Products
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Charles Financial Strategies LLC Conflict of Interest Form
CourseCFS LLC provides a Conflict of Interest form for its employees/vendors. A conflict of interest form is used to disclose and manage situations where an individual's personal interests or relationships might interfere with their professional duties.
Free
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Charles Financial Strategies LLC Cybersecurity Awareness Training
CourseCharles Financial Strategies LLC provides the New York State Cybersecurity Awareness Training Videos. Each employee/vendor will have to take and pass these mandatory trainings.
Free
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Charles Financial Strategies LLC Harassment Prevention Training
CourseCharles Financial Strategies LLC provides the New York State Harassment Prevention Training Video. Each employee/vendor will have to take and pass this mandatory training.
Free
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Charles Financial Strategies LLC W-9 Form
CourseCharles Financial Strategies LLC provides the IRS's 2-9 form. A W-9 form is a tax form used to collect a person's name, address, and taxpayer identification number (TIN).
Free
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Charles Financial Strategies LLC Acknowledgement Form
CourseCharles Financial Strategies LLC's acknowledgment form is a document that records the receipt and acceptance of reading all CFS LLC policies and procedures.
Free
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Pass Your CPA Summit Bundle
BundleThis bundle includes 2 summits: Strategies for CPA Exam Success, & Mastering Skills and Stress for Career Success
$84