Planning Telephone Seminars

Intentionally Defective Grantor Trusts ...lly defective grantor trusts - an often overlooked estate planning tool. Emphasis will be placed on the practical how-to-do-it instruction as opposed to a recitation of case law in the area. The speaker will concentrate on when to use this technique, how to design these trusts, and their place in comparison to other estate planning tools. You will become well versed in this important estate  more...

Tax Implications for Foreign Operations ...t can also raise a number of legal and tax issues. Proper planning in establishing foreign operations, and an understanding of the ongoing disclosure and other requirements they entail is essential to avoiding difficulties down the road. This live audio conference will provide participants an overview of the issues (and highlight some potential pitfalls) attendant to establishing foreign  more...

Tax Implications for Foreign Operations ...t can also raise a number of legal and tax issues. Proper planning in establishing foreign operations, and an understanding of the ongoing disclosure and other requirements they entail is essential to avoiding difficulties down the road. This live audio conference will provide participants an overview of the issues (and highlight some potential pitfalls) attendant to establishing foreign  more...

What's that Smell? Sewer System Overflow Prevention and Management ...duce or eliminate them. It is also intended to serve as a planning guide in developing long term control plans for CSO's and overflow mitigation plans for SSO's. The topics covered in this audio conference represent the crux of the management of sewer system: preventing/controlling overflows. The intent is to provide you with a detailed overview of sources of overflows, mitigation measures  more...

What's that Smell? Sewer System Overflow Prevention and Management ...duce or eliminate them. It is also intended to serve as a planning guide in developing long term control plans for CSO's and overflow mitigation plans for SSO's. The topics covered in this audio conference represent the crux of the management of sewer system: preventing/controlling overflows. The intent is to provide you with a detailed overview of sources of overflows, mitigation measures  more...

Avoiding the Pitfalls of Scope Creep on Construction Projects ... projects experiencing cost and schedule overruns. In the planning stages of any construction project, owners, designers and contractors each have a vested interest in defining the full project scope and developing an accurate budget. However, as the project progresses, scope creep can go unnoticed, gradually work its way into a project's scope as expectations evolve, and result in significant  more...

Strategies for Successful Mixed Use Development ...vironment may provide even more significant challenges to planning and implementing successful mixed use projects that require a complex matrix of skill sets and collaborations between design professionals, developers, leasing agents, tenants, municipal planners, land use attorneys, local government and communities. This live audio conference will evaluate some of the new challenges and  more...

Form 706: Estate Tax Return Fundamentals BenefitsAmericans have been able to accumulate wealth. It is estimated more than $10 trillion in wealth will be transferred over the next 15 years. If a person has been fortunate to amass significant wealth, the government imposes a tax when the person transfers their wealth at death. In 2011, if a person's gross estate plus adjusted taxable gifts equaled or exceeded $5 million in value, Form 706  more...

Economic Development Financing Update Benefits'In the space of two days I had evolved two plans, wholly distinct, both of which were equally feasible. The point I am trying to bring out is that one does not plan and then try to make circumstances fit those plans. One tries to make plans fit the circumstances.' - General George S. Patton, Jr., War as I Knew It, page 116 (1947) Those localities that have not planned for the current  more...

Juvenile Onset Bipolar Disorders ...ces will also be discussed, which is adequate educational planning. How to work collaboratively with a treating psychiatrist and how to be an advocate for the child and family if the child is not receiving the most up-to-date treatment will also be discussed. What is the role of testing and what type of testing is most helpful for these patients and the family and schools? The benefit for  more...

Charitable Remainder Trust Fundamentals ...ive to charity regularly. If you don't discuss charitable planning with your clients, you are forfeiting potential business to your competitors. Charitable remainder trusts help your clients combine their estate, tax and financial planning with their charitable dreams. This live audio conference will explain how you can implement charitable remainder trusts for your existing and future  more...

Best Practices in Nursing Documentation: Writing Effective and Legal Proof Notes ...u are required to complete and return an evaluation form. Planning Panel Members are Diane M. Janulis, Kerri Crank, RN, MSN, FNP, CSN and Michelle Shepherd, B.A. in Psychology and C.E. Coordinator. 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. This  more...

Rain Water Harvesting ...ts in understanding the important factors in considering, planning, assessing and implementing rainwater harvesting projects. You will understand the key variables needed to assess the viability of rainwater harvesting and the keys to success for your facility. You will avoid making wrong decisions or having unrealistic expectations. You will also be given the tools to project their rainwater  more...

Wetlands Challenges and Use of Mitigation Bank Credits ... fines, litigation, and extensive delays in construction. Planning ahead, identifying wetlands, and developing a mitigation strategy before moving dirt is critical to the success of projects involving or affecting wetlands. This live audio conference will provide the background and guide to the use of wetlands mitigation credits as a means of addressing the legal and ecological issues arising  more...

Tax and Estate Planning for Clients Relocating to Florida ...departing. Similarly, the laws impacting asset protection planning are generally more protective of the client's assets. In addition, out-of-state practitioners must be aware of some unique laws concerning a person's homestead residence both from a tax perspective and a property rights perspective. Lastly, Florida has adopted a fairly rigid view of the unlicensed practice of law, which will  more...

