Should Telephone Seminars - Training Resources

Evaluating Your Third Party Administrator: Are You Getting What You're Paying For? ...yee benefit plans. However, proper administration by TPAs should not be taken for granted. As with all facets of employee benefit plans, TPAs need to be monitored and evaluated to ensure proper plan administration and fulfillment of a plan sponsor's fiduciary responsibility. This teleconference explores the key roles of TPAs, how to evaluate a TPA and the key areas to be evaluated to ensure you  more...

Implementing a Health Risk Assessment for Your Health Plan: What Works, What Doesn't, What's Legal ...ssment?,' 'How do I get employees to participate?,' 'What should I look for in a vendor?' and 'Aren't there a lot of legal issues with gathering health information about employees?' This teleconference will allow you to begin the process of implementing a health risk assessment as part of your company health plan or wellness program. Learn about health risk assessment goals and expected  more...

Form 990 and Unrelated Business Income BenefitsThis teleconference will involve a detailed discussion of the 2008 Form 990 and any changes for 2009, including tips and traps. If you are involved with 990s, you know the effort it takes to complete the form accurately. With renewed emphasis on the filing due to congressional attention and IRS audit activity, this teleconference will go through the respective parts of the form in detail,  more...

Maintain and Gain Downtown Businesses in a Tough Economy: Key Retention and Recruitment Concepts ...y invested in your community. In fact, we believe that it should be a goal of every economic development or downtown to have a balanced 'maintaining and gaining' approach to economic growth. This teleconference will illuminate a number strategies and tactics to consider as you pursue this goal. Learning Objectives - You will be able to define reasons why businesses succeed and fail. - You will  more...

The Art and Science of Ethically Firing a Client ...bsequent judgment in a contingent fee representation? How should you document your withdrawal? This informative 90-minute teleconference will cover the full range of issues and identify best practices and potential checklists for considerations. It is something no lawyer can afford to miss, whether you are facing a difficult client relationship now or simply want to have the information on hand  more...

The New World of EEO: What Is Coming ...negotiate and settle them and be in a defensible position should a claim be made. Failing to implement these strategies will continue to result in an increase in claims and the potential for significant adverse rulings against employers. This teleconference is critical for employers who want to reduce the possibility of claims, and if a claim is made, reduce or limit their liability. Human  more...

Powers of Attorney: Medical Records Release Concerns ... valid power of attorney to determine whether information should be disclosed. Additional discussions will be held on other issues surrounding access to patient health information such as health care proxies and subpoenas. Medical record custodians and health information professionals need to understand the nuances of patient information requests and the authority in which they can rely on in  more...

Current Work Product Issues in Taxation: Preservation, Waiver and Tax Accrual Work Papers BenefitsCompanies face many obstacles and ever-changing standards to maintaining work product protection of sensitive documents and information prepared by counsel. The documents at issue, such as tax accrual workpapers, litigation analyses and internal investigation materials, are often roadmaps for the companies adversaries. Challenges to work product protection come from many directions,  more...

Workplace Accident Investigations for the HR Professional BenefitsAttend this teleconference and learn how to conduct a workplace accident investigation as well as how to conduct an effective investigation and protect the company's interests. Many written investigative reports are used against the company because they are too conclusory or did not have sufficient information, and should have included certain language for risk management purposes. Learn  more...

Avoiding Waiver of the Attorney-Client Privilege BenefitsThis teleconference will discuss the doctrine of attorney-client privilege: the scope of the privilege, exceptions to the privilege, procedural aspects of asserting the privilege, waiver of the privilege and the related but distinguishable doctrine of attorney work product. It should be useful for attorneys who represent individuals and organizations who are concerned about asserting and  more...

White-Collar Defense Strategies and Developments BenefitsWhite-collar criminal defense is very different from the defense of other criminal cases. It must be approached uniquely from the time an attorney first learns of a client's target status in an investigation through trial. Failure to understand these differences and nuances can be fatal. This teleconference will examine some of these most important distinctions, and discuss the proper  more...

Wage and Hour Update: Overtime Concerns With Mobile Devices ... time. Serious questions have emerged about how employers should limit, monitor and compensate remote work hours. Recent litigation trends also show that compensation for time worked away from the office during nontraditional hours is coming under increased legal scrutiny. This has put employers at greater risk for litigation involving employee use of handheld electronic devices, home  more...

