Administrative CPE Policies
Administrative CPE Policies
Record Retention Policy
In accordance with Standard No. 24, the following documentation for each Group Live program shall be maintained for a period not less than 5 years:
- Records of participation
- Dates and locations of program offerings
- Author/instructor, author/developer and reviewer names and credentials (including the state of licensure, CPA license number, and status of license)
- Number of CPE credits earned by participants
- Results of program evaluations
- Program descriptive materials, including course announcement information, program agenda and handouts, and speaker notes if applicable.
For group live events, cancellations and requests for refunds must be communicated in writing to email@example.com 15 or more business days in advance of the event. If the course is cancelled within 15 business days of the scheduled date, the client will be responsible for payment in full. In the event of unforeseen circumstances, reasonable efforts will be made to reschedule.
For group internet based webinars offered via privatetaxeducation.com, all sales are final. Refunds will not be issued if attendees fail to attend or do not complete the required actions to earn CPE credits. Attendees who do not attend or do not complete the required actions to earn CPE will receive a link to the video of the event after the completion of the course. This video does not qualify for CPE credits.
Events not sold through Private Tax Education LLC may have different refund policies, which will be noted clearly in the promotional materials of such events.
Program Cancellation Policy
If Private Tax Education LLC needs to cancel or reschedule, we will contact the client by email immediately and provide an opportunity to reschedule. Full refunds will be provided to registered course participants if the course is cancelled or if participants are unable to attend the rescheduled event.
Complaint Resolution Policy
Private Tax Education LLC will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact Jon Miller at firstname.lastname@example.org or (208) 227-8335 within 10 business days of the event.
Program Content Development
Program content and knowledge level equate to background of intended participants.
In accordance with Standard No. 2 and No. 3, Private Tax Education LLC will publish promotional material specific to each program instance, which will clearly articulate the program content and level so that participants can accurately assess whether the program is appropriate for their development needs. Program knowledge levels will consist of: basic, intermediate, advanced, overview and update. All programs identified as intermediate, advanced, or update will clearly identify prerequisite education, experience, and/or advance preparation, if any. Similarly, for courses with the program knowledge of basic and overview, prerequisite education, experience, and/or advanced preparation will also be noted or specifically marked as “none” in course descriptive materials.
Promotional material will be distributed to the event coordinator via email prior to the event. For Group Internet Based webinars purchased through an online platform, promotional material is prominently displayed online prior to course registration.
Content and delivery system(s) are current, effectively designed and accurate.
All learning programs will be developed by individuals having expertise in the subject matter. Expertise will be demonstrated through practical experience and/or education. In accordance with Standard No. 4, course materials will contain the most recent publication, revision, or review date. Courses will be revised as soon as feasible following changes to relative codes, laws, rulings, decisions, interpretations, etc. All learning content will be developed by individuals having expertise in the subject matter. Courses in subjects that undergo frequent changes will be reviewed by a subject matter expert at least once a year. Other courses will be reviewed every 2 years.
Content is developed by a subject matter expert and reviewed by qualified persons outside of the development team.
All learning programs will be developed by individuals having expertise in the subject matter. Expertise will be demonstrated through practical experience and/or education. In accordance with Standard No. 5, at least one active licensed CPA will participate in the development of every program in accounting and auditing (and all other fields of study). At least one licensed CPA, tax attorney, or IRS enrolled agent (in good standing and holding an active license or the equivalent of an “active” license in a U.S. jurisdiction) will participate in the development of each program in the field of study of taxes.
Programs will be reviewed by qualified persons other than those who developed them. These reviews will occur before the first presentation of these materials and again after each significant revision of the program. A Technical Review Template will document each review and will be maintained for each program along with the reviewer’s professional biography for a period not less than 5 years.
Content is based on relevant learning objectives and outcomes.
All programs will contain relevant learning objectives and outcomes that clearly articulate the knowledge, skills, and abilities that can be achieved by the participants. These objectives will be clearly articulated in course specific promotional materials distributed prior to each instance of the program, thus allowing participants to accurately assess whether their specific development needs will be met.