teleconference will enable you to understand how and when to compensate an employee for travel time away from a work site. You'll find out how to determine which employees are entitled to travel time pay and at what rate. With air travel being as busy as it is today, it is very important that you understand how to  more...

Director and Officer Liability: A Focus on Creditor Issues ...d what can be done to protect directors and officers from personal liability. The world of director and officer liability is changing. Creditors and trustees are the new plaintiffs asserting new and evolving theories of liability. The causes of action range from failing to take action to avoid insolvency to failing to implement adequate controls to catch fraudulent activity. Directors are  more...

Managing Post-Construction Claims ...ors, undiscovered defects of design and construction, and personal injuries. Taking steps to avoid such claims is prudent but companies also need strategies to deal with claims that inevitably arise. This teleconference will explore how to manage such claims, focusing on identifying and addressing the particular issues that have the potential to minimize the adverse impact of post-construction  more...

Promoting Wellness and Recovery of People With Mental Illness Through Strengths-Based, Person-Centered Practice ...ortant helping tools such as the strengths assessment and personal wellness/recovery plan. You will also learn of several innovative initiatives and creative ideas that you may begin to utilize in your practice. Learning Objectives - You will be able to define the purpose of working with people with mental illness. - You will be able to identify three critical concepts in strengths  more...

Cash Is King: Effective Cash Flow Management ...single point in time. (Think of it as the balance in your personal checking account.) An income statement summarizes revenue, expenses and net income for the entire year or other period of time. Both of these financial statements are important tools to measure the success of your business but do little to tell you where the cash actually went. Understanding and managing the cash flow in your  more...

Making Revisions to Closed Medical Records ...itsMedical records contain some of the 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  more...

Effective Management of Off-Site Employees ...fitsHaving employees telecommute has evolved from being a personal convenience to a good business strategy, and now taking our current economic challenges it is a business necessity. It has become an imperative to effectively manage employees who are not reporting daily to the normal work site. This 90-minute teleconference will discuss how to properly manage off-site employees, the pitfalls  more...

Effective Use of Medical Records in Personal Injury Litigation ...Personal injury litigation requires the effective and efficient use of medical records. In order to present your case persuasively, you must have an understanding of how to collect medical records, how to use them during discovery and how to present them to a jury. This teleconference discusses both plaintiff and defendant perspectives, and it will explain the role of medical evidence in the  more...

401(k) Plan Costs Including Recent Update on Supreme Court Rule LaRue v. DeWolff, Boberg & Associates Inc. nUnhappy employees, U.S. Department of Labor investigations, IRS investigations, massive class action lawsuits - an ever-expanding list of factors bombards sponsors of 401(k) plans and places companies and their management potentially in the cross hairs. From Enron, Worldcom and Sarbanes-Oxley, to the more recent massive class actions filed against Fortune 500 companies regarding 401(k) plan  more...

Multistate Sales Tax Issues for Contractors ...s the ultimate consumer, the differences between real and personal property, the taxation of repairs and repair services, and the taxation of intangibles such as warranties. Without an understanding of these concepts, a contractor may significantly under-bid construction projects or be subject to additional taxes, penalties and interest upon audit. This teleconference will not only review basic  more...

Overcome Your Competition: Stand Out in a Crowded Marketplace nYear in and year out, sales professionals invest their time and their organizations' money along with leveraging high-priced resources in sales pursuits, but walk away with no fruit for their labor. This percentage varies from company to company, but on average the percentage of opportunities pursued and not closed is well over 50 percent! Extensive studies have proven this excessively high  more...

Protecting Yourself From Client Violence nFew enter a helping profession, such as social work, anticipating 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  more...

State Income Tax Apportionment-The Sales Factor and The Throwback Rule Benefits This teleconference will provide an in-depth analysis of the sales factor used in state and local income tax apportionment. You'll learn all about the sourcing of sales of tangible personal property and services, including the dock sales test and market-based sourcing. Find out what you need to know about the throwback rule and the throw-out rule. Get expert advice on handling issues  more...