Gain clarity on new federal tax laws, IRS priorities, and OBBBA updates that directly impact financial planning.
Learn to apply complex tax concepts through real-world examples, improving client communication and decision-making.
Stay prepared to answer client questions year-round with up-to-date knowledge of key tax and regulatory changes.
Don’t Get Left Behind on OBBBA & IRS Updates
Quarterly Tax & Regulatory Update Course Book | Version 2.0 gives CPAs and financial advisors the latest on federal tax laws, IRS priorities, OBBBA updates, and key regulatory changes. With clear explanations, real-world examples, and client-focused insights, this eBook helps you stay compliant, anticipate client questions, and plan proactively year-round.
Meet David Peters CPA, MST, CGMA
David is the Founder and Owner of Peters Professional Education in Richmond, VA. He is a national CPE Instructor/Discussion Leader for Surgent and Don Farmer Tax Seminars and regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four master’s 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 Virginia CPA Ethics course in 2018, 2019 and 2020 – a required course for all CPAs licensed in the Commonwealth of Virginia.
Get the Tax Update Every Pro Needs. Download Version 2.0 Today!
Stay ahead of IRS priorities, OBBBA updates, and federal tax changes with practical insights you can use to support clients year-round.
$89.00
Product Details
Publisher: David Peters Publication date: 08/22/2025 Sold by: Peters Professional Education Format: eBook File size: 3.1 MB Number of pages: 208