CPA Trendlines Academy
CPA Trendlines Academy is a professional education partnership between CPA Trendlines.com (content provider) and The CPA Trendlines Academy (the hosting platform ). The CPA Trendlines Academy is managed and published by Tom Kothman, senior business development advisor to CPA Trendlines. The cooperative effort provides an active extension of The CPA Trendlines Streaming Network, its contributors, authors, podcasters and industry influentials. Our goal is to provide the highest quality CPE to the tax, accounting and financial community. In addition, through the cutting-edge actionable content provided daily through the streaming network, we aim to offer insight and transformative direction to the heart of the professional market.
Thomas Advisors LLC d/b/a The CPA Trendlines Academy is a registered CE sponsor with the State of Illinois
Thomas Advisors d/b/a The CPA Trendlines Academy is an approved IRS CE provider. Provider # IVYPC
The CPA Trendlines Academy Administrative Policies
Record Retention Policy
The CPA Trendlines Academy (Thomas Advisors LLC d/b/a) retains the following information associated with individual attendees. Separate files are created and retained for five (5) years from date of participation. These files consist of attendance, date attended, level of participation, response to required polling questions (3 per CPE hour), instructor and associated licenses, course title and description and CPE credits earned. Relevant data is used to electronically generate a Certificate of Completion for each participant, per NASBA recommendation.
Additionally, aggregate reports showing overall course title, description, delivery, attendance, date presented, polling questions, are generated by the hosting platform and retained for a minimum of five (5) years.
Each participant is asked to complete an evaluation form hosted by a third party research vendor https://research.typeform.com/to/cb0lVbL9 . The evaluation form is structured per NASBA recommendation.
Promotional materials are created, generated and archived at a third party ESP (Email Service Provider)
Refund Policy
We will grant refunds no questions asked any time PRIOR to webinar start time. Please email us at admin@cpatrendlines-academy.com to request a refund, and we will process it within one business day.
There are no refunds if you missed the webinar because of unanticipated business interruptions, mistaken calendar notation, miss reading the relevant time zone start time,or didn’t read our policy ahead of time. There are no refunds if you failed to comply with NASBA rules of attendance and participation and consequently did not receive CPE credits or IRS CE credits.
Please note if you cancelled via the GoToWebinar software, we are not notified. Therefore, you must email us at admin@cpatrendlines-academy.com to request a refund.
Rescheduled Courses
If a course needs to be rescheduled, we will notify participants of the rescheduled date immediately via email or phone. We will offer the option to attend the course at the revised time or request a refund prior to the start of the revised course. Participants must notify us of their request for a refund via email, and the refund will be promptly processed.
Course Cancellations
If a course needs to be cancelled, we will notify you immediately via email or phone. You will receive a full refund for your order with our profuse apologies.
Complaint Resolution
Participants should submit complaints to Thomas Kothman, Director of The CPA Trendlines Academy d/b/a Thomas Advisors LLC, via email at admin@cpatrendlines-academy.com or via telephone at 910-742-0108. We will respond within five (5) business days.
Course Update Policy
We take reasonable measures to ensure that course materials contain the most recent publication, revision, or review date. Courses are revised as soon as feasible following changes to relative codes, laws, rulings, decisions, and interpretations. All learning content are developed by individuals who have represented to have 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.