Past Events

The rules for calculating overtime are due for a change according to the United States Department of Labor. On March 29, 2019, the Department issued a set of proposed regulations that address the calculation of the “regular rate” for overtime purposes. In what may feel like a flashback to many, the Department has also recently proposed a new set of regulations to increase the “salary basis” threshold for the “white collar” exemptions under the Fair Labor Standards Act.  

Do not let your business be caught off guard by the ever-changing data privacy law landscape. Our team provides practical advice on what your company needs to do to comply with current data privacy laws, and discuss best practices to be ready as new laws come into effect.

Our Health Law Seminar will take place at Happy Hollow Club on Thursday, April 4, 2019 from 11:15 a.m. to 4:30 p.m.

Join us for a discussion about the evolving rules of qualified opportunity funds and how investors with capital gains can qualify for the potential tax benefits of investing in opportunity zones. 

Jeff Schaffart will discuss the evolving rules of Opportunity Zones – from both a tax and legal perspective – and explore the potential benefits of investing in Opportunity Zone investments to provide clarity for family offices considering the strategy.

Are you keeping up to speed on the fiduciary duties you have under ERISA as an employer and sponsor of a 401(k) Plan? This quarterly installment of the Employment, Labor and Benefits webinar series will provide a refresher on what fiduciary duties ERISA places on a plan sponsor and what you should be doing to satisfy those.

Given the uncertainty with the upcoming H-1B filing process and other considerations, we are hosting a webinar to discuss the status of a proposed regulation and recent adjudication trends in H-1B filings with respect to occupational categories and required maintenance of ongoing status, among other hot topics. 

2018 has marked a year of expansive changes in the realm of electronic data and eCommerce and their impact on intellectual property. For example, global data privacy regulations (GDPR) went into effect impacting many U.S.-based companies. States are implementing their own GDPR laws, which will affect many U.S. businesses. Federal laws were passed regarding the seizure of data both domestically and overseas. 

Join Adam Cockerill and Colleen Medill for a discussion of trends and proactive planning for benefits administration in 2019.

Mike Linder, Koley Jessen’s Environmental Practice leader, presented at an environmental conference in Washington D.C. on current trends in state and federal environmental regulations. The conference was held at the National Press Club and was sponsored by the Environmental Health, Safety, and Sustainability Management Roundtable (EHSS) on November 13 and 14, 2018. The presentation was titled “Emerging U.S. Environmental Regulatory Issues and the Federal-State Nexus” co-presented with  Nick Steinke of Tellevate Consulting. EHSS is a coalition of senior environmental executives from Fortune 1000 firms who meet twice per year to exchange information with a goal of improving company programs.

Are you maintaining good corporate governance practices? What are the consequences if you are not? Our webinar will walk you through a "Business Report Card" and help you identify legal requirements, corporate governance practices, as well as certain areas of business and operations which may need further review.

Our Annual Employment Law Symposium will take place at Happy Hollow Club on Thursday, October 4, 2018 from 11:15 a.m. to 4:30 p.m. 

Enhance efficiency by adding 3(16) / 3(38) Fiduciaries to your HR and Finance teams. Join us to discuss how these inclusions can reduce your administrative responsibilities and free up valuable time and resources.

The Affordable Care Act brought with it a litany of changes to group health plans, some for the good and some for the bad. Small employers in general have experienced continual rate increases as well as a myriad of regulatory complexity. What many small employers aren’t aware of is the ACA’s provisions allowing for Qualified Small Employer Health Reimbursement Arrangements that permit applicable small employer’s to reimburse employees for coverage they purchase individually. This webinar will dive into the rules associated with such arrangements.

The impact of the June 21, 2018 U.S. Supreme Court ruling in South Dakota v. Wayfair will be felt by nearly every retailer and consumer. Removing the limitation means that nearly all catalog, online, and remote sales will have sales taxes collected by the retailer to be remitted to the proper jurisdictions, at least in states that impose a sales tax. For consumers, this means that the taxes will be the same on purchases made in brick-and-mortar stores and those made online. For retailers, the impact is much larger.

Expert speakers will discuss how companies are determining how far to go in conducting due diligence, and developing a tiered approach based on the appropriate risk level and type of third party in question. The session will discuss how to re-evaluate your risk ranking approach and minimize the costs of a robust program. With evolving risk factors and compliance obligations, don’t miss this worthwhile opportunity to upgrade your best practices. Ample time will be left for Q & A, so please bring your questions!

This presentation will address the changing landscape faced by multi-state clients as a result of the growth in state medical marijuana laws. This presentation will also provide an analysis of the varying level of employee protections for the use of medicinal marijuana under the states’ differing statutory approaches and how clients may be required to adapt.