Documentation and Proof of Construction Delay BenefitsTime truly is money, especially in construction. Consequently, being able to determine and document delay is a crucial skill for owners, contractors, subcontractors, design consultants, project managers and their legal team. This teleconference will focus on the key terms, important contract provisions and the most successful approaches to the determination of delay. It will include a  more...

Commercial Lease Escalation Issues BenefitsHow can landlords and tenants protect themselves against rent risks and risks relating to property expenditures in an economy which is as unpredictable as ours? This teleconference will address the details of escalation clauses as they apply to rent, common area maintenance costs and even security deposits. It will address a variety of means whereby both landlords and tenants can try to  more...

Understanding UCC Article 9 Foreclosures ... pitfalls that creditors need to avoid and obstacles that should be addressed. However, with careful planning, these issues can be addressed and the risks minimized. This teleconference will discuss key topics for creditors to consider in weighing foreclosure under UCC Article 9 sale and best practices to effectuate a UCC sale and avoid pitfalls inherent in these sales. Attorneys,  more...

Everything You Wanted to Know About Drug and Alcohol Testing but Were Afraid to Ask ... What makes an effective program? What kind of safeguards should there be to ensure accuracy? What does a drug test really measure? What is the best sample: urine, hair or oral fluid? Are there products used to beat a drug test? Dr. Taylor answers these and many more questions relating to establishing and maintaining a cost-effective drug-free workplace program to comply with state and federal  more...

Low-Impact Development Maintenance and Upkeep Techniques ...ll explain what maintenance must be performed and when it should be performed. Links to many informative sites further explaining maintenance Learning Objectives: You will be able to determine how to implement low impact development concepts into their site development plans. You will be able to discuss complex storm water BMPs. You will be able to categorize routine and nonroutine maintenance  more...

Implied Obligations in Construction Contracts ...t arise under law or in equity. These implied obligations should be carefully considered by owners, design professionals and contractors. These implied obligations apply to most construction and design contracts unless a specific contractual provision is provided in the contract that supersedes each implied obligation. During this national teleconference 12 implied obligations will be  more...

Construction Recordkeeping and Documentation Requirements for Government Contracts ..., the speakers will provide practical considerations that should be taken into account by contractors in establishing their own record retention. Learning Objectives - You will be able to state federal government contracts and general recordkeeping requirements. - You will be able to identify liability for noncompliance. - You will be able to specify statutes of limitation considerations. -  more...

Determining the Best Service Delivery Options for Public Works and Utility Projects: In-House or Contract? ... examples to help you determine how public works services should be structured and delivered to gain the greatest financial and operational benefits for your community. Learning Objectives - You will be able to discuss alternative service delivery approaches. - You will be able to list examples of creative uses of contracts to gain efficiency and effectiveness. - You will be able to outline  more...

FAS 117-1: Endowments of Not-for-Profit Organizations ... 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 useful guidance in reconciling the accounting standards and the law, with a particular emphasis on  more...

When HOA's and the IRS Compete for Lien Property: Lien Priorities, Perfections and Foreclosure Rights ...en is perfected by recording its CC R's, then an HOA lien should have priority over a subsequently recorded IRS income tax lien; but does it? When the IRS records an income tax lien, lien priority determinations under state law may be complicated by governed federal laws. This teleconference will discuss HOA lien priority according to state statutes, which may be preempted by the federal tax  more...

Setting the Stage for Rehiring: Logistic and Liability Issues ...onference will discuss some of the key planning steps you should take from before the rehire process begins through actual rehiring and on-boarding. Topics to be covered include setting the stage for a successful rehire process, identifying which employees to rehire, dealing with employees who are not rehired, and logistical issues from communications to benefits issues and reintegrating  more...

Language to Avoid During Sales Conversations - Are Your Words Costing You a Sale? ...tured or a missed opportunity. When you lose business you should have captured, you lose twice. First, you don't get the sale or the cash flow. Second, your competitor gets both. Imagine what you will gain for a relatively small investment in high-level, sales presentation skills training from this Lorman teleconference with Patricia Fripp. POWERPOINT is a registered trademark of Microsoft  more...