Sales and Use Taxation of Internet Sales:The Evolving Case Law BenefitsWith growing budget deficits, many states are taking increasingly aggressive positions in an attempt to impose sales and use tax obligations on internet transactions. Internet sellers face a murky and sometimes ill-defined landscape with respect to sales and use taxes that are impacted by both state law and federal constitutional principles. By exploring the growing body of judicial  more...

Special Needs Trusts: What, Why and How ...planning for disabled 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  more...

Planning Your Holiday Party: Keys to a Celebration Without Litigation BenefitsHoliday parties can be a great opportunity for employers to celebrate the accomplishments of the passing year and reward employees for a job well done. Unfortunately, these same parties can provide an outlet for inappropriate behavior and potentially expose the company to liability well past the New Year. This live audio conference will help you understand the possible sources of trouble  more...

Tax Planning and Guidance for Business Travel and Entertainment Deductions BenefitsLearn the specifics of documenting business travel, meals and entertainment expense to ensure you can take full advantage of the deduction allowed under the federal tax code. Ensure that your records will stand the test of a tax audit. Fine tune your understanding of when an employee's meal is 100% deductible and when it is only 50% deductible. Understand when foreign travel is deductible  more...

Powers of Attorney: Estate Planning Opportunities and Pitfalls BenefitsPowers of attorney are often given insufficient attention by the practitioner and mistakes in their drafting and implementation can lead to disastrous consequences for the client and the draftsman. This live audio conference will present an in depth analysis of the effective use of powers of attorney in the client's estate plan and consider practical problems and solutions in their use.  more...

How to Revitalize an Impoverished Neighborhood: Thirty Years of Successful Green Urbanism ...lace to live, work, and play using new urbanism and green planning purposes. He will teach to recycle buildings that embraces historic preservation and green planning principles. He will teach traffic calming techniques of how to turn one-way streets into two-way as a way to increase home values, business activity and reduce crimes. He will show how green transportation means greater economic  more...

How to Develop an Effective Mentoring Program ...of an organization through employee retention, succession planning, transfer of knowledge, and leadership development. The problem is that many businesses believe that mentoring consists of just 'putting two people together'- this is not accurate. Without proper planning and staffing, mentoring programs are bound to fail. This live audio conference demystifies workplace mentoring by focusing on  more...

Drafting a Green Ordinance: Case Study ...ode is expected to do. Then, we move to the principles of planning and drafting, with a focus on operational examples. The faculty will point out those provisions that have been shown to be effective and what participants should avoid. The concluding section drives hard into the end product, the enactment, and the critical follow up and recalibration of the code. This live audio conference is  more...

Bikeway Design Principles, Planning, and Best Practices ...keways. You will learn the purpose and process of bikeway planning, the basic design principles of conventional and alternative bikeways, and how communities around the US have increased bicycle ridership. Additionally, this live audio conference will explain how different types of bikeways affect ridership and what local jurisdictions can do to make their bikeway projects competitive for grant  more...

Waiver of Subrogation Clauses and Provisions in Construction Contracts ...s that may assist in avoiding disputes during the careful planning and drafting of these clauses from the outset. Learning Objectives - You will be able to define subrogation. - You will be able to describe key construction contract provisions. - You will be able to discuss the impact of other related contracts on waiver of subrogation clauses. - You will be able to review the impact of  more...

The Trickle Down Effect of Health Care Reform: A Potpourri of Payroll, Benefits, Income Taxes, and Other Changes BenefitsThe phased in requirements of health care reform require that you continually monitor the landscape to spend your benefit dollars effectively, while remaining compliant. This is an opportunity for employers to reassess their decisions and consider the future impact of this legislation. Attend this live audio conference and stay current on your compliance obligations, planning  more...

GASB 45 Strategies ...abilities. The program will provide vital information and planning techniques that will enable employers to avoid the potentially disastrous consequences of failing to identify, control and fund its OPEB liabilities. Most states, municipalities and governmental agencies are aware that they are required to comply with GASB 43 and 45, but it is very important to understand the implications that a  more...

Planning for Renewable Incentives in 2011 and Beyond BenefitsThe grant in lieu of tax credits under section 1603 of the ARRA has been both a lifesaver and a game changer. However, section 1603 is likely to disappear after 2011 unless construction has begun on a project before then. This live audio conference will focus first on what is required to 'begin construction' under section 1603, and will feature Victoria McDowell of the Treasury Department.  more...

Estate Planning Ethics ...quent rules and issues that an attorney engaged in estate planning needs to know. Topics covered will include duties of communication, confidentiality, conflicts, scope of representation, obligations and dealings with third-parties, among other things. Knowledge of the rules of conduct not only benefit your relationship with your clients, it also protects the attorneys from claims for  more...

Understanding UCC Article 9 Foreclosures ...obstacles that should be addressed. However, with careful planning, these issues can be addressed and the risks minimized. This audio conference will discuss key topics for you to consider in weighing foreclosure under UCC Article 9 sale, best practices to effectuate a UCC sale and how to avoid pitfalls inherent in these sales. This audio conference is designed for attorneys, presidents,  more...

IRS Form 5471: Information Return for U.S. Persons With Respect to Certain Foreign Corporations ...the Form 5471 will offer the opportunity to document your planning and make that planning audit proof. In this audio conference, you will learn the law behind and the mechanics of how to prepare a Form 5471. New enforcement policies of the IRS with respect to failure to file Forms 5471 will also be addressed. This audio conference is designed for accountants, tax managers, accounts payable  more...

Do's and Don'ts for Internal Investigations of Employment Issues BenefitsAny prudent employer will want to investigate and, if necessary, remedy reported discrimination or harassment. In some states, a prompt investigation is legally required. This audio conference will provide you with valuable and practical advice on planning and conducting internal investigations, and assessing how to respond once the investigation is completed. This audio conference is  more...

Statement of Work Contract Fundamentals BenefitsA good statement of work is the only thing between you and failure, whether it's a project, contract, grant application or proposal. Success is in the details of the SOW. Without it, you can't compete or communicate. Those who have managed contracted work know that poorly written SOWs can lead to communication breakdowns, misunderstandings, disputes, rework, delayed completion and added  more...

Funding Trusts in Estate Planning BenefitsIt is all too common for clients who go through the time and expense of creating a revocable trust to not properly fund the trust. Failing to fund a revocable trust will often defeat the very purpose for creating such a trust, i.e., avoiding probate and the public disclosure of assets. This audio conference will provide an overview of the mechanics of contributing property to revocable  more...

How Can End-of-Life Planning Resources Benefit Your Workplace? ...egiving, serious illness, grief and loss, and end-of-life planning. Potential solutions include training existing human resource personnel, increasing the awareness of managers and training them to assist employees in need, and monitoring the costs of end-of-life incidences. In light of the misunderstandings about death panels in the federal health care reform proposals, employers must clearly  more...

Owner Construction Risk: How a Controlled Insurance Program Can Protect Your Assets ... Whether you have ongoing maintenance projects or you are planning to build a large project, this audio conference will equip you with an understanding of your options for managing those project risks. Learning Objectives: - You will be able to identify those risks typically insured in construction projects. - You will be able to better explain and understand design and construction risk. -  more...

Post-Mortem Tax Planning BenefitsWhile death and taxes are both inevitable, taxes do not end with death. The Federal Estate Tax, the Gift Tax and the Income Tax all have bearing on what happens post-death. Further, there are state rules that also are applicable post-death to estate planning documents. There are numerous questions that have to be addressed and answered. This audio conference will cover many of the  more...

Economic Nexus Standards in State Taxation BenefitsA state's ability to impose taxes on a multistate business is limited by nexus standards rooted in the U.S. Constitution. In 1992, the U.S. Supreme Court reaffirmed its longstanding rule and held 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  more...

Legal Aspects in Representing Clients with Dementia ...nd this audio conference and be able to understand why preplanning measures are important to avoid crisis situations upon medical incapacity. The topics covered include everything from simple advanced directives and estate planning, to complex planning for the purpose of VA and Medicaid benefits. You will understand the process of legal crisis intervention if preplanning measures are not put in  more...

Family Limited Partnerships in Estate Planning ... understand the reasons for forming these entities in the planning process. They also are not clear on what is the current status of statutory and case law concerning the continued use of these entities. This audio conference will help you learn to identify when the use of this entity for a particular client situation is warranted and what steps to take to maintain or correct an existing family  more...

Trust Situs and State Taxation: Practical Planning Implications ...n more aggressive ways. How can a state tax a trust? What planning steps can be taken? What must you understand when preparing tax returns? Each rule and planning step also has many significant implications with regards to other aspects of trust planning that you need to understand. State law varies considerably and can affect not only income taxation, but almost every aspect of trust planning,  more...

Brownfield Redevelopment and LEED in 2010: What Happens When You Mix Green and Brown? ...breakdown the benefits and synergies when you mix green - planning, design and construction methods into brownfields. - You will be able to review and apply LEED and green building techniques, sustainable site development and remediation practices, and apply them to urban mixed-use redevelopments. - You will be able to recognize and associate from past projects how green redevelopment practices  more...

Today's Multigenerational Workforce: Transitioning from Baby Boomers to the Next Generations ...ncreasingly be thought of as a key part of your strategic planning. Understanding how to work across the generations then becomes key if you are to make these strategies work. This audio conference will teach you how the different generations look at things and how this affects their daily work, as well as improve your supervisory skills and improve your management policies for helping bridge  more...

Digital Manufacturing: Improve Productivity, Lower Costs and Compress Delivery Times ...hat support effective collaborative manufacturing process planning between engineering disciplines, such as design and manufacturing. We will discuss the value of digital manufacturing, and how you can define and implement a beneficial digital manufacturing strategy. This teleconference is designed for manufacturing engineers, presidents, vice presidents, plant managers, quality control  more...

