HR White Papers

White Papers from leading HR experts provide great insight and research on timely relevant HR topics.

How to Reject a Job Applicant

July 17, 2019

Being direct may not be the best route. When hiring for a position it is not uncommon to have to let applicants know that they were not chosen for the job. But what do you say when the applicant would like more information about why they weren’t chosen? This white paper reviews the value in acting politely vague and why saying “no” to the request can keep you out of a heated conversation.

Curing Title Exceptions - Miscellaneous

July 17, 2019

Cure the issues before closing. Titles are often liable to be subjected to unresolved interests and claims. Some of those claims may be bona fide while others are without merit. There are some miscellaneous pieces that should be looked at to ensure that there isn’t anything impairing the title. This white paper reviews leases, options to purchase, recorded affidavits and notices, and pending suits.

Managing Credit in Challenging Times

July 10, 2019

Have you reviewed your credit policies lately? Do your credit policies match current economic necessities and business strategy? In the last few years, businesses have needed to learn how to do business strategically with insolvent or nearly insolvent customers. You can’t just cut off every customer who failed to meet outdated credit policy underwriting standards. The reality is that many customers have business challenges of their own. Learning to work with them and to help them with their business challenges is key to both the success of your company and your customers. Many of your customers with current problems will survive and thrive. This white paper reviews the importance of going back to the basics and identifying and helping those survivors, because they will be good customers in the future; while at the same time, minimizing the risk of those customers who will not make it.

Emphasize Participation in Informed Consent

July 3, 2019

Informed consent isn't always a sure advantage. When a patient is made aware of the risks of a procedure and agrees to the risk there could still be a lawsuit. Informed consent is simply one argument among many and in many cases juries allow differing degrees of credibility to it. There is a tool that can be used to ensure that the patient is not passively signing a document but is participating in understanding their choice and documenting it properly. This white paper reviews this tool and how to emphasize patient participation.

Medicare Remote Patient Monitoring: CMS Allows “Incident to” Billing

July 3, 2019

Recent clarification allows auxiliary personnel to provide remote patient monitoring. Remote patient monitoring companies that were patiently waiting a change regarding incident to billing were pleased when the March 2019 announcement was released. The announcement was a technical correction released by CMS which clarified that remote patient monitoring under CPT code 99457 may be provided by auxiliary personnel, and “incident to” the billing practitioner’s professional services. This white paper reviews what incident to billing is and what this correction allows.

Dream Big Goals

June 26, 2019

How high should you aim? How far do you want to take your sales? Only you can answer that question but, more importantly, you must first ask yourself that question. Oftentimes salespeople are content with their sales goals but they are only looking at short-term goals and are missing out on setting long-term goals. This white paper discusses why it’s important to dream big and take stock in your sales career and make sure your future plans are clear.

Form 706: Estate Tax Return Fundamentals

June 26, 2019

Become familiar with Form 706. Reduce future transfer taxes for your clients by being familiar with Form 706 and its instructions, as well as with Publication 559. Always make sure that you are dealing with the appropriate form and instructions for the particular decedent as it's possible you may be involved in an older estate that is not using current forms and instructions. This white paper reviews the importance of becoming familiar with Form 706 and state law concepts when handling estate tax returns.

Estate Planning Techniques for Clients with Dementia or Alzheimer’s

June 19, 2019

Receive power of attorney provision samples and much more. According to the Alzheimer’s Association, nearly 5.7 million Americans are living with Alzheimer’s disease with that number expected to increase to over 14 million by year 2050. Estate planning attorneys will be encountering more and more clients with diminished capacity due to dementia and Alzheimer’s disease. This white paper offers samples of power of attorney provisions to include, a sample testamentary spousal support trust, and important irrevocable trust provisions.

What the Supreme Court’s Cougar Den Decision Means

June 12, 2019

The Cougar Den was facing a bill of $3.6 million. In a recent court case, Washington State Department of Licensing v. Cougar Den, Inc., the Washington Department of Licensing desired to assign Cougar Den $3.6 million in unpaid taxes, penalties and licensing fees. This amount came about due to a state statute which requires taxing persons who import motor fuel into the state using ground transportation. The Washington Supreme Court struck down the statute, as applied to Cougar Den. This white paper reviews this case and what lessons were learned from the Supreme Court’s decision.

In Opening, Dispense With “The Evidence Will Show”

June 5, 2019

Opening statements aren’t evidence or an argument. So, what is it? Opening statements should be a preview of what the evidence is going to be. However, the verbiage used could be changed up a bit from the standard “the evidence will show.” This white paper reviews several reasons why trial lawyers should stop using that phrase and try something new.

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