Understanding Telephone Seminars - Training Resources

Satisfying OFCCP's Internet Applicant Rules ...nd expanded OFCCP guidance and provide you with a greater understanding of what is included in the definition of Internet and related technologies, who is an applicant, what records must be kept, the role of recruiters, managing data and what parameters an employer can establish around its application process. Human resource managers, presidents, vice presidents, business owners and managers,  more...

A Paralegal's Guide for Drafting Pleadings BenefitsProviding the knowledge to know what pleadings and legal documents to file, when to file them and how to draft them is very important to the litigation process. You will learn the basic tools for locating documents, developing computer competencies for maximum efficiency and the importance of keeping essential forms. The speaker will discuss brief and memorandum banks as well as provide an  more...

Drafting Document Retention Policies BenefitsThere can be little question in today's world that a thoughtful, well-designed document retention policy is a must for every corporation. Yet many have failed to take this important step to protect their companies. And many more have failed to effectively implement their document retention policies after they have been adopted. The cost of these shortcomings is significant. A corporation  more...

Understanding LEED for Sustainable Building BenefitsThis teleconference will help you better understand the U.S. Green Building Council Leadership in Energy and Environmental Design program, as it was significantly revised in 2009. The comprehensive introductory materials will prepare you for additional training to receive your LEED credential as an accredited professional or LEED AP. In January 2009, the U.S. Green Building Council  more...

Understanding the Apportionment Rules for Service-Based Businesses BenefitsApportionment of income for 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  more...

Traffic Management for Construction Work Zones: Unique Challenges and Solutions ...s, 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 field. The program will also explain  more...

Ethical Implications for Attorneys Transitioning to New Firms ...s, such as confidentiality and conflicts. Not knowing and understanding these ethical issues and implementing procedures to avoid a violation of the pertinent rules may lead to claims against the attorneys and firms involved and can result in financial loss and an impaired reputation. This 90-minute teleconference will address the fundamental professional rules implicated by an attorney's  more...

Keys to Understanding and Writing Purchasing Contracts ...understanding and documenting the purchasing process in a business environment. It will provide you with an understanding of how to negotiate and document agreements between business entities for goods and services - and the problems that develop when the purchasing contract fails to adequately address critical terms. It will also cover current trends and best practices with respect to the  more...

Document Retention and Destruction Policies for Financial Institutions ...rely on recommended document retention guidelines without understanding the risks of inconsistent or antiquated practices. While Sarbanes-Oxley has clarified the responsibilities of certain financial institutions, Sarbanes-Oxley is only a portion of the document universe. This teleconference will help you navigate the complex universe of document retention rules. Perhaps more importantly,  more...

Partnerships and Section 704(c) BenefitsMany tax professionals and investors in partnerships, LLCs and other entities that are treated as partnerships struggle with the concepts and the operating rules that apply to Section 704(c). These rules potentially apply whenever property is contributed to such an entity or are distributed from such an entity. The regulations under Section 704(c) provide a very flexible but very  more...

IRC Section 41: Credit for Increasing Research Activities Update ...guidelines. Several topics that will be discussed include understanding the broad range of companies in many industries that can qualify for the research credit, potential pitfalls and significant opportunities to bring value to your clients by using the research credit, and various elections and opportunities that can maximize the value of the credit to your clients. Accountants, CFOs,  more...

Assignments for the Benefit of Creditors: What You Need to Know About ABC's ...process as compared to bankruptcy. You will gain a better understanding of the nature of general assignments and how to recognize when the use of an assignment may be advantageous versus the debtor turning to a liquidation under chapter 7 of the bankruptcy code. Attorneys, presidents, vice presidents, branch managers, loan officers, loan department personnel, credit and collection managers,  more...

Understanding the GAAP Codification Update BenefitsThe official launch of the FASB Codification began on July 1, 2009, on that date the codification became the official single source of authoritative nongovernmental U.S. GAAP. The codification will be effective for interim and annual periods ending after September 15, 2009. The codification will supersede existing FASB, AICPA, EITF and related literature, which means there will no longer  more...

Cost Segregation: Applications for a Valuable Tax Planning Strategy ...ing ideas. The teleconference begins by providing a solid understanding of cost segregation and the benefits of applying this strategy. The instructor then discusses the various applications for cost segregation, beyond newly constructed and newly acquired properties. The teleconference concludes with an overview of what the IRS is looking for in a cost segregation study. Accountants, CFOs,  more...

The Construction Bidding Process ...ues. You cannot compete effectively in this field without understanding the procedures and substantive rules which govern federal bidding. This teleconference is designed to provide practical guidance for all levels of experience. Learning Objectives - You will be able to review sealed bidding procedures. - You will be able to discuss negotiated procurement procedures. - You will be able to  more...