Understanding Fiduciary Investment Duties for Trusts: Be Prudent and Diversify ...e current volatile and uncertain economic climate, estate planning advisors and their clients need to re-examine conventional estate planning wisdom, better understand how fiduciary performance will be tested and evaluated, and how fiduciary risk can be managed by proper conduct. This audio conference is designed for attorneys, estate planners, accountants, trust administrators, trust  more...

California Water Law Update: Rights, Transfers and Supply Assessments BenefitsAs California surface waters become more and more burdened, the utilization and management of groundwater within the state has increased dramatically. Groundwater management is a key, if not the key, to the provision of potable water in the 21st Century. This teleconference will discuss California groundwater basics, its allocation and its future in providing water to many within  more...

Commercial Loan Stress Testing Fundamentals BenefitsStress testing of loan portfolios is rapidly becoming an integral component of the credit risk management process. All banks should perform some type of stress testing to quantify the impact of changing economic conditions on asset quality, earnings and capital. This teleconference will benefit those who are beginning to incorporate the concepts of stress testing into their loan portfolio  more...

Ohio Sales and Use Tax: Recent Trends, Developments and Planning Opportunities (Maximizing Exemptions and Minimizing Taxable Ser ...planning opportunities in the context of an overview of Ohio sales and use tax. Mr. Dimengo will go through various exemptions and how they can be maximized, and how various otherwise taxable services can be minimized. This teleconference is designed for accountants, controllers, accounts payable professionals, CFOs, tax managers and officers, presidents and vice presidents, finance  more...

State of the Estate Tax: Where We Stand Today and What Practitioners Can Do ... on how the client advisor team, consisting of the estate planning attorney, insurance consultant, accountant and wealth manager, can take practical and coordinated steps to best serve their clients through the uncertainty. How can document drafting be changed to deal with the uncertainty? Even if the estate tax is retroactively reinstated, it may take years to resolve issues that remain. What  more...

Understanding the Role of the Trust Protector ... the movement toward multigenerational trusts pushing the planning horizon many years past the point most estate planners were trained to envision? This teleconference will identify those unintended consequences and discuss how designing a trust with a trust protector, or an equivalent role and function, can protect against or deal with many of those problems. We will discuss the pioneering  more...

California Wetlands: New Issues and Regulations Affecting Land Use Planning ...d a special stature due to their significance to land use planning and development in California. Impacts to wetlands invite the involvement of a myriad of federal, state and local agencies, and their accompanying regulations. Permit processing is complex and time consuming, and many policies are inconsistent. Failure to understand these layered regulations can lead to costly mistakes.  more...

A Primer on International Estate Planning ...l help you serve international clients by identifying and planning for common issues that can arise for this class of individuals. This teleconference specifically reviews basic transfer tax issues for U.S. citizens, noncitizen residents and nonresident aliens; the treatment of foreign and domestic trusts; and estate planning issues concerning noncitizen spouses. The teleconference will also  more...

Navigating Form 1041 ...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 for probate  more...

Planning and Zoning Techniques for Open Space Preservation ...g a successful open space strategy is complex. Open space planning and implementation must take into account the regional context, community vision and ultimate function of the open space areas. The costs and means of maintaining open space must be considered. The use of the various regulatory and nonregulatory tools must be coordinated to ensure maximum effectiveness. This teleconference will  more...

Building Information Modeling: Planning, Design and Legal Considerations BenefitsWhether you are an owner, a designer or a builder, you need information about building information modeling. The good news is that there is lots of information out there; the bad news is that much of it is not useful. No one knows everything about BIM but we can start by talking about authoritative sources for BIM information, then sprinkle in some basic BIM concepts. Information will be  more...

ASTM Standard on Vapor Intrusion ...standards, and the lack of clear guidance has complicated planning, development, remediation and ultimately, litigation regarding contamination allegedly caused by this phenomenon. Until recently, the disparate methods of approaching and evaluating vapor intrusion concerns frustrated administrative agencies and consultants responsible for advising communities, industry, clients and counsel.  more...

Introduction to California Subdivision Law BenefitsSubdividing land into marketable lots is a complex, time-consuming process in California. This teleconference takes you through the process step-by-step, introducing you to the basic legal principles and variety of players in this essential aspect of development law. Experienced practitioners provide practical tips on avoiding common pitfalls in the subdivision process. Learn how the  more...

Planning Fundamentals for Illiquid Assets ...Planning for illiquid assets presents unique and difficult problems for clients, estates and the assets/business involved. Practitioners advising clients with substantial liquid assets need to identify the unique problems and provide guidance and solutions to deal with them. This teleconference will review a broad range of issues and planning opportunities affecting illiquid assets, including  more...

Recognizing Child Abuse ...u are required to complete and return an evaluation form. Planning Panel Members are: Kerri Crank, BSN, Robert Kerbell, Jodi Hamm, 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. Nurses, physicians, assistants,  more...

Understanding the Apportionment Rules for Service-Based Businesses ...nment percentage can provide opportunities - with careful planning - for state tax minimization or create traps - without such planning - that lead to multiple taxation. Service-based businesses face particular difficulties in identifying and analyzing the rules applicable to their operations for two reasons. First, state apportionment rules were written several decades ago at a time when our  more...

