| David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three 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 was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College of Financial Services’ 2019 NextGen Financial Services Professional Award. He holds four master’s degrees and is currently pursuing his Ph.D. in financial planning. He 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 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity. |  |
Learn from David:Speaker rating:
(5.0)- 4/22/26 - Virtual Currency: Keeping Up with the Tax Code
- 4/22/26 - Retaining Talent in a Competitive Marketplace
- 4/23/26 - 2025 Tax Update for Client Advisory Services
- 4/24/26 - Tax Research
- 4/27/26 - Building a Better Budget in a Time of Uncertainty
- 4/27/26 - More Money at the End of the Month: Strategic Ways to Improve Cash Flow
- 4/28/26 - Employer's Handbook: Legal, Tax, and Health Care Issues
- 4/29/26 - CFO & Controller Critical Skills: Budgeting & Forecasting
- 4/29/26 - Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?
- 4/30/26 - Seeing Beyond the Numbers: Analysis for CFOs & Controllers
- 4/30/26 - Tax Planning for Rental Real Estate
- 4/30/26 - Unique Tax Attributes of Different Entity Types
- 5/4/26 - Improving Your Profits: Identifying Cost Cutting Opportunities
- 5/6/26 - Virtual Currency: Keeping Up with the Tax Code
- 5/7/26 - Behavioral Finance Biases
- 5/8/26 - Tax Planning for Rental Real Estate
- 5/11/26 - Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
- 5/12/26 - Tax Research - Intermediate Concepts
- 5/13/26 - Business Law Essentials for Practitioners and Controllers
- 5/14/26 - Understanding Partnership Taxation: Debt Allocations
- 5/18/26 - Behavioral Finance Biases
- 5/19/26 - Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
- 5/20/26 - Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
- 5/21/26 - The Best Individual Income Tax Update Course
- 5/22/26 - Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
- 5/26/26 - The Best Individual Income Tax Update Course
- 5/26/26 - Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
- 5/27/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 5/28/26 - Financial Planning: Auto & Homeowners Insurance
- 5/28/26 - Exploring Business Valuation Fundamentals
- 5/28/26 - Tax Update for Client Advisory Services
- 5/29/26 - Real Estate Taxation: Critical Considerations
- 5/30/26 - The Best Individual Income Tax Update Course
- 5/30/26 - Calculating the Retirement Need
- 6/1/26 - Understanding Partnership Taxation: Debt Allocations
- 6/1/26 - Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
- 6/2/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 6/2/26 - Virtual Currency: Keeping Up with the Tax Code
- 6/3/26 - Individual and Financial-Planning Tax Camp
- 6/4/26 - Improving Your Profits: Identifying Cost Cutting Opportunities
- 6/5/26 - Building a Better Budget in a Time of Uncertainty
- 6/6/26 - Individual and Financial-Planning Tax Camp
- 6/6/26 - The Best Individual Income Tax Update Course
- 6/8/26 - Form 990: Best Practices for Accurate Preparation
- 6/8/26 - IRS Tax Examinations and Hot Issues
- 6/8/26 - The Best Individual Income Tax Update Course
- 6/8/26 - Financial Planning: Auto & Homeowners Insurance
- 6/8/26 - The Essential Multistate Tax Update
- 6/9/26 - Behavioral Finance Biases
- 6/9/26 - Business Law Essentials for Practitioners and Controllers
- 6/9/26 - Tax Planning for Rental Real Estate
- 6/10/26 - Tax Research - Intermediate Concepts
- 6/10/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 6/11/26 - Exploring Business Valuation Fundamentals
- 6/12/26 - Individual and Financial-Planning Tax Camp
- 6/12/26 - Real Estate Taxation: Critical Considerations
- 6/15/26 - The Best Individual Income Tax Update Course
- 6/15/26 - Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
- 6/16/26 - Individual and Financial-Planning Tax Camp
- 6/17/26 - Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
- 6/20/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 6/22/26 - Business Law for Small Business Owners
- 6/22/26 - Behavioral Finance Biases
- 6/22/26 - Federal Tax Update
- 6/23/26 - The Best Individual Income Tax Update Course
- 6/23/26 - Taxation of the Mobile Workforce
- 6/24/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 6/24/26 - Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
- 6/25/26 - Tax Update for Client Advisory Services
- 6/25/26 - Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
- 6/27/26 - The Best Individual Income Tax Update Course
- 6/29/26 - Calculating the Retirement Need
- 6/29/26 - Individual and Financial-Planning Tax Camp