Public/Private Partnerships and Major Infrastructure Construction ...r. The purpose of this teleconference is to assist you in understanding how the P3 model works and to provide you with tools for evaluating the viability of a proposed P3. Learning Objectives - You will be able to name required and recommended documentation. - You will be able to discuss structures for public/private partnerships. - You will be able to recognize why public/private partnerships  more...

Mechanics Liens in Massachusetts: Protecting Your Lien Rights in Uncertain Times ...s in any economy - in today's uncertain times, a thorough understanding of mechanics liens is even more critical. The mechanics lien process is complex and must be executed flawlessly in order for liens to be perfected. In turn, the Massachusetts mechanics lien law is often confusing, even to lawyers who are not expert in its detailed provisions. By attending this teleconference you will learn  more...

Access Management Design and Development ...ent project. As a transportation engineer and/or planner, understanding the basics of access design and access development is crucial in delivering a successful project to your client. Driveway access to a site can have positive or negative consequences on the amount of potential business a retail site can expect, and at the same time, elimination of a driveway for a public roadway project can  more...

Current Issues in Cell Tower Regulation ...s implications for municipalities. You will gain a useful understanding regarding wireless communications technology for nontechnical staff, including overview discussions of cellular, PCS, DAS and WiMAX provided by wireless carriers. This teleconference will also provide specific methods to deal with RF safety considerations. You will come away with knowledge of the major current issues and  more...

AIA Contracts: The Owner-General Contractor Agreement ... set of revisions to the forms. However they are used, an understanding of the AIA forms and how they allocate risk is essential for anyone negotiating, drafting, interpreting, arbitrating or litigating construction contracts based on the AIA format. This 90-minute teleconference is designed to survey two principal AIA forms, highlighting recent changes to them and enable you to be more  more...

Reading and Understanding Soil Reports BenefitsJust because you have hired a consultant to provide you a soils report does not necessarily mean it will be put to good use. Many of the terms and even the recommendations given in soils reports could use some explanation. This teleconference will help you understand what type of soils report you may need, the technical terms found within the soils report, what is really the important  more...

Strengthening Self-Esteem, Resilience and Body Image in Adolescents ...nd body image development - how to engage young people in understanding that in the interest of boosting sales, advertisers purposefully increase viewers' dissatisfaction with themselves, and strategies to help bolster body-esteem and develop a healthy relationship to food. Recognizing that emotional resilience and strong self-esteem is essential to psychological well-being, we will explore  more...

Rewards Transformation: A Unique Approach to Total Rewards Strategy and Design in the Current Economy BenefitsIn the current economic environment, organizations are concerned with reducing costs while retaining top talent. Total rewards costs can often exceed 40 percent of company's revenue and in many cases it is difficult to demonstrate ROI. This teleconference presents a unique approach to total rewards strategy, design and cost management called rewards transformation. Rewards transformation  more...

Understanding UCC Article 9 Foreclosures BenefitsCurrent market conditions pose an alarming rate of defaults on commercial loans not seen in years. With defaults commonplace and secured creditors facing challenges in protecting their interests, foreclosing on assets under UCC Article 9 may be the right option. If appropriate, a public auction, private sale or friendly foreclosure under Article 9 may provide a quick and relatively  more...

Easement Valuations: Common Pitfalls and Principles ... compensation is required. This teleconference will aid understanding of temporary construction and preservation easements in the context of eminent domain takings and in voluntary or tax related preservation easements. The teleconference will also explain the method required for valuing a broad variety of easements in these settings. Failing to have a proper valuation of easements can  more...

Understanding Your Summary Plan Descriptions BenefitsEmployers who sponsor ERISA covered health and welfare plans are required to communicate the terms of the plan to participants in a summary plan description. The SPD is an important disclosure document that describes, in understandable terms, the rights, benefits and responsibilities of participants and beneficiaries in ERISA covered health and welfare benefit plans. The SPD must include  more...

Easement Valuations: Common Pitfalls and Principles ... compensation is required. This teleconference will aid understanding of temporary construction and preservation easements in the context of eminent domain takings and in voluntary or tax related preservation easements. The teleconference will also explain the method required for valuing a broad variety of easements in these settings. Failing to have a proper valuation of easements can  more...

Alternative Dispute Resolution for Paralegals BenefitsLawyers and paraprofessionals may misunderstand the nature of alternative dispute resolution, including its advantage and disadvantages. The myths that arbitration is 'just like a trial' or 'just like mediation' also can produce confusion. This teleconference helps provide an essential understanding of ADR, focusing on paraprofessionals and others who may never have encountered the unique  more...

Understanding the Basics of Bankruptcy and Bankruptcy Terminology BenefitsThe current economic environment makes bankruptcy a particularly timely and relevant topic. Whether you are forced to deal with bankruptcy issues as a debtor, secured or unsecured creditor, lessor or lessee, or investor looking for distressed-asset opportunities, this teleconference will give you a road map to understand the bankruptcy process. Attorneys, paralegals, presidents, vice  more...

