Courses for practitioners, by a practitioner.

Stand out in your field with practical, expert-led continuing education crafted by seasoned tax practitioner, financial advisor, and licensed insurance agent David Peters, CPA, CPCU, MST, MBA.

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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.
About Us

With four quarterly webinar series, you'll always be up to speed on the latest changes in:

  • Business Tax
  • Individual Tax
  • Client Advisory Services (CAS)
  • SEC & Financial Planning

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Now Available! Get the Ultimate Federal Tax Update for CPAs—At the Best Price!

What You’ll Learn:

  • Understand Changes to RMDs: Get up to speed on new retirement plan rules.

  • Stay Current on Business and Individual Provisions: Learn how recent laws impact small businesses, individuals, and pass-through entities

  • Navigate New Transparency Rules: Understand who’s affected by the latest beneficial ownership disclosure requirements.

  • Master Updates to Credits and Deductions: Explore changes to green energy credits, tax deductions, and income definitions.

  • Decode Virtual Currency Guidance: Review the IRS’s latest definition and updates.

  • Prepare for What’s Next: Discover late-breaking provisions and legislative shifts to anticipate in 2024.

What our course participants are saying

Best ethics class I have ever had.

MACPA Beach Retreat Session Attendee

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.

MNCPA Management and Business Advisers Conference Session Attendee

Dave is good at reading the audience and encouraging/fostering interactive conversation.

MACPA Beach Retreat Attendee

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.

ISCPA Fall CPE Conference Session Attendee

David is probably the best speaker we have the opportunity to listen to.

SCACPA CPE Event Attendee

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).

SCACPA Course Participant

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.

2024 SCACPA Federal Tax Update Session Attendee

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.

Andrew P. Dragotto, CPA, P.C.

Dave Peters is excellent - making ethics very interesting and clearly relevant.

MACPA Beach Retreat Session Attendee

David Peters is a great speaker with abundant knowledge to share. I look forward to learning more from him!

SCACPA Course Participant

Best ethics class I have ever had.

MACPA Beach Retreat Session Attendee

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.

MNCPA Management and Business Advisers Conference Session Attendee

Dave is good at reading the audience and encouraging/fostering interactive conversation.

MACPA Beach Retreat Attendee

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.

ISCPA Fall CPE Conference Session Attendee

David is probably the best speaker we have the opportunity to listen to.

SCACPA CPE Event Attendee

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).

SCACPA Course Participant

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.

2024 SCACPA Federal Tax Update Session Attendee

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.

Andrew P. Dragotto, CPA, P.C.

Dave Peters is excellent - making ethics very interesting and clearly relevant.

MACPA Beach Retreat Session Attendee

David Peters is a great speaker with abundant knowledge to share. I look forward to learning more from him!

SCACPA Course Participant

How do elections impact our markets & economy?

See what history has taught us - and just maybe get a glimpse at what is ahead!

Upcoming Webinars

Sessions air weekly at 12pm ET and cover a variety of topics

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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

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