Revenue Telephone Seminars

DISC Training and Certification Become certified in the worlda ™s fastest growing professional human resources assessment and development tools. You will become a Certified Human Behavior Consultant and accredited to purchase DISC products at wholesale prices, produce your own reports, and conduct training using any of the assessment profiling and surveying tools. As a Certified Human Behavior Consultant, you will be  more...

Economic Development Financing Update ...that have. We think the most immediate concern is reduced revenue and support from state government. The subject of this live audio conference will be on defining and describing effective economic development plans that fit the current circumstances. While this presentation will cover the drivers of economic growth, our focus will be on a number of generally applicable and practical ideas to  more...

Unrelated Business Income Tax ...ecurely placed the spotlight on this sector. The Internal Revenue Service has become more sophisticated and active in the arena of unrelated business income tax. The result of noncompliance can be disastrous in terms of revenue and reputational loss to the organization. The IRS has the ability to assess penalties, sanctions and even revoke the nonprofit status of the organization. State and  more...

Nonprofit Revenue Stream Alternatives: Thinking Outside the Box ...nce will explore ways to re-engineer some of your current revenue streams. You will hear of many 'out of the box' ways to find new revenues for your nonprofit organization. Concrete case histories from several different nonprofit sectors will show how organizations have moved forward with creative thinking while managing the risks of new operations. This live audio conference is designed for  more...

Are You Prepared for the Financial Institution Record Match Program? ...tsThe State of California enacted legislation (California Revenue Tax Code 19266) that will impact virtually every bank, credit union, thrift and brokerage firm doing business in California. This new program will place a new burden on financial institutions in order to help the state collect delinquent taxes. Financial institutions should start consideration of the FIRM Agreement and how to  more...

Enhanced Foreign Asset Reporting Rules for 2011: An Update on FBAR and FATCA Requirements ... on the use of secret foreign bank accounts, the Internal Revenue Service has recently imposed additional reporting requirements that will obligate U.S. taxpayers to annually disclose specified foreign financial assets when they file their personal income tax returns for 2011 and thereafter. The new foreign asset reporting rules, which are part of the Foreign Account Tax Compliance Act (FATCA),  more...

How to Detect Fraud ...rganization loses an estimated five percent of its annual revenue due to fraud. If you apply that estimate to the 2009 Gross World Product, this fraud equates to more than $2.9 trillion dollars lost each year to fraud. This live audio conference will educate listeners to the different varieties of occupational fraud and relevant statistics. We will provide a foundation to the listeners as to  more...

IRS Guidelines for Good Governance for 501(c)(3) Organizations ...e tax-exempt sector from the taxable sector. The Internal Revenue Service, the press and others have linked the need for good governance to the quest for improved tax-exemption compliance. Much is made of the governance disclosure questions on the redesigned Form 990, annual return for tax-exempt organizations. This live audio conference will help you understand why Congress, the IRS and others  more...

Current Issues in Billboard Leases ...vehicle right-of-ways. They are also a valuable source of revenue to property owners along the right-of-way and can be informative and a source of great assistance to parties traveling on the right-of-way who are looking for the service advertised by the billboard, such as gas stations, restaurants, hotels, etc. They also offer an alternative form of reaching the population with information  more...

IRS Form 941 Reporting Update ...mployment taxes each year - more than any other source of revenue. Form 941 and related forms lie at the heart of the IRS's employment tax collection system. Much of the administrative burden under that system falls on employers. An employer's failure to understand and comply with its obligations can result in IRS assessments, audits and penalties. This live audio conference will help tax and  more...

How to Use LinkedIn as the Best Sales Tool Ever Invented ...s a tremendous business development, sales management and revenue generation tool. This exciting live audio conference will teach you why LinkedIn should be a strategic component of your business. You will learn how to create robust profiles that highlight you and your business, as well as identify and connect with prospective clients, customers, networking partners and strategic alliances.  more...

Closing Budget Gaps With Asset Sales ... 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, imposing new fees, rents, assessments on  more...

HR Budgeting Fundamentals: Translate Your Goals into Revenue Terms BenefitsDue to SOX legislation and CFO/controller's demanding budgets from the HR department, HR professionals have had to learn budgeting skills. Most HR people did not go to school to be financial gurus and learning to properly budget for people-related expenses is a foreign language. However, if you truly want a seat at the table you must learn to appropriately forecast and plan for the most  more...