Legal Overview of Financial Records: Obtaining and Understanding the Information BenefitsMany offices today make use of paralegals or legal assistants not only in preparing documents but in reviewing them. Many attorneys rely on elementary representations of income such as the income stated on an income tax return for determining the available funds for child support and maintenance. In many cases, this may be sufficient, such as that of a W-2 wage earner. However, in those  more...

Best Practices in Commission Pay Plans ...omers, runaway expense and in worst cases, litigation, by understanding the core elements and decisions in commission design, management and optimization. Hewitt's Sales Force Effectiveness Practice leader will introduce a framework to help make large, complex, cross-functional decisions about commissions smaller and simpler. This teleconference will also use real company examples to highlight  more...

Internal Controls ...ou're part of the Fortune 500 or a small private company, understanding how to develop and implement effective internal controls is critical to your business. In addition to helping you comply with the law, a good system of internal control can dramatically improve your bottom line. In this 90-minute teleconference, you'll learn about basic internal control concepts that will help you design  more...

Direct Cost Accounting and Indirect Cost Allocation for Not-For-Profit Organizations BenefitsThis teleconference will help you deepen your understanding of direct cost accounting and indirect allocation rules, risks and best practices to achieve compliance with accounting requirements and maximize cost reimbursement. Accountants, attorneys, executive directors, officers, controllers, CFOs, tax managers and enrolled agents  more...

Efficiency Estimations and Payback Periods for New Equipment ...antly save on total expenses. Special emphasis will be on understanding what affects the efficiency has on operating expenses, how to calculate the potential savings of alternative choices, and how to ensure energy savings is realized in the long term, even with changing electric rates. Two number-crunching examples are included. The primary benefit of this teleconference will direct,  more...

Pupil Records: Rules, Responsibilities and Requirements ...e area of pupil records or a veteran seeking to hone your understanding and keep abreast of recent developments, this teleconference offers something for all. Learning Objectives - You will be able to define what is an education record is. - You will be able to discuss what is required to obtain valid consent. - You will be able to recognize what constitutes an emergency. School  more...

Water Supply and Groundwater Well Design ...aintaining the long term performance of wells requires an understanding of the factors that effect well performance. Problems with well performance are usually preventable and often start with well construction and development, and are then exacerbated by water quality conditions, well operation and rehabilitation efforts. This teleconference will discuss the key factors affecting well  more...

Basic Principles of Construction Insurance ...the presenters as 'knowledgeable' and possessing in-depth understanding of the subject matter and an ability to convey it clearly in a 90-minute teleconference. Learning Objectives - You will be able to discuss builders risk insurance. - You will be able to explain general liability insurance. - You will be able to identify what are typical exclusions and endorsements in builder risk and  more...

Matrimonial Considerations in Estate and Trust Planning BenefitsThis teleconference will review matrimonial implications to estate and trust planning. It will focus on the use of trusts and other estate planning techniques before marriage and during, after and before remarriage, to protect assets from matrimonial claims. Practical planning concepts; drafting considerations; income, gift and estate tax implications; and ancillary considerations will be  more...

When HOA's and the IRS Compete for Lien Property: Lien Priorities, Perfections and Foreclosure Rights ...tle examiners may not be fully equipped with the specific understanding of the differing laws and their application under differing situations when issuing title reports with lien priority determinations. Their analysis could be either exposing homeowner associations to erroneous litigation, or neglecting to include IRS liens in foreclosure actions when such liens could otherwise be foreclosed.  more...

Medicare Secondary Payer Act - Protecting Medicare's Interest in Insurance Settlements BenefitsPursuant to 42 USC Section 1395y(b)(2), commonly known as the Medicare Secondary Payer Act, Medicare may not make payment for medical benefits where 'payment has been made or can reasonably be expected to be made under a workmen's 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  more...

Understanding the Basics of Lean Accounting BenefitsAs mid level manufacturing firms migrate to advanced manufacturing processes, they have become uncertain about the ability of traditional cost accounting tools to provide meaningful and accurate measurements. This teleconference outlines a hands-on view of the process needed to evaluate, establish and maintain lean accounting in a mid-level manufacturing environment. While lean accounting  more...

Best Practices in Digital Evidence Management: The Impact of Digital Evidence on Law Enforcement and Government Investigations ...ctronic media discovery practices. You will have a better understanding of the litigation aspects of electronic media retention and destruction. This will include the scope of electronic media discovery, trigger mechanisms for electronic media retention, obligations of users and counsel, and potential civil and criminal sanctions for improper document destruction. Law enforcement  more...

Integrated Project Delivery Principles and Building Information Modeling ...ty, including designers, builders and owners, need a hand understanding IPD and BIM. What does it all mean? Who benefits and how? Some that have heard about IPD and BIM may be wondering how to either ask for it in their projects or implement these principles in their firms. There are some basic concepts in IPD and BIM that can be used in every project large or small. Dialogue among the project  more...

