PPE Annual Pass
Unlock unlimited access to our available courses with more courses added weekly!
What You Get With the Annual Pass
Your all-in-one solution for professional growth, continuing education, and meeting all your CPE requirements!
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Access to our catalog of available NASBA-Certified Courses with more courses coming available each week.
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Expert-led instruction from industry leader David Peters, CPA.
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Self-study formats allowing you to learn at your own pace with flexible, engaging materials.
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Live webinars to interact with our instructor in real-time and stay current with industry trends.
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Certificates of Completion to meet your CPE requirements and validate your expertise for every course completed.
Unlimited CPE
Check out our currently available courses with more from our catalog going live each week.
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
A History of Investing and A Look Ahead (QAS)
Course2.0 NASBA QAS Credits (Finance) • 1.5 CFP QAS Credits (Portfolio development and analysis)
$69
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All Courses, NASBA Certified, Self Study (QAS)
2020-23: Building a Better Team - Being a Better Teammate (QAS)
CourseUtilizing discussions and case studies, this course will explore how to become a better teammate. We will learn strategies for how to form better relationships with colleagues and others.
$29
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS), Lifecycle Financial Planning
Lifecycle Financial Planning - Social Security & Medicare: Tax and Financial Planning Basics
Course5.5 NASBA QAS Credits (Taxes) • 4.0 CFP CE Credits(Tax Planning)
$159
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS), Lifecycle Financial Planning
Lifecycle Financial Planning - Investment Policy Statements & Portfolio Risk (QAS)
Course1.5 NASBA QAS Credits (Finance) • 1.0 CFP CE Credits (Portfolio development and analysis)
$49
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
How Much is My Business REALLY Worth? Exploring Business Valuation Fundamentals (QAS)
Course3.0 NASBA QAS Credits (Specialized Knowledge - Business Valuation) • 2.0 CFP CE Credits(Financing Strategies)
$89
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS), Quarterly Tax Updates
Keeping Up with the Tax Code – Quarterly Federal Tax Update for Businesses – Q3 2025 (QAS)
Course5.5 NASBA QAS Credits (Taxes) • 4.0 IRS Credits (Federal Taxation)
$159
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Understanding Real Estate Taxation - Rental Activities & Material Participation Rules (QAS)
Course2.0 NASBA QAS Credits (Taxes) • 2.0 CFP CE Credits (Tax Planning)• 1.5 CFP CE Credits (Federal Taxation)
$69
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All Courses, NASBA Certified, Self Study (QAS)
Building a Better Team - Being a Better Manager LONG (QAS)
Course3.0 NASBA QAS Credits (Taxes)
$89
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
A Controller's Guide to Assessing the Risk of Your Organization - Coverages and Exclusions for Basic Business Policies (QAS)
Course2.5 NASBA Credits (Management Services – Technical) • 2.0 CFP Credits (Business owner insurance solutions)
$69
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All Courses, NASBA Certified, Self Study (QAS)
Exploring Client Advisory Services: Journal Entries - Cash (QAS)
Course1.0 NASBA QAS Credits (Accounting)
$29
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All Courses, NASBA Certified, Self Study (QAS)
2021-31: Managing People - Best Practices for a Better Office (QAS)
CourseYou have probably heard the saying that “employees quit managers - not companies.” In this course, we will explore how to get the best from employees and create an environment that employees want to come back to day in and day out.
$69
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
Tax Research Part 2 - Intermediate (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning)
$29
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All Courses, NASBA Certified, Self Study (QAS)
Managing People - Best Practices for a Better Office (QAS)
Course2.5 NASBA QAS Credits (Personnel/Human Resources – Non-technical)
$79
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All Courses, NASBA Certified, Self Study (QAS)
Gaining a Competitive Advantage - Critical Skills for CFOs and Controllers (QAS)
Course2.0 NASBA QAS Credits (Business Management and Organization- Non-Technical)
$69
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All Courses, CFP Certified, IRS EA Certified, Self Study (QAS), Lifecycle Financial Planning
Lifecycle Financial Planning: Tax Planning - Rental Real Estate (QAS)
Course4.0 NASBA QAS Credits (Taxes) • 3.0 CFP CE Credits (Tax Planning) • 4.0 IRS Credits (Federal Taxation)
$119
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All Courses
The Cost of Capital The When Why and How (QAS)
Course1.5 NASBA QAS Credits (Accounting)
$49
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All Courses, Self Study (QAS)
OWN04: Going Out on Your Own - Cash & Accrual Basis Concepts (QAS)
CourseThere are generally two different ways to keep the books – cash and accrual basis. In this session, we will discuss the key differences between cash and accrual accounting.
