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Coaching Expectations
- Ownership Authorization
- Mutual Non-Disclosure
- Know Your Client
- Setting Expectations
- Client Goals & Outcomes
- Corporate Resolution
- 501c3/Exempt Engagement
- I-9 completion
- Compliance Verification
- Corporate Bio
- Google Drive Folder
- Strategic Coaching Session
Corporate Bio
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Recommended Assessments
- 5 Factor Model Overview
- 5 Factor Model Test
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- ENNEAGRAM Overview
- ENNEAGRAM Test
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- Multiple Intelligence
- Multiple Intelligence Test
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- Learning Style Overview
- Learning Style Test
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- Personality Type Overview
- Personality Type Test
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Upload Results
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Upload Results
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Tax Exemption (501c3) Overview
Coaching Organizing Structure
- Structure Overview
- State Structure Sessions
- End of Structure Phase
- EIN Overview
- Employer Phase (EIN/TIN) Audit
- End of E.I.N. Phase
- E-Verify Qualifiers
- SS Administrations
- Department of Labor
- Federal Permits/Licenses
- State Permits/Licenses
- Local Permits/Licenses
- Industry Permits/Licenses
- Private Co. Permits/Licenses
- End of Phase Coaching Call
Tax Exemption Submission
- Tax Exempt Overview
- Filing Tax Exempt Overview
- Tax Exempt Basics
- Employment Basics Zip.
- Policy & Procedures Basics
- End of Services
Business Protection Coahcing
- Intellectual Property Overview
- Federal Copywrite Overview
- Federal Trademark Overview
- Federal Patent Overview
- State Intellectual Property
- Industry Intellectual Property
- Corporate Insurnace
- Industry Insurance
- Surety Bonds
Tax Exemption Compliance
It is a contract through which the parties agree not to disclose information covered by the agreement. An NDA creates a confidential relationship between the parties, typically to protect any type of confidential and proprietary information or trade secrets. A non-disclosure agreement (NDA), also known as a confidentiality agreement (CA), confidential disclosure agreement (CDA), proprietary information agreement (PIA) or secrecy agreement (SA), is a legal contract between at least two parties that outlines confidential material, knowledge, or information that the parties wish to share with one another for certain purposes but wish to restrict access to. Doctor-patient confidentiality (physician-patient privilege), attorney-client privilege, priest-penitent privilege, bank–client confidentiality, and kickback agreements are examples, often not enshrined in a written contract between the parties.