Form-Based Coding: An Alternative to Conventional Zoning ...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 zoning regulations will be reviewed. Form-based  more...

Unclaimed Property Compliance: Are you Ready for the Upcoming Reporting Deadline? ...is teleconference will provide a foundation and a greater understanding 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  more...

Influenza: Seasonal to Pandemic ...onted with influenza, and be armed with a useful depth of understanding regarding this ever changing and consistently challenging health care issue. Lorman Business Center, Inc. dba Lorman Education Services is an approved provider of continuing nursing education by the Wisconsin Nurses Association Continuing Education Approval Program Committee, an accredited approver by the American Nurses  more...

Employer's HIPAA Privacy and Security Responsibilities ...rsonal and company information. You will gain a better understanding about the recent developments in federal and state privacy and data security laws, particularly the expansion of HIPAA under the American Recovery and Reinvestment Act of 2009 and the recently issued Massachusetts privacy regulations that become effective January 1, 2010. In addition, this teleconference will include a  more...

Working With Challenging Parents: Strategies and Techniques BenefitsProblem: Professionals are often confronted with parents who seem to resist our best efforts to help their children. When tensions between you and a parent escalate and are not resolved, all parties lose out. Valuable time, resources and reputations can be snagged in a spiraling power struggle or in seemingly endless efforts to engage the demanding or avoidant parent. Staff can become  more...

Prevailing Wage Law--An Understanding of The Davis-Bacon Act BenefitsWage and hour laws have become the principal source for the new wave of employment class actions, which often result in hundreds of thousands of dollars, and in many cases millions of dollars, of recoverable damages and attorneys' fees awarded to the successful litigants and their attorneys - in addition to the substantial amount of legal fees and administrative costs incurred by  more...

Properly Handling Employee Complaints of Discrimination ...orough investigation of complaints and misconduct, and an understanding of the legal process relating to claims are critical to enabling a company to limit potential charges and lawsuits asserting discrimination. This teleconference will afford practical guidance in analyzing and responding to charges effectively and lawfully. This teleconference is essential for HR professionals who are  more...

Practical Transportation Design and Solutions: Concepts and Implementation ...t reduction in delay. This teleconference is critical for understanding the need for a disciplined planning and design approach not encumbered by arbitrary design guidelines, which will free resources to meet additional system needs across their jurisdiction. Learning Objectives - You will be able to explain how to establish project priorities based on a system-wide optimization model. - You  more...

Collective Bargaining and Construction Labor Contracts ...hat the agreements do not accurately represent the verbal understandings they had reached with the union. Many of these contractors soon learn they are bound to the collective bargaining agreements for longer periods of time than expected and that the agreements cover all projects involving work within the union's jurisdiction. As a result, the contractors exposed their businesses to increased  more...

Ethics for Paralegals ...ssues 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 regarding the  more...

Measuring Inefficiency on a Construction Project ... busts budgets and kills profits. Given the consequences, understanding and managing the efficiency of construction is important to everyone on the project - from the contractors, subcontractors and suppliers that experience inefficiency to the owners and design consultants whose actions can lead to inefficiencies. The first step toward managing efficiency is to understand what it is and know  more...

Restructuring the Commercial Loan ...issues. This teleconference will help provide you with an understanding of these issues from inception through the end of the commercial loan restructuring process. Listen to our panel of experienced counsel provide seasoned advice so that you will be able to understand various issues and approaches to loan workouts; learn the significance of key loan provisions to both borrower and lender, and  more...

Completing and Submitting the EEO-1 Report By September 30 ...P's systemic discrimination enforcement initiatives. From understanding the EEOC's and OFCCP's new focus on these issues to learning effective strategies to limit your organization's risk in these areas, you will be provided with the tools necessary to effectively manage your employment practices. Please join K. Joy Chin and Eric J. Felsberg from Jackson Lewis LLP for an engaging and practical  more...

Effective Sales Management: Short and Long-term Planning, Forecasting, and Expense Budgeting ...ial boundaries is essential to ongoing business success. Understanding and monitoring the inflows and outflows of cash must be a top priority for every business owner, operations manager and sales team member. Planning ahead for seasonal fluctuations and unexpected emergencies allows for dealing with challenges and at least partially reduces stress. In a down economy, the potential for a  more...

Statutory Research and Legislative History for Paralegals BenefitsWhenever a case or issue is covered by statutory authority, there may be questions as to what the language of the statute means and how it can be applied to a given situation. Attorneys often need to research the legislative history of the applicable statute to create a viable argument as to what was the intention of the legislative body that passed a particular law. Courts have different  more...

Promoting Wellness and Recovery of People With Mental Illness Through Strengths-Based, Person-Centered Practice ...s to those most in need of support. You will gain greater understanding of important helping tools such as the strengths assessment and personal wellness/recovery plan. You will also learn of several innovative initiatives and creative ideas that you may begin to utilize in your practice. Learning Objectives - You will be able to define the purpose of working with people with mental illness.  more...