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All Courses, NASBA Certified, Self Study (QAS)
Using Data Analytics to Give You a Competitive Advantage - Data Types, Data Inquiries, and Data Integrity - Long (QAS)
Course5.5 NASBA Credits (Information Technology - Technical)
$159
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All Courses, NASBA Certified, Self Study (QAS)
Building a Better Budget in a Time of Uncertainty (QAS)
Course5.5 NASBA QAS Credits (Finance - Technical)
$113
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All Courses, NASBA Certified, Self Study (QAS)
Building a Framework for Regulatory Ethics (QAS)
Course3.0 NASBA QAS Credits (Regulatory Ethics)
$89
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All Courses, NASBA Certified, Self Study (QAS)
Exploring Client Advisory Services - Cash & Accrual Basis Concepts (QAS)
Course1.0 NASBA QAS Credits (Accounting)
$29
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All Courses, NASBA Certified, Self Study (QAS)
Exploring Client Advisory Services- Sales Process (QAS)
Course1.0 NASBA QAS Credits (Accounting)
$29
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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
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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
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All Courses, NASBA Certified, IRS EA Certified, Self Study (QAS), Quarterly Tax Updates
Quarterly Federal Tax Update for Individuals – Q2 2025 (QAS)
Course5.5 NASBA QAS Credits (Taxes) • 4.0 IRS Credits (Federal Tax Update)
$159
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All Courses, NASBA Certified, IRS EA Certified, Self Study (QAS), Quarterly Tax Updates
Keeping Up with the Tax Code – Quarterly Federal Tax Update for Businesses – Q2 2025 (QAS)
Course5.5 NASBA QAS Credits (Taxes) • 4.0 IRS Credits (Federal Taxation)
$159
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All Courses, NASBA Certified, IRS EA Certified, Self Study (QAS), Quarterly Tax Updates
Exploring Client Advisory Services: Quarterly Tax Update – Q2 2025 (QAS)
Course5.5 NASBA QAS Credits (Finance) • 4.0 IRS Credits (Federal Taxation)
$159
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning: Tax Planning - Medicare Surtax & Social Security Income Reduction (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Exploring Client Advisory Services - Depreciation (QAS)
Course2.0 NASBA QAS Credits (Taxes) • 2.0 CFP CE Credits (Tax Planning) • 1.5 IRS Credits (Federal Taxation)
$69
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning: Estate Planning - A Primer on Gifting (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Estate Planning) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning - Simple but Effective Individual Tax Planning Strategies (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, Webinars (GIB/SIM), Quarterly Tax Updates
Quarterly Practice & Regulatory Update for Financial Advisors – Q2 2025 (SIM)
Course4.0 NASBA Credits (Finance) | Every Thursday from 1pm-3:30pm ET
$129
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All Courses, NASBA Certified, IRS EA Certified, Self Study (QAS), Quarterly Tax Updates
Quarterly Practice & Regulatory Update for Financial Advisors – Q2 2025 (QAS)
Course5.5 NASBA QAS Credits (Finance)• 5.0 IRS Credits (Federal Taxation)
$159
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All Courses, NASBA Certified, Self Study (QAS)
Exploring Client Advisory Services – Business Income Tax Basics (QAS)
Course1.0 NASBA QAS Credits (Accounting)
$29
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All Courses, NASBA Certified, IRS EA Certified, Self Study (QAS), Client Advisory Services (CAS)
Exploring Client Advisory Services - Types of IRS Notices & Best Practices (QAS)
Course1.0 NASBA Credits (Taxes) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS), Keeping Up with the Tax Code
Keeping Up with the Tax Code - Virtual Currency (QAS)
Course1.5 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)
$49
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
How Our Economy & Markets Perform in Election Years (QAS)
Course2.5 NASBA QAS Credits (Finance) • 2.0 CFP QAS Credits (Economic concepts)
$79
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All Courses, NASBA Certified, IRS EA Certified, Self Study (QAS)
Understanding Partnership Taxation - Schedules K-2 & K-3 (QAS)
Course6.5 NASBA CPE Credits (Taxes)• 6.0 IRS Credits (Federal Taxation)
$179
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS), Lifecycle Financial Planning
