Instructor
David Peters
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Instructor
David R. Peters, CPA, CFP, CLU, CPCU, MST, MBA
Founder & Owner, Peters Professional Education
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA, and is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He has over fifteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.
David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for Surgent, Kaplan, the AICPA and Don Farmer Tax Courses. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States.
He holds four master’s degrees and contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the Virginia CPA Ethics course in 2018, 2019 and 2020 – a required course for all CPAs licensed in the Commonwealth of Virginia.
Education
Certifications
Activities & Associations
Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is
uncertain, triggering concerns for many workers who are now paying into the system. Attend this course to learn about FICA, the Medicare tax, and more. You
will cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare.
• Recall the role of the Social Security Administration and how FICA
applies to the funding of Social Security, and Medicare benefits.
• Identify the benefit eligibility issues.
• Determine Social Security benefits and the implications retirement
age has on those benefits.
• Identify what types of Social Security survivor benefits are available.
• Identify the disability income benefits and the multiple factors that
can impact those benefits.
• Identify coverages and costs associated with Medicare and what it
does not cover.
• What Medicare will and will not do
• Managing Medicare gaps
• Analyzing the wide menu of Social Security benefits
• Social Security benefits for workers and families: retirement, survivor,
disability, and death benefit
• Tax impact of social security premiums and benefits
• Impact of the 3.8% Medicare surtax on investment income
• Recent changes to the Medicare law
Basic knowledge of Social
Security and Medicare
CPAs, professional accountants,
and financial advisers