Exploring Client Advisory Services: Quarterly Tax Update – Q3 2025 | September 9, 1pm-4:30pm ET
In this 4-hour update, we’ll explore tax changes impacting CAS professionals, including information reporting, payroll tax issues, tax credit and deduction documentation, and relevant changes on individual and business tax returns, with special emphasis on the sweeping provisions of the newly enacted One Big Beautiful Bill Act (OBBBA).
Industries We Serve
Our expansive catalog serves as a one-stop shop for multiple industries, including:
Accounting & Client Advisory Services
As a NASBA sponsor, our courses help you fulfill your CPE requirements, advance your accounting knowledge and sharpen your firm's workforce.
Financial Planning
Stay informed, motivated, and engaged while fulfilling your requirements as a financial advisor.
Insurance
Get up to speed on the latest requirements and law changes that affect the insurance industry, your organization, and your clients.
Small Business
Grow and manage your small business with fresh insights and the latest developments in tax and insurance to help you take the guesswork out of compliance.
Tired of boring, impractical CPE?
Our engaging, relevant, and authoritative continuing education is designed by seasoned tax practitioner, financial advisor, and licensed insurance agent David Peters, CPA, CPCU, MST, MBA. With years of experience across multiple industries, David brings deep insights into the daily challenges financial professionals encounter.
What our course participants are saying
David is incredibly knowledgeable and a gifted speaker. He has a way of keeping things interesting and his CPE courses always seem to fly by quickly (this is a somewhat difficult thing to do with a CPE course so it's one of the biggest compliments one can possibly give a speaker).
David Peters does an excellent job with all of his seminars...I did not feel I was prepared for the upcoming tax season. He packed a lot in the four hours he had and I feel better about this tax season after today.
David Peters is a great instructor. He breaks things down better than anybody else I have ever watched. His course has been very helpful in my practice.
Dave Peters is excellent - making ethics very interesting and clearly relevant.
David Peters is a great speaker with abundant knowledge to share. I look forward to learning more from him!
Best ethics class I have ever had.
Excellent teacher/speaker. This is my 3rd class conference with David. I have learned something and confirmed more things from all the sessions. Invite him back next year.
Dave is good at reading the audience and encouraging/fostering interactive conversation.
My opinion is that David Peters is one of the best instructors I have had over the years. He was engaging, knew the topics, and had relevant information to share with us.
David is probably the best speaker we have the opportunity to listen to.
With four quarterly webinar series, you'll always be up to speed on the latest changes in:
- Business Tax
- Individuals Tax
- Client Advisory Services
- Practice & Regulatory Updates for Financial Advisors
All Courses & Products
With Self Study QAS courses, live tax update webinars, in-person events and eBooks, our expansive catalog covers a wide range of topics to meet all of your CPE needs.
-
QUARTERLY TAX & REGULATORY UPDATE COURSE BOOK | VERSION 2.0
Digital downloadStay current on new federal tax laws, IRS priorities, OBBBA updates, and complex tax issues—explained with clarity and real-world examples so you can plan proactively and support your clients year-round.
$89
-
.png)
All Courses
The Cost of Capital The When Why and How (QAS)
Course1.0 NASBA QAS Credits (Accounting)
$49
-
.png)
All Courses, NASBA Certified, Self Study (QAS)
Exploring Client Advisory Services - Cash & Accrual Basis Concepts (QAS)
Course1.0 NASBA QAS Credits (Accounting)
$29
-
.png)
All Courses, NASBA Certified, Self Study (QAS)
Exploring Client Advisory Services- Sales Process (QAS)
Course1.0 NASBA QAS Credits (Accounting)
$29
-
All Courses, NASBA Certified, Self Study (QAS)
A Controller's Guide to Assessing the Risk of Your Organization Risk Management Basics & Developing the Risk Management Process (QAS)
Course1.5 NASBA QAS Credits (Management Services – Technical)
$49
-
.png)
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Understanding Partnership Taxation: Advanced Basis, Contributions, & Distributions (QAS)
Course2.5 NASBA QAS Credits (Taxes) • 2.0 CFP CE Credits (Tax Planning) • 1.5 IRS Credits (Federal Taxation)
$79
-
All Courses
PPE Annual Pass
BundleUnlock access to our entire NASBA-certified course catalog for one unbeatable price.
$499
-
All Courses
PPE LIVE BUNDLE | Savannah, GA | 2-Day Advanced Tax Training for CPAs and Financial Advisors
BundleJoin us in Savannah, GA for 2 days of advanced tax training. Day 1 covers complex partnership taxation; Day 2 brings you up to speed on OBBBA and IRS updates. Earn 16 CPE credits and sharpen your skills with real-world examples and practical insights
$450
-
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (SIM), Quarterly Tax Updates
Exploring Client Advisory Services: LIVE Quarterly Tax Update – Q3 2025 Webinar
Course4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 9/9/25
$129
-
.png)
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (SIM), Quarterly Tax Updates
LIVE Quarterly Federal Tax Update for Businesses – Q3 2025 Webinar
Course4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 9/25/25
$129
-
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (SIM), Quarterly Tax Updates
LIVE Quarterly Federal Tax Update for Individuals - Q3 2025 Webinar
Course4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 10/23/25
$129
-
.png)
Understanding Partnership Taxation
Digital downloadUnderstanding Partnership Taxation by David Peters, CPA, MST, CGMA, is your go-to guide for partnership formation, partner basis, special allocations, Schedules K-2/K-3, and pass-through elections. A must-read for tax pros navigating compliance.
$59.99
-
%20(1520%20x%20840%20px)%20(1).png)
Understanding S-Corporation Taxation
Digital downloadMaster S-Corporation taxation with this clear, practical guide. From shareholder compensation to basis, distributions, and elections—this book simplifies complex rules for CPAs, tax professionals, and financial advisors.
$59.99
-
Building Connections: Practical Ways Financial Professionals Can Build Relationships and Communicate with Clients
Digital downloadClients making big decisions without telling you? This book helps CPAs, financial advisors, and insurance pros improve client communication, build trust, and strengthen relationships for long-term success. A must-read for growing your practice.
$24.99
-
.png)
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Keeping Up with the Tax Code – Quarterly Federal Tax Update for Businesses – Q2 2025 (QAS)
Course5.5 NASBA QAS Credits (Taxes) • 4.0 CFP CE Credits (Tax Planning) • 4.0 IRS Credits (Federal Taxation)
$159
Go with a trusted authority.
We have been acknowledged as experts with CPAs, financial advisors, insurance consultants, and small business owners.
-
Featured on news channels
-
Sought out by high-profile podcasts
-
Teaches industry professionals across the nation