Lifecycle Financial Planning - Auto & Homeowners Insurance (QAS)
Course1.0 NASBA QAS Credits (Finance) • 1.0 CFP CE Credits (Insurance Planning) • 1.0 IRS Credits (Insurance )
$29
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
Lifecycle Financial Planning - Calculating the Retirement Need (QAS)
Course1.0 NASBA QAS Credits (Finance) • 1.0 CFP CE Credits (Qualified Plan Rules and Options)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning: Education Planning - 529 Plans (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (General Principles of Financial Planning) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning: Estate Planning – Form 706 Basics (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Estate Planning) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Understanding Partnership Taxation - PTE Elections, 754 Elections, & Selling a Partnership Interest (QAS)
Course1.5 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)
$49
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning: Small Business Planning - Insuring Closely-Held Businesses & Their Owners (QAS)
Course2.5 NASBA QAS Credits (Management Services) • 2.0 CFP CE Credits (Insurance Planning) • 2.0 Insurance CE Credits (Commercial Lines)
$79
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All Courses, NASBA Certified, Self Study (QAS)
Exploring Client Advisory Services – Debt Amortization (QAS)
Course1.0 NASBA QAS Credits (Accounting)
$29
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All Courses, NASBA Certified, Self Study (QAS)
Exceptional Excel - Filtering Data (QAS)
Course2.0 NASBA QAS Credits (Computer Software and Applications - Non-Technical)
$69
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning: Tax Planning – Capital Gains (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
Lifecycle Financial Planning: Investment Planning – Stock Valuation Concepts (QAS)
Course1.0 NASBA QAS Credits (Specialized Knowledge) • 1.0 CFP CE Credits (Investment Planning)
$29
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
Lifecycle Financial Planning: Estate Planning - Will & Advance Directive Considerations (QAS)
Course1.0 NASBA QAS Credits (Specialized Knowledge) • 1.0 CFP CE Credits (Estate Planning)
$29
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All Courses
Exploring Client Advisory Services – Accounts Payable (QAS)
Course1.0 NASBA QAS Credits (Taxes)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Understanding Partnership Taxation - Debt Allocations (QAS)
Course2.0 NASBA QAS Credits (Taxes) • 2.0 CFP CE Credits (Characteristics and Income Taxation of Business Entities) • 1.5 IRS Credits (Federal Taxation)
$69
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All Courses, Lifecycle Financial Planning
Lifecycle Financial Planning - Getting Money to Small Business Owners (QAS)
Course2.0 NASBA Credits (Taxes) • 1.5 CFP CE Credits (Tax Planning) • 2.0 IRS Credits (Federal Taxation)
$69
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All Courses, NASBA Certified, Self Study (QAS), Lifecycle Financial Planning
Lifecycle Financial Planning - Calculating Education Needs, the FAFSA, & Education Credits (QAS)
Course0.5 (Taxes) and 0.5 (Finance) NASBA QAS Credits • 1.0 CFP CE Credits (Education Planning)
$29
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All Courses, NASBA Certified, IRS EA Certified, Self Study (QAS)
Keeping Up with the Tax Code - Form 1116, Form 5471, and Form 926 (QAS)
Course2.0 NASBA QAS Credits (Taxes) • 2.0 IRS Credits (Federal Taxation)
$69
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
Lifecycle Financial Planning: Investment Planning - Alternative Investments (QAS)
Course1.0 NASBA QAS Credits (Finance) • 1.0 CFP CE Credits (Investment Planning)
$29
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All Courses, NASBA Certified, Self Study (QAS), Client Advisory Services (CAS)
Exploring Client Advisory Services - Fringe Benefits & Expense Reimbursements (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, Client Advisory Services (CAS)
Exploring Client Advisory Services - Working with Foreign Contractors (QAS)
Course1.0 NASBA QAS Credits (Taxes) 1.0 IRS Credits (Tax Planning) 1.0 CFP: 1.0 QAS (Federal Taxation)
$29
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All Courses, Keeping Up with the Tax Code
Keeping Up with the Tax Code - Schedules K-2 & K-3 (QAS)
Course2.0 NASBA Credits (Taxes) 6.0 IRS Credits (Federal Taxation)
$69
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
