HR White Papers

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

Importance of Assessment and Capacity When Representing Clients With Dementia

July 1, 2021

A surprising number of people are misdiagnosed. Confirming the diagnosis is so important for your client to ensure that they receive the proper treatment. Many are labeled with the diagnosis of dementia, when the person does not have dementia but has something treatable like normal pressure hydrocephalus. This white paper reviews the importance of having an assessment done in order to know the level of ability to make decisions. It also reviews the client-lawyer relationship with representing a client with diminished capacity; and discusses advanced planning options.

Crummey Powers and Estate Planning: Historical Background and Annual Gift Tax Exclusion

June 4, 2021

Learn how trusts utilizing the Crummey technique allow taxpayers to maintain control over their gifts to beneficiaries. Internal Revenue Code § 2503(b) affords taxpayers an incremental method to reduce their gross estate for federal estate tax purposes by making annual exclusion gifts. A special problem develops when a taxpayer wishes to make annual exclusion gifts in trust. The rules require that, to qualify for an annual exclusion gift, the gift must be of a “present interest.” Structurally, a gift in trust is a gift of a “future interest” that would not otherwise qualify for the annual exclusion from federal gift tax. Without something more, taxpayers would be unable to make gifts in trust for their beneficiaries without triggering a gift tax or a reduction in their lifetime unified tax exemption. This white paper reviews how the decision in the Crummey case upheld a planning technique that allows taxpayers to make gifts into trust that qualify as a “present interest” and thus are entitled to the annual exclusion.

Phone Etiquette for Business

May 20, 2021

Learn tips to brush up on your phone etiquette. A necessary aspect of communication for many businesses is to speak on the telephone. While landlines are still used, many opt for cell phones as they can be used anywhere at any time. However, maybe with that mobility it’s possible that phone etiquette has become somewhat of a lost art. This white paper offers some good reminders to help you brush up on your phone etiquette to make sure you are your best on the phone.

Feedback Coaching

May 13, 2021

How to Get Results with Tough Love There are different schools of thought on giving feedback to employees. Many coaching tips encourage the idea of offering empathy during a coaching session when delivering a message that could be hard, albeit necessary, to hear. However, there is also a limit to the effectiveness that empathy can bring to a conversation. This white paper reviews how too much empathy can muddy the point of a conversation and discusses the importance of mastering “tough love” employee feedback.

Florida's HOAs and Condominium Associations Are Now Protected by the COVID-19 Liability Bill

May 7, 2021

Recent law helps to protect businesses from lawsuits related to COVID-19. Florida Governor Ron DeSantis recently signed a bill safeguards companies against COVID-19 liability-related lawsuits. This new law also covers not-for-profit businesses, which is the corporate structure of Florida’s homeowners’ and condominium associations. Therefore, as long as the HOAs and condominiums adhere to the law requirements they will be protected. This white paper reviews the new legislation and discusses the important takeaways for HOAs and condo associations.

Alternative Immigration Strategy for H1B Visa Holders

May 7, 2021

Make sure your client doesn't make a mistake that can make the case more difficult. There can be incredible hardships involved for those who came to the United States on an H1B visa and hopes to stay by changing to a permanent residence. The different struggles include priority dates and the visa bulletin, particularly for applicants from India, China, Mexico and the Philippines. This white paper reviews mistakes to avoid to help your client avoid feeling like they may remain in non-immigrant temporary status forever and the elusive green card is only a dream.

Hierarchy of Safety Controls

April 7, 2021

Learn the techniques incorporated to reduce hazards. Hazards, or physical conditions that induce injury, can take several forms in the workplace. Usually, the hazard can be controlled in several different ways. All the same, the aim is to attempt the best treatment technique that correctly removes the hazard or decreases it to its lowest possible level. In the OSHA Standards and in safety education, hazard controls are usually in one of two categories – administrative or engineering controls. This white paper reviews how the hierarchy of safety controls includes those techniques to reduce the hazards to the lowest possible level.

Global Performance Indicators

April 1, 2021

The International Labor Organization (ILO) estimates that globally one worker dies and 153 others are injured every minute. The economic cost of this is unimaginable. Now more than ever, organizations need to realize that a proactive approach to workplace safety is more than just investing in productivity – it’s a demonstrated commitment to employees, shareholders and consumers. This white paper analyzes safety metrics from 87,000+ suppliers around the globe, giving valuable benchmark data to companies determined to succeed. Download this white paper and you will learn: Health and safety KPIs from across the globe Benchmark numbers to compare against Recommendations on how to improve

Calculating Costs and the Value of a Construction Bookkeeping System

February 24, 2021

Can your company save time and money with outsourcing your bookkeeping? Construction owners know that bookkeeping is an important part of owning a business. Running monthly and quarterly reports, processing payroll, and paying taxes may all become overwhelming. Contractors may want to spend their time putting together bids and managing their job sites rather than dealing with all of the reporting required to keep a business going. This white paper reviews the importance of finding the right construction bookkeeping system for your company.

Resolving Common Real Estate Title Problems

February 17, 2021

Understand how litigation involving certain causes of action has the potential to affect the title of a party to the action. Defects or encumbrances that result in unmarketability of the title to real estate defy generalization and involve any number of situations. This white paper provides a brief discussion of several examples for which resolution without curative litigation is unlikely and discusses how title insurance can be a solution or an enhancement in these situations.