- 6/29/26 - Business Law for Small Business Owners
- 6/30/26 - Improving Your Profits: Identifying Cost Cutting Opportunities
- 7/1/26 - The Best Individual Income Tax Update Course
- 7/1/26 - Exploring Business Valuation Fundamentals
- 7/2/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 7/7/26 - CFO & Controller Critical Skills: Budgeting & Forecasting
- 7/7/26 - Federal Tax Update
- 7/8/26 - The Best Individual Income Tax Update Course
- 7/8/26 - IRS Tax Examinations and Hot Issues
- 7/9/26 - Tax Update for Client Advisory Services
- 7/9/26 - Individual and Financial-Planning Tax Camp
- 7/10/26 - Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
- 7/13/26 - The Essential Multistate Tax Update
- 7/14/26 - Form 990: Best Practices for Accurate Preparation
- 7/14/26 - Virtual Currency: Keeping Up with the Tax Code
- 7/15/26 - Key Partnership and S Corporation Tax Planning Strategies
- 7/15/26 - Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
- 7/15/26 - Tax Research - Intermediate Concepts
- 7/16/26 - The Best Individual Income Tax Update Course
- 7/16/26 - Understanding Partnership Taxation: Debt Allocations
- 7/17/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 7/17/26 - Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
- 7/20/26 - Business Law Essentials for Practitioners and Controllers
- 7/21/26 - Tax Planning for Rental Real Estate
- 7/21/26 - Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
- 7/22/26 - Business Law for Small Business Owners
- 7/22/26 - Real Estate Taxation: Critical Considerations
- 7/24/26 - Taxation of the Mobile Workforce
- 7/24/26 - Behavioral Finance Biases
- 7/25/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 7/27/26 - Individual and Financial-Planning Tax Camp
- 7/28/26 - Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
- 7/29/26 - The Best Individual Income Tax Update Course
- 7/30/26 - IRS Tax Examinations and Hot Issues
- 7/30/26 - Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
- 7/31/26 - Individual and Financial-Planning Tax Camp
- 7/31/26 - Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
- 7/31/26 - Calculating the Retirement Need
- 8/4/26 - Tax Planning for Rental Real Estate
- 8/4/26 - The Best Individual Income Tax Update Course
- 8/5/26 - CFO & Controller Critical Skills: Budgeting & Forecasting
- 8/6/26 - Improving Your Profits: Identifying Cost Cutting Opportunities
- 8/6/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 8/7/26 - Individual and Financial-Planning Tax Camp
- 8/7/26 - Real Estate Taxation: Critical Considerations
- 8/10/26 - Understanding Partnership Taxation: Debt Allocations
- 8/11/26 - Financial Planning: Auto & Homeowners Insurance
- 8/11/26 - Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
- 8/12/26 - Individual and Financial-Planning Tax Camp
- 8/12/26 - The Essential Multistate Tax Update
- 8/13/26 - Calculating the Retirement Need
- 8/13/26 - Tax Research - Intermediate Concepts
- 8/14/26 - Federal Tax Update
- 8/17/26 - Business Law for Small Business Owners
- 8/18/26 - Form 990: Best Practices for Accurate Preparation
- 8/18/26 - The Best Individual Income Tax Update Course
- 8/19/26 - Virtual Currency: Keeping Up with the Tax Code
- 8/19/26 - Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
- 8/20/26 - Taxation of the Mobile Workforce
- 8/20/26 - Financial Planning: Auto & Homeowners Insurance
- 8/21/26 - Real Estate Taxation: Critical Considerations
- 8/21/26 - Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
- 8/21/26 - Calculating the Retirement Need
- 8/25/26 - Business Law Essentials for Practitioners and Controllers
- 8/25/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 8/26/26 - Tax Update for Client Advisory Services
- 8/27/26 - The Best Individual Income Tax Update Course
- 8/27/26 - Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
- 8/27/26 - Exploring Business Valuation Fundamentals
- 8/27/26 - Real Estate Taxation: Critical Considerations
- 8/28/26 - Financial Planning: Auto & Homeowners Insurance
- 8/31/26 - The Best Individual Income Tax Update Course
- 9/1/26 - The Best Individual Income Tax Update Course
- 9/1/26 - CFO & Controller Critical Skills: Budgeting & Forecasting
- 9/2/26 - Individual and Financial-Planning Tax Camp
- 9/2/26 - Federal Tax Update
- 9/3/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 9/5/26 - Individual and Financial-Planning Tax Camp
- 9/8/26 - Business Law for Small Business Owners
- 9/8/26 - Individual and Financial-Planning Tax Camp
- 9/9/26 - Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