In the wake of the Epic decision, the questions of whether, how, when, and to what extent a mandatory arbitration program (with or without class and collective action waivers) should be implemented are complex and demand thoughtful deliberation prior to making any decisions. This webinar will include discussion of the various considerations involved in designing and implementing a mandatory arbitration program (including waivers of class and collective actions) in the workplace. 

The first part of this seminar will focus on pre-sale wealth transfer planning designed to preserve value for the business owner’s family and minimize transfer taxes. The seminar will then review common reorganization and structuring techniques that business owners and their advisors can implement to achieve desired, tax efficient results when selling a business.

This quarterly installment of Koley Jessen’s employee benefits webinar series will dive into the complex issue of cybersecurity and how it affects employee benefits plans. We are all reading in the news on a daily basis cyber-attacks on company’s and data breaches occurring on a regular basis. This installment will dive into the recent hot topic of cybersecurity attacks and how it affects employee benefit plans.

Koley Jessen's Estate, Succession, and Tax Summit is designed to bring relevant and timely discussion about estate, succession and tax planning topics to the community of professional advisors we work with for the benefit of our mutual clients. This year's keynote speaker will be S. Stacy Eastland, Managing Director at Goldman Sachs & Co.

After a month and a half of committee mark-ups, amendments, votes, and finally a conference, both houses of Congress have passed an identical Tax Cuts and Jobs Act (the “Act”) and President Trump signed the Act into law on December 22, 2017. The Act is the largest tax overhaul since the Tax Reform Act of 1986, and there are numerous and significant changes. This program will provide a high-level summary of the changes for the taxation of individuals and businesses. The presenter will provide the most up-to-date information as she continues to watch for guidance coming out from the IRS.

This program is designed to enable FOX members to better understand if the businesses they work with should consider converting to or electing C corporation status in light of the Tax Cuts and Jobs Act, lowering the federal corporate tax rate to 21%.  

Plan sponsors often weigh the pros and cons of offering a qualified retirement plan. On one hand, many of these benefits are crucial to the health and happiness of your employees. On the other hand, managing a qualified retirement plan adds administrative burden and requires an understanding of the complicated rules governing qualified retirement plans. Join us in this webinar as we dive into a list of common plan errors we have encountered over time.

What does tax reform mean for you and your business? Part 3 of our Tax Reform Webinar Series will cover how C Corporations are taxed, developing a robust model for analysis, and procedural requirements and timing. 

What does tax reform mean for you and your business? Part 2 of our Tax Reform Webinar Series will cover: modifications to estate and generation-skipping transfer taxes, employee benefits and compensation implications, and tax-exempt organizations.

What does tax reform mean for you and your business? Part 1 of our Tax Reform Webinar Series will cover: individual rates for pass-through owners, C Corporation rates, depreciation and cost recovery changes, changes to business deductions and exclusions, and changes to business credits and energy credits.

With daily headlines involving allegations of sexual harassment, the need for updated training and effective internal practices for identifying and addressing harassment has never been greater.

The Simply Tax Podcast turns back the clock 31 years in a special bonus episode that looks at the last time tax reform revamped the Internal Revenue Code. Tune in as Bryan Slone—a tax attorney with Omaha-based firm Koley Jessen—shares valuable insight based on his time as Tax Counsel to a member of the U.S. House Ways and Means Committee in 1986.

Our annual Employment Law Symposium will provide a comprehensive discussion of new and ongoing employment issues. Koley Jessen’s employment law team will offer straightforward answers and tools that you can apply immediately.

This course, presented by Koley Jessen attorneys,  is essential for CPA's to understand the issues and planning involved prior to the transaction, in order to help them guide their clients through the process.

Discuss the current tenor in Washington, D.C., with regard to new developments in health care reform legislation, including the efforts to repeal and replace the Affordable Care Act. Provide a broad overview of health law, discussing situations in which health law intersects with other practice areas. Topics include the Stark Law, the federal anti-kickback statute, HIPAA, credentialing and licensing Issues, and reporting obligations.

Review and discuss situations that trigger heightened fiduciary duties when directors may not be able to rely on the business judgement rule. Explore the evolving role of special independent committees of Boards of Directors and best practices to protect against duty of loyalty breaches and conflicts of interest.

When do they apply and when don’t they? Any time a security in a company is issued, be it to founders, employees, friends, family, or sophisticated investors, you have an offering of securities and will want to know what, if any, exemptions to the IPO registration regulations apply.

An overview of various chapters in bankruptcy and basic concepts about bankruptcy, proofs of claims, non-dischargeability issues, and more.

Margaret Hershiser will be presenting at the 2017 Society of Human Resource Management Nebraska State Conference.