Qualified Telephone Seminars - Training Resources

Building Preservation: Preventive Measures to Combat Deterioration ...e to start, who can help you and how to identify the best qualified assistance. Learning Objectives - You will be able to discuss the investigation process. - You will be able to review restrictions and agency requirements. - You will be able to describe repair, maintenance and reuse. - You will be able to explain problems with structure, leaks and deterioration. Presidents, vice presidents,  more...

Qualified Retirement Plans Eligibility and Vesting Tips and Traps for the Unwary BenefitsThis teleconference will familiarize you with the general rules of eligibility and vesting. It will also assist you with specifically interpreting the provisions of your own plans and introduce you to a variety of options in order to make sure you know what you have and have what you want. In addition, although many provisions appear to be straightforward, the practical application of  more...

IRA and Qualified Plan Distributions ...ly designed for those who advise their clients on IRA and qualified plan distributions. This program will focus on the required minimum distribution rules and how one can have an IRA payable to a trust and still have it qualify as a designated beneficiary. This teleconference can help you spot and avoid some of the common mistakes taxpayers make with their IRAs and inherited IRAs. Attorneys,  more...

Getting Advice from the IRS: Letter Rulings, Pre-Filing Agreements, TAMS and GLAMs ...pinions are helpful, they do not provide the certainty of qualified advice from the IRS. This teleconference is designed to discuss how, when and why to seek qualified written advice from the IRS, normally in the form of a private letter ruling request, a review of the ruling requirements set forth in Rev. Proc. 2009-1, what is not covered by a private letter ruling, the benefits of a  more...

Implications of Scott v. Harris on Police Vehicle Pursuits and Beyond ...zed that district courts must consider the application of qualified immunity to any police case, including claims of excessive force. Scott v. Harris brings these two legal issues together in a case in which a police officer made a conscious decision to ram a criminal suspect's car during a police pursuit which resulted in catastrophic injuries to the driver. We will discuss the importance of  more...

Pitfalls of Participant Loans in Retirement Plans ...qualified employee benefit plan are a common problem area due to their complex administration. Plan sponsors of qualified employee benefit plans need to be aware of many pitfalls to avoid tax consequences. Even worse than tax consequences is the possibility of the entire plan losing its preferred tax status. This teleconference will explain the regulations of participant loans in a plan, help  more...

Impact of the New ADA Amendments on Schools ...DA specified the rights guaranteed to individuals broadly qualified as "disabled." These rights applied to the areas of hiring and working conditions for all employees and also to students eligible for education accommodations under Section 504 of the Federal Rehabilitation Act of 1973. In subsequent years, Supreme Court decisions (Sutton v. United Airlines [1999], Toyota v. Williams [2002] and  more...

Investing IRAs and Qualified Plan Rollovers in Real Estate, Franchises, Start-Ups and Other Private Investments - Techniques and ...qualified plan rollovers have sought to take control of their own investments by investing directly in real estate and small businesses that they may intend to manage or otherwise be personally involved in. This trend has accelerated in recent years as syndicators, entrepreneurs, private fund managers and franchisors have come to view IRAs and qualified plan rollovers as sources of capital.  more...