Instructor

CPA, CFP®, ChFC®, CLU®, CPCU, CGMA, MST, MBA David Peters

David Peters, CPA, CFP ®, ChFC ®, CLU ®, CPCU, is the founder of Peters Professional Education and a top-tier continuing education instructor in tax and financial services. With more than 20 years of experience across public accounting, insurance, and financial planning, David has taught through national CPE providers, state CPA societies, and firm-specific trainings nationwide. Participants consistently praise his energy and his ability to turn complex tax and accounting concepts into practical, immediately usable guidance. He has authored books on partnership taxation, S-corporation taxation, small business, and personal tax savings, and has earned the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024. Peters Professional Education is an approved NASBA, IRS, and CFP Board provider with over 125 courses serving CPAs, Enrolled Agents, and financial professionals nationwide.

CPE Course Topics We Cover

From tax updates to leadership strategy, our courses are built for today's accounting and finance professionals.

 

Tax Planning & Compliance
 HR, People & Talent
Financial Planning & Investments
 Technology & Data Analytics
Risk Management & Insurance
 Ethics & Professional Standards
Management, Leadership & Strategy
 Marketing, Branding & Practice Growth
Accounting & Client Advisory Services
 And More


Live & Online CPE Training for Teams That Actually Engages

Bring your firm together for interactive, expert-led continuing education designed for real-world application. Flexible scheduling makes it easy to fit training into your team’s workflow—whether in person or online.

Engaging Live CPE Classes for Teams & Firms

Bring your team together for interactive, expert-led continuing education. Our live classes are designed to keep your team learning, collaborating, and staying up-to-date—without the hassle of traditional training. Flexible scheduling make it easy to fit CPE into your firm’s workflow.

Interactive Online Classes for Your Whole Team

Bring your team together for engaging, instructor-led CPE from anywhere. Our group internet-based classes make learning convenient, collaborative, and tailored to your firm’s needs. Flexible scheduling, real-time interaction, and practical content ensure your team stays sharp and compliant—without leaving the office.

See David Live in Savannah for In-Person CPE & Tax Training

Join David in Savannah for expert-led, in-person CPE courses covering the latest tax updates, real-world strategies, and practical guidance for CPAs, advisors, and tax professionals.

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What You Get When You Train With Us

Expert-led courses, flexible scheduling, and engaging content designed for your whole team. Everything you need to earn CPE credits and level up together.

  • Direct access to David Peters for personalized Q&A and deeper insight into key talking points.

  • Flexible, convenient formats available as Group Live or Group Internet-Based sessions ranging from one hour to multi-day programs.

  • Fully NASBA-compliant CPE administration, with live and virtual attendance tracking plus issuance of CPE certificates.

  • Optional IRS Enrolled Agent or CFP Board credit and reporting available for eligible courses when requested in advance.