Revenue Telephone Seminars - Training Resources

IRS Guidelines for Good Governance and the Continued Tax Exemption of Section 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 teleconference will help you understand why Congress, the IRS and others insist  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...

IRS Form 1099 Reporting Update BenefitsThis innovative teleconference will provide the required knowledge to prepare the mandatory reporting of various Form 1099s. By following the practices discussed within this teleconference you and your client's business entities will be provided with the knowledge that will avoid costly penalties assessed by the Internal Revenue Service had you previously chosen to ignore the proper  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...

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...

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...

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...

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...

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...

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...

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 teleconference will help tax and payroll  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...

Internal ERISA Audits: Getting It Right Before the Government Shows Up ...ncome Security Act and by other laws such as the Internal Revenue Code. Failure to comply with these complex and ever-changing requirements could lead to substantial penalties or even the meltdown of the plan. This teleconference will highlight a number of these requirements and show you how you can audit your plans to ensure you comply with the rules. Keeping plans problem-free - or  more...

Unrelated Business Income Tax - Tax Information for Charities and Other Nonprofits ...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. This  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...