State Telephone Seminars

Accounting Endowments of Not-for-Profit Organizations After UPMIFA ...nagement of Institutional Funds Act in most of the United States, the Financial Accounting Standards Board, in 2008, promulgated FASB Staff Position No. FAS 117-1. FSP FAS 117-1 provides guidance for nonprofits as to the proper classification of endowment funds when UPMIFA has been enacted and expands the required disclosure about endowment funds. The replacement of the prior legal  more...

Paralegal's Guide to Administrative Law Research ...e effect of law. This is true for researching federal and state rules. Agencies also adjudicate disputes that arise under the implementation of their rules and issue written decisions which can affect the interpretation of those rules. The Internet is a source for some of this material, but is not a one stop access area to everything a researcher could need in tracking down a regulation or  more...

Medicare Secondary Payer Act: Protecting Medicare's Interest In Insurance Settlements ...e under a workers' compensation law or plan of the United States or a state, or under an automobile or liability insurance policy or plan (including a self-insured plan), or under no fault insurance. By law, Medicare has a priority right of recovery from the primary payer as well as from parties in receipt of third-party payments, such as a beneficiary, provider, supplier, physician, attorney,  more...

A Regulatory Update on Unclaimed Property Compliance ...y is responsible for ensuring compliance with the various state unclaimed property laws? Is your company currently undergoing an unclaimed property audit? If you are struggling to find the answer to these important compliance questions, this live audio conference is for you! Believe it or not, there are still many companies who are unfamiliar with the various state unclaimed property laws and  more...

Domestic Asset Protection Trusts: Fundamentals and New Approaches ...omestic Asset Protection Trusts ('DAPTs') permitted under state law and the reasons why one state law may be preferred over another. There will also be a discussion of the most recent applications involving trusts for protection and other uses. Examples include the use of a DAPT as a completed gift trust under the current income, gift, estate and generation-skipping transfer tax rules, ILITs  more...

Domestic Asset Protection Trusts: Fundamentals and New Approaches ...omestic Asset Protection Trusts ('DAPTs') permitted under state law and the reasons why one state law may be preferred over another. There will also be a discussion of the most recent applications involving trusts for protection and other uses. Examples include the use of a DAPT as a completed gift trust under the current income, gift, estate and generation-skipping transfer tax rules, ILITs  more...

Covenants Not to Compete and Trade Secrets ...n and misappropriation, the Uniform Trade Secrets Act and state trade secret statutes, the doctrine of inevitable disclosure, reverse engineering, developing a trade secret protection program, assignment of inventions, and associated state law claims often involved in trade secret and unfair competition lawsuits. Although the program primarily focuses upon the employment relationship, it also  more...

Portal to Portal Act: Determining Hours Worked at the Start and End of the Work Day ...ng violations of the Fair Labor Standards Act or parallel state laws are filed each year and the costs of defending these matters and the damages claimed and paid, whether through trial or settlement, are staggering. Now, the U.S. Department of Labor is issuing interpretations that are apparently aimed at helping plaintiffs in these matters. One area upon which plaintiffs have focused is when  more...

Portal to Portal Act: Determining Hours Worked at the Start and End of the Work Day ...ng violations of the Fair Labor Standards Act or parallel state laws are filed each year and the costs of defending these matters and the damages claimed and paid, whether through trial or settlement, are staggering. Now, the U.S. Department of Labor is issuing interpretations that are apparently aimed at helping plaintiffs in these matters. One area upon which plaintiffs have focused is when  more...

Taxation and Accounting Conflicts of Interest ...rn the professional conduct of an accountant. Federal and state legislatures, Federal and state governmental agencies and boards, securities exchanges, national and state societies, and various professional organizations promulgate rules governing the professional conduct of accountants. An accountant's firm or other employer may have rules regarding conflict of interest. Different rules may  more...

E-Verify Requirements and Best Practices ...though initially implemented as a voluntary program, many states now require the use of E-Verify. Additionally, many federal contractors are also required to use the system. Join us as we discuss state and federal mandates requiring use of E-Verify. A wide range of E-Verify procedures and issues will also be highlighted, including registration processes, nonconfirmation procedures and tips  more...

Implications of Medical Marijuana in the Workplace ... who requests a daily break to inject insulin? How do the state medical marijuana laws impact your obligations as a federal contractor under the Drug-Free Workplace Act? This live audio conference will help you work through the thorny issues in hiring, disciplining and other employment related matters within your organization. This program will also help you draft new policies or revise  more...

Economic Development Financing Update ...ost 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 assist local governments  more...

Unrelated Business Income Tax ...e recent activity in the charitable sector by federal and state regulatory agencies has mandated that professionals take a proactive approach into all aspects of this important and very diverse sector. The tax-exempt community is under a microscope. Problems that a few years ago might have gone unnoticed now get picked up and widely broadcast. Recent IRS compliance initiatives in governance,  more...

Water Audits and Nonrevenue Water Reduction Methodologies ...ty auditing. The largest urban growth areas of the United States are in the southwestern portion of the country, including Phoenix, Las Vegas and southern California. Water resources available to the areas are fully allocated and becoming more expensive to obtain and deliver. In addition, these areas have been subject to multiyear droughts requiring water conservation interventions. In the  more...

Ethical Considerations in Utilizing Social Media ... clients, potential clients, and even friends and family. State bar discipline, compromised cases and malpractice exposure, even job loss, has resulted from ill-advised use of social media by lawyers. Worse, courts, state bar associations and disciplinary counsel have offered scant guidance on potential ethical violations arising from use of social media. Do the print advertising rules apply or  more...

Nonprofit Revenue Stream Alternatives: Thinking Outside the Box ...state and local government funding looks bleak - you have already cut back on expenses and pared staffing to the bone. Now what? This live audio conference 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  more...

GSA Leasing: Understanding The SFO Process, Negotiating The Lease and Dealing With The Government As The Tenant ...s in the market for new or replacement space ranging from state of the art office space to simple warehousing requirements. When the commercial real estate market is in the doldrums, the federal government is always still there. Understanding how to successfully deal with the government and obtain a long-term stream of rental income should be a critical aspect of any prudent lessor's and  more...

Response to Intervention: Addressing Emerging Issues ...ew of the important concepts and resources that support a state and district's implementation. Learning Objectives: - You will be able to review three models of RTI and implementation components. - You will be able to discuss controversies in RTI. - You will be able to recognize challenges for states and local districts with implementation. This live audio conference is designed for special  more...

Workers' Compensation: Return to Work Issues ... prohibiting discrimination against health conditions and state workers' compensation laws, you will learn strategies to make the most of functional capacity evaluations and rehabilitation programs. This live audio conference will help you comply with state and federal laws, manage injury claims more efficiently, and get workers back on the job sooner. This live audio conference is designed  more...