Lifecycle Financial Planning - Disability Insurance (QAS)
Course1.0 NASBA QAS Credits (Personnel/Human Resources) • 1.0 CFP CE Credits (Insurance Planning)
$29
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
Lifecycle Financial Planning: Distribution Planning - Theories & Concepts (QAS)
Course1.0 NASBA QAS Credits (Finance) • 1.0 CFP CE Credits (Income Planning)
$29
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All Courses
Exploring Client Advisory Services - Communicating Financial Results to Stakeholders (QAS)
Course1.0 NASBA QAS Credits (Personal Development)
$29
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All Courses, Self Study (QAS), Lifecycle Financial Planning
Lifecycle Financial Planning: Calculating the Life Insurance Need & Basic Planning Concepts (QAS)
Course2.0 NASBA QAS Credits (Finance) • 1.5 CFP CE Credits (Life Insurance) • 1.5 IRS CE Credits (Life Insurance)
$69
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All Courses, Lifecycle Financial Planning
Lifecycle Financial Planning: Tax Planning - Qualified Business Income Deduction (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS), Keeping Up with the Tax Code
Keeping Up with the Tax Code - 4 Tiers of Losses for Non-Corporate Taxpayers (QAS)
Course1.0 NASBA QAS Credits (Finance) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Understanding Partnership Taxation - Basis & Contributions (QAS)
Course3.0 NASBA Credits (Taxes) • 2.5 CFP Credits (Characteristics and Income Taxation of Business Entities) • 3.0 IRS Credits (Federal Taxation)
$89
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Understanding S-Corp Taxation - Late S-Elections, Disproportionate Distributions, Selling Shares (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning - Required Minimum Distributions (QAS)
Course2.5 NASBA QAS Credits (Taxes) • 2.0 CFP CE Credits (Tax Planning) • 2.0 IRS Credits (Federal Taxation)
$79
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning – Qualified Retirement Plans (QAS)
Course2.5 NASBA QAS Credits (Taxes) • 2.0 CFP CE Credits (Qualified Plan Rules and Options) • 2.0 IRS CE Credits (Federal Taxation)
$79
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All Courses, NASBA Certified, IRS EA Certified, Webinars (GIB/SIM), Quarterly Tax Updates
LIVE Quarterly Practice & Regulatory Update for Financial Advisors – Q2 2025 (SIM)
Course4.0 NASBA Credits (Finance) | 1pm-4:30pm ET 5/22/25
$129
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (GIB/SIM), Quarterly Tax Updates
LIVE Quarterly Practice & Regulatory Update for Financial Advisors – Q3 2025 Webinar
Course4.0 NASBA Credits (Finance), 4.0 CFP Credits (Professional Conduct & Regulation) | 1pm-4:30pm ET 8/28/25
$129
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (GIB/SIM), Quarterly Tax Updates
LIVE Quarterly Practice & Regulatory Update for Financial Advisors – Q4 2025 WEBINAR
Course4.0 NASBA Credits (Finance) | 1pm-4:30pm ET 11/20/25
$129
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (GIB/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
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (GIB/SIM), Quarterly Tax Updates
Exploring Client Advisory Services: LIVE Quarterly Tax Update – Q4 2025 Webinar
Course4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 12/4/25
$129
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All Courses, NASBA Certified, IRS EA Certified, Webinars (GIB/SIM), Quarterly Tax Updates
LIVE Quarterly Federal Tax Update for Individuals – Q2 2025 (SIM)
Course4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 7/24/25
$129
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (GIB/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
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All Courses, NASBA Certified, IRS EA Certified, Webinars (GIB/SIM), Quarterly Tax Updates
LIVE Quarterly Federal Tax Update for Individuals – Q1 2026 Webinar
Course4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 1/22/26
$129
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All Courses, NASBA Certified, IRS EA Certified, Webinars (GIB/SIM), Quarterly Tax Updates
LIVE Quarterly Federal Tax Update for Businesses – Q2 2025 (SIM)
Course4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 6/26/25
$129
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (GIB/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
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (GIB/SIM), Quarterly Tax Updates
LIVE Quarterly Federal Tax Update for Businesses – Q4 2025 Webinar
Course4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 12/18/25