- 9/9/26 - Key Partnership and S Corporation Tax Planning Strategies
- 9/10/26 - Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
- 9/10/26 - IRS Tax Examinations and Hot Issues
- 9/11/26 - Building a Better Budget in a Time of Uncertainty
- 9/12/26 - Calculating the Retirement Need
- 9/14/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 9/15/26 - Taxation of the Mobile Workforce
- 9/16/26 - CFO & Controller Critical Skills: Budgeting & Forecasting
- 9/16/26 - Federal Tax Update
- 9/17/26 - The Best Individual Income Tax Update Course
- 9/18/26 - Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
- 9/18/26 - Exploring Business Valuation Fundamentals
- 9/19/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 9/21/26 - Real Estate Taxation: Critical Considerations
- 9/22/26 - Virtual Currency: Keeping Up with the Tax Code
- 9/22/26 - The Best Individual Income Tax Update Course
- 9/22/26 - Improving Your Profits: Identifying Cost Cutting Opportunities
- 9/22/26 - Behavioral Finance Biases
- 9/23/26 - Tax Planning for Rental Real Estate
- 9/23/26 - Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
- 9/24/26 - Individual and Financial-Planning Tax Camp
- 9/25/26 - Understanding Partnership Taxation: Debt Allocations
- 9/25/26 - Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
- 9/28/26 - Business Law Essentials for Practitioners and Controllers
- 9/29/26 - Tax Research - Intermediate Concepts
- 9/30/26 - The Essential Multistate Tax Update
- 10/1/26 - Virtual Currency: Keeping Up with the Tax Code
- 10/1/26 - Financial Planning: Auto & Homeowners Insurance
- 10/5/26 - Tax Planning for Rental Real Estate
- 10/6/26 - Improving Your Profits: Identifying Cost Cutting Opportunities
- 10/7/26 - Building a Better Budget in a Time of Uncertainty
- 10/7/26 - Key Partnership and S Corporation Tax Planning Strategies
- 10/7/26 - Exploring Business Valuation Fundamentals
- 10/9/26 - Tax Research - Intermediate Concepts
- 10/9/26 - Real Estate Taxation: Critical Considerations
- 10/12/26 - CFO & Controller Critical Skills: Budgeting & Forecasting
- 10/12/26 - Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
- 10/13/26 - The Best Individual Income Tax Update Course
- 10/15/26 - Federal Tax Update
- 10/15/26 - Individual and Financial-Planning Tax Camp
- 10/16/26 - Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
- 10/17/26 - The Best Individual Income Tax Update Course
- 10/19/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 10/19/26 - Understanding Partnership Taxation: Debt Allocations
- 10/20/26 - Form 1040 Return Review Boot Camp for New and Experienced Reviewers
- 10/21/26 - Individual and Financial-Planning Tax Camp
- 10/21/26 - Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
- 10/22/26 - Tax Update for Client Advisory Services
- 10/22/26 - Business Law for Small Business Owners
- 10/23/26 - The Best Individual Income Tax Update Course
- 10/23/26 - Taxation of the Mobile Workforce
- 10/24/26 - Individual and Financial-Planning Tax Camp
- 10/26/26 - The Best Individual Income Tax Update Course
- 10/26/26 - The Essential Multistate Tax Update
- 10/27/26 - Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
- 10/27/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 10/28/26 - Business Law Essentials for Practitioners and Controllers
- 10/29/26 - Form 1040 Return Review Boot Camp for New and Experienced Reviewers
- 10/29/26 - The Best Individual Income Tax Update Course
- 10/29/26 - Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
- 10/29/26 - Federal Tax Update
- 10/29/26 - IRS Tax Examinations and Hot Issues
- 10/30/26 - Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
- 11/2/26 - Preparing Individual Tax Returns for New Staff and Paraprofessionals
- 11/2/26 - Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
- 11/3/26 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- 11/3/26 - The Best Individual Income Tax Update Course
- 11/3/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 11/4/26 - Individual and Financial-Planning Tax Camp
- 11/5/26 - Form 990: Best Practices for Accurate Preparation
- 11/5/26 - Building a Better Budget in a Time of Uncertainty
- 11/6/26 - The Best Individual Income Tax Update Course
- 11/7/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 11/9/26 - Form 1040 Return Review Boot Camp for New and Experienced Reviewers
- 11/9/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 11/9/26 - Understanding Partnership Taxation: Debt Allocations
- 11/9/26 - Key Partnership and S Corporation Tax Planning Strategies
- 11/10/26 - Taxation of the Mobile Workforce