Weight Loss At the Workplace: Legal Issues For Employers Seeking To Reduce Health Care Costs ...duction. The number of potentially applicable federal and state laws requires careful consideration of the potential issues raised with drafting and managing a corporate wellness program. The multiple relevant laws and regulations only heighten the need for a deliberate review and consideration of any work place programs assembled to reduce health care costs by encouraging employees to lose  more...

Are You Prepared for the Financial Institution Record Match Program? ...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 comply  more...

Learning on the Job: Creating Legally-Sound Internship Programs ..., however, that they must comply with several federal and state employment laws. This live audio conference will provide 'soup to nuts' guidance on the legal and practical implications of establishing an internship program in your organization. We will discuss the entire cycle of the internship process, such as recruiting interns, whether to compensate interns, and what duties and tasks interns  more...

Multistate Taxation: Income Franchise Tax ...businesses are becoming aware of increased enforcement of state tax laws, especially on interstate businesses. Rather than concentrating on the intricacies of a single tax in a single jurisdiction, this live audio conference will explore trends in state taxation of interstate businesses, with particular emphasis on the expanding web of information available to state tax administrators in regard  more...

Historic Rehabilitation Tax Credits: Using Tax Incentives to Develop and Invest in Historic Properties ...ood revitalization. Combined in many areas with available state historic rehabilitation tax credits, HTCs have been used to rehabilitate historic city centers, theatres, warehouses and other historic buildings across the country. This live audio conference will start with the basic tax and regulatory framework for HTCs. We will also explore the basic deal structures being used today, as well  more...

Non-Resident Employee Withholding ...states it can be difficult to know what to consider to make sure that the correct state taxes are being withheld and the correct taxable earnings are being taxed in the correct states. This live audio conference will give you the tools to determine what taxes are applicable for your employees based on residency, state and reciprocity agreements. We will also cover local tax determinations as  more...

Tax and Estate Planning for Clients Relocating to Florida ...da are generally much more favorable than the laws of the state the client is departing. Similarly, the laws impacting asset protection planning are generally more protective of the client's assets. In addition, out-of-state practitioners must be aware of some unique laws concerning a person's homestead residence both from a tax perspective and a property rights perspective. Lastly, Florida has  more...

AIA Document D503(TM) - 2011: Guide for Sustainable Projects .... Learning Objectives: - You will be able to discuss the state of sustainable design and construction. - You will be able to explain the scope of the architect's services for sustainable projects. - You will be able to identify special issues of interest to each party. - You will be able to review additional information included in Guide. This live audio conference is designed for architects,  more...

Sales and Use Taxation of Internet Sales:The Evolving Case Law ...states are taking increasingly aggressive positions in an attempt to impose sales and use tax obligations on internet transactions. Internet sellers face a murky and sometimes ill-defined landscape with respect to sales and use taxes that are impacted by both state law and federal constitutional principles. By exploring the growing body of judicial decisions, this live audio conference will  more...

Trucking Litigation ... waters and learn how the myriad of confusing federal and state regulations could torpedo your otherwise straightforward common law case. Hear from the former top United States D.O.T. trucking lawyer and learn how to utilize federal and state information to help bolster your case. You will also hear from a veteran trial lawyer and learn how to prepare your case from start to finish. This live  more...

Medical Records Update for Paralegals: Releases, Retention and Confidentiality Requirements BenefitsMedical providers and health plans, vendors, and others who retain medical or health records are often subjected to complex and conflicting requirements to maintain the confidentiality and restrict the disclosure of the information. Complex and overlapping rules and regulations impose rigid requirements that must be met before information is released and require medical record repositories  more...

Turbidity Control and Testing on Construction Sites ... impact of construction sites on the waters of the United States. The Construction General Permit will require the sample collection and testing of turbidity if the storm water will (1) discharge into a waterway that been placed on the EPA Section 303(d) list of impaired waters for turbidity ('impaired waters'); or (2) discharge into a waterway that has a Total Maximum Daily Load (TMDL)  more...

Pupil Records: Best Practices Concerning Access, Release, Content and Storage of Educational Documents ...ently receive requests for access to student records from state agencies, federal agencies, parents and members of the public. This live audio conference will provide school officials, parents, school staff and school lawyers with an overview of the laws relating to access, release, content and storage of student records. The live audio conference will define the rules as well as the  more...

Alternative and Controversial Land Use Regulations ...tions and the needs of their sovereigns - the federal and state governments. When that happens, the sovereigns step in and literally take over zoning with new requirements, as with flood plain regulation. Finally, some problems, like medical marijuana, have such a mix of land use, federal and state interest, business regulation and blight avoidance, that an approach transcending zoning is  more...

Employee Discipline for Conduct Outside of Work ...ive audio conference will discuss how a growing number of states are protecting employee off-duty conduct by providing an overview of state employee lifestyle statutes. For union employers, these topics will be discussed in the context of defending against employee grievances. This live audio conference is designed for human resource managers, personnel managers, business owners and managers,  more...

Difficult and Disruptive Students BenefitsStudents labeled as 'difficult' or 'disruptive' are often unsuccessful in school and may be poorly prepared to manage life as an adult, should they graduate. Additionally, they make life challenging for teachers and administrators. Left unchecked, they can consume school resources with little improvement, feel left out and unappreciated, and are at increased risk for unemployment, problems  more...

Everything You Wanted to Know About Drug and Alcohol Testing but Were Afraid to Ask ...cost-effective drug-free workplace program to comply with state and federal regulations and also to insurance companies dealing with workers' compensation claims. We will also discuss some of the misinformation in the testing of alcohol and some of the myths surrounding drug testing. Don't miss this fun and interesting discussion of issues you need to know. This live audio conference is  more...

Key Legal Distinctions Between Business Entities ...esses, the choices may include (depending on the relevant state): (i) general partnerships; (ii) limited liability partnerships; (iii) limited partnerships; (iv) limited liability limited partnerships; (v) corporations; and (vi) limited liability companies. This live audio conference will help you identify common nontax and tax factors relevant to the choice of business entity. This live audio  more...

Legal Implications of Environmental Contamination ...ability. You will understand the framework of federal and state sources of environmental liability and learn how to avoid and mitigate exposure to environmental liability so that it can be effectively managed in the context of land ownership, business operations and purchase or financing transactions. Existing owners of contaminated properties will learn how to minimize risks associated with  more...

But It's Only Our Opinion:The Legal Opinion In Commercial Transactions ...ations, as well as significant recent cases and trends in state and national third-party legal opinion practice? This live audio course is designed to enable lawyers and the real estate owners and operators who retain them to broaden their competence, accelerate the opinion-giving process, and keep current on important trends in third-party legal opinion practice, even if they already have a  more...

