Drafting Document Retention Policies 1 Credit
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This course is all-purpose and provides useful insights that go beyond particular professional fields. Although this course is open to tax professionals like EA, MRTP, and ORTP, it does not qualify for CE credits.
A document retention policy establishes and describes how a company expects its employees to manage company information from creation through destruction and is a crucial part of a company’s overall records management program.
This webinar discusses the importance of creating effective document retention policies within a company to meet objectives, comply with regulatory requirements, maintain corporate-wide data and information security, and prepare for litigation.
Key topics covered in this CPE Business Law Webinar:
Join this course it will give you tips for drafting the policy and schedule, including involving key stakeholders and subject matter experts, and cost considerations for engaging outside counsel.
| License details | Credits | Status |
|---|---|---|
| Business Law for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Business Law for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Business Law for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Business Law for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Business Law for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Business Law for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Business Law for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Business Law for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Mark has successfully litigated cases involving construction, real estate, fraud, unfair trade practices, class actions, non-compete, non-solicit and non-disclosure agreements, and breach of contract.
He understands the needs of today’s in-house counsel and regularly discusses them on his podcast, In-house Roundhouse Quick Tips for Busy GC’s. Mark helps his clients solve the “better, faster, cheaper” challenge through innovative approaches to dispute resolution and fee arrangements.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
PS
Really well thought out webinar providing a lot of practical information to make this complex subject matter more understandable. The instructor was well versed on this subject and provided a nice real life situation from his experience.
LL
Fantastic, informative, detailed, insightful presentation given by articulate, knowledgeable presenter. Helpful examples & handouts. Thank you.
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