Legal Traps of Internet Activities for Nonprofits BenefitsThe Internet is essential to the functioning of virtually every nonprofit organization, yet it is fraught with a host of legal pitfalls. This teleconference will focus on the legal traps of Internet activity: the tax impact of web-based advertising and related activities, the potential issues involved in fundraising through the Internet and the risks of utilizing emerging social media to  more...

Unclaimed Property Compliance: Are you Ready for the Upcoming Reporting Deadline? ...g 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 pro-active measures to achieve internal best practices and compliance. This teleconference will also discuss the latest state regulatory requirements, various cases, enforcement efforts, voluntary disclosures and state legislative updates.  more...

Pricing and Cost Analysis in Purchasing ...to pay for its items or services. The buying professional should be able to easily detect prices that are too high. Thus pricing decisions must be given careful consideration when buying industrial products and services. The price of a product or service should be expected to cover cost of production, promotion and distribution, plus reasonable profit. In order to obtain the most efficient and  more...

Drafting Clear and Enforceable Contracts ...ial contract affects how the contract will be interpreted should a dispute arise. This teleconference will provide helpful insights, best practices and tricks of the trade in current use by both purchasers and vendors. It will also cover current trends in the marketplace with respect to the contracting process and documentation of commercial agreements at Fortune 500 companies. This program  more...

Commercial Foreclosure Due Diligence Checklist: What to Do Before, During and After Foreclosure ...ts file, the loan and the collateral as soon as possible. Should the default not be cured or the parties not be able to restructure the loan, the lender faces the options of foreclosing on the property, taking a deed in lieu of foreclosure or exercising other remedies that may be available to it. But these steps pose additional concerns that the lender must address, including potential lender  more...

Subleasing Issues In A Down and Recovering Market ... master landlords or their lenders, a thorough check list should be created to assure that every sublease angle has been explored, from consent to implementation. In this teleconference we will review and analyze each subletting issue in an office and retail lease from the point of view of all of the affected parties. Equitable compromises will be suggested in order to get through the lease  more...

Daubert Motions: Challenging Expert Opinions BenefitsSince the U.S. Supreme Court decided Daubert v. Merrell Dow Pharmaceuticals in 1993, the federal law governing expert testimony has undergone a radical transformation. The courts of most states have also now adopted Daubert to some extent. Every litigator needs to understand the impact of Daubert and its progeny. Used properly, Daubert can be a powerful tool for excluding expert evidence.  more...

A Privacy Law Primer: What Every Attorney, Compliance and Security Officer Should Know BenefitsPrivacy and information security legislation, standards and case law are having an ever-larger impact on your relationships with your customers, clients and employees, as well as on your company's management of personal information. Issue-spotting in this area requires some familiarity with the complex state, federal and international regulatory patchwork and nongovernmental standards that  more...

Ethics for Paralegals ... same ethical issues that attorneys encounter, paralegals should have an understanding of the appropriate, professional and ethical requirements of attorneys. The more paralegals know about the ethical responsibilities of attorneys, the more problems they will avoid and can assist the attorney in avoiding. Additionally, paralegal organizations have adopted their own rules and guidelines  more...

Conducting Effective Safety Audits BenefitsAudits are a key component of an effective safety program. Just as periodic physicals can help you check how healthy you are, periodic safety audits can help evaluate the health of your safety program. This teleconference will outline the four steps you should consider in order to conduct effective safety audits. Manufacturing engineers, presidents, vice presidents, plant managers,  more...

The Dilemma of Dealing With Bad Plans and Specs: Key Legal Concepts and Tips for Pro-actively Managing Design Errors, Omissions ...s. Knowing what options are available and what you can or should do to mitigate damages, address the problem and pursue or protect the parties' rights will assist you when you inevitably encounter bad plans. Learning Objectives - You will be able to differentiate the roles between the owner, architect and contractor. - You will be able to plan what to do when you encounter problems during  more...

Gift Acceptance Policies for Public Charities and Tax-Exempt Organizations BenefitsFundraising is hard enough without running into the legal, accounting and practical pitfalls inherent in some types of gifts! A comprehensive gift acceptance policy can help an organization avoid these pitfalls, enhance its donor relationships and run a more successful development program. This teleconference will address the issues that should be covered in a basic gift acceptance policy  more...

Tax Practice and Procedure Blunders That Can and Should Be Avoided ...y tax practice and procedures practitioners which can and should be avoided. Discussion on inadvertent privilege waiver, failure to control the flow of information at an audit, missing critical deadlines, failure to provide appropriate and adequate refund claims when necessary, and other key procedural mistakes will be addressed. Accountants, CFOs, controllers, accounts payable professionals,  more...