Tips for Calculating a Regular Rate of Pay For Your Employees ...ees. But time and a half of what? Under the FLSA and most state counterparts, time and a half is based upon an employee's 'regular rate' of pay. Thus, determining the 'regular rate' of pay is critical to calculating the amount of overtime pay an employee is owed. Getting this wrong can have serious consequences. This live audio conference will explain the complex rules that govern 'regular  more...

Strategies to Reduce Bullying and Social Aggression ..., cyber bullying and social aggression in school. Certain state laws and regulations now hold schools personally responsible for the effects of bullying, including cyber bullying. Whether your school plans to implement one or more bullying prevention strategies or a comprehensive bullying prevention or school improvement initiative, there are several issues you need to know that can increase  more...

Closing Budget Gaps With Asset Sales ...Recession and slow recovery 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,  more...

How to Handle Travel Pay Legally BenefitsMany companies do not understand how to compensate an employee properly for time spent traveling to destinations other than a regular work site. Many companies send employees to conferences and other work sites using commercial travel and personal vehicles. This live audio conference will enable you to understand how and when to compensate an employee for travel time away from a work site.  more...

Strategies to Overcome the Presumption of Guilt ...nsmen for that crime. He also coordinated the federal and state task force that led to the indictment of Eric Robert Rudolph, who ultimately pled guilty to four terrorist bombings. Since leaving the U. S. Attorney's office and joining the Haskell Slaughter firm, Jones has defended a number of high-profile criminal cases. Joe Mays, a lawyer with Bradley Arant Boult Cummings LLP, has more than 20  more...

Sales and Use Tax Determination Headaches ... practical challenges of learning as many as 50 different state sales and use tax laws and regulations. No one could possibly learn all of the different state requirements and yet our jobs demand it! The purpose of this audio conference is to reveal the secrets to working in a multistate environment. You will learn about the four different types of taxing states which greatly reduces the  more...

Preparing for Medicaid Audits ...state of Medicaid audits - are you and your clients adequately prepared? The Medicaid program is a state's most significant health care expense and, in many instances, one of its largest budgetary items. It is the health insurer of last resort for children and the economically disadvantaged. The recent economic downturn has caused shortfalls to many states' overall budgets. Under recently  more...

Status Classification: Exempt vs. Nonexempt ...ng violations of the Fair Labor Standards Act or parallel state laws are filed each year, and the costs of defending these matters and the damages claimed and paid, whether through trial or settlement, are staggering. These cases frequently involve individual and class action claims that employers have misclassified employees eligible for overtime as exempt in an effort to cheat them out of  more...

Medical Records: Responding to Subpoenas and Investigations ...ts without even realizing it! From HIPAA requirements to state privacy laws, legal issues abound in the medical records arena. If you're not up to date on medical records law, your company could face serious legal and financial liability risks. Attend this audio conference and gain critical information on confidentiality, disclosure, documentation requirements and HIPAA issues you face every  more...

Managing Employees' Pre-Existing Conditions: Strategies for Reducing Injury Losses ... prohibiting discrimination against health conditions and state workers' compensation laws, you will learn the nuances of distinguishing between pre-existing conditions and new work-related injuries. You will also obtain practical resources and strategies for managing workplace injury claims of employees with pre-existing health conditions. This audio conference will help you comply with state  more...

Ethical Settlement Negotiations ...nt guidance from the American Bar Association and various state and federal courts on matters ranging from basic duties of disclosure to the often murky rules affecting class actions and the settlement of complex litigation affecting numerous parties. This audio conference will better equip you to strike an appropriate and effective balance between the need to represent clients vigorously and  more...

LEED Credits That Don't Break the Bank! ...andscape of available incentives and programs at Federal, state and local levels. - You will be able to identify no-cost and low-cost LEED credits to increase your certification level. - You will be able to describe and consolidate LEED requirements with incentive requirements to achieve lowest cost. This audio conference is designed for engineers, construction and project managers,  more...

Post-Mortem Tax Planning ...oth inevitable, taxes do not end with death. The Federal Estate Tax, the Gift Tax and the Income Tax all have bearing on what happens post-death. Further, there are state rules that also are applicable post-death to estate planning documents. There are numerous questions that have to be addressed and answered. This audio conference will cover many of the questions and answers. This audio  more...

Economic Nexus Standards in State Taxation ...state's ability to impose taxes on a multistate business is limited by nexus standards rooted in the U.S. Constitution. In 1992, the U.S. Supreme Court reaffirmed its longstanding rule and held in Quill Corp. v. North Dakota that nexus requires some form of physical presence in the taxing state. In today's economy, however, states are continuing to push nexus limits farther than ever before and  more...

Anatomy of a Natural Resources Damage Claim ... environmental clean up and restoration process. Federal, state and tribal natural resource trustees have stepped-up their activities with respect to the natural resources damage assessments process and in their efforts to recover for alleged damages. Trustees are forging forward with assessment activities, involving themselves in certain aspects of the clean up process and litigating claims.  more...

Trust Situs and State Taxation: Practical Planning Implications ...State tax departments are becoming more aggressive at collecting revenues and the trend is likely to continue in light of state fiscal issues. Trusts are no exceptions. The rules under which a state can tax a trust are complex and changing in more aggressive ways. How can a state tax a trust? What planning steps can be taken? What must you understand when preparing tax returns? Each rule and  more...

Risk Management in the Retention and Destruction of Medical Records ... retention and destruction of each is governed by various state and federal laws and regulations. Additionally, when evaluating the storage and destruction of medical records, other factors such as reimbursement and billing, accreditation and professional standards must be considered. This audio conference will help you understand what is considered a medical record, the laws and regulations  more...

Medical Privacy Rights of Minors ...ty Act of 1996 and related regulations, as well as common state statutory and regulatory schemes to deal with parental rights and responsibilities. The audio conference will also offer you some advice, tips and sample forms for medical providers to manage the expectations of parents and minors and train staff to recognize potential conflicts and issues. Learning Objectives - You will be able  more...

Understanding the Legal Concepts of Adverse Possession of Real Property in New York State ...sAdverse possession is a recognized legal doctrine in the state of New York that enables a party, through litigation, to acquire title or ownership to real property belonging to someone else, and to thereby extinguish the record owner's rights in and to that property. While the New York courts have historically disfavored settling property disputes in this manner and thus the courts have  more...

California Water Law Update: Rights, Transfers and Supply Assessments ... the utilization and management of groundwater within the state has increased dramatically. Groundwater management is a key, if not the key, to the provision of potable water in the 21st Century. This teleconference will discuss California groundwater basics, its allocation and its future in providing water to many within California for the next century. This teleconference is designed for  more...