Cash Is King: Effective Cash Flow Management BenefitsA balance sheet is often described as a snapshot of your financial situation at a single point in time. (Think of it as the balance in your personal checking account.) An income statement summarizes revenue, expenses and net income for the entire year or other period of time. Both of these financial statements are important tools to measure the success of your business but do little to  more...

Dealing with Employee Gambling in the Workplace BenefitsGambling is a billion dollar pastime that is enjoyed by millions of Americans, including groups of employees in the average workplace. The NCAA or Super Bowl office pool can increase morale, create camaraderie among co-workers and generally be a fun and exciting event, especially with the prospect for a lucky employee of a substantial monetary payout. Workplace gambling, however, also has  more...

Excel Formulas and Functions De-Mystified: Manage Your Excel Worksheets With Power and Confidence as You Master Formulas and Fun ...rmulas, auditing worksheet formulas, mastering the way to understanding many of those 300+ functions, and some real insight and depth into highlighted functions, such as IF, VLOOKUP, COUNTIF (and its related functions), ROUND (and its companions), powerful array formulas and the potent (but overlooked) text functions. This teleconference will utilize gotowebinar, an internet active tool which  more...

Understanding the Complexities of OCIPs and CCIPs Insurance Programs BenefitsOwner-controlled insurance programs and contractor-controlled insurance programs, sometimes referred to as wrap-ups, are becoming more popular, as they can result in significant savings if properly structured and managed. While historically available only on the largest of projects, more recently these programs have been used on projects as small as $25 million in construction costs.  more...

Product Development Metrics for Manufacturers: Measuring Your Productivity ... transaction processing and operations functions in their understanding of measurement and its place in the organization. Six Sigma and Lean initiatives have facilitated great improvements in corporations without significantly benefiting most marketing, R D and product development organizations. Inventive professionals resist measurement citing that it reduces innovation and invention. R D and  more...

Withholding of Taxes on Payments to Foreign Persons and Entities ...gations for payments to foreign individuals and entities. Understanding the rules for withholding on these payments can reduce liability to the IRS. After this teleconference, you will be able to identify when income is subject to withholding, evaluate the proper procedures to withhold and comply with the proper documentation. Accountants, tax managers, accounts payable professionals,  more...

Purchasing Law: Breach, Repudiation and Excuse ...e 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. Learn about the important notifications you need to make when the goods arrive but are defective, or when you  more...

Understanding Business Valuations From Purpose to Product BenefitsThe business valuation field is widely fragmented with a variety of specialized services, appraiser credentials, business valuation standards and business valuation deliverables. For this reason, the business valuation methods employed, products delivered and prices charged can vary widely depending on the purpose of the business valuation and the appraiser or firm engaged. Therefore, it  more...

Valuation and Reporting of Gifts and Service Donations ... 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 noncash assets is likely to present challenges as well as implementation issues. After attending this teleconference, you will have a clear understanding of issues related to identify contributions and restrictions. We  more...

Don't Bet the Company: Understanding and Avoiding Class Actions in Labor and Employment Law! BenefitsYou have all seen in the news media reports of companies settling employment-related class actions for many millions of dollars. The horror of class actions is that a small claim among a few employees can mushroom into a huge claim worth millions of dollars once some ferocious plaintiff's lawyers get their teeth into it and add hundreds of additional claims through the simple process of  more...

Effective Use of Medical Records in Personal Injury Litigation ...order to present your case persuasively, you must have an understanding of how to collect medical records, how to use them during discovery and how to present them to a jury. This teleconference discusses both plaintiff and defendant perspectives, and it will explain the role of medical evidence in the context of personal injury litigation and how to integrate medical records into your case.  more...

Storm Water Best Management Practice (BMP) Inspection and Maintenance ... for the selection and design of storm water BMPs with an understanding of maintenance requirements, address inspection and maintenance issues for construction BMPs on linear projects, and illustrate the use of technology to support your storm water BMP maintenance and inspection programs. Learning Objectives - You will be able to discover the importance of proper maintenance to meeting new  more...

Achieving Clarity and Value From Nonprofit Financial Reporting, Ratio Analysis and Benchmarking ...benchmarking techniques, you will improve the clarity and understanding of your financial reports. You will learn the importance of communicating financial results in narrative English instead of simply numbers. The goal will be for you to speak 'Dollar$ and $en$e' and re-engineer your internal financial reporting processes to achieve maximum productivity and efficiency. Accountants, CPAs,  more...

Understanding the New Penalties for Tax Preparers nSignificant changes have been made to the preparer penalty of IRC §6694 since 2007. The standard of care needed to avoid the penalty has been raised, the penalty is greater and the reach of the penalty is broader. In addition, there are various other penalties and rules of conduct you must be aware of and new guidance has been issued in several of these areas in the past year. It is imperative  more...

