Self-Serve tier

Convert a commercial HVAC fleet to R-454B (Puron Advance) safely under UL 60335-2-40, A2L mildly-flammable handling, and 2025 OEM model-year cutover by Carrier, Trane, Lennox.

Capture IRC Section 179D deductions on commercial HVAC retrofits using the post-IRA 2022 rules — up to $5.81/sqft 2026-adjusted, prevailing-wage bonus, allocation letters from tax-exempt owners.

Hold the right commercial mechanical license + bond + insurance to bid commercial HVAC in California (C-20), Texas (TACLA), Florida (CMC), and other major states without disqualification.

Comply with Davis-Bacon prevailing wages on federal commercial HVAC plus state "little Davis-Bacon" overlays so labor classifications, fringes, and certified payrolls survive a DOL audit.

Resolve whether an RDH temp or fill-in is properly a 1099 independent contractor or a W-2 employee under FLSA economic-reality, IRS, and state ABC tests so payroll and benefits exposure stays clean.

Apply the CDC 2003 Guidelines for Infection Control in Dental Settings (plus the 2016 Summary) to instrument processing, dental unit waterlines, and aerosol risk so chair-side practice meets the…

Map the supervision tier the state imposes on the RDH (general, direct, indirect, personal, or collaborative practice agreement) so every procedure is properly authorized and documented.

Determine whether an RDH may dispense, administer, or prescribe fluoride and nitrous oxide under state law and the federal Controlled Substances Act, and what supervision tier each requires.

Determine whether the RDH may initiate care, assess, and treat patients without prior dentist exam or authorization under the state's direct-access framework and HRSA designations.

Apply the FDA dental amalgam Class II classification and the 2020 high-risk-population recommendations to safe handling, informed consent, and EPA Hg-waste discharge rules in dental hygiene practice.

Build a HIPAA-compliant Business Associate Agreement and vendor diligence pack for cloud charting, imaging, teledentistry, and dental SaaS so PHI flows lawfully and breach exposure stays contained.

Verify RDH nitrous-oxide administration or monitoring permits per state, plus OSHA scavenging, ASA monitoring, and emergency-airway requirements so analgesia-level sedation is delivered legally.

Build the RDH workers-compensation playbook for occupational musculoskeletal injuries (carpal tunnel, cervical strain, rotator cuff) including OSHA ergonomic guidance and state-claim mechanics.

Build the dental-office OSHA Bloodborne Pathogen Standard 29 CFR 1910.1030 compliance package — exposure control plan, HBV, PPE, sharps, post-exposure follow-up — so an OSHA inspection ends clean.

Map RDH scope-of-practice by state for local anesthesia, restorative functions, orthodontic procedures, and laser use to keep treatment inside legal bounds and beyond-scope claims off the chart.

Map RDH state-board licensing, biennial CE cycles, NBDHE/regional clinical exam reciprocity, and renewal landmines so your license never lapses and disciplinary risk is contained.

Operate the AI / AVM (Automated Valuation Model) framework for residential appraisal including the 2024 interagency AVM Quality Control Rule, Fannie Mae Value Acceptance, Freddie Mac ACE+PDR,…

Operate the AMC state registry framework and Dodd-Frank Section 1473 appraiser independence rules. Covers AMC state registration, ASC National Registry, appraiser-AMC fee disclosure,…

Map ASC (Appraisal Subcommittee) and Appraisal Foundation enforcement structure for state appraiser oversight. Covers ASC National Registry, state-board compliance reviews, AQB criteria enforcement,…

Operate USPAP Standard 1 for commercial / income-producing property appraisal. Covers the three approaches (income, cost, sales comparison), Certified General Appraiser scope, highest-and-best-use…

Map appraiser errors and omissions (E&O) malpractice exposure including coverage triggers, prior-acts retroactive date, common exclusions (bias, criminal acts, intentional), state-specific damage…

Distinguish evaluation vs. appraisal in federally related transactions. Covers FIRREA Title XI thresholds, FDIC FIL-22-2018 residential $400K appraisal exemption, evaluation content requirements…