Taxation Issues Related to Debt Restructuring, Modifications and Bankruptcies BenefitsThe current market climate has created opportunities for investors or debtors themselves to acquire outstanding debt at remarkable discounts. Unfortunately, it also has left many companies struggling and in need to modify their outstanding debt. Many large, well know companies have dissolved or declared bankruptcy. Debt modifications, repurchases and bankruptcy can have a profound tax  more...

Construction Documentation: Preparing Effective Job Records ...n preparation for litigation after a job has gone bad, it shouldn't be. Effective communication and accurate recordation of those communications can keep the parties - and the project - on course and out of litigation. And should an irreconcilable dispute nevertheless arise, thorough project documentation facilitates the efficient resolution of that dispute. This teleconference will help you  more...

Tax Treatment of Gift Card and Certificate Sales ...ch must be raised during an examination and some of which should be raised during an examination. The IRS announced, in several industry director directives, that it plans to focus on several specific 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  more...

Form 709: Gift Tax Fundamentals ...his teleconference, you will learn when a gift tax return should be filed, what type of gifts need to be reported, what type of information needs to be included to adequately disclose what is reported and the benefits of properly complying with the gift tax laws. By properly reporting gratuitous transfers during life, surprises at death can be avoided. Estate planners, accountants, attorneys,  more...

Understanding the Complexities of OCIPs and CCIPs Insurance Programs ...gotiating a construction project of any significance, you should attend this teleconference. Learning Objectives: - You will be able to manage and construct a better OCIP. - You will be able to identify and deal with common coverage gaps. - You will be able to review safety plan incentives. - You will be able to analyze appropriate bid credits. Attorneys, project managers, presidents, vice  more...

Lender Liabilities ...ts and corporate bankruptcy filings. As a result, lenders should expect that borrowers, guarantors and bankruptcy trustees will become more aggressive in asserting lender liability claims in an effort to increase their leverage in workout negotiations and to augment the recovery of unsecured creditors in bankruptcy cases. In this difficult environment, lenders and their counsel need to pay  more...

Effective Management of Off-Site Employees BenefitsHaving employees telecommute has evolved from being a personal convenience to a good business strategy, and now taking our current economic challenges it is a business necessity. It has become an imperative to effectively manage employees who are not reporting daily to the normal work site. This 90-minute teleconference will discuss how to properly manage off-site employees, the pitfalls  more...

Purchasing Law: Breach, Repudiation and Excuse ...plier hasn't delivered, the goods don't work the way they should or you have reason to think that they won't be delivered. This teleconference will provide you a basic understanding about what you can do when your purchase contract goes bad. You will receive a primer on the steps you need to take to preserve your rights and the remedies that may be available under the Uniform Commercial Code.  more...

Major Issues in WiMAX Tower Leases and Zoning ...e appropriate. You will be able to recite key terms which should be in a WiMAX lease, so as to protect the landowner. You will be able to outline zoning issues that are unique to WiMAX antennas and potential resolutions. You will be able to recognize and prevent potential radio frequency interference and to ensure compliance with the FCC RF emissions safety rules. Attorneys, planners,  more...

Who Should Bear the Risk? Top 10 Things Developers Need to Know About Loan Documents BenefitsWith the tightening in the commercial lending market, developers are under increased pressure to provide lenders with projects that present no more than a responsible risk. After an equity requirement, loan documentation is the primary vehicle for allocating risk between the parties. This teleconference will help you understand lenders' requirements and the variety of loan documentation  more...

Valuation and Reporting of Gifts and Service Donations ...nition of fair value. Contributions of gifts and services should be measured at the fair value of the assets or services received or promised. FAS 157, Fair Value Measurements, introduces new concepts of determining fair value of donations to not-for-profit organizations. Understanding and applying fair value concepts to certain assets where there is no observable market as in pledges and  more...

Motor Vehicle Searches: Impact of the Arizona v. Gant Decision BenefitsThe United States Supreme Court in Arizona v. Gant, 556 U.S. ___ (2009) changed the way police must handle the search of an automobile incident to an arrest. For nearly as long as the automobile has existed, the Supreme Court has found an exception to the general Fourth Amendment warrant requirement for the search of cars if the search is based upon probable cause. See Carroll v. United  more...