Managing Employees' Pre-Existing Conditions: Strategies for Reducing Injury Losses ...es with pre-existing health conditions. In addition to an understanding of the interplay between federal laws 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. Learn resources and strategies for managing workplace injury claims of employees with  more...

Introduction to New ICD-10 Coding: Preparing for Implementation nThe International Classification of Disease and Operations, Ninth Edition has out-lived its usefulness for capturing morbidity and mortality amongst the world population. Most developed nations transitioned to ICD-10 several years ago, but because of the tie of ICD-9-CM to payments in the United States there have been a series of delays in the US implementation. As the US moves a lightening speed  more...

Understanding the Role and Powers of the Trust Protector nThink of how far society and trusts have evolved in just the last 100 years. How can we anticipate what changes lie ahead of us from both a tax and nontax perspective? Is the movement towards multigenerational trusts pushing the planning horizon many years past the point most estate planners were trained to envision? This teleconference will identify those unintended consequences and discuss how  more...

Commercial Tenant Defaults: Practical Issues and Legal Remedies nIn what some have described as the worst economic downturn since the Great Depression, landlords, property owners, and property management companies have found or will find themselves facing an increasing number of tenant defaults as well as incredible pressure to fill vacancies resulting from defaults and non-renewals of leases. Managing risk associated with tenants and efficiently handling  more...

Construction Site Hazard Prevention ...s. This teleconference will help you achieve that goal by understanding how to evaluate your current program and how to identify opportunities to develop a proactive system involving the establishment and communication of best practices, and employee participation in identifying and mitigating hazards before an injury can occur. n nLearning Objectives n- You will be able to formulate a company  more...

Preventing Workers' Compensation Abuse nNationwide, workers' compensation abuse costs the insurance industry billions of dollars each year. It is sometimes called "The Hidden Tax" because each of us absorbs these monies in the costs of goods and services each year. This teleconference will give you a better understanding of workers' compensation abuse, keys to a successful investigation and how to avoid claim pitfalls. This  more...

How To Prevent Construction Projects From Going Bad ...s 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 construction that can often lead to a bad project and of the fundamentals necessary to implement a successful project. n nTopic areas will include a discussion on defining success and how to  more...

Understanding the Language of Mold Assessment Reports ...nt reports on a regular basis are likely to struggle with understanding the language presented in a mold assessment report. They may be prone to accepting the written word of the consultant at face value, without question. This would be a mistake for anyone. For others it could be considered negligent and result in liability. Far too many mold assessment reports are produced by nonscientists.  more...

Understanding Legal Issues with Construction Subcontracts nThis teleconference will provide you with information and knowledge on legal and contractual issues affecting subcontracts that are commonly encountered, such as changes and extras, pricing, termination, dispute resolution, risk allocation, pay to be paid provisions and other common clauses. The information obtained through this will assist you in fully comprehending the risk you are assuming in  more...

Making It Through the Land Entitlement Process nWith a multilayered regulatory framework and a myriad of reviewing agencies and stakeholders, the land entitlement process is often bewildering. The rules, processes and players vary widely by jurisdiction but there are common keys to success. Get an insider's perspective on differentiating the various regulatory processes, understanding and addressing stakeholder concerns, getting staff on your  more...

Tenancies in Common - Legal and Practical Issues nDuring the last five years, the tenant-in-common offering industry has grown to approximately $5 billion in annual equity raised. While specific data is hard to find, industry experts estimate that between $10 billion and $12 billion has been raised and spread across more than 2,000 offerings. In the last year, the number of materially under-performing TIC transactions has increased. As the  more...

7 Questions to Ask When Establishing Cause for Disciplining and Terminating Employees ...understanding and implementing a simple, yet comprehensive approach to investigating and documenting potential disciplinary and termination actions. You will learn seven questions to establish cause for discipline or termination, as well as why proper investigation and documentation minimizes potential for the filing of discrimination claims, decreases settlement value of discrimination claims  more...

Understanding Pregnancy Leave and Return to Work Issues nUnder federal and state law, employers must not treat pregnant employees any differently from other employees. But, what exactly does this mean? Questions often arise as to how much leave a woman may take, what her rights are when she is on leave and what rights does she have when she returns to work. Employers often times are unwittingly violating the law. This teleconference will help you avoid  more...

Green Roof Sustainable Design Techniques ...gy requirements and sustainability. By obtaining a better understanding of green roof design principles, you will be in a position to make better choices. You will leave this teleconference with an appreciation for the importance of adopting a systematic approach to design that includes setting appropriate goals, and selecting materials and assembly types that are most likely to meet your  more...

Creating Investment Policies For Your Nonprofit: Risk Tolerance, Reserve Funds and Portfolio Management Capacity ...rong investment policies. Included will be discussions on understanding the needs of your organization, spending rates, communications with your board committee and other stakeholders, the treatment of unrestricted and restricted funds, endowment fund accounting and performance measures. n nYou will be guided through the investment policy process from both a managerial and accountant  more...