- 11/12/26 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- 11/12/26 - Real Estate Taxation: Critical Considerations
- 11/12/26 - Tax Update for Client Advisory Services
- 11/13/26 - IRS Tax Examinations and Hot Issues
- 11/14/26 - Individual and Financial-Planning Tax Camp
- 11/16/26 - Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
- 11/17/26 - Business Law for Small Business Owners
- 11/17/26 - Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
- 11/17/26 - Tax Research - Intermediate Concepts
- 11/18/26 - The Best Individual Income Tax Update Course
- 11/18/26 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- 11/18/26 - Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
- 11/19/26 - Improving Your Profits: Identifying Cost Cutting Opportunities
- 11/19/26 - Calculating the Retirement Need
- 11/20/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 11/20/26 - Exploring Business Valuation Fundamentals
- 11/20/26 - Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
- 11/23/26 - Tax Planning for Rental Real Estate
- 11/23/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 11/23/26 - Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
- 11/24/26 - Virtual Currency: Keeping Up with the Tax Code
- 11/25/26 - Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
- 11/28/26 - Key Partnership and S Corporation Tax Planning Strategies
- 11/30/26 - The Best Individual Income Tax Update Course
- 11/30/26 - Form 1040 Return Review Boot Camp for New and Experienced Reviewers
- 11/30/26 - Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
- 12/1/26 - Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
- 12/1/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 12/2/26 - The Best Individual Income Tax Update Course
- 12/3/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 12/3/26 - Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
- 12/3/26 - The Essential Multistate Tax Update
- 12/4/26 - The Best Individual Income Tax Update Course
- 12/4/26 - Preparing Individual Tax Returns for New Staff and Paraprofessionals
- 12/4/26 - Taxation of the Mobile Workforce
- 12/5/26 - Individual and Financial-Planning Tax Camp
- 12/7/26 - The Best Individual Income Tax Update Course
- 12/7/26 - Understanding Partnership Taxation: Debt Allocations
- 12/7/26 - Improving Your Profits: Identifying Cost Cutting Opportunities
- 12/8/26 - Building a Better Budget in a Time of Uncertainty
- 12/8/26 - Tax Update for Client Advisory Services
- 12/8/26 - Tax Planning for Rental Real Estate
- 12/10/26 - Form 1040 Return Review Boot Camp for New and Experienced Reviewers
- 12/10/26 - The Best Individual Income Tax Update Course
- 12/10/26 - The Essential Multistate Tax Update
- 12/11/26 - Business Law Essentials for Practitioners and Controllers
- 12/11/26 - Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
- 12/11/26 - CFO & Controller Critical Skills: Budgeting & Forecasting
- 12/11/26 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- 12/12/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 12/14/26 - Business Law for Small Business Owners
- 12/14/26 - Real Estate Taxation: Critical Considerations
- 12/15/26 - Tax Research - Intermediate Concepts
- 12/15/26 - The Best Individual Income Tax Update Course
- 12/15/26 - Exploring Business Valuation Fundamentals
- 12/16/26 - Preparing Individual Tax Returns for New Staff and Paraprofessionals
- 12/16/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 12/17/26 - Financial Planning: Auto & Homeowners Insurance
- 12/17/26 - Individual and Financial-Planning Tax Camp
- 12/17/26 - Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
- 12/17/26 - Federal Tax Update
- 12/17/26 - IRS Tax Examinations and Hot Issues
- 12/21/26 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- 12/21/26 - The Best Individual Income Tax Update Course
- 12/21/26 - Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
- 12/22/26 - Key Partnership and S Corporation Tax Planning Strategies
- 12/22/26 - Virtual Currency: Keeping Up with the Tax Code
- 12/23/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 12/24/26 - The Best Individual Income Tax Update Course
- 12/24/26 - The Essential Multistate Tax Update
- 12/28/26 - Federal Tax Update
- 12/29/26 - Form 1040 Return Review Boot Camp for New and Experienced Reviewers
- 12/29/26 - Preparing Individual Tax Returns for New Staff and Paraprofessionals
- 12/29/26 - Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
- 12/30/26 - Exploring Business Valuation Fundamentals
- 12/30/26 - Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
- 12/30/26 - The Best Individual Income Tax Update Course