Protecting Assets for Long-Term Care Medi-Cal Benefits ...a's Medi-Cal program to pay for long-term care. Attentive planning is required, however, to avoid the minefields of government rules and potentially disastrous consequences. Each family's needs beyond Medi-Cal and other government benefits must also be considered. Further complexity has been added to the planning process since the enactment of California's SB 483, the state's most significant  more...

Easement Valuations: Common Pitfalls and Principles BenefitsMany state and local governments are acquiring a variety of preservation easements for a broad variety of reasons and it is important that property owners understand the proper method of valuing these easements to insure they are receiving just compensation. Further, condemnors are increasingly recharacterizing temporary construction easements as noneasements to avoid paying compensation.  more...

Top Sales and Use, Credits and Incentives Tips to Improve Your Bottom Line BenefitsIn the current economic climate, additional free cash flow is a priority for all companies to sustain corporate activities and fund working capital, capital improvements, acquisitions, research and development, etc. This teleconference will focus on unprecedented tax credits and economic incentives currently offered by state and local jurisdictions to stimulate business investment and the  more...

The Fundamentals of Estate Planning for Pets ...casions, 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. This teleconference will provide you with some of the tools that are out there to assist your clients whose most important beneficiaries are often overlooked,  more...

Cost Segregation: Applications for a Valuable Tax Planning Strategy ...planning strategy used by real estate owners and tenants to accelerate significant depreciation deductions associated with buildings and improvements of all types and sizes. Although cost segregation has become quite popular in recent years, many tax advisors and real estate owners are still missing significant opportunities because they are unfamiliar with the many applications. This  more...

Well Agreements: Legal Issues and Contract Solutions BenefitsAgreements pertaining to the construction, use, ownership and operation of wells are necessary and useful in a variety of situations. In rural areas, where connection to a municipal water system may not be possible, a group of homeowners may wish to share a domestic well. A shared well may also be a cost-effective solution for industrial users that do not wish to take treated domestic  more...

Current Issues in Revocable Living Trusts ... jurisdictions. Using a revocable living trust allows for planning in the event of incapacity without having to formally declare a person incompetent and without requiring the opening of a guardianship proceeding. A revocable living trust can provide a simplistic method of utilizing estate tax exemptions in the most efficient manner possible. Attorneys, presidents, vice presidents,  more...

Real Estate Income Tax Issues ...planning techniques and recent developments concerning the income taxation of real estate, including issues applicable to partnerships and LLCs holding real property. You'll learn about capital gains strategies, like-kind exchanges, tenancies in common, how to structure transactions when some partners want cash and others want tax deferral, and recent regulations, all within the context of  more...

AIA Document A401 ... Subcontractor disputes are common, and without strategic planning during the contract formation stage, the parties may suffer later. This teleconference analyzes a standard subcontract document which is readily used on construction projects, and identifies areas where the standard form may be improved. The teleconference provides practical tips and provides suggestions for revisions to the  more...

Easement Valuations: Common Pitfalls and Principles BenefitsMany state and local governments are acquiring a variety of preservation easements for a broad variety of reasons and it is important that property owners understand the proper method of valuing these easements to insure they are receiving just compensation. Further, condemnors are increasingly recharacterizing temporary construction easements as noneasements to avoid paying compensation.  more...

Pervious Concrete - The Pavement That Drinks! ...esistance, environmental benefits, storm water management planning and placement techniques. This teleconference will provide examples of projects and you will learn how pervious concrete can earn LEED points on your green building project. The permeability of porous concrete provides a potential solution to the problem of storm water runoff, which is a serious environmental concern  more...

Preparing for the Unexpected Departure of Key Employees: An Introduction to Replacement Planning ...threatened loss in hostage-taking situations. Replacement planning is not the same thing as succession planning or talent management, though many organizational leaders confuse them. This teleconference helps you understand the key components of effective replacement planning and its value as a starting point for succession planning and talent management. It also helps you realize what can  more...

Influenza: Seasonal to Pandemic ...u 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 Objectives -  more...

Foreclosing on Real and Personal Property Collateral: What You Need to Know ...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 personal property. It will also touch on issues relating to resale of foreclosed property.  more...

Matrimonial Considerations in Estate and Trust Planning ... will review matrimonial implications to estate and trust planning. It will focus on the use of trusts and other estate planning techniques before marriage and during, after and before remarriage, to protect assets from matrimonial claims. Practical planning concepts; drafting considerations; income, gift and estate tax implications; and ancillary considerations will be reviewed. The objective  more...

Estate and Financial Planning for Clients Living With Chronic Illness ...ed ones? In many situations modest changes to traditional planning tools and drafting conventions can provide tremendously improved protection and peace of mind for clients living with chronic illness. This teleconference will provide a sophisticated but practical overview of how each phase of planning and drafting for the entire advisory team is affected. Misconceptions and myths will be  more...

Construction Project Management in Remote Locations: Site Considerations and Unique Challenges ...e common thread that runs through all of the construction planning steps and is essential to the success of the project. Carefully planning the work and then executing the work in a timely fashion according to the plan will either make or break the project. The principles of sound construction conceptual planning are illustrated in this teleconference. Whether the project is commercial or  more...