$129
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All Courses, NASBA Certified, Self Study (QAS), Client Advisory Services (CAS)
Exploring Client Advisory Services - Unearned Income & Prepaid Expenses (QAS)
Course1.0 NASBA QAS Credits (Accounting)
$29
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All Courses, NASBA Certified, IRS EA Certified, Webinars (GIB/SIM), Quarterly Tax Updates
Quarterly Federal Tax Update for Individuals – Q1 2025 (SIM)
Course4.0 NASBA Credits (Taxes) | Every weekday from 12pm-3:30pm ET through July 23
$119
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All Courses, NASBA Certified, IRS EA Certified, Webinars (GIB/SIM), Quarterly Tax Updates
Quarterly Federal Tax Update for Businesses – Q1 2025 (SIM)
Course4.0 NASBA Credits (Taxes) | Every weekday from 12pm-4pm ET through June 25
$119
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All Courses, NASBA Certified, IRS EA Certified, Self Study (QAS), Quarterly Tax Updates
Quarterly Federal Tax Update for Businesses – Q1 2025 (QAS)
Course5.5 NASBA QAS Credits (Taxes) • • 4.0 IRS Credits (Federal Taxation)
$159
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All Courses, NASBA Certified, IRS EA Certified, Self Study (QAS), Quarterly Tax Updates
Quarterly Federal Tax Update for Individuals – Q1 2025 (QAS)
Course5.5 NASBA QAS Credits (Taxes) • 4.0 IRS Credits (Federal Tax Update)
$159
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All Courses, NASBA Certified, Client Advisory Services (CAS)
Exploring Client Advisory Services - Tying Out Financial Statements (QAS)
Course1.0 NASBA QAS Credits (Accounting)
$29
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All Courses, NASBA Certified, Self Study (QAS), Client Advisory Services (CAS)
Exploring Client Advisory Services - Account Reconciliations, Software Best Practices, & Common Reports (QAS)
Course1.0 NASBA QAS Credits (Accounting)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning: Tax Planning - Depreciation (QAS)
Course2.5 NASBA QAS Credits (Taxes) • 2.0 CFP CE Credits (Tax Planning) • 2.0 IRS Credits (Federal Taxation)
$79
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS), Keeping Up with the Tax Code
Keeping Up with the Tax Code - Basis Calculations for S-Corps & Partnerships (QAS)
Course1.0 NASBA Credits (Taxes) | 1.0 CFP Credits (Tax Planning) | 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Understanding Partnership Taxation - Distributions (QAS)
Course2.0 NASBA Credits (Taxes) | 1.5 CFP Credits (Characteristics and Income Taxation of Business Entities) | 2.0 IRS Credits (Federal Taxation)
$69
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning: Estate Planning - Form 1041 Basics (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Estate Planning) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, CFP Certified, Lifecycle Financial Planning
Lifecycle Financial Planning: Unique Tax Attributes of Different Entity Types for Entrepreneurs (QAS)
Course2.5 NASBA QAS Credits (Taxes) • 2.0 CFP CE Credits (Tax Planning) • 2.0 IRS Credits (Federal Taxation)
$79
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS), Keeping Up with the Tax Code
Keeping Up with the Tax Code - Required Minimum Distributions (QAS)
Course1.5 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)
$49
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All Courses, NASBA Certified, Self Study (QAS), Keeping Up with the Tax Code
2024 Federal Business Tax Update (QAS)
Course4.0 NASBA Credits (Taxes)
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All Courses, NASBA Certified, Self Study (QAS), Keeping Up with the Tax Code
2024 Federal Tax Update - Trump Proposals and Expiring Provisions (QAS)
Course1.0 NASBA Credits (Taxes)
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All Courses, NASBA Certified, Webinars (GIB/SIM), Keeping Up with the Tax Code
2024 Federal Business Tax Update (SIM)
Course3.0 NASBA Credits (Taxes) | Every Wednesday and Friday from 12pm-2:30pm ET
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All Courses, NASBA Certified, Webinars (GIB/SIM), Keeping Up with the Tax Code
2024 Federal Individual Tax Update (SIM)
Course3.0 NASBA Credits (Taxes) | Every Tuesday and Thursday from 12pm-2:30pm ET
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All Courses, NASBA Certified, Webinars (GIB/SIM), Keeping Up with the Tax Code
2024 Federal Tax Update - Trump Proposals and Expiring Provisions (SIM)
Course1.0 NASBA Credits (Taxes) | Every weekday 12pm-1pm ET
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All Courses, NASBA Certified, Client Advisory Services (CAS)