Tax Law Research Best Practices ...understanding of a complex system of legislation, regulations, and administrative document and decisions. Each of these elements of tax law has a different precedential value to the practitioner. Moreover, tax 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  more...

Understanding the New GFE and HUD-1/IA Settlement Statements nEffective January 1, 2010, all residential mortgage loan originators will have to change their loan origination forms and procedures to comply with a new rule recently adopted by the U.S. Department of Housing and Urban Development. The new rule dramatically changes both the Good Faith Estimate and the HUD-1 and HUD-1A Uniform Settlement Statements required by the federal Real Estate Settlement  more...

Understanding Warranties and Guarantees in the Standard AIA Contract ...Understanding the interplay between warranties and call-back periods and the limitations on each is critical to both successful negotiation of a construction contract and the successful completion of a construction project. This teleconference will help you understand the issues concerning warranties and call-back periods, including the legal limitations on them, which will in turn allow you to  more...

Understanding LEED. for Existing Buildings Operations and Maintenance nThe U.S. Green Building Councils' LEED® for Existing Buildings' program goal is obtaining higher performance in buildings that have already been constructed and are currently in operation. LEED® EB emphasizes maximizing operational service and efficiency while minimizing environmental impacts. The system addresses whole-building energy and water use, indoor comfort and air quality, cleaning and  more...

Utilizing Congestion Pricing to Reduce Traffic Congestion and Generate Infrastructure Revenue ...ter completing this teleconference, you will improve your understanding of the ability of congestion pricing to address both congestion reduction and revenue generation objectives. You will be able to describe some of the basic congestion pricing models used for transportation, recognize the potential benefits and potential implementation challenges of congestion pricing projects, and  more...

Payment Fraud nAs a business owner, how do you know your customers are who they say they are? How do you know if the payments they are making to you, using credit cards or ACH, are good? Fraud is on the rise, with a tough economy and the abundance of malware in the market today, it is only a matter of time before your company becomes a target. As a business owner you need to understand the signs to look for  more...

Real Estate Market Studies: Critical Decision Tool or Superfluous Information? ...and understand the output. You will benefit from a better understanding of what is involved in the market study process and how to ensure the most insightful results. The outcome of a market study can make or break a project - be prepared to secure the best decision-making results possible. n nLearning Objectives n- You will be able to identify the best providers of market studies. n- You will  more...

Supply Chain Strategies in a Down Economy ...ds and services that enable your business? Do you have an understanding of your key suppliers' financial condition? Are you matching what you are buying to what you really need to be successful? Do you have visibility into your spend? Are you actively working with your end users and suppliers to drive costs out of the process? These are just some of the strategies that we will cover during this  more...

Form 706: Estate Tax Return Fundamentals nAmericans have been able to accumulate wealth. It is estimated more than $10 trillion dollars in wealth will be transferred over the next 15 years. If a person has been fortunate to amass significant wealth, the government imposes a tax when the person transfers their wealth at death. In 2009, if a person's gross estate plus adjusted taxable gifts equals or exceeds $3.5 million in value, a Form  more...

Client Rights Issues: Informed Consent and Confidentiality nBoth 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...

Keys to Understanding Land Records nThis teleconference will provide you with the practical information you need to better understand the process of researching and evaluating land records in connection with the transfer of ownership and real estate financing. This teleconference will identify real property interests and sources of land information, explain how property interests are created and transferred, and discuss title  more...

Workplace Flexibility: Innovative Strategies for an Evolving Workforce ...This teleconference will provide you with a comprehensive understanding of the broad range of practices and policies that are part of the field of workplace flexibility, and how employers in a range of industries and regions are using flexibility to improve business and employee outcomes. You will gain the ability to communicate effectively about policy approaches on workplace flexibility  more...

Purchasing Contract Disputes ...those legal disputes that you can't avoid. You'll gain an understanding of standard contract provisions and processes used by Fortune 500 companies to constructively address the typical disputes that arise in any business relationship. You will also learn about the process of moving from negotiation of business disputes to maintaining and successfully asserting your legal remedies under a  more...

401(k) Plan Costs Including Recent Update on Supreme Court Rule LaRue v. DeWolff, Boberg & Associates Inc. nUnhappy employees, U.S. Department of Labor investigations, IRS investigations, massive class action lawsuits - an ever-expanding list of factors bombards sponsors of 401(k) plans and places companies and their management potentially in the cross hairs. From Enron, Worldcom and Sarbanes-Oxley, to the more recent massive class actions filed against Fortune 500 companies regarding 401(k) plan  more...

Multistate Sales Tax Issues for Contractors ...understanding who and what is subject to sales and use taxes, including who is responsible for collecting the sales tax or paying the use tax, e.g., who is the ultimate consumer, the differences between real and personal property, the taxation of repairs and repair services, and the taxation of intangibles such as warranties. Without an understanding of these concepts, a contractor may  more...

