Preparation Telephone Seminars - Training Resources

Living With Uniform Prudent Management of Institutional Funds Act (UPMIFA) BenefitsAs of March 19, 2009, 29 states have adopted UPMIFA as law and the Uniform Act is presently pending in an additional 16 jurisdictions. By the end of 2009, in most of the United States, attorneys representing nonprofit institutions and those who donate to them and their endowment funds will be governed by new state law which replaces the Uniform Management of Institutional Funds, which had  more...

Probate and Estate Tax Return Preparation for Paralegals BenefitsWhether you prepare United States estate (and generation skipping) tax returns (Form 706) for your clients or just gather the information for the preparer, this teleconference introduces you to the process and will teach what needs to be done and how to do it. This teleconference includes a practical checklist for gathering the necessary information and demonstrates the application of the  more...

IRS Form 5471: Information Return for U.S. Persons With Respect to Certain Foreign Corporations ...es that own foreign corporations. As a result, the proper preparation of 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.  more...

Revised Federal Form 1065 ...nder the partnerships rules as a pass through entity. The preparation of a partnership income tax return is becoming increasingly more challenging as the IRS increases the level of transparency and reporting. The purpose of this teleconference is to highlight important areas for your attention and practical preparation tips as well as discuss recent updates in the form. Accountants, CFOs,  more...

The Paralegal's Role at Trial BenefitsThis teleconference will provide valuable information to help you develop, improve and enhance your trial preparation and trial skills in order to better assist the attorneys with whom you work in a more efficient and productive manner. Helpful hints and key tools of the trade will be shared to help you improve your efficiency and effectiveness as a key member of the trial team.  more...

Construction Documentation: Preparing Effective Job Records ... often associated with increased documentation efforts in preparation for litigation after a job has gone bad, it shouldn't be. Effective communication and accurate recordation of those communications can keep the parties - and the project - on course and out of litigation. And should an irreconcilable dispute nevertheless arise, thorough project documentation facilitates the efficient  more...

Surface Parking Lots Development and Design ...l also discuss the importance of paying attention to soil preparation and pavement foundation. Learning Objectives - You will be able to distinguish different types of surface parking lots. - You will be able to review surface parking lots design. - You will be able to outline pavement design. - You will be able to design drainage systems. Engineers, project managers, architects, developers,  more...

Introduction to New ICD-10 Coding: Preparing for Implementation ...od in order to get ready, there is a tremendous amount of preparation required. This teleconference is designed to help you understand all the ways in which the transition to ICD-10 will affect your organization. It will begin with a basic understanding of how the two systems differ. The bulk of the teleconference will address the specific issues relating to hospitals, physician offices and  more...

Understanding the New GFE and HUD-1/IA Settlement Statements ...bilities and potential liabilities in connection with the preparation and provision of those forms. No loan originator can afford to do business after year-end without a complete understanding of the changes brought about by the new rule, which will take considerable time and effort to implement. n nThis teleconference will explain these changes in detail and help loan originators plan how  more...

Problems and Risks Associated With Green Construction ...tion models. Moving in the green direction without proper preparation may cause a development to see red in the form of red tape, interruptions and negative bottom-line impacts. In this teleconference, we will be going beyond the basic principles of designing and building green to explore some of the challenges more likely to be encountered when building green, or made more acute when the goal  more...