Volume 9, Number 2, February 2013
In This Issue


Product News

Training & Support


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IntelliConnect—New administrative tool for managing user IDs

There is now a quick and easy way to add or delete user IDs for your IntelliConnect subscription. The IntelliConnect ID Manager is a complimentary MS Internet Explorer browser-based tool that allows a “Site Contact” to manage the user IDs and generate user ID reports for their IntelliConnect subscription. (The Site Contact is also called the Delegated Administrator.) If you are the site contact of record, you already have access, just follow the instructions on the Quick Reference Card, or check with your Wolters Kluwer Sales Representative (or Customer Support) to see if you are the Delegated Administrator on record for your IntelliConnect subscription.

Product News

IntelliConnect-New topic for State and Federal Employment Law Compare: At-Will Employment

Under an "employment-at-will" relationship an employee is employed for an indefinite period of time, and both the employee and the employer can end the relationship at any time and for almost any reason. However, more than two-thirds of the states now recognize at least some exceptions to the employment-at-will rule, and the trend is toward expanding employees' rights through either legislation or court rulings.

The new At-Will Employment topic summarizes three at-will exceptions, state by state:

  1. Breach of contract—Typically based on employee handbooks or personnel manuals
  2. Public Policy—Discharges that are wrongful because they offend some "public" policy of the state
  3. The implied covenant of Good Faith and Fair Dealing—Whether the employer dealt fairly and in good faith with the employee.

Although most states have adopted exceptions to at-will employment based on case law, the chart also includes the few states that have memorialized one or more of these exceptions into their statutory schemes. Links to these provisions, as well as links to full at-will discussions located in the State Law Summaries, are provided. State and Federal Employment Law Compare covers 60 topical areas. If you are not a subscriber and would like more information, please click here.

IntelliConnect-New tool for Medicare and Medicaid Guide: PRRB Smart Chart

The new PRRB Smart Chart is designed to help you quickly find and track PRRB decisions on health care topics, as well as subsequent related decisions by the CMS Administrator and the federal courts. The Smart Chart includes decisions from 2003 to the present. The PRRB Smart Chart is automatically added to any online subscription that includes the CCH Medicare and Medicaid Guide. Subscribers can click here to access it now or find it on the IntelliConnect Browse Tree menu within the Health Care Compliance and Reimbursement topic, under the Medicare and Medicaid Guide section.

IntelliConnect - SEC No-Action Letters now grouped by year

SEC No Action Letters have been grouped according to the year for easy research and retrieval. The groups are: current year, 2004-2012, 1984-2003, 1978-1983 and 1971-1977.

SECnet new function: Search for specific items(s) within Form 8-K filings

A new search screen is now available within the Filings portion of SECnet for Form 8-K filings, allowing more focused searching for specific item(s). If you’re a SECnet subscriber, click here to quickly access the new Form 8-K search page on SECnet.
SECnet subscribers can still use the existing Filing search form to retrieve 8-K filings (either as Group or Individual form type).

Special Report: Final FATCA Regulations Amplify Broad Sweep of Legislation for Securities and Banking Industry

In this six-page Special Report, Wolters Kluwer Principal Analyst, Jim Hamilton, J.D., L.L.M., discusses the final FATCA regulations and the implications for financial institutions which includes:

  • The new reporting and taxing regime created by FATCA for foreign financial institutions with U.S. account holders
  • The definition of “foreign financial institution” which includes hedge funds and private equity funds
  • Withholding taxes as a means to enforce the new reporting requirements
  • New Section 1472 dealing with withholdable payments to non-financial foreign entities
  • Intergovernmental agreements

Click here for a PDF of the Special Report.

New white paper: CFPB Mortgage Industry Reforms—Rulemaking and Guidance

Last month the Consumer Financial Protection Bureau, in conjunction with the other federal financial regulatory agencies, adopted a series of new rules that will remake the mortgage lending industry in the United States. The rules, which will apply to mortgage originating, underwriting and servicing, all are required by the Dodd‐Frank Act’s  amendments to the Truth in Lending Act, Real Estate Settlement Procedures Act and Equal Credit Opportunity Act. The rules take effect in January 2014, except that a rule on escrow accounts will be effective June 10, 2013.

