Safety, Security & Guaranteed Returns... The Legal & Financial Aspects Of Reserve Funds Seminar training classes conferences & workshops presented by Lorman Education Seminars register for training on FindaSeminar.com

Home

Add your seminars

Training Calendar Creator Seminar Venues Training Provider Directory
 

New Seminar Search:  

 
find similar training...
Search by state...
Email this event ...

Customer Support


Do you need help finding the right class, date, or location or other assistance?

Request information about upcoming training seminars workshops and conferences in   and other cities listed on FindaSeminar.com Submit a support request and receive a prompt reply.

We guarantee this Lorman Education Seminars training seminar

We are an authorized partner of Lorman Education Seminars

 

Price protection. The price to attend Safety, Security & Guaranteed Returns... The Legal & Financial Aspects Of Reserve Funds is set by the training providerThere is no added charge for our services.

We honor most training provider coupons
*.   Call  a representative to see if your discount coupon applies.


Privacy. Your personal information won't be shared with anyone but the training provider Lorman Education Seminars.


Security. When you register for this seminar on FindaSeminar.com your personal data and payment information is safely collected and processed using secure SSL encryption technology.

Flexibility. FindaSeminar.com offers you three ways to register for Safety, Security & Guaranteed Returns... The Legal & Financial Aspects Of Reserve Funds seminar by Lorman Education Seminars.
Register online, by phone, or fax.
Who should attend Safety, Security & Guaranteed Returns... The Legal & Financial Aspects Of Reserve Funds
This one-day seminar is designed for attorneys, property owners, managers, board members, homeowners and condominium association members, accountants and CPAs.
Reviews
Write and read Lorman Education Seminars reviews and reviews about the training seminar Safety, Security & Guaranteed Returns... The Legal & Financial Aspects Of Reserve Funds on the Seminar News Network and the Training News Network.
 

Frequently asked questions and registration options for the training seminar Safety, Security & Guaranteed Returns... The Legal & Financial Aspects Of Reserve Funds

 
Find Training Near You
Use our clickable map to find training near you
Use Our Clickmap
 
Education and training domain names

Education and training news articles

hotel seminars meeting space directory
hotel meeting space training facilities restaurant and lodging

 

Safety, Security & Guaranteed Returns... The Legal & Financial Aspects Of Reserve Funds  

 Email information about this seminar Safety, Security & Guaranteed Returns... The Legal & Financial Aspects Of Reserve Funds by Lorman Education Seminars to yourself your manager or associates Email this event... View and register for other training seminars like Safety, Security & Guaranteed Returns... The Legal & Financial Aspects Of Reserve Funds by Lorman Education Seminars on FindaSeminar.com Find similar training.. Find and register for other training seminars by Lorman Education Seminars on FindaSeminar.com Other seminars from Lorman Education Seminars

By:

training seminars by Lorman Education Seminars Lorman Education Seminars   

For:

This one-day seminar is designed for attorneys, property owners, managers, board members, homeowners and condominium association members, accountants and CPAs.

Cost:   

see Registration info for seminar cost, group discount etc.

Seminar Summary:

This seminar will cover such topics as how to determine the legal limits of what you can and cannot do, what to look for in the association's documents, how to maximize cash flow, interest income and minimize taxes, and much more. (see full course description)

 
 

 Seminar / Training class dates & locations

 

No seminar dates for this event are currently scheduled.  Please use the seminars search box above or choose one of the following additional training search options to find similar training.

safety+security+legal+financial+reserve+funds training seminars workshops conferences online training

Providers course catalog

Find seminars by state

Find seminars by city

Request on site training

Use Advanced Search

NEW  Don't miss training you want to attend

Receive a personal Training Alert when training you want to attend comes to your area. Create a personal Training Alert now  it's Free and only takes a minute!


 

 
 

 

share this page 

print the agenda print agenda for the Safety, Security & Guaranteed Returns... The Legal & Financial Aspects Of Reserve Funds seminar

 

 

Training Course Syllabus:


Available for on-site presentation only at this time

Seminar highlights:

  • How do I determine the legal limits of what I can and cannot do?
  • What do I look for in the association's documents?
  • How do I find qualified practitioners in HOA law and finance?
  • What is non-exempt function income versus net income or cash flow?
  • How can we maximize our cash flow, interest income and minimize taxes?
  • How do lenders evaluate our association if we need money?
  • What do we look for in a qualified reserve study?
  • Can we do our own analysis and what liabilities are we facing?
  • How do we pursue reconstruction claims if we have no funds?
  • What systems and processes should we implement to guarantee safe, secure investments and positive returns?

8:00 a.m. - 8:30 a.m.

I. Overview

A. Reserves – The Law And Your Personal Assets On The Line

1. Legal Aspects Of Reserves

2. Financial Parameters

3. Reserve Studies And State Mandated Requirements

4. Putting It All Together

8:30 a.m. - 10:30 a.m.

II. Legal Aspects Of Reserves

A. Overview – In The Beginning

B. What Does The Law Allow And Why?

C. Director's Responsibilities For Reserves

D. What If We Overstep The Boundaries?

E. What Recourse And/Or Personal Exposure Do We Have?

F. Method Of Funding Reserves

G. Withdrawals From Reserve Accounts

H. Miscellaneous Issues And Other Legal Details And Disclaimers, Assumptions And Considerations

10:30 a.m. - 10:40 a.m.

Break

10:40 a.m. - 11:45 a.m.

III. Financial Parameters

A. Why Do We Need Reserves?

B. What About Special Assessments?

C. Planning, Preparation And Presentation?

D. Keeping Your Assets Covered

E. The Tax Man Cometh And The Tax Man Taketh Away

F. How Do We Potentially Beat The Markets?

11:45 a.m. - 12:15 p.m.

IV. Taxes, Audits And Avoiding The IRS

A. Association Income Taxes

B. Association Audits And Reviews

C. Reserve Funding Plans

12:15 p.m. - 1:15 p.m.

Lunch (On Your Own)

1:15 p.m. - 2:15 p.m.

V. Reserve Studies And State Mandated Requirements

A. Current Study Limitations – What Do We Need To Do In Order To Be In Compliance?

B. How Do We Know What We Have Is Appropriate? Three-Dimensional versus Two-Dimensional Information

C. Getting The Numbers Right – What If There Is A Shortfall?

D. From B/W Snapshots To Color Movies

E. The Paperless Future And Open Architecture

F. Maintaining Data

G. Built-In Reconciliation

H. From Shelfware To Strategic System

2:15 p.m. - 2:25 p.m.

Break

2:25 p.m. - 4:00 p.m.

VI. Putting It All Together

A. Synergy Between Reserves And Investments

B. Staying Within The Legal Lines

C. Maximizing Returns And Safety Of Principal

D. Getting A Final Opinion

E. Process versus Products

F. Go Forth And Prosper

4:00 p.m. - 4:30 p.m.

VII. Questions And Answers – An Open Forum For Feedback And Responses From Our Speakers

Seminar Summary:

This seminar will cover such topics as how to determine the legal limits of what you can and cannot do, what to look for in the association's documents, how to maximize cash flow, interest income and minimize taxes, and much more. (see full course description)

print this agenda print agenda for the Safety, Security & Guaranteed Returns... The Legal & Financial Aspects Of Reserve Funds training seminar

 view dates and locations for this seminar

 

 

     
 

 
     

 

  Also try the advanced seminar search tool

   FindaSeminar HomeComputer Training

unix training
training classes

 © 2002-2014 FindaSeminar.com™ All Rights Reserved.  Terms of Use |  Privacy Policy |  Training News Network

   

Custom Search