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
Being a tax practitioner over the last few years has been tough! The tax landscape is constantly changing, and this shows no signs of slowing down. With the recent passage of the One Big Beautiful Bill Act (OBBBA), there’s even more for practitioners to keep up with. Now more than ever, you need more than just new code sections hurled your way—you need a reliable and practical way to stay on top of new legislation, IRS focus areas, and key developments affecting your clients.
In our Individual Tax Quarterly Update, we’ll walk through major recent updates, including a detailed discussion of the OBBBA’s impact on individual taxpayers, and address hard-to-navigate areas that continue to challenge practitioners. Through discussion and easy-to-follow examples, you’ll be better prepared to answer tough client questions and stay current year-round. Not just during tax season!
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.
- New and Emerging Tax Issues
- Areas of focus from the IRS
- Recent clarifications and guidance on important tax issues
- Potential planning ideas and dealing with client questions
Previous tax preparation experience preparing business tax returns.
None
Experienced tax professionals and financial advisors