Taxation Issues When Conducting Business With Native American Tribes BenefitsThe American Recovery and Reinvestment Act of 2009 included a number of provisions designed to encourage economic development on Native American reservations, including expanded authority for American Indian tribes to issue tax-exempt bonds for projects on American Indian lands and a $500 million investment of funds for infrastructure, renewable energy, tribal detention facilities and  more...

Independent Contractor Reporting BenefitsIndependent contractor status has distinct advantages for companies and workers, and continues to grow in popularity. However, as independent contractor relationships have become more common, the risks have become more apparent as well. This teleconference will help you understand how independent contractor status is determined for tax, EEO state law and other purposes, including in PEO  more...

Developing, Managing and Analyzing a Budget: Understand and Implement an Effective Budget for Better Management and Financial De ...planning and budgeting are the keys to success, and operating without a plan or budget is an invitation to fail. This concept holds for businesses - no matter how large or small - nonprofits and governments. Budgeting is a dynamic process, not a static one. By knowing the types of budgets and processes that have worked for others, one can create an environment and procedure that is a tool for  more...

Clean Air Act Update BenefitsU.S. businesses are facing unprecedented uncertainty as to future requirements under the Clean Air Act and an array of new programs addressing stationary and mobile emission sources. The Obama Administration and Congress are poised to usher in a new era of greenhouse gas and energy regulation. At the same time, the Obama EPA is confronting a bewildering array of court-ordered regulatory  more...

Current Issues in Attributional and Agency Nexus ...ute in New York and other states. Gain practical tips for planning through safe harbors and de minimis activities. This teleconference is a must for any business that has relationships with independent contractors, in-state businesses - either affiliated or unaffiliated - or other third-parties outside its home state. Accountants, CPAs, controllers, attorneys, CFOs, tax managers, finance  more...

Effective Sales Management: Short and Long-term Planning, Forecasting, and Expense Budgeting ...This teleconference helps the 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  more...

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan ...Learn how to provide the best asset protection and estate planning benefits for large retirement plans so that the valuable 'stretch out' does not become a 'blow out.' Most trusts are inadequately drafted to handle retirement plans, especially in light of the recent changes of the Pension Protection Act. New preparer penalties put an additional premium on determining whether the trust is likely  more...

Practical Transportation Design and Solutions: Concepts and Implementation ...unds for such improvements continues to diminish. Typical planning and design approaches may prioritize projects at the planning and programming stage in order to best address system needs; however, project designs are then developed with the intent to deliver the best or optimum project. While some general financial bounds may be used, this design approach can often result in an over-designed  more...

Collective Bargaining and Construction Labor Contracts ...nefit funds for unpaid benefit contributions. With proper planning and a better understanding of the law, these problems can be avoided. This teleconference will help contractors gain a better understanding of the types of labor agreements they are being asked to sign, as well as the obligations those agreements impose. This teleconference is critical for contractors who want to proactively  more...

Transitioning Special Needs Students: It Doesn't Start at 21! ...nsition process and each of the seven areas of transition planning will be addressed. The presenter is in the unique position of working with transition planning since it was initiated. Her hands-on experience allows her the opportunity to put into practice many of the guidelines she has learned. Having attended numerous trainings on the topic she understands what is helpful to practitioners  more...

Setting the Stage for Rehiring: Logistic and Liability Issues ...orward. This teleconference will discuss some of the key planning steps you should take from before the rehire process begins through actual rehiring and on-boarding. Topics to be covered include setting the stage for a successful rehire process, identifying which employees to rehire, dealing with employees who are not rehired, and logistical issues from communications to benefits issues and  more...

15- Minute Expert Adult Patient Assessments: Practical Strategies, Tips, and Updates for Health Care Professionals ...u are required to complete and return an evaluation form. Planning Panel Members are: Kerri Crank, BSN, Robert Kerbell, Jodi Hamm, 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 Objectives - You will be  more...

Enterprise Resource Planning - Getting the Payback From Your ERP System ...planning hierarchy in world class businesses and how the planning process utilizes the ERP system. You will better understand the need for robust metrics and an accountability infrastructure, and will become more aware of the power the ERP discipline has in getting the most return for the effort invested. It will become apparent that there is a lot of opportunity to utilize your ERP system as  more...

Estate Planning for the Final Years of Life BenefitsEmpirical evidence and directed studies indicate that the majority of Americans fail to plan for their final years of life. Ironically, this is the time when many people are confronted with their greatest challenges and most stressful experiences. This teleconference will cover why people need to plan, what they need to plan for and how to apply proven strategies for dealing with the final  more...

Health Care Facility Design and Development ...ing for project delivery models that ensure excellence in planning and delivery. Incorporating thought leadership in design, operational efficiency and sustainability, as well as efficient project delivery are important differentiators for project teams. This teleconference will help you understand the various project delivery models that can be applied to health care real estate development.  more...

Planning to Avoid Estate Litigation BenefitsEvery estate plan, no matter how well-intentioned, can be challenged and in today's litigious society, those challenges are even more commonplace (and costly) than ever. This teleconference helps you recognize potential issues, learn techniques to diffuse future hotspots and protect yourself from common mistakes that leave plans susceptible to challenge. Through true-life examples, the  more...