This white paper, entitled CFPB Mortgage Industry Reforms—Rulemaking and Guidance, by Senior Attorney-Editors Katalina Bianco and Richard Roth, analyzes and explains all of these new rules which affect the following:

  • Mortgage underwriting standards, including borrowers’ ability to repay
  • Permissible practices and homeownership counseling requirements for high‐cost mortgages
  • Escrow account requirements
  • Appraisals for higher‐risk mortgages under TILA
  • Appraisals for all mortgages secured by dwellings under ECOA
  • Loan originator compensation and character and fitness standards
  • Mortgage loan servicing

Click here to download a PDF of the white paper.

Training & Customer Support

Training Tip for IntelliConnect

Have you ever wanted to alert an attorney about a treatise that might be helpful to their practice?

Click on the “i” next to the title on IntelliConnect’s Browse menu, copy all the information in the window, and paste into an email. Then check the box next to the title, click the “Save Links to Content” command (at top of the Browse menu), and click “Copy URLs to Windows clipboard” button at the bottom of the pop-up. Paste your clipboard’s contents into your email, just above the treatise information. Your email recipients will have the title, author, link into content on IntelliConnect, plus a brief description with the proper citation format, the date when it was last updated and the future update schedule.

For example: To alert an attorney about “Family Foundation Handbook” within IntelliConnect’s Federal Tax > Nonprofits >Tax Planning for Nonprofits:

  1. Copy and paste the title and link:
    Family Foundation Handbook by Jerry J. McCoy and Kathryn W. Miree http://prod.resource.cch.com/resource/scion/toc/atlas-csh/(WKUS_TAL_13450)745C41AD09ED21F7F0863B95B049041F1D84934253D10062:WKUS-TAL-DOCS-PHC-%7BDE80F026-D78B-44F8-96C2-64C18C2C567F%7D?cpid=WKUS-Legal-IC&cfu=Legal
  2. Copy and paste the contents of the information button:
    Jerry J. McCoy and Kathryn W. Miree, Family Foundation Handbook (2013 ed. CCH 2012). Last updated 7/12. Comprehensive coverage of the legal, tax and business aspects of forming and operating a family foundation. It covers accounting procedures, investment management, and liability protection. Includes forms, checklists, questionnaires, and other items to help you offer the professional assistance every foundation needs. Annual updates.

LegalPro Training

Our LegalPro Training calendar contains pre-scheduled complimentary training sessions. Registrations for IntelliConnect and LoislawConnect Trainings are limited to a single person, so that each session can be customized to the individual’s subscription and research needs. Want to request a telephone training? Send your email request to LegalTraining@WoltersKluwer.com, and one of our professional trainers will contact you to arrange a session.

30-minute course for current users of Manual IP via Kluwer IP Law: Overview of Enhancements
Get a jump-start on using our new Kluwer IP Law platform to access Kluwer Manual IP. On March 22, 2013, the current Kluwer Manual IP website will cease operation. Current Kluwer Manual IP users can attend one of our 30-minute training sessions to learn about the changes and time-saving enhancements available in the new Manual IP via Kluwer IP Law service. It still provides access to The Manual for the Handling of Applications for Patents, Designs and Trademarks throughout the World (aka Brown Book) but now with expanded research capability. Click here to register for a session.

One-hour course for new users of Manual IP via Kluwer IP Law
If you’re a new subscriber to Kluwer Manual IP, this one-hour Kluwer IP Law/Manual IP session will give you hands-on guidance in accessing the online contents of The Manual for the Handling of Applications for Patents, Designs and Trademarks throughout the World(aka Brown Book).  Click here to register for an upcoming session led by one of our professional trainers.

Training Resources for Legal Professionals website
Check out our website—Training Resources for Legal Professionals for additional online resources regarding our internet products and platforms. You can review materials by Platform/Application, such as IntelliConnect, Kluwer Arbitration and LoislawConnect, or by type of material, such as LegalPro Training, Videos or Other Resources.

Contact Wolters Kluwer Law & Business Customer Support

IntelliConnect and RBsource subscriptions:
CHAT: http://support.cch.com/chat/techsupport (available 8 am to 6 pm CT Monday-Friday)
CALL: 1-800-449-6435 (available 8 am to 8 pm CT Monday - Friday)

LoislawConnect and Kluwer Law International subscriptions:
CLICK: http://estore.loislaw.com/t-contact.aspx
EMAIL: supportservices@loislaw.com (available 3 am to 10 pm CT Monday-Friday)
CALL: 1-877-471-5632 (available 8 am to 8 pm CT Monday - Friday)

SECnet and IPO Vital Signs:
CALL: 1-800-955-5219 (toll-free) or 1-202-842-7355 (toll)