Purpose Telephone Seminars

A Regulatory Update on Unclaimed Property Compliance ... a foundation and a greater understanding relating to the purpose of the laws, what every company should know and understand about the consequences if found not to be in compliance, and proactive measures to achieve internal best practices and compliance. This program will also discuss the latest state regulatory requirements, various cases, enforcement efforts, voluntary disclosures and state  more...

IRS Form W-9 and W-8 Series: Payee Identification and Tax Determination ... live audio conference will provide information about the purpose of the form and when it should be obtained. You will learn who can complete Form W-9 for U.S. persons, and if the payee is a foreign person, that Form W-8 is necessary. In addition, this live audio conference will provide valuable information regarding the backup withholding requirements if the W-9 information is not obtained and  more...

Incoterms 2010 Fundamentals ...end event for importers and exporters. We will review the purpose of Incoterms and what has changed since Incoterms 2000. We will cover each Incoterm in detail and its definitions, as well as the advantages and disadvantages of each term, so that you can make the right decisions when buying and selling. This live audio conference is designed for purchasing managers, presidents, vice  more...

Key Elements and Legal Lessons Surrounding Donor Intent ...purpose generally can be used only for that purpose. But, under certain circumstances, a charity may be permitted to release or modify restrictions imposed on a gift. Understanding when and how such restrictions may be modified - and when donors may have standing to enforce the terms of their gift - is crucial both to charitable organizations and to donors. This live audio conference will help  more...

Bikeway Design Principles, Planning, and Best Practices ...rs the implementation of new bikeways. 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  more...

Closing Budget Gaps With Asset Sales BenefitsThe lingering Great Recession and slow recovery have diminished the growth of state and local government revenues while expenses continue their increase causing structural budget gaps. A new source of revenue is the sale or conversion of government assets into revenues. These revenues may be one-time proceeds of asset sales, leases and franchise fees, redevelopment of existing buildings,  more...

Sales and Use Tax Determination Headaches ...ferent state requirements and yet our jobs demand it! The purpose of this audio conference is to reveal the secrets to working in a multistate environment. You will learn about the four different types of taxing states which greatly reduces the complexity of a 50-state environment. Five states don't even have sales and use taxes. You will master the principles of nexus and reduce your exposure  more...

Funding Trusts in Estate Planning ...ling 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 trusts, and the timing and tax consequences of funding testamentary and irrevocable trusts. It will be a helpful introduction to those who  more...

Legal Aspects in Representing Clients with Dementia ...rectives 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 place. Learning Objectives - You will be able to identify the different types of capacity. - You will be able to discuss the basics of guardianship. - You will be able to explain the differences  more...

The Foreign Tax Credit Provisions of H.R. 1586: Practical Implications ...ntly enacted by Congress in H.R. 1586. You will learn the purpose, scope, and structure of these restrictions, as well as a sense of their limitations, and unresolved questions and potential answers. Examples will be used to explore the practical implications of the new rules to enable you to spot issues relevant to your clients or to your organization in anticipation of the upcoming filing  more...

Ohio Prompt Payment Act Update ... Learning Objectives - You will be able to describe the purpose of Ohio's Prompt Payment Act. - You will be able to explain the 10-day rule. - You will be able to identify the requirements that are critical to protecting project profitability. - You will be able to define your rights under Ohio's Prompt Payment Act. This teleconference is designed for presidents, vice presidents,  more...

Express and Implied Warranties Under UCC Article 2 BenefitsThe warranty provisions under UCC Article 2 and the laws interpreting them provide a vast amount of information that can seem overwhelming at times. This teleconference will provide a general overview of the scope of Article 2 and the types of warranties offered by the UCC, and discuss the various defenses, remedies and damages available for each type of warranty. The discussion will  more...

EPA's Rules on Compensatory Mitigation for Impact on Wetlands, Streams and Other Waters ...d. Learning Objectives - You will be able to explain the purpose of compensatory mitigation. - You will be able to describe the new compensatory mitigation rule. - You will be able to discuss practical impacts of the final rule. - You will be able to identify emerging trends. Engineers, project managers, attorneys, developers, principals, environmental professionals, presidents, vice  more...

Today's Legal Medical Record - A Hybrid Record ...or your institution. We'll remind ourselves what the real purpose of the medical record is and investigate how we meet those purposes with a hybrid record. We'll look at what the components of the legal medical record include versus those items that are not included. We'll also look at how we transition our forms or documentation committee for a hybrid record and how we begin to operationally  more...

Accounting for Off-Balance Sheet Items Update ...ow companies should report their involvement with special-purpose vehicles and transactions with such entities in their financial statements. Frequently, these issues are mentioned in the context of structured finance or asset securitization or, more broadly, as off-balance sheet financing. The recent financial crisis elevated concerns about the adequacy of the accounting and reporting  more...

Utilizing Spendthrift Trusts in Estate Plans BenefitsA spendthrift trust is an invaluable tool in protecting assets for the beneficiary. This teleconference will introduce you to the use and purpose of spendthrift trusts. Additionally, this program will provide specific guidance of drafting an effective spendthrift trust and highlight drafting pitfalls. Attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers,  more...

Understanding Business Valuations From Purpose to Product ...vered and prices charged can vary widely depending on the purpose of the business valuation and the appraiser or firm engaged. Therefore, it is very important for consumers of business valuation services to be educated as to the types of appraiser credentials, the levels of valuation services, the business valuation process and the expected content of business valuation reports. You will leave  more...

Promoting Wellness and Recovery of People With Mental Illness Through Strengths-Based, Person-Centered Practice ...e. 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 perspective. - You will be able to describe the six principles of strengths-based, persons-centered practice. - You will be able to explain seven core functions of strengths-based, person-centered practice. Social  more...

Revised Federal Form 1065 BenefitsMore and more businesses are choosing to operate in the form of limited liability companies and being taxed under 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  more...

Navigating through the Maze of Unclaimed Property Compliance - Unique Rules and Regulations for Financial Institutions ...de a foundation and greater understanding relating to the purpose of the laws, what every company should know and understand about the consequences of noncompliance, performing adequate and statutorily required due diligence, and implementing the necessary steps to ensure you are prepared for a compliance examination. We will also provide measures to achieve internal best practices and  more...

Preliminary Project Description Fundamentals ...ons. Learning Objectives: You will be able to define the purpose of PPDs during schematic design. You will be able to describe the PPD and performance specifications. You will be able to discuss the PPD and building information modeling. You will be able to review building sitework and general requirements. LEED is a registered trademark of U.S. Green Building Council and this event is not  more...

Uses and Abuses of In Limine Motions ... or prejudicial evidence at the beginning of trial. Their purpose is to promote judicial efficiency and fairness by expediting trial, avoiding prejudicial questions, and excluding irrelevant evidence and objections from entering the courtroom and record. They were not intended to supplant dispositive motions such as those for summary judgment or judgment on the pleadings. However, it has  more...

Value Engineering Change Proposals in Government Contracting ...sed. This teleconference helps contractors understand the purpose of VE clauses, and the proper manner to submit a VECP. Further, this teleconference will highlight notable VE case law, calling attention to hotly contested VE issues throughout the Courts and Boards of Contract Appeals. Key suggestions for establishing successful VE programs within your company will be discussed. This  more...

Issues Surrounding Student Discipline ...ate and federal law. It will also help you understand the purpose of the law that regulates student discipline so that you can better appreciate when a policy or practice might pose a potential problem for your organization. n nLearning Objectives n- You will be able to review the constitutional and statutory right to free public education. n- You will be able to recognize forms of permitted  more...