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
It is a sickening feeling for a practitioner when they realize that a tax due date has been missed. Immediately, certain questions come to mind: Am I going to owe a penalty? Should I file late? And most importantly, is there anything I can do to remedy this situation? Through easy-to-follow examples and discussion, this course will explore the tax calendar and key due dates. We will examine what to do if a client misses a deadline and what potential relief may be available.
- Recognize Identify key tax due dates by entity type.
- Recognize how late filing, late payment, and other common penalties are calculated.
- Recall common information return due dates and applicable penalties.
- State first time abatement relief qualifications and other common remedies.
- Estimated Taxes & Deadlines
- Tax Due Dates for Common Returns & Filings
- Potential Penalties & Interest
- Information Return Penalties
- Penalties Applicable to Passthrough Entities
- Accuracy Related Penalties
- First-Time Abatement (FTA)
- FTA Eligible Returns
- Reasonable Cause
- Summing It Up
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Tax practitioners, small business owners, and other accountants looking to serve their companies or clients in the areas of payroll services or operations.