Mental Health Record Compliance ...f records that are subject to specific requirements under state and federal law. And unlike most nonmental health providers, your patients are often unable to directly deal with their own medical decision making. This teleconference will discuss the various general medical record restrictions you face, as well as the specific issues that arise in the mental health field. The program will  more...

Grant and Other Funding Opportunities Under the Patient Protection and Affordable Care Act of 2010 ...ties, and employers. Under several of the grant programs, state and local government, and nonprofit entities are flow-through entities through which eligible applicants can apply for federal grant funding. This teleconference will provide an understanding of how federal and state dollars will be allocated under the new law and recommended strategies for taking advantage of these grant  more...

Family Responsibility Discrimination Law: Family Friendly Employer or Litigation Target? ...ims have been pursued under a variety of both federal and state laws, and have resulted in multimillion-dollar verdicts. This teleconference will help you understand how stereotypical thoughts about the work commitment and ability of employees with care obligations away from the workplace have led to costly claims. It will also address the proactive steps you can take to insulate yourself from  more...

Emerging Trends in Metal Roofing ...is teleconference will provide information on the current state of the metal roofing industry as well as the trends for the future. Metal roofing is the fastest growing residential roof product, and its share of the commercial roofing market continues to grow. It is becoming a product of choice for architects, designers and facility managers looking for a durable and energy efficient roof  more...

State of the Estate Tax: Where We Stand Today and What Practitioners Can Do ...ill present a practical, action-oriented analysis of the estate and GST tax in 2010 focusing on the repeal of the estate tax and subsequent developments. The focus will be on how the client advisor team, consisting of the estate planning attorney, insurance consultant, accountant and wealth manager, can take practical and coordinated steps to best serve their clients through the uncertainty.  more...

Texas Nonsubscriber Claims 101: Perspectives From Employees and Employers ...state in the union that permits employers to opt-out of worker's compensation insurance. Employers who opt-out are known as nonsubscribers. Some nonsubscriber employers purchase insurance products that pay for medical care, lost wages and indemnify the employer if a claim is filed. Other employers self-insure and handle claims in-house or send them to third-party claim administrators. Different  more...

Handling Paid Leave Requests in New Jersey ... January 2009, New Jersey became one of only a handful of states mandating that certain kinds of family leave be paid leave. Paid leave brings with it new employer compliance questions. For example, what must an employer do when an employee makes a paid leave request? Who pays for such paid leave? What laws are implicated by such a request and who decides whether an employee is eligible for the  more...

Implications of the Michigan Budget Shortfall ...nd how Michigan's economy works and how it relates to the State Budget process. This teleconference will help shed some light on what economic factors go into the development of the state budget and the impact the current recession and budget shortfall is having on the citizens of Michigan. The teleconference will also examine some possible solutions and the impact that those solutions may have  more...

California Wetlands: New Issues and Regulations Affecting Land Use Planning ...o wetlands invite the involvement of a myriad of federal, state and local agencies, and their accompanying regulations. Permit processing is complex and time consuming, and many policies are inconsistent. Failure to understand these layered regulations can lead to costly mistakes. This teleconference will provide a basic understanding of the policies at the federal, state and local levels,  more...

How to Save Millions in Claims Through Ergonomics and Injury Prevention ...lly regulate ergonomics, these have failed in all but one state, California, which has the only active OSHA regulation to protect workers from repetitive motion injuries. With this in mind, employers are encouraged to voluntarily support an active ergonomics process within their workplace to prevent and manage injuries more effectively. Contrary to popular belief, injury prevention and safety  more...

Illinois Accessibility Codes ...he needs of constituents with disabilities throughout the state, Illinois developed their own accessibility code. This is required to be enforced by all municipalities. While there are a number of applicable accessibility codes that may need to be addressed, including the Americans with Disabilities Act, Section 504 of the Rehabilitation Act and the International Building Code, the more  more...

Ohio Commercial Activity Tax Update: Now Fully Phased in, What We Have Learned and What We Can Expect Going Forward ... CAT. In addition to the CAT, in recent years a number of states have made significant changes to their income and franchise tax regimes, which has created a complex and arduous landscape for companies' state income tax compliance departments to navigate through. This teleconference will provide some relief, at least in terms of understanding Ohio's current tax landscape, by providing taxpayers  more...

New Jersey s Rehabilitation Subcode ... day building codes and what can be done practically. The state of New Jersey will enforce different standards with little regard for grandfathering while also allowing older historical construction the ability to have some flexibility to allow realistic construction limitation to be accommodated. This teleconference is intended to help you work with the Rehabilitation Subcode while dealing  more...

Building Information Modeling: Planning, Design and Legal Considerations ...ts, some resources for more exploration, an update on the state of the art and best of all, some examples and ideas about how to make your next BIM project successful. Learning Objectives - You will be able to explain better decision making, data, design, coordination and collaboration. - You will be able to identify legal and contract implications of BIM. - You will be able to discuss what  more...

ASTM Standard on Vapor Intrusion BenefitsConcerns over vapor intrusion and its impact on communities and industries have increased exponentially over the past several years. Faced with these issues, scientists and regulators have faced substantial challenges due to the absence of uniform and reliable standards, and the lack of clear guidance has complicated planning, development, remediation and ultimately, litigation regarding  more...

Basics of Trust Administration ...l concepts and principles shared by the laws in most U.S. states with some examples of the considerable deviations that written trust instruments can make from state law. The materials will provide citations to the Uniform Trust Code and to the laws of two non-UTC states (New York and Indiana) to illustrate each general principle or issue. This teleconference will be a useful introduction to  more...

Texas State Tax Update for the Oil and Gas Industry ...d related fields, face frequent questions regarding Texas state taxation of the oil and gas industry. The comptroller's office has hired more auditors and is busy conducting audits of taxpayers in the industry. This teleconference is designed to provide you with an update of the Texas state tax issues facing the oil and gas industry, and will address Texas state tax issues throughout the stages  more...

Understanding Property Taxes in New York ...State real property taxes remain among the highest in the nation. Managing property taxes requires an understanding of how the property assessments on which taxes are based are set by the local assessor, whether it is cost effective to challenge such assessments and the procedures and strategies for doing so. This teleconference is for anyone who wants to understand the procedural requirements,  more...

Climate and Energy Policy: Interpreting State, Regional and Federal Discrepancies ...in an in-depth understanding of the federal, regional and state requirements - and incentives - with respect to greenhouse gas emissions. Many states are already regulating these emissions and EPA is adopting regulations to require reporting by a wide spectrum of industry and businesses. Understanding the existing rules is critical for analyzing the effects of pending federal legislation. The  more...

