Level Up Your Knowledge with Our Expert Resources
Expert insights from David Peters, CPA, MST, CGMA—covering tax, finance, and business strategy for today’s professionals.
Professional eBooks Designed for Finance & Tax Experts
Essential Resources for CPAs, Tax Pros, CFP® Practitioners & Advisory Professionals
These eBooks are perfect for tax pros, financial advisors, and CAS providers who work with S corps, partnerships, and pass-through entities. Get practical guidance on complex topics like basis, allocations, and K-2/K-3 reporting—all in one place.
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Understanding S-Corporation Taxation
Digital downloadMaster S-Corporation taxation with this clear, practical guide. From shareholder compensation to basis, distributions, and elections—this book simplifies complex rules for CPAs, tax professionals, and financial advisors.
$59.99
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Understanding Partnership Taxation
Digital downloadUnderstanding Partnership Taxation by David Peters, CPA, MST, CGMA, is your go-to guide for partnership formation, partner basis, special allocations, Schedules K-2/K-3, and pass-through elections. A must-read for tax pros navigating compliance.
$59.99
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Building Connections: Practical Ways Financial Professionals Can Build Relationships and Communicate with Clients
Digital downloadClients making big decisions without telling you? This book helps CPAs, financial advisors, and insurance pros improve client communication, build trust, and strengthen relationships for long-term success. A must-read for growing your practice.
$24.99
What You’ll Learn Across Our Tax eBooks
Explore real-world topics like entity formation, partner basis, K-2/K-3 reporting, and pass-through elections—covered in depth across our expert-authored eBook collection.
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Get clear on entity formation and how to calculate partner/shareholder basis.
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Confidently navigate international tax reporting requirements.
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Understand income splits, special allocations, and pass-through elections.
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Stay current on the latest changes impacting tax pros and small businesses.
Join David R. Peters (CPA, MST) as he chats with some of today's business leaders. Whether you're a CPA, CFO, small business owner, or entrepreneur, Dave and his guests offer insightful advice and experiences for anyone in business!