Peters Professional Education

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

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)

Understanding Real Estate Taxation - Rental Activities & Material Participation Rules (QAS)

2.0 NASBA QAS Credits (Taxes) • 2.0 CFP CE Credits (Tax Planning)• 1.5 CFP CE Credits (Federal Taxation)

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

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

1.5 NASBA QAS Credits (Finance) • 1.0 CFP CE Credits (Portfolio development and analysis)

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

Lifecycle Financial Planning: Retirement Planning - IRAs (QAS)

1.0 NASBA QAS Credits (Taxes); 1.0 CFP QAS CE (Tax Planning)