Exploring Client Advisory Services: Tax Due Dates & Penalties (SIM)
Course1.0 NASBA Credits (Taxes)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS), Client Advisory Services (CAS)
Exploring Client Advisory Services: Tax Due Dates & Penalties (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, Webinars (GIB/SIM), Lifecycle Financial Planning
Lifecycle Financial Planning - Assessing Client Needs & Building a Plan (SIM)
Course1.5 NASBA Credits (Finance) • 12pm-1:30pm ET
$38
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS), Lifecycle Financial Planning
Lifecycle Financial Planning - Assessing Client Needs & Building a Plan (QAS)
Course2.0 NASBA QAS Credits (Finance) • 1.5 CFP CE Credits (Financial Planning Process)
$69
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All Courses, NASBA Certified, Self Study (QAS), Client Advisory Services (CAS)
Exploring Client Advisory Services - Engagement Letters & Preparer Liability (QAS)
Course1.0 NASBA Credits (Taxes) • 1.0 IRS Credits (Federal Taxation) • 1.0 CFP Credits
$29
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All Courses, NASBA Certified, Self Study (QAS), Client Advisory Services (CAS)
Exploring Client Advisory Services - Independent Contractors vs Employees (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS), Lifecycle Financial Planning
Lifecycle Financial Planning: Retirement Planning - IRAs (QAS)
Course1.0 NASBA QAS Credits (Taxes); 1.0 CFP QAS CE (Tax Planning)
$29
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All Courses, Lifecycle Financial Planning
Lifecycle Financial Planning: Retirement Planning - IRAs (SIM)
CourseWEBINAR: 1.0 NASBA Credits (Taxes) • Upcoming sessions July 24 • 12pm-1:00pm ET
$29
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All Courses, NASBA Certified, Self Study (QAS)
Tax Research Part 1 - Fundamentals (QAS)
Course1.0 NASBA QAS Credits (Taxes)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS), Client Advisory Services (CAS)
Exploring Client Advisory Services - 2024 Tax Update (QAS)
Course5.5 NASBA QAS Credits (Taxes) • 5.0 CFP CE Credits (Tax Planning) • 4.0 IRS Credits (Federal Taxation)
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All Courses, NASBA Certified, Webinars (GIB/SIM), Client Advisory Services (CAS)
Exploring Client Advisory Services - 2024 Tax Update (SIM)
Course4.0 NASBA Credits (Taxes) | Every Friday from 12pm-4pm EST
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
Retaining Talent in a Competitive Marketplace - Creating a Benefits Program Employees Care About (QAS)
Course5.5 NASBA QAS Credits (Personnel/Human Resources – Non-technical) • 4.0 CFP CE Credits (Fundamental & Current Tax Law)
$159
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All Courses, NASBA Certified, Self Study (QAS), Client Advisory Services (CAS)
Exploring Client Advisory Services - The Accounting Equation & Natural Account Balances (QAS)
Course1.0 NASBA QAS Credits (Accounting)
$29
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All Courses, Self Study (QAS), Client Advisory Services (CAS)
Exploring Client Advisory Services – Types of Business Entities (QAS)
Course1.5 NASBA QAS Credits (Taxes)
$49
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All Courses, NASBA Certified, Self Study (QAS), Client Advisory Services (CAS)
Exploring Client Advisory Services - Entity Types (QAS)
Course1.0 NASBA QAS Credits (Accounting)
$29
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All Courses, NASBA Certified, Self Study (QAS), Client Advisory Services (CAS)
Exploring Client Advisory Services - New Business Compliance & Working with a Tax Preparer (QAS)
Course2.0 NASBA QAS Credits (Taxes)
$69
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All Courses, Webinars (GIB/SIM), Client Advisory Services (CAS)
Exploring Client Advisory Services - New Business Compliance & Working with a Tax Preparer (SIM)
CourseWEBINAR: 1.5 NASBA Credits (Taxes)
$49
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All Courses, NASBA Certified, Self Study (QAS)
A Culture of Regulatory Ethics - Making Ethics a Competitive Advantage (QAS)
Course5.5 NASBA QAS Credits (Behavioral Ethics)
$159
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All Courses, Webinars (GIB/SIM)
A Culture of Regulatory Ethics - Making Ethics a Competitive Advantage (SIM)
Course4.0 NASBA Credits | Upcoming sessions: 12pm-3:30pm ET on 10/16/24
$119
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All Courses
Building an Ethical Culture (SIM)
