Friday, December 15, 2023 from 8:30 AM to 5:00 PM EST
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Holiday Inn 
333 Front Royal Pike
Winchester, VA 22601

Driving Directions 


Cindy Vance 
Shenandoah Valley Chapter VSCPA 

Keeping up with the Code: 2023 Tax Update


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:

  • Recognize tax changes due to the Inflation Reduction Act and other recent legislation
  • Recognize the RMD rules for inherited IRA’s
  • State which virtual currency transactions result in gains and losses for the taxpayer
  • Recognize when a loss may be suspended under IRC 461(l)
  • Recall when a taxpayer may have experienced a partial suspension of operations for purposes of the ERC
  • Recognize the interaction between the ERC and PPP loan forgiveness
  • State the differences between basis calculations for a partnership and an S-Corporation
  • Identify situations where a Schedule K-2 or K-3 must be filed for a partnership
  • Recognize how pass-through entity elections are treated on Schedule K-1
  • Identify the basic tax treatment when selling a partnership interest


Prerequisites:  Basic understanding of federal income taxation.

Level:  Overview/Update

Advanced Prep: None

Time:  Class starts at 8:30.  Registration will open at 7:30.  We will also be having a mixer after the CPE at the hotel restaurant.



Member Early Bird Rate (Before Nov 15th) - $275

Member Rate after Early Bird - $ 300

Nonmember Rate: $350


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.