Operate Fannie Mae Collateral Underwriter (CU) + Freddie Mac Loan Collateral Advisor (LCA) automated appraisal review and the Uniform Appraisal Dataset (UAD) 3.6 transition for GSE-eligible loans.…

Operate the FHA Handbook 4000.1 appraisal protocol for FHA-insured single-family loans. Covers FHA Roster eligibility, Minimum Property Requirements / Minimum Property Standards, repair condition…

Operate FHFA / GSE bias-in-appraisal protocol including the 2024 Reconsideration of Value final rule, ECOA / Fair Housing Act application to appraisers, PAVE Task Force guidance, and…

Map state appraiser license tiers (trainee, licensed, certified residential, certified general) plus supervision requirements under AQB Real Property Appraiser Qualification Criteria. Covers…

Map 2024-2025 USPAP changes for state-certified appraisers. Covers structural reorg, new ethics rule on nondiscrimination, Standards 1-10 renumbering, retired Advisory Opinions, AVB workfile…

Run the VA-assigned appraiser Tidewater Initiative and Reconsideration of Value (ROV) process for VA-guaranteed home loans. Covers VA panel rotation, Notice of Value, Tidewater notification window,…

Jewelry appraisal types (insurance, estate, fair market) under USPAP Standard 7-8 for personal property, with appraiser qualifications and dispute defense.

Cash-for-gold and precious-metal-buyer state licensing, holding periods, LEADS/RAPID electronic reporting, and tag-and-hold compliance for independent jewelers and pawnbrokers.

Estate jewelry buying program build with Form 8300 cash reporting, state second-hand dealer holding periods, IRS aggregation rules, and structuring red flags for jewelers.

FinCEN Bank Secrecy Act anti-money-laundering program for dealers in precious metals/stones/jewels under 31 CFR Part 1027, with $50K threshold and risk-based program build.

FTC Jewelry Guides 16 CFR Part 23 review for jewelers, covering 2018 lab-grown amendments, origin claims, gemstone disclosure, and marketing copy redline.

Compare GIA, AGS, IGI, EGL, and HRD diamond grading reports for retail accuracy, 4Cs disclosure law, and consumer-facing translation by independent jewelers.

Kimberley Process certification + Clean Diamond Trade Act compliance for rough diamond import/sale by independent jewelers, with conflict-free attestation and recordkeeping checklist.

Lab-grown vs natural diamond disclosure under FTC 16 CFR §23.12 (2018 amendments), with ASTM F2999 terminology, IGI/GIA report types, and marketing redline.

Magnuson-Moss Warranty Act 15 USC §2301 compliance for jewelers on written warranties, lifetime guarantees, anti-tying, and free-repair language, with FTC Pre-Sale Rule.

Pawn loan vs outright sale distinction with TILA Reg Z disclosure, state pawn license, FDCPA on collection, and forfeiture procedure for jewelers running pawn lines.

IRC §1031 like-kind treatment for bullion/jewelry inventory post-TCJA, plus IRC §1(h)(4) 28% collectibles capital gains rate for retailers and investor clients.

Trademark + design-patent defense for jewelers selling Tiffany-style settings, Cartier-like designs, and trade-dress look-alikes, with Costco v. Tiffany and Lanham Act exposure.

Apply ANSI A300 Part 1 pruning standard and ISA Best Management Practices for commercial tree pruning specs, contracts, and crew compliance. Covers cut location, dose limits, objectives, and pruning…

Apply ANSI Z133 Safety Requirements for Arboricultural Operations to crew training, jobsite setup, PPE, climbing, aerial-lift, chain saw work, and electrical hazard zones. Builds the safety system…

Plan a crane-assisted tree removal and MEWP (mobile elevating work platform) operation — ASME B30.5 crane standard, ANSI A92 MEWP standards, qualified operator/rigger/signaler, pick plan, and Z133…

Apply state-specific encroachment doctrine (Massachusetts Rule, Hawaii Rule, Virginia Rule, Restatement approach) to neighbor tree disputes — overhanging limbs, invasive roots, boundary trees, and…