Course Description

Election years always make us look to the future. They fill us with hope and optimism about what the upcoming years may bring. However, are we justified in feeling optimistic? In this course, we will look at the economic cycle and the effect of election years. We will examine how certain key investments have performed and examine why this year is unique. In addition, we will look at how major tax policy changes affect our economy as well. While nothing is certain, we can see what history has taught us -and just maybe get a glimpse at what is ahead!


Learning Objectives

  • Identify how the economy performs during election years using key economic indicators

  • Recall how key investments perform during various stages of the economic cycle

  • Recognize how investment performance is affected by elections

  • Recognize how tax policy changes affect the economy

Additional Required Materials

  • Level: Overview

  • Field of Study: Finance (NASBA), Economic concepts (CFP)

  • Who Should Attend: Financial professionals who advise individuals and businesses on investment, professional, and business strategy.

  • Required Knowledge: Basic understanding of investing and economic principles.

  • Advanced Prep: None

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.