Tax Issues of Social Media and Internet Activities for Nonprofits ... tax issues associated with internet activity: generating revenue through web-based activities, managing the internet presence of multiple affiliate entities, and avoiding unexpected traps in the use of emerging social media. Join two of the nation's leading nonprofit attorneys as they navigate the top online tax issues for nonprofits and what your organization should be doing to stay out of  more...

Reengineering Revenue in Today's Market BenefitsThe days of simplicity in bank income have long past. Recently, staying on top of noninterest income has become even more complex with the migration to electronic transactions, changes to Reg E and current economic conditions. As bankers adjust to these changes, they have to be more creative with how to oversee NII. This teleconference helps you understand the exact impact the current  more...

Public Disclosure and Transparency: The New Form 990 ...e subject to a variety of restrictions under the Internal Revenue Code regarding their lobbying and advocacy efforts. The new and redesigned Form 990 is intended to capture the level of these activities by exempt organizations. With the increased focus and disclosure of the activities of exempt organizations, organizations need to understand the limitations on these activities and the proper  more...

IRS Form 8928: Health Plan Reporting and Excise Tax Update ...e due to willful neglect. You need to know the Internal Revenue Code rules or risk expensive excise taxes for failure to comply with COBRA, HIPAA and other federal group health plan mandates. Recently issued IRS final regulations now require employers to self-report violations of these rules and pay related excise taxes, where appropriate under the Code and applicable regulations. This  more...

1099 Reporting of Payments to Attorneys and Other Third-Parties ...rmative teleconference to gain insight as to the Internal Revenue Service's reporting requirements for payments made to an attorney in connection with legal services (whether or not the services performed are for the benefit of the payor). The IRS reminds us that all third-party payers, such as small businesses or individuals, are required to annually report payments made to subcontractors,  more...

Developing Storm Water Utilities and Impact Fee Programs ...liable and insufficient. Due to the recent recession, tax revenues are down and are expected to be lower in the future. Successful county and municipal storm water program managers are now recognizing that providing storm water management is a basic utility service similar to water supply and wastewater utilities. Well-designed fee structures for the storm water services can provide reliable  more...

Innovative Energy Saving Strategies for Manufacturers ...rocess the only investment which will result in increased revenue. This teleconference will address the potentials to update this older technology. We will discuss new strategies to help manufacturer's see new ways are not always bad and investigate how reducing energy costs can provide manufacturing with very high ROI. This teleconference is critical for you to understand how reducing energy  more...

Rewards Transformation: A Unique Approach to Total Rewards Strategy and Design in the Current Economy ...al rewards costs can often exceed 40 percent of company's revenue and in many cases it is difficult to demonstrate ROI. This teleconference presents a unique approach to total rewards strategy, design and cost management called rewards transformation. Rewards transformation focuses rewards investment on employees in critical workforce segments who can contribute the most business value in  more...

Tax Treatment of Charitable Fundraising BenefitsFundraising for charitable organizations has become a complex business. Charities no longer hold out a tin cup and ask for donations. They engage in sophisticated activities to generate revenue for their mission and the activities have tax consequences. This teleconference will review the federal tax consequences of fundraising activities and provide specific guidance on how to avoid tax  more...

Minimizing Credit Card Processing Fees ...nt processing decisions can lead to hidden costs and lost revenue. In this teleconference, we will review all aspects of the credit card processing cycle for Visa and MasterCard transactions. We will provide you with a core understanding of the processes involved as well as the best practices for reducing processing costs. We will also address the hidden costs of payment processing and how  more...

Revenue Recognition Standards and Policies ... two things: 1. To review current accounting guidance for revenue recognition with an emphasis on, in my experience, two contentious revenue recognition issues - multiple element arrangements and accounting for sales incentives; and 2. An introduction to two new standards on revenue recognition that will affect the accounting for multiple element arrangements, revenue recognition with multiple  more...

Federal Tax Classification of Series LLCs ...ill review the history of the series LLC and the Internal Revenue Services rulings and regulations that address the classification of the series LLC, including practical problems caused by the requirements of the IRS classification rules. In addition there will be an update on selected state law treatment and a discussion of some of the potential pitfalls in the usage of series LLCs.  more...

Best Practices in Commission Pay Plans ...a new commission plan can create a 5-10 percent uplift in revenue in a single year. However, mistakes in commission plan design are quite common and can have disastrous effects on performance. Help your company avoid sales force turnover, dissatisfied customers, runaway expense and in worst cases, litigation, by understanding the core elements and decisions in commission design, management and  more...