Course1.5 NASBA Credits (Business Management)
$28
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All Courses, NASBA Certified, Self Study (QAS)
Building an Ethical Culture (QAS)
Course2.0 NASBA QAS Credits (Business Management)
$69
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All Courses, NASBA Certified, Self Study (QAS)
Critical Skills for CFOs & Controllers - Budgeting & Forecasting Strategies for Today's World (QAS)
Course2.5 NASBA QAS Credits (Finance - Technical)
$79
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All Courses, Webinars (GIB/SIM)
Critical Skills for CFOs & Controllers - Budgeting & Forecasting Strategies for Today's World (SIM)
Course2.0 NASBA Credits (Finance) | Every Tuesday 12pm-2pm ET
$69
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All Courses, NASBA Certified, Self Study (QAS)
Improving Your Profits - Identifying Cost Cutting Opportunities (QAS)
Course2.5 NASBA QAS Credits (Management Services - Technical)
$79
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All Courses, NASBA Certified, Webinars (GIB/SIM)
Improving Your Profits - Identifying Cost Cutting Opportunities (SIM)
CourseWEBINAR: 2.0 NASBA Credits (Management Services - Technical) • Upcoming sessions July 15, 2024, July 22, 2024, July 26, 2024 and July 29, 2024 • 12pm-1:45pm ET
$69
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All Courses, Webinars (GIB/SIM)
A Controller's Guide to Assessing the Risk of Your Organization - Managing Risk & Basic Policies (SIM)
Course1.5 NASBA Credits | Upcoming Sessions: 12-1:30pm ET on 9/24/24, 10/4/24 and 10/15/24
$69
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All Courses, Webinars (GIB/SIM)
How to Be a Better CFO (SIM)
Course4.0 NASBA Credits (Management Services) | Every Thursday 12pm-4pm ET
$119
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All Courses, NASBA Certified, Self Study (QAS)
A Controller's Guide to Assessing the Risk of Your Organization - Managing Risk & Basic Policies (QAS)
Course2.0 NASBA Credits (Management Services)
$69
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All Courses, NASBA Certified, Self Study (QAS)
Getting Ahead - The Art of Marketing for CPAs (QAS)
Course2.0 NASBA QAS Credits (Communications & Marketing)
$69
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All Courses, NASBA Certified, Self Study (QAS)
How to Be a Better CFO (QAS)
Course5.5 NASBA Credits (Management Services - Technical)
$159
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All Courses, NASBA Certified, Self Study (QAS), Keeping Up with the Tax Code
2024 Federal Individual Tax Update (QAS)
Course4.0 NASBA Credits (Taxes)
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All Courses, NASBA Certified, Webinars (GIB/SIM)
How Our Economy & Markets Perform in Election Years (SIM)
Course2.0 NASBA Credits (Finance) | Every weekday from 12pm-1:45pm ET
$69
Meet Your Instructor
CPA, CFP, CLU, CPCU, MST, MBA David Peters
David Peters is the Founder of Peters Professional Education in Richmond, VA, and a SEC-registered Investment Advisor Representative with Peters Financial LLC. With 20+ years in financial services—including hedge funds, insurance, and corporate leadership as the first CFO of Compare.com—he brings expert insight in accounting, finance, insurance, and financial planning.
A nationally recognized CPE instructor, David has authored 125+ on-demand courses and leads live seminars and webinars across the U.S. He holds four master’s degrees, multiple professional certifications (CFP®, CLU®, ChFC®, CPCU®, CGMA®, CPA), and has earned awards including the AICPA Outstanding Facilitator Award and Surgent’s Outstanding Discussion Leader Award.
David also co-authored the Virginia CPA Ethics course and serves on boards including Leadership Metro Richmond and the VCU Accounting Advisory Council.
Email
A nationally recognized CPE instructor, David has authored 125+ on-demand courses and leads live seminars and webinars across the U.S. He holds four master’s degrees, multiple professional certifications (CFP®, CLU®, ChFC®, CPCU®, CGMA®, CPA), and has earned awards including the AICPA Outstanding Facilitator Award and Surgent’s Outstanding Discussion Leader Award.
David also co-authored the Virginia CPA Ethics course and serves on boards including Leadership Metro Richmond and the VCU Accounting Advisory Council.
Take the Next Step in Your Professional Journey!
Whether you prefer self-paced learning or live webinars, the Peters Professional Education Annual Pass has everything you need to grow your expertise and meet your professional goals.