Development Challenges for Small Commercial Sites ...rojects requiring multiple approvals at local, county and state or even federal levels. This teleconference is intended to provide a base of knowledge and awareness of these potential issues. Learning Objectives - You will be able to explain adjacent land uses. - You will be able to identify specific uses within proposed development. - You will be able to discuss the approvals and permitting  more...

Understanding the Apportionment Rules for Service-Based Businesses ...state tax purposes is 'where the rubber meets the road.' That is to say, the complex and varied rules for determining a taxpayer's state income tax apportionment percentage can provide opportunities - with careful planning - for state tax minimization or create traps - without such planning - that lead to multiple taxation. Service-based businesses face particular difficulties in identifying  more...

Current Issues in Commercial Collections BenefitsThis teleconference is geared toward the practitioner involved in collecting commercial debts. Since the specific remedies available, and best practices, will vary from state to state, this is designed to provide a general overview of the various techniques and ideas to improve collection success. Attorneys, presidents, vice presidents, branch managers, loan officers, loan department  more...

Political Law Update: The Latest Developments in Election Law, Lobbyist Regulation and Political Activity Compliance ...and lobbying. At every level of government, across all 50 states, government regulation of elections, politics and lobbying is increasing in scope and changing rapidly. The Supreme Court's landmark decision in Citizens United v. FEC recognized the First Amendment right of business corporations to expressly advocate the election or defeat of candidates; state regulation of procurement lobbying  more...

LEED Tax Incentives and Credits for Green Buildings ...tion and a reduction in waste going to landfill. Federal, state and local jurisdictions are looking for ways to incentivize improved performance in these key areas. The President is working with Congress to pass comprehensive legislation to protect our nation from the serious economic and strategic risks associated with our reliance on foreign oil and the destabilizing effects of a changing  more...

Easement Valuations: Common Pitfalls and Principles ...state and local governments are acquiring a variety of preservation easements for a broad variety of reasons and it is important that property owners understand the proper method of valuing these easements to insure they are receiving just compensation. Further, condemnors are increasingly recharacterizing temporary construction easements as noneasements to avoid paying compensation. Property  more...

New Developments in Greywater Irrigation Systems BenefitsDue to drought, climate change, groundwater over-drafting and sheer population increase, pressure is on developers and builders to conserve water in new developments. The focus for such conservation is on the landscape, which currently uses about half of all urban water. This teleconference will teach you what greywater really is, all the environmental and financial benefits of reusing it,  more...

Current Issues in CEQA ...QA decisions impacting development of projects within the state. Learning Objectives - You will be able to specify recent and proposed CEQA decisions concerning greenhouse gases. - You will be able to debate mitigation impact and effects of greenhouse gases. - You will be able to examine possible consequences of the proposed changes. - You will be able to recite other 2009 CEQA decisions.  more...

An Introduction to L3Cs: Low-Profit Limited Liability Companies ...state of the economy has left many charities and businesses, all with great intentions, struggling for financial support. These organizations need to re-evaluate their business models to successfully adapt in this economic climate. This teleconference will provide advisors and business owners with a broad overview of a new hybrid for-profit/nonprofit business model: the low-profit limited  more...

Top Sales and Use, Credits and Incentives Tips to Improve Your Bottom Line ... tax credits and economic incentives currently offered by state and local jurisdictions to stimulate business investment and the indices that may trigger such benefits. This program will also focus on commonly overlooked sales and use tax cash tax savings opportunities, planning opportunities, as well as process improvements. Accountants, CFOs, controllers, accounts payable professionals, tax  more...

End of Employment Payroll Issues BenefitsThis will be a comprehensive look into issues that arise when an employee terminates. Topics that will be discussed will go from when an employee needs to receive their final pay to how an employee death's final pay best practices and taxation. This teleconference will cover special situations when an employee terminates such as benefit deductions, state minimum hours requirements and  more...

Substance Abuse and the State Bar Disciplinary Process BenefitsThis teleconference will give an insider's view of the state bar and how it handles matters that have substance abuse as an element of a case. The program will also discuss the scientific basis for addiction and how it can impact your law practice. This program is primarily designed for attorneys. Other legal professionals may also benefit from attending.  more...

Reports for Maintaining Compliance and Controlling Costs ...hat adds up fast. One incorrect form sent to the IRS or a state agency could result in thousands of dollars in penalties. Failure to deduct insurance or other deductions from employees can also add up fast. Running the correct verification reports will help. Taxable wage figures should also be verified, but how? Find out during this informative teleconference. Payroll professionals, human  more...

New Developments in Greywater Irrigation Systems BenefitsDue to drought, climate change, groundwater over-drafting and sheer population increase, pressure is on developers and builders to conserve water in new developments. The focus for such conservation is on the landscape, which currently uses about half of all urban water. This teleconference will teach you what greywater really is, all the environmental and financial benefits of reusing it,  more...

Easement Valuations: Common Pitfalls and Principles ...state and local governments are acquiring a variety of preservation easements for a broad variety of reasons and it is important that property owners understand the proper method of valuing these easements to insure they are receiving just compensation. Further, condemnors are increasingly recharacterizing temporary construction easements as noneasements to avoid paying compensation. Property  more...

Community Association Legal Issues - Charting the Course Through Rough Seas ...state of the economy, managing Community Associations presents new and complex issues to the board of directors and the management companies. The value of and the ability to sell real property in a common interest community are significantly affected by the appropriate and effective management of the Association. Implementing a budgeting process and establishing collection policies which are  more...

Implications of the Unlawful Internet Gambling Enforcement Act ...ivities, despite a crackdown by authorities in the United States at both federal and state levels. U.S. law in this area is both risky and complex. Intermediaries such as payment services, banks, publishers, and Internet portals all face risks under U.S. law for providing services that are used by illegal gambling businesses. At the same time, there is considerable confusion about the types of  more...

Best Practices in Filing and Preparing Inventory ...state is nothing without its assets, which makes the preparing and filing of the probate inventory a key element to successful administration. The marshalling, preserving, protecting and valuation of the estate assets is the backbone in the probate and tax arenas. This teleconference will cover all aspects of handling the estate's assets from the perspective of preparing and filing the  more...

Green Leases: Sustainable Alternatives to Traditional Agreements ...nefitsA steadily increasing number of tenants, along with state pension funds and other institutional partners of commercial landlords, and state and local legislators are combining forces to press commercial landlords into moving forward with green buildings and the greening of existing buildings. The LEED movement for green building leases started with encouraging energy efficiency and then  more...

Construction Recordkeeping and Documentation Requirements for Government Contracts ...ord 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. - You will be able to recall retention policies and procedures. Project managers, contractors, subcontractors, engineers, architects,  more...