- 12/31/26 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 12/31/26 - Understanding Partnership Taxation: Debt Allocations
- 12/31/26 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- 1/4/27 - Individual and Financial-Planning Tax Camp
- 1/5/27 - Financial Planning: Auto & Homeowners Insurance
- 1/5/27 - Tax Research - Intermediate Concepts
- 1/6/27 - Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
- 1/6/27 - Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
- 1/6/27 - Federal Tax Update
- 1/7/27 - Key Partnership and S Corporation Tax Planning Strategies
- 1/7/27 - Preparing Individual Tax Returns for New Staff and Paraprofessionals
- 1/7/27 - Tax Update for Client Advisory Services
- 1/8/27 - Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
- 1/11/27 - Improving Your Profits: Identifying Cost Cutting Opportunities
- 1/12/27 - The Best Individual Income Tax Update Course
- 1/12/27 - Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
- 1/13/27 - Federal Tax Update
- 1/13/27 - Form 1040 Return Review Boot Camp for New and Experienced Reviewers
- 1/13/27 - Behavioral Finance Biases
- 1/13/27 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- 1/14/27 - Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
- 1/14/27 - Preparing Individual Tax Returns for New Staff and Paraprofessionals
- 1/15/27 - Financial Planning: Auto & Homeowners Insurance
- 1/19/27 - Virtual Currency: Keeping Up with the Tax Code
- 1/19/27 - Real Estate Taxation: Critical Considerations
- 1/19/27 - CFO & Controller Critical Skills: Budgeting & Forecasting
- 1/20/27 - Business Law for Small Business Owners
- 1/20/27 - The Best Individual Income Tax Update Course
- 1/20/27 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- 1/21/27 - Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
- 1/21/27 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 1/21/27 - Behavioral Finance Biases
- 1/22/27 - Tax Planning for Rental Real Estate
- 1/25/27 - Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
- 1/26/27 - Federal Tax Update
- 1/26/27 - Individual and Financial-Planning Tax Camp
- 1/26/27 - The Essential Multistate Tax Update
- 1/27/27 - Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
- 1/28/27 - Form 1040 Return Review Boot Camp for New and Experienced Reviewers
- 1/28/27 - Exploring Business Valuation Fundamentals
- 1/28/27 - Financial Planning: Auto & Homeowners Insurance
- 1/29/27 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- 2/1/27 - Preparing Individual Tax Returns for New Staff and Paraprofessionals
- 2/1/27 - The Best Individual Income Tax Update Course
- 2/1/27 - Calculating the Retirement Need
- 2/1/27 - Understanding Partnership Taxation: Debt Allocations
- 2/2/27 - Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
- 2/3/27 - The Best S Corporation, Limited Liability, and Partnership Update Course
- 2/4/27 - Business Law Essentials for Practitioners and Controllers
- 2/4/27 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- 2/5/27 - Behavioral Finance Biases
- 2/5/27 - Business Law for Small Business Owners
- 2/9/27 - Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
- 2/9/27 - IRS Tax Examinations and Hot Issues
- 2/10/27 - Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
- 2/10/27 - Exploring Business Valuation Fundamentals
- 2/10/27 - Calculating the Retirement Need
- 2/16/27 - Virtual Currency: Keeping Up with the Tax Code
- 2/17/27 - Tax Planning for Rental Real Estate
- 2/17/27 - Behavioral Finance Biases
- 2/18/27 - Improving Your Profits: Identifying Cost Cutting Opportunities
- 2/18/27 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
- 2/19/27 - Tax Research - Intermediate Concepts
- 2/23/27 - Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
- 2/24/27 - Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
- 2/25/27 - Tax Update for Client Advisory Services
- 3/2/27 - Business Law for Small Business Owners
- 3/9/27 - Tax Update for Client Advisory Services
- 3/13/27 - Calculating the Retirement Need
- 3/18/27 - Financial Planning: Auto & Homeowners Insurance
- 3/18/27 - Virtual Currency: Keeping Up with the Tax Code
- 3/22/27 - Tax Planning for Rental Real Estate
- 3/23/27 - Improving Your Profits: Identifying Cost Cutting Opportunities
- 3/24/27 - Exploring Business Valuation Fundamentals
- 3/25/27 - Calculating the Retirement Need
- 3/29/27 - Tax Research - Intermediate Concepts
- 4/7/27 - Improving Your Profits: Identifying Cost Cutting Opportunities
- CFO & Controller Critical Skills: Budgeting & Forecasting
- Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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