Continuing Professional Education (CPE) Administrative Policy

Course Update Policy
Program content will be up-to-date and will adhere to all IRS, NASBA, and CTEC requirements for CPE credits.

Refund Policy for CPE Purchases
CPE credits which have not been earned are refundable before the stated expiration date at the time of purchase. For 2017, all purchases expire 12/31/17.

Refunds will be pro-rated on the purchase price per credit hour that was originally acquired. There will be a $20 cancellation fee assessed to every request for refund.

Program Cancellation Policy
Tax Talk Today may, at its discretion, cancel or replace a previously announced program with a program of similar content. Tax Talk Today will make every effort to provide sufficient notification of a change of title or cancellation. Tax Talk Today will provide a refund for the purchase of CPE credit only in those cases where a cancellation has occurred and no substitute program is provided.

Record Retention Policy
Tax Talk Today will hold in its database the following information for a period of five (5) years:
Name of Applicant
Address
E-mail Address
Daytime Phone Number
Course Title the CPE credit was applied for
Certificate of Attendance

Complaint Resolution
Tax Talk Today will resolve complaints or answer questions regarding Tax Talk Today programs or CPE Certification questions in a professional and timely manner.

Contact Information

CPE Credit Information