Self-Serve tier

COPPA compliance for online fitness classes serving children under 13; verifiable parental consent, data minimization, FTC 2025 amendments, and platform-as-COPPA-operator risk.

CPR/AED certification state requirements for personal trainers and fitness facilities; 30-state AED mandate map plus AHA/Red Cross/ASHI recognition and renewal cycle.

E&O professional liability plus general liability insurance for personal trainers; per-occurrence and aggregate limits, state caps, and online-coaching coverage gaps.

Drafts personal trainer pre-injury liability waivers using Tunkl factors and state enforceability rules; VA / WI / LA / MT void public-policy bars and reckless-conduct carve-outs.

LLC vs sole prop decision for independent personal trainers; entity liability shield limits, piercing the veil, S-corp election threshold, and self-employment tax math.

Music licensing for fitness classes (in-person and streamed); ASCAP / BMI / SESAC / GMR public performance + sync rights + 17 USC §110 exemptions for trainers.

NASM-CPT vs ACE vs ACSM certification comparison and scope of practice for independent personal trainers; NCCA accreditation, recertification CEUs, and state-specific recognition.

Scope of nutrition advice for CPTs vs. RDs; state dietetics licensure title vs. practice acts and what a personal trainer can and cannot legally say about food.

Online personal training across state lines; how state PT licensure, dietetics licensure, and medical practice acts limit the trainer's lawful scope when client is out of state.

Supplement affiliate and reseller compliance for personal trainers under FTC 16 CFR §255 endorsement guides plus DSHEA structure/function vs. disease-claim limits.

Build a defensible discounted-cash-flow valuation for a lower-middle-market business with explicit-period projections, Gordon-growth terminal value, and WACC selected per Build-Up Method (Duff &…

Value a small business using Seller's Discretionary Earnings (SDE) with industry-standard add-back methodology and IBBA / BIZCOMPS / Pratt's Stats multiple ranges to produce a defensible asking price.

Draft and file a Delaware Certificate of Incorporation under DGCL §102, identifying required content, optional provisions, and §242 amendment pathway for post-formation changes to the charter.

Draft a multi-member LLC operating agreement covering member voting, capital contributions, capital calls, profit/loss allocation, K-1 distributions, and buy-sell provisions under the Delaware LLC…

Build CMMC Level 2 readiness package covering all 110 NIST SP 800-171 Rev 2 controls across 14 families, with SPRS scoring, SSP, POA&M, and C3PAO assessment readiness gates.

Assess NIST Cybersecurity Framework 2.0 GOVERN function maturity (GV.OC, GV.RM, GV.RR, GV.PO, GV.OV, GV.SC) with tier rating Partial through Adaptive and gap remediation roadmap.

CPT modifier 25 audit for a significant, separately identifiable E&M service on the same day as a procedure, citing AMA CPT Professional Edition, CMS NCCI Policy Manual, and OIG Work Plan.

CPT modifier 59 vs HCPCS X-modifiers (XE/XP/XS/XU) analysis for distinct procedural service, citing AMA CPT, CMS NCCI Policy Manual, MLN Matters SE1418, and Change Request 8863.

ICD-10-CM laterality and 7th character extension audit for diagnosis codes, citing FY2025 ICD-10-CM Official Guidelines for Coding and Reporting (CMS/NCHS) and the AHA Coding Clinic.

Apply TRID rules for the Closing Disclosure 3-day cooling-off period, identify which changes in circumstance trigger redisclosure with a fresh 3-day waiting period, and prevent closing delays.

Compare general warranty, special warranty, bargain and sale, and quitclaim deeds, analyze each covenant of title, and recommend deed form for the transaction risk profile and title insurance posture.

Analyze a non-record easement claim under prescription, implication, necessity, or estoppel theory, apply state-specific elements, and draft pleadings or defenses for declaratory judgment.

Identify judicial vs non-judicial foreclosure state, calculate cure and reinstatement periods, and structure the foreclosure timeline including notice, redemption, and deficiency posture.

Diagnose title defects, determine clearability vs unclearable, and draft a quiet title action complaint with proper parties, jurisdiction, and notice procedures under state law.

Audit a business broker engagement (listing) agreement for prohibited net-listing structures, dual-agency disclosure failures, and state-licensing-act compliance under the 50-state real-estate-broker…

Compare asset-sale vs stock-sale structures for a closely-held business, model the tax-basis step-up consequences for buyer and seller, and recommend a structure with documented tax-adjusted…

Draft board resolutions executed by unanimous written consent under DGCL §141(f), satisfying the unanimity requirement, dating, electronic-transmission rules, and minute-book recording.

Draft and amend Delaware corporation bylaws under 8 Del. C. §109, allocating bylaw amendment power between stockholders and board, and ensuring consistency with the certificate of incorporation.

Build ISO/IEC 27001:2022 ISMS implementation package against all 93 Annex A controls in 4 themes (Organizational, People, Physical, Technological) with Statement of Applicability and certification…

Build SOC 2 Type 2 readiness package against AICPA Trust Services Criteria (Security, Availability, Processing Integrity, Confidentiality, Privacy) with control matrix, evidence collection, and…

CPT modifier 26 (professional component) and modifier TC (technical component) split for radiology and diagnostic services, citing AMA CPT, CMS Physician Fee Schedule PC/TC indicators, and CMS Pub…

Manage a rental-to-condominium conversion including state conversion statute compliance, tenant right of first refusal, public offering statement, and existing tenant relocation requirements.

Resolve a contested earnest money deposit by analyzing contract default, applying state escrow holder duties, and filing an interpleader action to discharge the trustee from competing claims.

Audit a mortgage servicer's escrow account analysis under RESPA Section 10, verify cushion limits, and process overage refund or shortage spreading per HUD aggregate accounting method.

Defend an owner against a contractor's mechanic's lien by attacking perfection (preliminary notice, timing, claim contents), proving payment, or bonding the lien off the property under state lien…

340B Drug Pricing Program claim modifier JG (340B-acquired drug not subject to discount) and TB (340B-acquired drug subject to discount) for hospital outpatient billing, citing 42 USC 256b and CMS…

Medicare Advance Beneficiary Notice of Noncoverage (Form CMS-R-131) issuance, GA/GX/GY/GZ modifier selection, and patient liability shift, citing CMS Pub 100-04 Chapter 30 and 42 CFR 411.408.

Ambulatory Surgical Center (ASC) payment under CMS ASC Payment System, modifier 73 (discontinued anesthesia) and 74 (discontinued post-anesthesia), and packaging rules, citing 42 CFR 416 and CMS ASC…

Claim Adjustment Reason Code (CARC) and Remittance Advice Remark Code (RARC) triage from 835 ERA, with denial appeal pathway, citing X12 N4 CARC/RARC code sets and CMS Pub 100-04 Chapter 22.

Medicare Secondary Payer (MSP) determination under 42 USC 1395y(b), identifying when Medicare is secondary (working aged GHP, ESRD coordination, no-fault, liability, workers comp) and billing order.

NCCI Procedure-to-Procedure (PTP) edit lookup, Medically Unlikely Edits (MUE) limits, and modifier bypass analysis citing CMS NCCI Policy Manual and MLN Booklet ICN 901346.

CMS-1500 (Form 02/12) for professional claims vs UB-04 (CMS-1450) for institutional claims selection and field requirements, citing CMS Pub 100-04 and NUCC 1500 Reference Instruction Manual.

Medicare credit balance reporting via CMS-838 Quarterly Credit Balance Report under 42 CFR 405.371 and 42 USC 1395g(b), with 60-day Medicare overpayment refund obligation under SSA Section 1128J(d).