Strategies in Representing Clients Before the IRS BenefitsThis teleconference is designed to summarize the important strategies to keep in mind when representing clients before the Internal Revenue Service. Tax exams are an every day occurrence. It is important to conduct them professionally and efficiently while at the same time presenting the taxpayer's position in the best possible way. Accountants, CPAs, attorneys, tax professionals, CFOs,  more...

Tax Treatment of Gift Card and Certificate Sales ...c issues in this area. Despite this emphasis on gift card revenue issues however, the IRS has provided little guidance in this area. The sale of gift cards also raises a variety of state tax and state law issues. This teleconference will help you identify and handle the numerous federal and state tax issues surrounding the sale of gift cards. Specifically, this teleconference will provide you  more...

Cash Is King: Effective Cash Flow Management ...ersonal checking account.) An income statement summarizes revenue, expenses and net income for the entire year or other period of time. Both of these financial statements are important tools to measure the success of your business but do little to tell you where the cash actually went. Understanding and managing the cash flow in your business is critical to your success. Learn more about how  more...

IRC Section 41: Credit for Increasing Research Activities Update ...ost misunderstood and misapplied sections of the Internal Revenue Code, Section 41 - Credit for Increasing Research Activities. Our team of former Big Four partners and managers has collectively worked on more than 500 research tax credit studies during our careers. Learn from some of the top technicians in the industry on what can and can't be considered research and development under IRS  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...

Taxation and Accounting Methods of Executive and Employee Bonuses ...s know about the rules under Section 409A of the Internal Revenue Code governing deferred compensation. However, many employers are not aware of the broad coverage of Section 409A and the fact that some normal payroll practices, such as bonus payments, may be covered by the new rules or the accounting issues that are raised by these programs. This teleconference will help you determine whether  more...

Best Practices in Budget Development and Analysis ... managers begin the process by a rather simple approach: 'Revenues are down 10%, we need to cut the budget by 10%'. Then they wait for the battles to begin, internally with department heads, externally with council members and other public stakeholders. This teleconference will provide budget preparers with a comprehensive framework for preparing the budget to meet the realities of revenue  more...

Resolving Form 1099 Discrepancies ...mpany reporting these amounts or in reply to the Internal Revenue Services' inquiry to discrepancy in the records reported to them via a CP-2100. By following the practices discussed, you and your client's business entities will avoid costly penalties that could have been assessed by the Internal Revenue Service. Join us to discuss our clients' challenges and how to keep them both compliant  more...

Staying Compliant with the Medicare Incident-To Rules ...ncident-to billing rules can enable physicians to capture revenue from common services performed by office staff. The incident-to rules, while simple on their face, can be complex in their application and failing to follow each element of the rules can result in overpayments and even false claims liability. Knowing the rules and applying them correctly in your office is critical. This important  more...

Tax Law Research Best Practices ...and the states regularly amend tax laws, and the Internal Revenue Service adds or amends its regulations to changes in the code. Courts and administrative panels will decide how the laws and regulations are applied to specific controversies. This teleconference will examine the sources for identifying tax law and tools that track changes in the law as applied. It will also identify approaches  more...

Utilizing Congestion Pricing to Reduce Traffic Congestion and Generate Infrastructure Revenue ...ongestion along with inadequate sources of transportation revenue to address transportation investment needs. After completing this teleconference, you will improve your understanding of the ability of congestion pricing to address both congestion reduction and revenue generation objectives. You will be able to describe some of the basic congestion pricing models used for transportation,  more...

Effective Fundraising Techniques for Nonprofit Organizations ...revenue from earned income, government grants with philanthropic fundraising. Now, in tough economic times, you must determine how to maximize the effectiveness of your fundraising program. This teleconference will cover the basic elements of a complete fundraising program for annual operating support as well as ways every organization can participate in the coming intergenerational wealth  more...

Uniform Division of Income for Tax Purposes (UDIPTA): Business vs. Nonbusiness Income Tax nWhile most U.S. states impose income tax on multistate business under the principles contained in the Uniform Division of Income for Tax Purposes Act, state courts and taxing authorities have interpreted that set of relatively uniform laws differently, especially with regard to the definition of business income. The differing interpretations of business income have increased significance to  more...

Estate and Gift Tax Audits ...ax returns are more likely to be the focus of an internal revenue service examination. There will also be a discussion of how you can expect the IRS to approach and conduct the audit. The final section of the teleconference will be devoted to how you should handle the defense of the return that is selected for audit. This will include some examples of actual audit case results and a discussion  more...