Set Telephone Seminars - Training Resources

California's New State Court E-Discovery Rules: Do Try This At Home ...d Schwarzenegger signed into law AB 5, California's first set of statutes designed to address the realities of electronic discovery. AB 5 added two new statutes to the California Code of Civil Procedure and amended 19 pre-existing CCP sections. On August 14, the Judicial Council followed suit by amending Calif. Rule of Court 3.724 to require early meet and confer as to e-discovery issues.  more...

Partnerships and Section 704(c) ...ction 704(c) provide a very flexible but very complicated set of rules for required allocations that apply to contributions property to or distributions property from an entity that is treated as a partnership. This teleconference is designed to help the drafters of the basic operating documents for an entity treated as a partnership, including partnership agreements, operating agreements and  more...

Infill Development Fundamentals ... agricultural land. But infill development poses a unique set of challenges compared to more traditional development on vacant land. This teleconference will summarize the principal differences between infill development and greenfield development, identify the barriers to infill development and some potential strategies for overcoming such barriers and highlight the major legal issues  more...

Real Estate Due Diligence: Managing Risk and Developing a Winning Strategy in the Face of Challenging Credit Markets ...s to ensure a sound investment decision is made at the outset regarding potential site acquisition, leasing and financing. We will discuss the key elements of the due diligence process, including the state of title, availability of utilities, ability to obtain permits or approvals, review of financial documents and environmental condition of the property against the backdrop of a tough and  more...

The Construction Bidding Process ...luding small business, disadvantaged business and veteran set aside issues. You cannot compete effectively in this field without understanding the procedures and substantive rules which govern federal bidding. This teleconference is designed to provide practical guidance for all levels of experience. Learning Objectives - You will be able to review sealed bidding procedures. - You will be able  more...

Living With Uniform Prudent Management of Institutional Funds Act (UPMIFA) ...ince 1972. This teleconference helps you cope with a new set of legal requirements. In this currently challenging economy, the UPMIFA provides nonprofit institutions with the legal authority to make prudent expenditures despite having endowment funds which have asset value below their original or historical dollar value (so-called 'underwater funds'). Learn how new spending rules requiring  more...

AIA Contracts: The Owner-General Contractor Agreement ...rican Institute of Architects has published an integrated set of contract forms for the construction industry. While other industry groups independently have prepared their own competing set of forms and, more recently, some have banded together to create more of a consensus-based set of forms, the AIA forms remain the most widely used and accepted in the industry. Some owners and developers  more...

De-Escalation Tactics When Responding to Individuals with Mental Illnesses ...on skills. Verbal de-escalation techniques are geared to 'set up' those being contained so that physical control techniques are enhanced, if they become necessary. When the public is witness to successful verbal de-escalation, they better understand and respect the challenges facing an officer, which contributes to future officer safety. Successful verbal de-escalation also sets a precedent  more...

Getting Advice from the IRS: Letter Rulings, Pre-Filing Agreements, TAMS and GLAMs ...etter 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 pre-filing conference prior to the actual filing of the ruling request, as well as timing issues. This teleconference will also discuss new IRS pilot private letter ruling processes, the availability of expedited treatment and the use of  more...

FAS 117-1: Endowments of Not-for-Profit Organizations ...ar value with the seven articulated standards of prudence set forth in UPMIFA has thrown into some turmoil the rules governing how a nonprofit organization should present its financial condition. It would appear that the requirements of UPMIFA as a state statute and FSP FAS 117-1 as an accounting requirement are in conflict. This program will review these requirements and attempt to provide  more...

Major Issues in WiMAX Tower Leases and Zoning ...s of land for communications towers because an entire new set of antennas and some new towers will be required for communities receiving the service, but some antennas will be put on existing cell towers. For many of these existing towers and the landowners who leased the land for them, WiMAX raises the issue of whether a lease amendment with increased rent is required to add the WiMAX  more...