Current Issues in Construction Lending ...ques include performing adequate interest carry analysis, understanding your rights afforded in the Construction Loan Agreement, identification and measurement of commercial real estate concentration, assessing your management information system to insure proper management reports are obtained, performing market analysis and stress testing. You will obtain fundamentals required to identify,  more...

Avoid Wrongful Termination Lawsuits: Strategies to Keep Your Managers Out of Legal Trouble nThis teleconference will review tried-and-true methods for eliminating employment litigation risks, will build managers' confidence in dealing with a range of common-place employee issues, and sharpen their understanding of workplace practices and policies which will dramatically reduce exposure to litigation risks for themselves and their companies.  more...

Begin With the Brain: Three Things Educators Need to Know! ...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 assure long-term retention, the brain must  more...

On-Site Power Generation: Challenges, Opportunities and New Developments ...lp you to ensure appropriate power reliability through an understanding of proper design and safe operations of on-site generator equipment and controls. n nNew developments in this field include new air quality requirements under federal New Source Performance Standards and federal NESHAPS. These new requirements are in effect now and additional NSPS requirements are being implemented in a  more...

The Fundamentals of Leasing Provisions and Covenants ...r 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 provisions, insurance and rebuilding provisions,  more...

Using Medical Certifications to Minimize Employer Liability: FMLA, ADA and Workers' Comp nSince the Americans with Disabilities Act was passed in 1990, proactive and proper use of medical certifications has proven to be a valuable tool to protect employers from liability under 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  more...

Green Contracting: the Federal Government's Procurement Policies .... This teleconference is designed to assist you in better understanding, considering and responding to these critical questions as this apparent federal mandate is being implemented and included in government contract solicitations. n nLearning Objectives n- You will be able to discuss the Resource Conservation and Recovery Act of 1976. n- You will be able to identify the OFPP's statement of  more...

Internet Research for Legal Professionals ...xpectations. This teleconference will help you develop an understanding of how to search for and find legal information on the Internet. The teleconference also explains the context for efficient searching by comparing electronic searching with print research methods. Our expert speaker will compare editorial practices of legal website managers to those of print publishers to illustrate how  more...

Challenges and Contractual Issues With Sub-Subcontractors ...tical for subcontractors, because failure to have a clear understanding of the parties' rights and responsibilities in executing and performing the subcontract only threatens the profitability of the work you do. Sign up today! n nLearning Objectives n- You will be able to analyze problems that arise in case law. n- You will be able to interpret enforceability. n- You will be able to discuss  more...

The Complete Closing Checklist nMany individuals involved in commercial loan transactions never fully understand all the steps and details that go into closing a real estate loan transaction. They understand their participation in the transaction, but do not comprehend everything else that is involved before a transaction can actually close and fund. This teleconference will provide an overview to understand the entire process  more...

Understanding the Rules of Legal Citations nThis teleconference will make you more conversant in the language of legal citation and more agile in navigating the Bluebook. Communicating effectively in the legal field requires that citations to legal authority follow a uniform citation format. Readers of legal prose must be given the research coordinates to locate any authority that is used to support legal propositions. Beyond the  more...

Advanced Records Management: The Intersection of Good Records Management and eDiscovery Preparedness nEffective records management can have an enormous impact on e-discovery preparedness and a corporation's bottom line. While many corporations have established policies related to paper records, many of those same corporations have failed to update those policies to account for their rapidly increasing volumes of electronically stored information. No form of ESI demonstrates these complex issues  more...

Auditory Processing Disorders: An Effective AUD/SLP Collaborative Approach To Evaluation And Treatment ...ations? n nThis teleconference will provide you with an understanding of auditory processing and auditory processing disorders, and how auditory processing disorders can impact language development, academic performance and social interactions. Most importantly, the teleconference will provide practical information about APD management approaches to include direct treatment, compensatory  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...

AIA and ConsensusDOCS Contract Documents: Comparison and Contrast ...of documents, this teleconference will assist you in your understanding and application of the two families of documents - where they are similar and where they are different, sometimes materially so. It will highlight areas of concern and of potential modification of the various contract forms as well as aid in the selection of appropriate standard form contract documents. n nThis  more...

A Tax Primer on Real Estate Investment Trusts nMore than $375 billion are invested in approximately 180 publicly traded real estate investment trusts (or REITs). In addition, billions more are invested in privately held REITs. This teleconference will provide an introductory summary of the tax requirements REITs face in their formation and ongoing operations. You will develop a basic understanding of REITs through this program. The  more...

Successful PTO Programs Benefits This teleconference will explore the various options that you face regarding time off issues, including vacations and absences due to illness. The legal obligations that such policies implicate will be explored. You will come away with an understanding of the kinds of programs that have proved successful, how to design one that meets your needs and satisfies your legal obligations, and  more...