Estate Planning for Non-Traditional Couples ...planning for non-traditional couples is a growing field laden with opportunities and land mines. Whether it be a gay or lesbian couple, or a heterosexual couple living together but simply choosing not to get married, the need to be proactive in their planning is essential. Two primary issues arise when it comes to planning for non-traditional couples: (1) Unlike traditional married couples who  more...

Strategies to Attain Grants for Your Classroom BenefitsThis teleconference will discuss the tremendous potential of obtaining new revenue to support educational classroom activity, school-wide programs and district projects. We will detail the organizational, planning and collaborative efforts necessary to successfully compete for and receive educational funding. Teachers, special education teachers, principals, vice principals, school  more...

Fast-Track Construction: Opportunities and Challenges Management ...rovides practical advice on contractual relationships and planning for a successful project. Learning Objectives: - You will be able to define concepts and trade-offs of fast-track construction. - You will be able to review new trends that affect fast-track construction. - You will be able to recognize challenges in code, project design and contracts. - You will be able to discuss early  more...

Splits, SNTs and Public Benefits: Understanding the Complexities of Special Needs Planning in Divorces ...rce are unfamiliar with the complexities of special needs planning, despite the importance of public benefit programs to their clients and their families. This teleconference not only helps you understand the detailed public benefit programs available to your clients, but it also explains advocacy opportunities and solutions to difficult planning situations involving families with special  more...

Decentralized Wastewater Solutions ...y creative and eco-friendly alternatives for sub-division planning and smart growth development. The economics of open space developments versus the cookie-cutter-maximize-the-number-of-lots development approach is being driven by the cost of land. Because the availability of public sewers is a major contributor to this development cost, alternative solutions for wastewater management are  more...

Managing Construction Projects ...the five project management process groups of initiating, planning, executing, controlling and closing, and how they relate to capital projects. Learning Objectives You will be able to discuss project delivery methods. You will be able to review project phases. You will be able to identify project controls. You will be able to define bridging. Contractors, subcontractors, project managers,  more...

Conservation Easement Tax Incentives ... the most common problems that can be avoided with proper planning and execution. Failing to understand the process beforehand is the most common mistake made in obtaining a solid benefit. This teleconference is critical for anyone who wishes to learn more about conservation easements and how they can obtain the benefits available. Attorneys, presidents, vice presidents, financial and estate  more...

Understanding the Complexities of Form 5472 ... the Form 5472 will offer an opportunity to document your planning as well as make that planning audit proof. In this teleconference, you will learn the law behind and the mechanics of how to prepare a Form 5472. The enforcement policies of the IRS with respect to failure to file Form 5472 will also be addressed. Accountants, tax managers, CPAs, presidents, vice presidents, CFOs, controllers,  more...

Infection Control Programs ...u 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...

Introduction to New ICD-10 Coding: Preparing for Implementation nThe International Classification of Disease and Operations, Ninth Edition has out-lived its usefulness for capturing morbidity and mortality amongst the world population. Most developed nations transitioned to ICD-10 several years ago, but because of the tie of ICD-9-CM to payments in the United States there have been a series of delays in the US implementation. As the US moves a lightening speed  more...

Tax Implications of Generation-Skipping Techniques - Planning to Minimize the Generation-Skipping Transfer (GST) Tax ... and differences between different types of basic GST tax planning techniques, including various lifetime planning and post-mortem planning along with the implications of leveraging GST tax planning with discounted assets will also be discussed. Insight into considerations for coordinating GST tax planning during life and at death, and nontax issues connected with GST tax planning, including  more...

Enabling Loan Processes with Paperless Files nLenders today face a variety of challenges - loss mitigation, fraud detection, audit compliance, underwriting and risk mitigation; and access demands on loan documentation are greater than ever. This teleconference will help you understand the benefits and potential pitfalls of paperless loan files, the considerations that must be made in choosing and implementing paperless systems, and the ways  more...

Utilizing Settlement and Severance Packages Properly nFor HR professionals and CFOs, this teleconference is a must. As companies face ongoing reductions in force, mass layoffs and performance-based terminations, this teleconference will tell you what you need to do in planning terminations both as reductions in force and other terminations. You will learn how to decide the appropriate severance and what should be contained in the severance agreement  more...

Drafting Trusts in Estate Planning nEstate tax laws keep changing. Did you know that even though the estate tax exemption is predicted to stay at $3.5 million the lifetime gift tax exemption will stay at $1 million, leaving the door open to reduce the estate tax exemption back down to $1 million when Congress tries to balance the budget in a few years? In addition to estate taxes, clients' families need protection from probate, bad  more...

Valuation for Gift and Estate Tax Purposes in a Troubled Economy nWhether we are in a recession or depression, the values of assets are not what they once were. If you are contemplating whether to consider gift and estate tax planning or executing a plan, what will the impact of this troubled economy be on your tax valuations? This teleconference provides up-to-date guidance on current market conditions, and evolving valuation industry practices and techniques  more...

Patients' Rights Update ...u 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 program. n  more...