When Worlds Collide - Bankruptcy and Probate BenefitsUntil the U. S. Supreme Court's 2006 decision in Marshall v. Marshall, 547 U.S. 293 (2006), there was a common belief among many bankruptcy and probate practitioners that the so-called probate exception to federal jurisdiction served to prevent bankruptcy courts from adjudicating any matters that were related, even only slightly, to a probate estate. In giving a very narrow interpretation  more...

California Employment Law Update ...mployees in California face a bewildering and complicated set of employment laws, which are often inconsistent with federal law. This three-hour teleconference will address the most important and current issues facing California employers (or out-of-state companies with employees in California), including wage and hour compliance and litigation trends, California's unique disability and  more...

Understanding the Language of Mold Assessment Reports ...y involved in a legal matter who may be struggling with a set of mold assessment documents in hand, this workshop may help make or break a case. n nLearning Objectives n- You will be able to review mold assessment reports and understand fundamental terms. n- You will be able to explain limitations associated with mold sampling and interpretation of sample results. n- You will be able to  more...

Presenteeism: Measurement and Intervention Issues for Employers and Health Plans nProductivity is fast becoming an even more vital issue to the business world. Presenteeism, or work loss due to underlying health conditions when individuals remain at work, is one important facet of productivity. One study found that approximately 6 percent of a global company's total compensation (salaries, wages and all benefit costs) were lost due to presenteeism. Work site wellness programs  more...

Preparing for the International Financial Reporting Standard ...s, confirmed the leaders' support for developing a single set of high-quality global accounting standards. n nBoth of these events represent progress toward the adoption of IFRS in the United States. PricewaterhouseCoopers continues to believe that the move to IFRS in the United States is inevitable and is in the best interests of investors and companies. Given the strategic and business  more...

Designing Effective Interest Rate Risk Management in Turbulent Times nThe current market has created challenges in managing risks while making a profit. Our tools for risk measurement were in place to help us take action to avoid as much of the impact as possible; yet a review of bank interest margins in the wake of massive rate reductions shows that bankers have a ways to go when using the interest rate risk information to make decisions. n nDuring this  more...

Uniform Division of Income for Tax Purposes (UDIPTA): Business vs. Nonbusiness Income Tax ...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 multistate businesses that are in the process of selling assets, liquidating or ceasing operations. This introductory teleconference details the mechanics  more...

Writing the Critical Teacher Evaluation nThe act of teaching is what finally determines the success or failure of the school. To that end, a well-developed and wisely used evaluation system is the most important tool of school administration. Teacher associations will (appropriately) protect memberships from evaluations that are poorly constructed or poorly delivered. Teacher associations also understand the importance of working with  more...

Differentiated Instruction: Striving to Reach and Teach All Learners nIn every classroom, teachers are faced with the challenge of educating students who differ in their readiness, interests and learning needs. They are supposed to deliver a set of standards, which may overwhelm some students while leaving others unchallenged and unmotivated. What can you do to help meet the needs of all students? In this teleconference, you will get an overview of differentiated  more...

Electronic Record Retention: Mistakes HR Professionals Can Avoid ...gement to go paperless effectively. You will learn how to set up an appropriate system with all the items you'll need to be efficient. You will learn about the importance of keeping your media fresh and current. You'll get great advice on how to set up your system to avoid tedium and error-prone processes that otherwise lead to defeat. And you'll get all the advice you need to grasp the overall  more...

IRA Rollovers and Transfers: Common Portability and Processing Concerns nThis teleconference is specially designed for those who advise their clients on IRAs. We'll focus on the options available both to IRA owners and their beneficiaries when it comes to transferring an IRA. You'll find out how an IRA owner can obtain relief for missing the 60-day rollover deadline and learn about the permissible ways a spouse and nonspouse beneficiary can set up an inherited  more...

AIA and ConsensusDOCS Contract Documents: Comparison and Contrast ...ests) to develop by a consensus process and comprehensive set of standard forms. These standard forms can and likely will be encountered frequently in the construction contracting process, either in relatively clean or in substantially modified forms, and even where the forms themselves are not conspicuously used, many of their concepts and even their explicit language will show up in a variety  more...