Planning Telephone Seminars - Training Resources

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

Economic Nexus Standards in State Taxation BenefitsA state's ability to impose taxes on a multi-state 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...

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 teleconference 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...

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 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 5471. New enforcement policies of the IRS with respect to failure to file Forms 5471 will also be addressed. Accountants, tax managers, accounts payable professionals, bookkeepers, CFOs,  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 teleconference will discuss key topics for creditors to consider in weighing foreclosure under UCC Article 9 sale and best practices to effectuate a UCC sale and avoid pitfalls inherent in these sales. Attorneys, presidents, vice presidents, branch managers, loan  more...

Juvenile-Onset Bipolar Disorder: Discussion, Diagnosis and Treatment Considerations ...eces 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...

Updated Best Practices for Legal Holds In Civil, Criminal & Business Contexts ...ngs. You also will learn how to work with your clients in planning for proceedings that require preservation of documents and electronically stored information. Specific approaches may differ. But the clear best practice for legal holds is to spend some time and expense in planning, in order to avoid both catastrophic consequences and extraordinary costs to cure. This program is primarily  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...

Sales and Use Taxation of Internet Sales: The Evolving Case Law BenefitsAs federal funds available for state governments are reduced, many states are taking aggressive positions in an attempt to impose sales and use tax obligations on interstate 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. This teleconference will  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...

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...

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...

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...

Preparing an Accurate 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...

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...

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...

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...

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...

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...

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 teleconference will provide an overview of the mechanics of contributing property to revocable  more...

Understanding the Complexities of OCIPs and CCIPs Insurance Programs ...to implement a successful program. If you are involved in planning or negotiating a construction project of any significance, you should attend this teleconference. Learning Objectives: - You will be able to manage and construct a better OCIP. - You will be able to identify and deal with common coverage gaps. - You will be able to review safety plan incentives. - You will be able to analyze  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...

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...

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...

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...

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 teleconference will provide you with valuable and practical advice on planning and conducting internal investigations, and assessing how to respond once the investigation is completed. Human resource professionals,  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...

Building Information Modeling: Planning, Design and Legal Considerations nWhether 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...

Understanding the Role and Powers of the Trust Protector ...the movement towards 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...

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...

Brownfield Redevelopment and LEED. in 2009 - What Happens When You Mix Green and Brown? ...ineers, contractors, lawyers and stakeholders mix green - planning, design and construction methods into brownfields. n- You will be able to apply LEED(R) and green building techniques, sustainable site development and remediation practices and apply them to urban mixed-use redevelopments. n- You will be able to associate from past projects of how green redevelopment practices and transit  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...

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...

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...

Strategies for Successful Mixed Use Development ...tion of the mixed use form in our development ordinances. Planning and design for successful mixed use projects in today's environment is a complex matrix of skill sets and necessary collaborations between design professionals, developers, leasing agents, tenants, municipal planners, land use attorneys, local government and communities. This teleconference prompts discussion of challenges you  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...

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...

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...

Understanding the Apportionment Rules for Service-Based Businesses ...nment percentage can provide opportunities - with careful planning - for state tax minimization or create traps that - without such planning - 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...

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...

Current Issues in Revocable Living Trusts Benefits Revocable living trusts are a foundation of many estate plans. The use of a revocable living trust generally provides for a confidential distribution of family wealth without required court interference and also allows for assets to avoid probate in most jurisdictions. Using a revocable living trust allows for planning in the event of incapacity without having to formally declare a  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...