Tax and Practical Aspects of Business Succession Planning nClosely held family businesses are often as important to the owners of that business as are their own children. With business failures increasing in today's economic environment, the importance of a well planned, dynamic and long-term succession plan is vital to the continuation of the family business as it is passes from generation to generation. Tax considerations are one part of that plan, but  more...

Convergence of Estate Planning, Trust Administration and Financial Advice nIn the current volatile and uncertain economic climate, estate planning advisors and their clients need to re-examine conventional estate planning wisdom, better understand how fiduciary performance will be tested and evaluated, and more carefully assess the perceived benefits and actual risks of a variety of investment types within planning structures.  more...

Community Benefit Agreements ...efits agreements can increase public participation in the planning process, promote smart growth and environmental justice goals, and bring neighborhoods, local governments, and private interests together to make development projects more sustainable, transparent and accountable. Negotiating a CBA can be a win-win solution for community groups and developers. The community receives assurances  more...

Floodproofing Fundamentals: Design Methods to Reduce Flood Damages ...cies and companies that are responsible for designing and planning to protect structures and operations from flood damage. n nLearning Objectives n- You will be able to explain the overview of flood mitigation methods. n- You will be able to propose selection factors for flood mitigation methods. n- You will be able to summarize flood mitigation design considerations. n- You will be able to  more...

Optimize Your Workforce Scheduling nFor many companies, scheduling the workforce can become a nightmare. Because labor is a significant cost of production, management is often under pressure to keep their workforce lean and flexible. The aim of workforce scheduling is to balance constraints to ensure that the right people with the right skills are in the right place at the right time. Workforce planning provides a systematic  more...

Mitigating the Impact of Construction Projects: Hurdles to Project Success ... level where they are acceptable. You'll also learn about planning and logistics for prevention and proactive mitigation of impacts as well as accountability on the project after the contractor has broken ground. This teleconference is critical for owners, contractors, subcontractors and designers who wish to minimize project risks, reduce project costs and delays, and eliminate common barriers  more...

Roundabouts: Planning, Design Principles and Current Practices ...bouts have proven safety and operational benefits, proper planning and engineering design is essential for roundabouts to function correctly. This brief, yet practical, teleconference is your opportunity to better understand modern roundabouts and their installation, learn specific design skills and current practices, and apply roundabout design principles to projects in your region. This  more...

Purchasing Contract Disputes nBad economic times inevitably result in serious business disputes. This teleconference will help you plan and implement a practical strategy to minimize the business interruptions (and costs) that can occur when purchasing contract disputes occur - and turn potential career-limiting purchasing disasters in 2009 into success stories. This introductory course will help you understand how such  more...

Estate Planning Opportunities in an Uncertain Environment nMotivate the reluctant client; freeze the estate value to reduce the estate tax load. How many of us have clients waiting on the sidelines to decide what to do after experiencing 2008? The uncertain times and uncertain market have actually created the perfect time to use some of the advanced planning tools in the estate planner's arsenal. Depressed values for good assets open up the opportunity  more...

Reducing Insulin Errors ...u 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 at this  more...

On-Site Power Generation: Challenges, Opportunities and New Developments nMission critical operations include electronic trading operations; semiconductor manufacturing (clean rooms); pharmaceutical plants; hazardous biological or chemical labs; military, defense and government facilities; certain security or public safety related projects, including 911 call centers, emergency or disaster response centers; airport air traffic control towers; and other critical  more...

Estate Planning for Vacation Homes ...ut the generations. To do so requires careful, thoughtful planning by both the parents who own the property and those to whom they would like to pass this unique legacy. This teleconference will review the many options available to vacation homeowners to plan for such important transfers. You'll learn about the mechanics of such strategies, as well as the potential pitfalls. Since every family  more...

Capital Improvements for Condominium and Homeowners' Associations ... the unit/lot owners of their responsibility to support a planning capital maintenance program. The final step is to develop a financial planning model to support the cost of maintenance. The end result will be all about maintaining the highest possible level of property values. n nLearning Objectives n- You will be able to distinguish different legal requirements. n- You will be able to  more...

Noise Control Design for Condominium and Multifamily Dwellings nToday's condominium buyers have become much more sophisticated with respect to acoustical issues, largely because of the horror stories related to them by the media and their acquaintances. Buyers not only want a condominium unit that is quiet when the building is complete, but they also want assurance during the design and sales process that footfall noise from above and airborne noise from  more...

Aging Building Management: Best Practices in Development Long-Term Capital Plans ...ent criteria. And the various stakeholders in the capital planning and management process must be able to see the long-term impact of different investment decisions. In addition to condition information, by considering sustainability recommendations along with systems life cycle requirements, building owners and managers can optimize recapitalization and greening initiatives. n nRegister for  more...

Asset Protection Planning and Techniques: Safeguard Your Retirement and Other Assets Benefits When building retirement wealth for yourself or your clients, you want to protect it. For this reason, asset protection strategies for retirement are necessary as part of your wealth building strategy for the future. This teleconference will give you the tools to protect yourself or your client's retirement wealth, help build more wealth and help secure your future.  more...