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
Social Security and Medicare benefits remain an integral part of the financial planning process for many clients, yet CPAs often feel unprepared to talk about these topics. Clients often want to know when they will qualify for benefits, how they obtain benefits, and if these benefits will even be available once they retire. Through easy-to-
understand examples and discussion, this course will review the fundamentals of the Social Security and Medicare systems. It will also help practitioners begin to identify planning opportunities that may be available for current and future clients.
• Recall the different types of Social Security benefits
• State the tax treatment of Social Security benefits
• Compute the benefit change when one takes benefits before and after the full retirement age
• Identify differences between commercial disability insurance and social security disability benefits
• State how Social Security may be incorporated into a client’s financial plan
• Name the different parts of Medicare
• Recognize the difference between Medicare and Medicaid
• Overview, Basic Terms, & Program Funding
• Insured Statuses & Calculating QCs
• Calculating Retirement Benefits
• Survivor Benefits
• Taxation of Social Security Benefits
• Social Security Disability Benefits
• Medicare Coverages
• Common Financial Planning & Client Questions
Working knowledge of individual tax concepts.
CPAs who have clients that are nearing retirement or asking questions about Social Security and Medicare benefits.