Federal Tax Classification of Series LLCs ...nd expensive regulatory processes are involved with a new state law entity. The series LLC also can be used in asset backed securitizations in place of business trusts in those states that treat single member LLCs as disregarded entities but do not treat business trusts as disregarded. It can also be useful for estate planners to avoid multiple LLCs when the senior generation wants different  more...

Current Issues in Digital Billboards and Sign Regulations ...ederal Highway Administration and the impact on local and state governments. You will be able to give examples of studies impacting digital signs. You will be able to discuss quote litigation outcomes. You will be able to identify and avoid sign litigation. Attorneys, planners, directors of development, project managers, government administrators, council and board members, land use  more...

Living With Uniform Prudent Management of Institutional Funds Act (UPMIFA) ...states have adopted UPMIFA as law and the Uniform Act is presently pending in an additional 16 jurisdictions. By the end of 2009, in most of the United States, attorneys representing nonprofit institutions and those who donate to them and their endowment funds will be governed by new state law which replaces the Uniform Management of Institutional Funds, which had been the law in 47 states  more...

Traffic Management for Construction Work Zones: Unique Challenges and Solutions ...satisfy the agencies requirements, as well as federal and state occupational regulations. Understanding the MUTCD and agency requirements, as well as their newly implemented regulations can impact schedule and costs. This teleconference will help you understand how first to establish a traffic management plan and then how to understand the process required to implementing the design in the  more...

Corrosion Control for Water System Piping & Storage Tanks ...e annual cost of corrosion of water systems in the United States alone exceeds $22 billion and is expected to grow. The goal of this teleconference is to identify the corrosion process and proven measures that can be employed to reduce corrosion's negative impact on metallic piping and associated fittings. Eliminating or reducing corrosion will not only help conserve water, but also reduce  more...

Current Trends in Carbon Credits and Markets ...ulation is increasingly complex. International, national, state and regional greenhouse gas reduction programs typically include carbon offsets or allowances as one of the tools to achieve compliance. This teleconference will help those who are involved with and responsible for climate change programs and compliance to understand the nature, use and value of carbon credits. Learning Objectives  more...

Product Development Metrics for Manufacturers: Measuring Your Productivity ...oming decade. This teleconference will provide you with a state of practice snapshot. The key metrics that are likely to pass the test of time will be identified. Current corporate R D metrics practices will be benchmarked, along with the most frequently used metrics for R D and product development. A framework that delivers a comprehensive metrics solution that most companies can figure out  more...

Taxation Issues When Conducting Business With Native American Tribes ...f taxation. This teleconference examines the key federal, state and tribal tax issues facing companies that work with Native American tribes and tribal enterprises, with practical insights into what taxes may apply under particular circumstances, and a discussion of tax incentives and planning considerations relating to economic development on tribal lands and ventures involving tribal  more...

Tax Treatment of Gift Card and Certificate Sales ...his 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 with insight as to the various issues of concern for the IRS and the IRS' current thinking in connection with these  more...

Fundamentals of Form W-2 Processing BenefitsThe main priority for the payroll department is getting the pay checks to associates acutely and timely to employees. But a critical function for the payroll department is to pull all the payroll information together and produce a Form W-2 for all employees. This produces a great challenge to payroll departments to ensure that all elements of the W-2 are complete and accurate along with  more...

Independent Contractor Reporting ... independent contractor status is determined for tax, EEO state law and other purposes, including in PEO and other multiparty situations; the advantages and disadvantages of independent contractor status for both the company and the worker; and how to handle disputes over independent contractor status when they arise. Getting independent contractor status wrong can be very expensive, whether it  more...

Current Issues in Attributional and Agency Nexus ...state's ability to impose taxes on a multistate business is limited by nexus standards rooted in the U.S. Constitution. In 1992, the U.S. Supreme Court reaffirmed its longstanding rule and held in Quill Corp. v. North Dakota that nexus requires some form of physical presence in the taxing state. However, physical presence is not limited only to direct presence. It may also be established  more...

Dealing with Employee Gambling in the Workplace ...rk side. Lost productivity; potential violation of local, state and federal criminal laws; violation of company policy; and the prospect of employee addiction are just a few of the potential dangers that may arise from gambling in the workplace. This teleconference will help you appreciate the risks and potential rewards of this common workplace activity. From crafting practical responses, to  more...

A Privacy Law Primer: What Every Attorney, Compliance and Security Officer Should Know ...g in this area requires some familiarity with the complex state, federal and international regulatory patchwork and nongovernmental standards that now apply, a sense of the practical contexts in which you are most likely to see privacy issues and some sense of what you can expect on the horizon. This teleconference will provide an overview and update regarding United States privacy and  more...

Practical Transportation Design and Solutions: Concepts and Implementation BenefitsDue to the increasing age of our nation's transportation infrastructure, in conjunction with the increasing demand for travel, the need for ongoing road preservation, safety and mobility projects has continually increased. However, the long term availability of funds for such improvements continues to diminish. Typical planning and design approaches may prioritize projects at the planning  more...

Employer's HIPAA Privacy and Security Responsibilities ...State Laws Create Obligations for Employers /strong Personal and company confidential data, exceedingly valuable assets, are under siege. Organizations across the country and locally have experienced significant data breaches resulting in unauthorized access to a vast amount of personal and company confidential information. At the same time, technology continues to advance rapidly,  more...

Performance Evaluation and Rehabilitation of Constructed Bridges ...critical problems facing the infrastructure of the United States. According to a recent survey (ASCE 2005), an overall grade of D has been given to our infrastructure systems. Typical sources of bridge deterioration include increased live load, environmental attack and physical damage such as collision of heavy trucks. This teleconference presents an overview of the performance evaluation and  more...

When HOA's and the IRS Compete for Lien Property: Lien Priorities, Perfections and Foreclosure Rights ...ds 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 code. We will also discuss when the federal tax lien does not take priority over an HOA lien. Considering these respective lien rights, we will discuss an  more...

Tip Credit and Tip Pooling: FLSA Considerations and Limitations ...ain circumstances to claim a tip credit toward satisfying state and federal minimum wage laws. This means that the tips are credited against and thus satisfy a portion of the obligation to pay certain minimum wages. The laws and rules regarding eligibility for tip credits are complicated, full of traps for the unwary and the rules regarding pooling of tips layer on additional complexity. Human  more...

Reverse Mortgages: A Lender's Perspective BenefitsThe reverse mortgage market is expanding exponentially as the population ages and new players are coming into the market. Don't get left behind. Learn what a reverse mortgage is, what's involved in offering such a product, which reverse mortgage products are currently offered in the market, state and federal requirements, and potential pitfalls. Join Reed Smith attorney Arthur Axelson for  more...

The New World of EEO: What Is Coming ...state and federal court are significantly on the rise. While this increase has been impacted by the significant reductions in force around the country, this has also been driven by the fact that the plaintiff's employment bar, the U.S. Attorney's offices and the EEOC have become more aggressive in pursuing claims of discrimination against employers. The attack on employers involves claims of  more...