Collection Techniques for Landlords BenefitsFor many commercial landlords, consistent receipt of rent and other tenant charges is the key to their business. However, as a result of the recent economic downturn, fewer commercial tenants are making these payments on time and in full. Most leases specifically outline collection techniques and security mechanisms (such as security deposits and guaranties), but landlords are finding that  more...

Increasing the Effectiveness and Efficiency of Manufacturing Logistics ...mpany as a whole. n nInstead, manufacturing logisticians should view themselves as the pit crew supporting the production "race car drivers" and dedicate themselves to making sure that they always have the materials they need, in the right quantities, where they need it and presented in an immediate usable fashion. This is where the highest stakes are for a manufacturing company. Once the  more...

Utilizing Settlement and Severance Packages Properly nFor HR professionals and CFOs, this teleconference is a must. As companies face ongoing reductions in force, mass layoffs and performance-based terminations, this teleconference will tell you what you need to do in planning terminations both as reductions in force and other terminations. You will learn how to decide the appropriate severance and what should be contained in the severance agreement  more...

Enforcing Arbitration Agreements: 14 Penn Plaza and Other Recent Developments in Arbitration of Statutory Employment Claims nIn 14 Penn Plaza v. Pyett, 07-581 (S. Ct. April 1, 2009), the Supreme Court held that a union-negotiated arbitration agreement can bind individual employees to arbitrate statutory age discrimination claims. This decision continues the trend of enforcing agreements to arbitrate employment discrimination claims. 14 Penn Plaza should cause all legal professionals to consider the advantages of  more...

How To Prevent Construction Projects From Going Bad ...inted toward success. It addresses the steps that can and should be taken to help anticipate, identify and manage the problems inherent in the construction process. n nThis teleconference is intended to benefit attendees who want to have a better understanding of the pitfalls of the construction process and how to meet them head on. It will provide a summary level discussion of the aspects of  more...

Supplemental Wage Payments: Common Withholding Guidelines ... to the issues involved in determining when wage payments should be classified as supplemental wages or regular wages, and the applicable withholding rules that apply to the payments. We will discuss the most common types of supplemental wages, such as commissions, signing bonuses, severance payments and sick leave, and explain the three approaches used for to determining the applicable  more...

Using Failure Mode and Effects Analysis to Reduce Defects, Improve Quality and Make More Money nFailure modes and effects analysis is an increasingly popular tool that must be mastered by Lean Six Sigma professionals and can be used in every type of organization to reduce defects, improve quality and make more money! n nThis easy tool asks these simple questions: n- What can go wrong? n- Where can it go wrong? n- How bad will it be? n- Can we see it coming? n- Should we try to prevent  more...

Patients' Rights Update ...e treatment? How is competency determined? What documents should a health care provider have copies of upon admission? Practically, how does a health care provider manage expectations, of both the patient and family or friends, when a patient refuses care or reaches the end of his or her life? This teleconference will address the current state of patients' rights and provide guidance into  more...

Tax and Practical Aspects of Business Succession Planning ...ration. Tax considerations are one part of that plan, but should not take priority over sound business or family considerations. This teleconference will examine the elements of an effective succession plan, some of the reasons for failure of the plan and common solutions that may be implemented to help the plan succeed. The teleconference will also go through three case studies utilizing three  more...

Preparing for the International Financial Reporting Standard ...o transition a company to a new accounting language, IFRS should be an area of focus for most companies. n nAlthough there is time to take a measured approach, companies should keep the proposed timetable in mind as they make their plans. For example, companies subject to the 2014 change date should be prepared to begin capturing IFRS data January 1, 2012, in order to have readily available  more...

Responding to an EEO Charge nThe most effective way to avoid an EEOC charge is to make sure you have appropriate anti-discriminatory policies in place and that all employees understand those policies. Prevention and awareness are areas employers should focus on when dealing with employee discrimination issues. If the worst case scenario happens, this teleconference will tell you how to protect your company when an EEOC  more...

Differing Site Conditions ...e going to run into each other or not. Accordingly, there should be less in the way of differing site condition claims as between those subtrades if BIM is in use. However, BIM has only been used in the most complex and high-dollar construction projects to date as the investment, both for the initial start up costs in software and training, and in the data input is not insignificant.  more...

