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David Peters, CPA, CFP, CLU, CPCU, MST, MBA

Peters Professional Education, LLC
Founder and Owner
david@davidpetersfinancial.com
(804) 332-1373

Peters professional education
David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, and a Financial Advisor for Peters Financial, LLC.  He has over fifteen years of financial services experience, 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 is a national CPE Instructor/Discussion Leader for the AICPA, Kaplan, and Surgent, and was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches accounting, finance, insurance, financial planning, and ethics throughout the United States.  He is the advisor for Business & Industry topics for the SC Association of CPAs and was a recipient of The American College’s 2019 NextGen Financial Services Professional Award.  He holds four Master’s degrees and is currently pursuing his Ph.D. in Financial Planning. He regularly contributes to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures.  He was also a co-author of 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia

About Us: Peters Professional Education provides high quality continuing education courses to financial professionals across several industries, including insurance, financial planning, and accounting. We work with both CPA societies and financial firms to provide timely content that empowers financial professionals to better serve the evolving needs of their clients.

Upcoming Live Webinars

BUILDING A FRAMEWORK FOR REGULATORY ETHICS

Available Date(s)
Thursday, January 28, 2021: 12:00PM EST
Friday, April 30, 2021: 12:00PM EDT
Friday, June 25, 2021: 12:00PM EDT

Cost$40.00  CPE Credits2.0 hours  Subject AreaEthics (Regulatory)  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     NOTE: All jurisdictions accept courses from Registry sponsors to a certain extent. However, some jurisdictions have additional requirements. You can see which jurisdictions have these requirements here: https://www.nasbaregistry.org/cpe-requirements 

UNDERSTANDING PARTNERSHIP TAXATION: TYPES OF BASIS & CONTRIBUTIONS

Available Date(s)
Friday, January 29, 2021: 12:00PM EST
Monday, May 03, 2021: 12:00PM EDT
Thursday, June 24, 2021: 12:00PM EDT

Cost$40.00  CPE Credits2.0 hours  Subject AreaTaxes  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesWorking knowledge of fundamental partnership tax concepts  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     This webinar has expanded to 2-hours 

UNDERSTANDING PARTNERSHIP TAXATION: DISTRIBUTIONS

Available Date(s)
Friday, February 12, 2021: 12:00PM EST
Thursday, April 29, 2021: 12:00PM EDT
Monday, June 14, 2021: 12:00PM EDT

Cost$30.00  CPE Credits1.5 hours  Subject AreaTaxes  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesWorking knowledge of fundamental partnership tax concepts  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

Self-Study CPE Offered

A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION

Date OfferedJune 3, 2020  Cost$20.00  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelIntermediate  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other    

ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES

Date OfferedJune 8, 2020  Cost$30.00  Course Length1.5 hours  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other    

ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES

Date OfferedJune 9, 2020  Cost$30.00  Course Length1.5 hours  Subject AreaBusiness Management and Organization  Course LevelIntermediate  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other    

BUILDING A FRAMEWORK FOR REGULATORY ETHICS

Date OfferedDecember 22, 2020  Cost$40.00  Course Length2.0 hours  Subject AreaEthics (Regulatory)  Course LevelIntermediate  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent    

THE COST OF CAPITAL: THE WHEN, WHY, & HOW

Date OfferedJune 10, 2020  Cost$20.00  Course Length1.0 hour  Subject AreaFinance  Course LevelIntermediate  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other    

UNDERSTANDING PARTNERSHIP TAXATION: DISTRIBUTIONS

Date OfferedDecember 29, 2020  Cost$30.00  Course Length1.5 hours  Subject AreaTaxes  Course LevelIntermediate  Instructional MethodSelf Study  PrerequisitesWorking knowledge of fundamental partnership tax concepts  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

UNDERSTANDING PARTNERSHIP TAXATION: TYPES OF BASIS & CONTRIBUTIONS

Date OfferedSeptember 17, 2020  Cost$30.00  Course Length1.5 hours  Subject AreaTaxes  Course LevelIntermediate  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other