Assignments for the Benefit of Creditors: What You Need to Know About ABC's ...cs to general assignments for the benefit of creditors, a state law alternative for the liquidation of a distressed business that while long available under state laws, has had little use outside of states such as California, Illinois, Florida and Massachusetts. The fiduciary nature and responsibilities of the assignee will be covered, as will the advantages and disadvantages to the process as  more...

Payroll Hiring Issues: Forms and Tax Credits ...e teleconference will provide examples of IRS and certain state required procedures, and provide insight on any recent changes and updates. We will discuss forms that you may be required to produce upon audit by the IRS or state taxing authority and how long certain forms should be retained. The teleconference will educate you regarding the issues involved in determining when a specific form  more...

Navigating through the Maze of Unclaimed Property Compliance - Unique Rules and Regulations for Financial Institutions ...ed to keep up and implement the ever changing federal and state requirements imposed on this industry. Ensuring that proper internal controls, risk management and fraud prevention are adequately addressed is critical. One of the additional areas of compliance includes ensuring that you have established proper procedures and controls to prepare for the upcoming unclaimed property filings.  more...

Building Performance Benchmarking Strategies ...ernmental entities and private corporations in the United States and worldwide, face an enormous challenge to improve the performance of the built environment. The CO2 and energy reduction targets that are being discussed in pending legislation will require huge investments in the existing building stock over the next 25 years, whereas the performance targets for new buildings will far exceed  more...

Current Issues in Riparian and Littoral Rights ...nical determination, historical antecedents, national and state by state treatment, and potential impact of Stop The Beach Renourishment upon riparian and littoral rights. Learning Objectives: - You will be able to discuss determination of riparian and littoral rights. - You will be able to explain allocation of riparian and littoral rights. - You will be able to explain differing legal  more...

A Comprehensive Approach to Building Excellent ADA Facilities within the Public Right-of-Way ...state and local entities have found full compliance with the Americans with Disabilities Act within the public right-of-way to be a difficult goal to achieve. This teleconference will provide proven techniques that will increase the chances of fully completing the ADA facilities the first time without costly mistakes or retrofits. This practical approach coordinates the survey, design,  more...

Estate Planning for Non-Traditional Couples ...state planning for non-traditional couples is a growing field laden with opportunities and land mines. Whether it be a gay or lesbian couple, or a heterosexual couple living together but simply choosing not to get married, the need to be proactive in their planning is essential. Two primary issues arise when it comes to planning for non-traditional couples: (1) Unlike traditional married  more...

Legal Issues Arising From Nontraditional Checks BenefitsThe proliferation of nontraditional checks and the convergence of paper and electronic payment systems in recent years has created a number of significant operational and compliance issues for financial institutions. This teleconference will help you understand and identify these risks in your institution. It will also give you insight into ways you can manage and mitigate these risks  more...

Discipline and Termination Considerations for Employees on Leave ...minate employees, they should be cognizant of federal and state laws that may be implicated with respect to employees on leave. Employee leave can be as short as a few hours to vote, several months to care for a newborn or longer than a year due to a disability. In the event that an employee who is on leave will be terminated, whether for cause or for economic reasons, employers must be aware  more...

Dissolving Business Entities ...cers of entities have not focused on the mechanics of how state law dissolutions and liquidations work with respect to corporations, partnerships and limited liability companies, nor on the federal income tax consequences associated with such liquidations. This teleconference will help you become familiar with the basic state law mechanics with respect to dissolutions and liquidations and the  more...

Litigating in the Social Networking Era BenefitsWith the recent explosion in the use of social networking, attorneys and litigants are quickly learning the risks and rewards of participating in social networking. In particular, recent cases demonstrate the utility to attorneys of considering social networks during discovery and, in some cases, discovery of information from social networking sites can make or break your case. Therefore,  more...

Fair Lending Compliance Developments and Trends ...ng requirements. In addition, you will learn about recent state and municipal litigation seeking damages and other redress from lenders initiating foreclosures, and recent reverse mortgage loan developments. In order to successfully complete this course, attendees must be in attendance for 100% of the course. Attorneys, presidents, vice presidents, branch managers, loan officers, mortgage  more...

Prequalification in Government Construction Contracts ... with prequalification requirements in federal contracts. State and local government procurements such as the Model Procurement Code, entities under federal grant programs and bidders' due process rights will also be discussed. Learning Objectives: - You will be able to discuss the relationship between prequalification and responsibility. - You will be able to review the Model Procurement  more...

Current Issues in Development Impact Fees ...es in this increasingly-active area of land use and real estate development practice, and provide summary analysis of those issues, including important recent judicial decisions in state and federal courts addressing development fees and exactions. Learning Objectives - You will be able to discuss the relationship between development fees, exactions of land, regulatory set-asides, and in-kind  more...

Best Practices to Manage Your Multistate Payroll ...payroll forms, etc. Not only do you have to know your own state laws but often times neighboring state laws if you have employees across state lines. The taxability of employee benefits is confusing and the regulations are constantly changing. Working time for nonexempt employees is not well-understood throughout the payroll profession and many professionals spend more time on payroll forms  more...

Voir Dire: Effective Techniques for Getting and Using the Information You Need nVoir dire is one of the most important phases of a jury trial. However, the rules and procedures governing the jury selection process are often informal, subject to the broad discretion of the trial court, and can vary widely between jurisdictions, judges and even different cases before the same judge. A trial lawyer's strike decisions are some of the most important strategic decisions made in  more...

Design Codes and Standards for Noise Control nAcoustics strongly affects the human response to our environment and yet noise rises to the top of any list of user complaints in buildings. Complaints relate to poor hearing conditions, annoyance from neighbors, inadequate privacy, noisy mechanical equipment and a plethora of other issues. This teleconference will provide you with information on how to use building design to control sound and  more...

California Employment Law Update ...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 discrimination laws, recently enacted legislation, and important case law developments including cases pending before the California Supreme Court. The teleconference will also cover new federal law  more...

Patients' Rights Update ... aware of patients' rights concerns in recent years. Many states have passed bills of rights for their residents living in mental health, skilled nursed or other health care facilities. These bills of rights cover basic and not so basic concerns. From the right to be treated with dignity, respect and compassion to the right to privacy, patients and their representatives are speaking out to  more...

Tax Law Research Best Practices ... law is an area that changes constantly. Congress 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  more...

An Overview of Maritime Law Torts nAdmiralty law is expansive in its reach covering operations in brown water, blue water and offshore industries. The issues are complex and often involve federal and state law conflicts. An overview of maritime law torts addresses the primary and secondary issues arising out of Jones Act, USL&H and OCSLA claims. This teleconference is of practical interest to the occasional and experienced  more...