Design Tips for Rain Gardens: Storm Water and Runoff Control ...re to locate them, how deep and how large their footprint should be, the best vegetation, construction tips and maintaining the gardens will be reviewed during this teleconference. A brief summary of how well these infiltrating vegetative filters work will also be reviewed. n nLearning Objectives n- You will be able to locate rain gardens on properties. n- You will be able to design size and  more...

Paycheck Calculation Basics nThis is an excellent teleconference for those new at withholding payroll taxes or for those who need a refresher course. You will learn tips on how and why to determine if the worker is exempt or nonexempt. We will cover the calculation of and the maximum deductions for Social Security and Medicare taxes in 2009. n nThere are multiple methods of calculating federal withholding, which one should  more...

Commercial Leases: A Discussion of Legal, Negotiating and Drafting Considerations For Build-Out, Operating Expense, Tax and Othe nBy attending this teleconference, you will learn the types of expenses commercial tenants should expect to incur and how to appropriately attempt to limit such expenses. By limiting expenses, you'll go a long way toward protecting the tenants you represent against unforeseen leasing costs. Such expenses include the cost of improving the premises, operating cost pass-throughs, real estate taxes,  more...

Form W4: Impact on Payroll nThis teleconference will clear up questions on the effects of filing status and exemption on payroll checks, how to handle exempt forms, time allowance for making changes, where to locate new forms, how frequently the employees should complete forms and how long employers must retain them. We will include a quick review of Form W-4P, W4-SP and W-4S and discuss which states accept Form W-4 for  more...

Begin With the Brain: Three Things Educators Need to Know! ...ent's brains grow, develop and respond to the environment should influence our classroom practices. Understanding some brain basics can give you guidelines to help you design truly brain-compatible classrooms and school environments. When the brain reacts to stress, its capabilities are minimized. For learning to occur, the brain needs stimulation in a multisensory, enriched environment. To  more...

Using Medical Certifications to Minimize Employer Liability: FMLA, ADA and Workers' Comp ...re pending. Despite this rapid change, the principles you should use to successfully manage these issues remain largely unchanged, and proper certifications remain a central part of that strategy. This teleconference will review the recent changes, with special attention to how they affect the process of managing employee health issues to minimize litigation and, where it cannot be avoided, to  more...

Preparing a Winning Closing Argument ...s for an effective closing? Do closings even matter? When should you object? Should you really start preparing your closing the day you get a new case? These are questions that are not addressed in law school, and even today lawyers seeking guidance are forced to rely on the conventional wisdom and time-worn adages passed down from generation to generation. n nNow we are offering a program  more...

Intermittent Leave Under FMLA nThis teleconference is designed to assist you in effectively managing FMLA leave taken on an intermittent or reduced-schedule basis. You'll learn the basics of intermittent and reduced-schedule leave, including the circumstances under which such leave must be made available to employees and how you should track these leaves. The teleconference will also address notice and certification issues as  more...

Pitfalls with Lean Implementation ...Six Sigma or Lean Six Sigma FAIL to get the benefits they should. This wastes time and money, and disenfranchises the workforce. In extreme cases, it can lead to you being out of a job and the outright failure of your organization. Learn the classic reasons for this sad truth, the keys to success, and a practical and simple step-by-step process that dramatically increases your chances for  more...

Return on Investment for Wellness Programs ...should be part of every strategic health plan. These plans can offer a valuable tool for employers to promote a fit and health-conscious work force that will save employers money by keeping health insurance premiums down, reducing workers' compensation costs, and by increasing productivity and decreasing lost time. Implementing a plan takes time, attention and deserves a well thought-out  more...

Estate and Gift Tax Audits nThe first question the executor asks when the estate tax return is selected for audit is "why this return?". What was it about the return that caused it to be selected for IRS examination? n nThis teleconference answers that question and many more related to the subject of estate and gift tax return audits. Learn about the characteristics that trigger audits and why some estate and gift tax  more...

From Contact to Contract: The Ladder Approach to Managing a Sale ...eeting with a prospect they wonder how, when and why they should reconnect with the prospect. Not only does this lead to lost opportunities, even with prospects who do become clients the process is difficult, fraught with worry and uncertainty, and wastes a great deal of the salesperson's time and energy. Managing a sale need not be chaotic. The ladder method is a logical progression process  more...