Peters Professional Education

All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)

Understanding Partnership Taxation - PTE Elections, 754 Elections, & Selling a Partnership Interest (QAS)

1.5 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)

All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)

2023-44: Understanding S-Corp Taxation - Compensation Issues & Entity Level Taxes (QAS)

All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)

2022-42: Understanding Real Estate Taxation - Depreciation Issues & Recapture Provisions (QAS)

All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)

2022-41: Understanding Partnership Taxation - Debt Allocations (QAS)

All Courses, NASBA Certified, CFP Certified, Self Study (QAS), Lifecycle Financial Planning

2021-LFP02: Lifecycle Financial Planning - Behavioral Biases (QAS)

In this course, we will explore how we make decisions with less than perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them.

All Courses, NASBA Certified, CFP Certified, Self Study (QAS), Lifecycle Financial Planning

2021-LFP03: Lifecycle Financial Planning - Investment Policy Statements & Portfolio Risk (QAS)

This course will explore how financial planning changes over a client’s lifetime. We will discuss common investor types and approaches to financial planning, including traditional and reverse glidepath theory.