Management and Protection of Wetland Buffers ...areas, which are often found in developed or agricultural states. They are very critical to the ecological integrity of the wetlands and typically consist of native plant communities that reflect the local landscape and ecology. They perform a variety of habitat functions for wildlife and other organisms, increase runoff filtration into wetlands, help in moderation of water temperature changes  more...

Utilizing Congestion Pricing to Reduce Traffic Congestion and Generate Infrastructure Revenue ...states and metropolitan areas are faced with increasing traffic congestion 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  more...

Client Rights Issues: Informed Consent and Confidentiality ...state and federal laws contain myriad requirements intended to protect client rights. Most importantly are those that relate to rights regarding providing informed consent and privacy of health information. However, many health care providers do not understand the complex intersections of regulatory and common law requirements for obtaining consent and protecting client privacy. Failure to  more...

The Do's and Don'ts of Telephone Monitoring ..., but with a variety of differing requirements imposed by state statutes. Since courts in California have changed the rules for telephone monitoring for anyone who makes a call into California and other states with mutual consent rules may follow suit, it is imperative that any company engaging in telephone monitoring for quality assurance or otherwise, review and update their telephone  more...

Uniform Division of Income for Tax Purposes (UDIPTA): Business vs. Nonbusiness Income Tax ...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 multistate  more...

Estate Planning Opportunities in an Uncertain Environment ...state value to reduce the estate tax load. How many of us have clients waiting on the sidelines to decide what to do after experiencing 2008? The uncertain times and uncertain market have actually created the perfect time to use some of the advanced planning tools in the estate planner's arsenal. Depressed values for good assets open up the opportunity to leverage our clients' assets to achieve  more...

Updating and Maintaining Wills, Trusts and Estate Plans for the Evolving Client ...ting attorney to revisit and update an existing client's estate plan or prepare an update for a new client with existing documents. This part will focus on when and why clients need to review and revisit their estate plans and how to spot those issues for existing and potential clients. The second part will highlight various drafting techniques that will allow a will and trust to maintain  more...

Maximizing Innovation and Design Process Credits for LEED. Certification nThis teleconference will help you understand how to gain credits for advanced green building practices, including both system technologies and design innovations, which may qualify under the Innovation and Design Process section. The IDP section and qualifications policy has been reworked under the 2009 revisions to the LEED® program. n nThe information in this teleconference is important to  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...

The Streamlined Sales Tax Project - How and Why It Affects Your Business ...state representatives to implement a national uniform, simplified system of sales and use tax compliance. After more than five years of their efforts, the Simplified Sales and Use Tax Agreement came into effect on October 1, 2005. The SSTP now includes 19 full member states and three associate member states. Although initially taking effect as a voluntary program for taxpayer participation,  more...

Using Medical Certifications to Minimize Employer Liability: FMLA, ADA and Workers' Comp ...er the ADA, the Family and Medical Leave Act of 1994, and state workers' compensation statutes. But the legal landscape for managing employee health issues has had many changes in recent months. Amendments to the ADA took effect January 1, 2009. The Genetic Information Nondiscrimination Act also takes effect in 2009. Employers are subject to new regulations under HIPAA for their wellness  more...

Same-Gender Marriage Rulings: Impacts on Employee Benefit Plans Across the Nation ...nIn May 2008, the California Supreme Court ruled that the state cannot deny same-gender couples the right to marry. Same-gender couples - many of them, in fact - flocked to California and started getting legally married on June 17, 2008. But then in November 2008, California voters approved Proposition 8, which bans same-sex marriage going forward. Massachusetts and Canada also allow  more...

Restructuring: Changing Your Choice of Business Entity nEach business goes through various stages of its life cycle as it grows. The plans of its owners change, and management succession and exit strategies become more immediate concerns. As a result, initial tax and state law decisions need to be revisited, and when warranted, consideration of changes to a company's tax and legal structure may be advisable or necessary. This teleconference will  more...

Sustainable Development and Land Use: The Future is Here and it is Green ...t designed to be mandatory. But thanks to an explosion of state legislation and local ordinances across the country, green building methods and requirements have now been given the force of law by inclusion and cross reference within land use laws, zoning ordinances and building codes. This teleconference will identify the compelling public policies underpinning the wave of green building  more...

Multiplaintiff Settlement Negotiations ...tion to bring their wage and hour claims under applicable state wage and hour laws, bypassing the more restrictive FLSA collective action "opt-in" process. Where courts have shown reluctance to certify Rule 23 classes under discrimination laws, plaintiffs' counsel simply bring multiplaintiff cases naming long lists of employees as co-plaintiffs. Dukes v. Wal-Mart may herald a revival and  more...

Answers to Top 10 Common Payroll Questions ...t under federal regulations, do not comply with differing state laws and regulations. Register for this teleconference and learn how to prevent 10 common payroll-related mistakes that employers face, such as proper pay statements, how to correctly calculate pay and overtime, accounting for vacation and time off policies, and special pay requirements. This teleconference will help you identify  more...

Understanding the COBRA Alternative Coverage Rules nThis teleconference is essential for company personnel who are involved with COBRA coverage and what can be done to reduce costs. In lieu of a company's traditional health plan, for COBRA purposes, the company is allowed to offer alternative health coverage although the procedure for doing so is quite complicated. n nDiscussed first is what constitutes the various forms of alternative health  more...

Issues Surrounding Student Discipline ...ing such policies and ensuring compliance with applicable state and federal law. It will also help you understand the purpose of the law that regulates student discipline so that you can better appreciate when a policy or practice might pose a potential problem for your organization. n nLearning Objectives n- You will be able to review the constitutional and statutory right to free public  more...

Latest Trends in the Rise of Unclaimed Property Enforcement nRegister for this teleconference and stay abreast of the latest statutory and state enforcement trends. You'll get an update on recent cases involving unclaimed property (state and corporate) and best practices you can use to address current internal controls, policies and procedures.  more...

Occupational Noise Induced Hearing Loss nThis teleconference will bring you up to speed on issues related to hazardous occupational noise. Understand the intricacies of the effects noise exposure have on hearing. Get a handle on complicated issues surrounding the calculation of hearing impairment. Avoid problems down the road by getting to know state-specific workers' compensation issues. You'll gain the practical insight you need to  more...

State Income Tax Apportionment-The Sales Factor and The Throwback Rule ... provide an in-depth analysis of the sales factor used in state and local income tax apportionment. You'll learn all about the sourcing of sales of tangible personal property and services, including the dock sales test and market-based sourcing. Find out what you need to know about the throwback rule and the throw-out rule. Get expert advice on handling issues related to the "Joyce" rule and  more...