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Setting Expectations
- Ownership Authorization
- Mutual Non-Disclosure
- Know Your Client
- Personality Assessment
- Multiple Intelligence
- SBA, PPP, & EDIL Clients
- Business Discovery
- Google Drive Folder
- Strategic Coaching Session
Company 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 Structure
- Tax Exempt Overview
- Filing Tax Exempt Overview
- Tax Exempt Basics
- Employment Basics Zip.
- Policy & Procedures Basics
- End of Services
Tax Exempt Overview
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Business Protection
- Intellectual Property Overview
- Federal Copywrite Overview
- Federal Trademark Overview
- Federal Patent Overview
- State Intellectual Property
- Industry Intellectual Property
- Corporate Insurnace
- Industry Insurance
- Surety Bonds
Trust Fund Structure
