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
CAS professionals are an integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course we will explore tax changes in the areas that CAS professionals are involved with – information reporting, payroll tax issues, and tax credit and deduction documentation. We will also discuss relevant changes on individual and business tax returns, so that CAS professionals will be able to better assist clients with tax needs throughout the year.
Disclaimer: This live session will be recorded for the purpose of creating self-study and rebroadcast versions of the content. Customer participation, including questions and comments, will not be included in the final product. Any customer-identifiable information will be edited out to protect your privacy. By attending the session, you consent to the recording process under these conditions.
- Identify information return and reporting issues
- State areas of concern for the IRS and new tax developments
- Recall trouble spots for clients and practitioners
- Recognize new areas of tax regulation affecting clients and practitioners.
- Information Return Issues
- Payroll Tax Issues
- Documentation for deductions, credits, and other tax return items
- Areas of IRS focus
- IRS correspondence
- Practical considerations when dealing with clients
A basic understanding of federal taxation.
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Tax practitioners and financial advisors who are looking to stay current on federal tax issues.
