Ta Practitioners Telephone Seminars

UCC Article 9 Update BenefitsThe revisions to Article 9, which generally became effective in 2001, substantially changed the law. Now, with years of experience, the case law is developing, and practitioners are beginning to identify issues not contemplated by the original drafting committee. As a result, a Joint Review Committee was formed and has recommended changes to Article 9 that are expected to be approved this  more...

Best Practices in Nursing Documentation: Writing Effective and Legal Proof Notes BenefitsLong gone are the days that nurses and other health care providers hand-wrote cryptic notes on essay paper-like chart pages that rarely were ever looked at again. Long gone, also, are the days that physicians would only look at labs, reports and other physician's notes, expecting the nurse to call to the physician's attention anything important about the patient so they didn't have to read  more...

Tax and Estate Planning for Clients Relocating to Florida BenefitsThis live audio conference will highlight the legal and tax impact of a client relocating to Florida. Certainly the appeal of Florida's great weather can be too much to resist for some, but the move has consequences. Tax laws in Florida 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...

Form-Based Zoning: An Alternative to Traditional Ordinances BenefitsThis live audio conference will provide a basic understanding of form-based codes: how they are different, how they can be applied and how they can help implement more sustainable communities. Lessons learned and steps toward beginning the process will provide you with a clear path toward a successful form-based code. Legal and practical considerations associated with adopting form-based  more...

De-Mystifying The Excel(R) Real Estate Pro-Forma BenefitsWith an installed user base in the hundreds of millions worldwide, Microsoft Excel is the primary tool of choice for spreadsheet-based analysis. This is the case in real estate development and investment, yet many practitioners are still not very familiar with how projection models are built or work. This audio conference breaks down the real estate pro-forma into its essential components,  more...

S Corporations: How to Avoid Common and Often Overlooked Pitfalls (Simple to Complex) BenefitsAs many practitioners will attest to, there are many pitfalls when S corporations are involved. This teleconference will identify the most common pitfalls, such as not properly maintaining earning accounts, ineligible shareholders, the one class of stock principle, invalid or missing S corporation elections and built-in gain. You will not only learn how to identify these pitfalls, but you  more...

State of the Estate Tax: Where We Stand Today and What Practitioners Can Do BenefitsThis teleconference will 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  more...

Florida Documentary Stamp Tax Update BenefitsLenders and real estate professionals operating in Florida for the first time (and oftentimes seasoned Florida practitioners) are forced to deal with the sometimes confusing imposition of the Florida documentary stamp tax. Florida documentary stamp taxes are imposed on loan transactions and real property transfers taking place in Florida. This teleconference will provide a discussion  more...

Introduction to California Subdivision Law BenefitsSubdividing land into marketable lots is a complex, time-consuming process in California. This teleconference takes you through the process step-by-step, introducing you to the basic legal principles and variety of players in this essential aspect of development law. Experienced practitioners provide practical tips on avoiding common pitfalls in the subdivision process. Learn how the  more...

Planning Fundamentals for Illiquid Assets BenefitsPlanning for illiquid assets presents unique and difficult problems for clients, estates and the assets/business involved. Practitioners advising clients with substantial liquid assets need to identify the unique problems and provide guidance and solutions to deal with them. This teleconference will review a broad range of issues and planning opportunities affecting illiquid assets,  more...

Overdraft Opt-Ins: Protecting Your Bank Under Regulation E BenefitsIn response to public criticism and high-profile litigation relating to overdraft fees, the Federal Reserve Board revised Regulation E to give consumers the right to limit overdraft costs associated with certain transactions by giving consent or opting-in to a financial institutions overdraft program. Financial institutions must comply with the new regulation by July 1, 2010. This  more...

Air Rights in Development: Current Trends and Legal Concerns BenefitsA principal axiom of real estate law is cujus est solum ejus est usque ad coelum et ad inferos- 'to whomsoever the soil belongs, he owns also to the sky and to the depths.' Traditionally, soil, sky and depths were conveyed as a single parcel, and parcels were separated by vertical boundaries. Today, parcels that do not touch the soil, and have both horizontal and vertical boundaries, exist  more...

The Vital Role Paralegals Play in Appellate Practice BenefitsLitigation paralegals provide invaluable aid to attorneys in the litigation process. They are the backbone of the trial team, coordinating thousands of details that must be accomplished before, during and after trial. In appellate practice, paralegals are a valuable asset if properly utilized. This teleconference outlines some of the major duties and responsibilities of litigation  more...

Federal Tax Classification of Series LLCs BenefitsThe series LLC may be the solution to many issues that confront federal tax practitioners on a daily basis. For example, the series LLC is very useful in situations where long and 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  more...

Getting Advice from the IRS: Letter Rulings, Pre-Filing Agreements, TAMS and GLAMs BenefitsMany times clients must have certainty as to the federal tax consequences of a proposed transaction - and while tax opinions are helpful, they do not provide the certainty of qualified advice from the IRS. This teleconference is designed to discuss how, when and why to seek qualified written advice from the IRS, normally in the form of a private letter ruling request, a review of the  more...

Promoting Wellness and Recovery of People With Mental Illness Through Strengths-Based, Person-Centered Practice BenefitsThis topic is important for all levels of the human service and community corrections fields. Policy-makers and funders must develop policies and procedures that support and promote evidence-based practice with this challenging group of service participants. Service organizations must become more outcome-focused in their helping efforts. Direct practitioners, therapists, case managers and  more...

Tax Practice and Procedure Blunders That Can and Should Be Avoided BenefitsThis teleconference will describe common mistakes made by 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.  more...

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

Transitioning Special Needs Students: It Doesn't Start at 21! BenefitsWhile most professionals working in special education want the best possible outcomes for their students it is often unclear what that might be for any given student, how to find out what the student will best succeed in, and how to best prepare them for the 'real world'. This teleconference is designed to provide professionals with the information they need to enhance their students'  more...

Dissolving Business Entities BenefitsBecause liquidations of entities occur infrequently, many legal and accounting practitioners and owners or officers 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  more...

Reducing Insulin Errors nThe Centers for Disease Control and Prevention announced this past June that 24 million Americans now have diabetes, an increase of three million people in just two years. Diabetes is also one of the most common diagnoses seen in hospitalized patients. Moreover, insulin may be the preferred medication to manage glucose while patients are hospitalized. The Joint Commission of Accreditation of  more...

The Fundamentals of Leasing Provisions and Covenants nIn today's economy it's more important than ever for real estate attorneys and practitioners to be clever in understanding the legal and financial implications of lease terms and covenants. This teleconference will delve into the essential terms of the commercial lease and focus particularly on the clauses that often draw the most attention during negotiations: common area maintenance, key tenant  more...

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

Protecting Yourself From Client Violence nFew enter a helping profession, such as social work, anticipating that they may become targets of violence from the very individuals they want to help. However, evidence suggests that violence perpetrated by clients or their family members toward practitioners is increasing across settings. Such workers are facing increasing risks in their jobs because of the nature of their work; the  more...