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Navigate the latest tax legislation and late breaking provisions with this 3-part series covering President-elect Trump's campaign proposals, expiring provisions, disaster relief, virtual currency, tariffs, retirement plans, and much more! The bundle includes:

What our participants are saying

"This was, by far, the best tax CPE I've taken. David was very knowledgeable, had great and relevant examples, and held my attention for the full 8 hours. Well done and thank you."

Angela Q.

Are you up to speed on the latest tax changes and legislation?

Being a tax practitioner over the last few years has been tough! Several pieces of new tax legislation have changed the landscape of retirement planning and created many new green energy credits. Also, what about the new rules regarding transparency in the ownership of corporations? And what about new provisions in the code? What will the election bring? Through discussion and easy to follow examples, we will address these questions and many other new and late-breaking provisions in the 2024 version of Keeping Up with the Tax Code!

  • Recognize changes to required minimum distributions as a result of recent tax legislation

  • Identify changes to retirement plan provisions as a result of recent provisions

  • State new provisions affecting small businesses, individuals, and pass-through entities

  • Recall the IRS definition of virtual currency and identify recent changes

  • Identify recent updates to tax credits, deductions, and income items

  • State who is subject to the beneficial ownership disclosure rules

  • Recognize any late-breaking and new tax provisions on the horizon

Instructor

CPA, CPCU, MST, MBA David Peters

David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA. He has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He holds four Masters degrees and contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

Register now for this critical 3-part update and be among the first to understand the implications of the latest tax laws for your clients and business.

Bring the Best Federal Tax Update to Your Firm in 2025!

Stay ahead of tax changes and provide even greater value to your clients with a private session of our Keeping Up with the Tax Code Federal Tax Update for your team. Led by award-winning speaker David R. Peters, this comprehensive federal tax update ensures your entire firm is aligned and ready for the challenges of 2025.

  • Unified Knowledge: Get everyone on the same page with the latest tax legislation and provisions.

  • Convenient Scheduling: Choose a time that works best for your team, in-person or online.

  • Expert Instruction: Learn directly from one of the most trusted voices in tax education.

  • Client Impact: Equip your firm to deliver exceptional service and insight to your clients.