May 6, 2025

Webcast Replay

1 CPE

2024 Federal Tax Update - Trump Proposals and Expiring Provisions

May 6, 2025
Webcast Replay
1 CPE

2024 Federal Tax Update - Trump Proposals and Expiring Provisions

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    Instructor

    David
    Peters

    View Bio

    David Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Bio

    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

    • The American College, Bryn Mawr, PA 
      • Ph.D. Financial Planning & Retirement Income - Current 
      • M.S. Financial Services - 2014 
    •  Virginia Commonwealth University, Richmond, VA 
      • M.B.A. Master of Business Administration - 2011 
    • Pittsburgh Theological Seminary, Pittsburgh, PA 
      • M.Div. Master of Divinity - 2006 
    • University of Illinois, Champaign, IL 
      • M.S. Accounting – 2004 

    Certifications

    • Certified Financial Planner (CFP) - Since December 2013 
    • Certified Life Underwriter (CLU) - Since June 2013 
    • Certified Financial Consultant (ChFC) - Since June 2013 
    • Certified Property & Casualty Underwriter (CPCU) - Since May 2013 
    • Certified Global Management Accountant (CGMA) - Since July 2012 
    • Certified Public Accountant (CPA) - Virginia, North Carolina, South Carolina 

    Activities & Associations

    • Board Member at Leadership Metro Richmond
    • American Institute of Certified Public Accountants: 
      • Young Member Leadership Committee (since 2016) 
      • Member Retirement Committee (since 2016)

Now that the election is over, what key tax proposals can we expect from President-elect Trump? What impact might tariffs have on individuals, businesses and our GDP? What does all of this mean for practitioners? In this election-focused update of the Keeping Up with the Tax Code - 2024 Federal Tax Update series, we will address these questions as well as recent disaster relief policies as a result of the major hurricanes in 2024.

Learning Objectives

- Recognize key tax proposals by President-elect Trump and his campaign 

- Recall the historical impact and potential future impact of tariffs on the GDP 

- State upcoming expiring provisions for 2024 and 2025 

- Recognize the upcoming phaseout of bonus depreciation 

- Identify disaster relief given to taxpayers in certain locations as a result of 2024 hurricanes in the Southeast

CPE Credits Available

1 CPE
1
Taxes

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Tax

Advanced Preparation

Previous tax preparation experience for individuals and small businesses

Intended Audience

Experienced tax professionals and financial advisors

Provider

Peters

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