Quarterly Tax, CAS & SEC Webinars

The Most Up-to-Date Insights for Financial Professionals

Keep your firm up to speed with our four quarterly tax and financial update series.

More frequent updates mean better decisions for your business.

Most education providers offer tax and financial updates only once or twice a year—but in today’s fast-changing regulatory environment, that’s just not enough. Peters Professional Education delivers quarterly webinars on Business Tax, Individual Tax, Client Advisory Services, and SEC/Financial Planning, ensuring you’re always up to speed.

Stay ahead of compliance changes before they affect your business.
Get insights in real-time—not months after a law has changed.
Be more responsive to your clients with the latest industry updates.

Four series, three delivery methods. Choose the one that fits your schedule.

Join our LIVE scheduled webinars or enroll in the rebroadcast/self-study versions made available 2-3 weeks after each event.

LIVE Webinars

Join our scheduled live Zoom events for the earliest available updates and real-time presentation by David Peters.
Webinar Rebroadcasts

Can't make the live event? Enroll in a webinar rebroadcast that better suits your schedule with real-time access to David Peters via chat.
On-Demand

For the most flexible option and additional CPE credits, take the on-demand version with review questions and a final exam to reinforce what you're learning.

Quarterly Federal Tax Updates for Businesses

For experienced tax professionals and financial advisors previous tax preparation experience preparing business tax returns.

Upcoming Live Webinars

Join us in real-time for one of our upcoming LIVE event dates over Zoom.

LIVE Business Tax Webinar Bundle

All Courses, NASBA Certified, Webinars (SIM), Course Bundles, Keeping Up with the Tax Code, Quarterly Tax Updates

Quarterly Business Tax Webinars
Bundle • 3 learning products
Three 4-hour LIVE webinars | Q2, Q3, & Q4 2025 | 12 NASBA Credits (Taxes)

$387

Purchase

Rebroadcasts & On-Demand

Live webinars are recorded and converted to rebroadcast and on-demand versions after each event so you'll never miss a beat.

Quarterly Federal Tax Updates for Individuals

For experienced tax professionals and financial advisors with previous tax preparation experience preparing individual tax returns.

Upcoming Live Webinars

Join us in real-time for one of our upcoming LIVE event dates over Zoom.

LIVE Individual Bundle

All Courses, NASBA Certified, Webinars (SIM), Course Bundles, Keeping Up with the Tax Code, Quarterly Tax Updates

Quarterly Individual Tax Webinars
Bundle • 3 learning products
Three 4-hour LIVE webinars | Q2 2025, Q3 2025, & Q1 2026 | 12 NASBA Credits (Taxes)

$387

Purchase

Rebroadcasts & On-Demand

Live webinars are recorded and converted to rebroadcast and on-demand versions after each event so you'll never miss a beat.

Quarterly Practice & Regulatory Updates for Financial Advisors

For experienced tax professionals and financial advisors with previous experience in financial planning, investment management, or other related financial professional fields.