Description:
Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. The Keeping Up the Code series takes a look at recent changes to tax law from a practitioner perspective. We don’t just hurl code sections at you without explanation. Using examples, problems, and plain explanations, we explore a mix of new tax issues and areas of the code that tend to be misunderstood in a practical and straight-forward way.
CPE Credits: 8.0 Hours (Taxes) - Live In-Person
Learning Objectives:
Prerequisites: Basic understanding of federal income taxation.
Level: Overview/Update
Advanced Prep: None
Fees:
Member Early Bird Rate (Before Nov 17th) - $215
Member Rate after Early Bird - $ 250
Nonmember Rate: $300
Speaker:
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 fifteen years of experience in financial services, including 3 years in hedge fund industry and six years in the insurance industry. David was the first-ever Cheif 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 courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for Business & Industry topics for the SC Association of CPA's and was a recipient of the American College's 2019 NextGen Financial Services Professional Award. He holds four Masters degrees, and is currently pursing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures.