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David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP

Peters Professional Education

David Peters

Webinars led by David Peters

Date Webinar
1/23/2026 25WS-2046: Surgent's Tax Planning for Rental Real Estate (Webinar)
1/23/2026 25WX-4898: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
1/23/2026 25WX-6221: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
1/26/2026 25WS-2055: Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar)
1/26/2026 25WS-2057: Surgent's Hiring New Workers and Payroll Taxes (Webinar)
1/26/2026 25WX-4913: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
1/27/2026 25WS-2059: Surgent's Federal Tax Update (Webinar)
1/27/2026 25WS-2062: Surgent's The Essential Multistate Tax Update (Webinar)
1/27/2026 25WX-4947: Building a Better Budget in a Time of Uncertainty (Webinar)
1/28/2026 25WS-2073: Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar)
1/28/2026 25WX-4963: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
1/29/2026 25WS-2075: Surgent's Exploring Business Valuation Fundamentals (Webinar)
1/29/2026 25WS-2078: Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar)
1/29/2026 25WS-2079: Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar)
1/30/2026 25WS-2087: Surgent's Taking Advantage of Installment Sales (Webinar)
1/30/2026 25WS-2088: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar)
1/30/2026 25WS-2089: Surgent's Tax Research (Webinar)
1/30/2026 25WX-5011: Building a Better Budget in a Time of Uncertainty (Webinar)
2/2/2026 25WS-2095: Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar)
2/2/2026 25WS-2096: Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar)
2/3/2026 25WS-2104: Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar)
2/3/2026 25WX-5065: More Money: Strategic Ways to Improve Cash Flow (Webinar)
2/4/2026 25WS-2106: Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar)
2/5/2026 25WS-2117: Surgent's Business Law Essentials for Practitioners and Controllers (Webinar)
2/5/2026 25WS-2121: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar)
2/6/2026 25WS-2124: Surgent's Business Law for Small Business Owners (Webinar)
2/9/2026 25WS-2137: Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar)
2/9/2026 25WS-2139: Surgent's Hiring New Workers and Payroll Taxes (Webinar)
2/9/2026 25WX-5165: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
2/10/2026 25WS-2149: Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar)
2/10/2026 25WX-5187: Retaining Talent in a Competitive Marketplace (Webinar)
2/11/2026 25WS-2151: Surgent's Exploring Business Valuation Fundamentals (Webinar)
2/11/2026 25WS-2157: Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar)
2/11/2026 25WX-5203: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
2/12/2026 25WS-2166: Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar)
2/12/2026 25WX-5231: Business Partnerships: Managing Supplier Relationships (Webinar)
2/12/2026 25WX-5240: More Money: Strategic Ways to Improve Cash Flow (Webinar)
2/13/2026 25WS-2177: Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (Webinar)
2/16/2026 25WX-5302: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
2/17/2026 25WS-2183: Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar)
2/17/2026 25WS-2187: Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar)
2/18/2026 25WS-2192: Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar)
2/18/2026 25WS-2194: Surgent's Tax Planning for Rental Real Estate (Webinar)
2/18/2026 25WX-5339: Building a Better Budget in a Time of Uncertainty (Webinar)
2/19/2026 25WS-2202: Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar)
2/19/2026 25WS-2203: Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar)
2/19/2026 25WX-5370: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
2/20/2026 25WS-2206: Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar)
2/20/2026 25WS-2211: Surgent's Tax Research: Intermediate Concepts (Webinar)
2/20/2026 25WX-5389: Business Partnerships: Managing Supplier Relationships (Webinar)
2/20/2026 25WX-5390: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
2/23/2026 25WS-2213: Surgent's Unique Tax Attributes of Different Entity Types (Webinar)
2/23/2026 25WX-6271: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
2/24/2026 25WS-2223: Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar)
2/24/2026 25WX-5447: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
2/24/2026 25WX-5451: Building a Better Budget in a Time of Uncertainty (Webinar)
2/25/2026 25WS-2232: Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar)
2/25/2026 25WS-2234: Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar)
2/26/2026 25WS-2242: Surgent's 2025 Tax Update for Client Advisory Services (Webinar)
2/26/2026 25WX-5501: Retaining Talent in a Competitive Marketplace (Webinar)
2/27/2026 25WS-2247: Surgent's Tax Research (Webinar)
3/2/2026 25WS-2248: Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar)
3/2/2026 25WX-5556: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
3/3/2026 25WS-2254: Surgent's Business Law for Small Business Owners (Webinar)
3/4/2026 25WS-2260: Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (Webinar)
3/4/2026 25WX-5593: Business Partnerships: Managing Supplier Relationships (Webinar)
3/4/2026 25WX-5601: More Money: Strategic Ways to Improve Cash Flow (Webinar)
3/6/2026 25WS-2276: Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar)
3/6/2026 25WX-5633: More Money: Strategic Ways to Improve Cash Flow (Webinar)
3/9/2026 25WS-2282: Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar)
3/9/2026 25WX-5664: Retaining Talent in a Competitive Marketplace (Webinar)
3/10/2026 25WS-2289: Surgent's 2025 Tax Update for Client Advisory Services (Webinar)
3/11/2026 25WS-2294: Surgent's Hiring New Workers and Payroll Taxes (Webinar)
3/12/2026 25WS-2298: Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar)
3/13/2026 25WX-5748: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
3/14/2026 25WX-5765: Building a Better Budget in a Time of Uncertainty (Webinar)
3/16/2026 25WX-5789: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
3/17/2026 25WS-2312: Surgent's Tax Research (Webinar)
3/18/2026 25WS-2314: Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar)
3/19/2026 25WS-2329: Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar)
3/20/2026 25WX-5874: Business Partnerships: Managing Supplier Relationships (Webinar)
3/20/2026 25WX-5875: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
3/23/2026 25WS-2339: Surgent's Tax Planning for Rental Real Estate (Webinar)
3/23/2026 25WX-5896: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
3/23/2026 25WX-5903: Retaining Talent in a Competitive Marketplace (Webinar)
3/24/2026 25WS-2341: Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar)
3/25/2026 25WS-2345: Surgent's Exploring Business Valuation Fundamentals (Webinar)
3/25/2026 25WX-5947: Building a Better Budget in a Time of Uncertainty (Webinar)
3/26/2026 25WS-2357: Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar)
3/27/2026 25WS-2358: Surgent's Unique Tax Attributes of Different Entity Types (Webinar)
3/27/2026 25WX-5985: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
3/30/2026 25WS-2368: Surgent's Tax Research: Intermediate Concepts (Webinar)
3/30/2026 25WX-6336: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
3/31/2026 25WS-2370: Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar)
4/1/2026 26WS-0005: Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar)
4/2/2026 26WS-0009: Surgent's Hiring New Workers and Payroll Taxes (Webinar)
4/2/2026 26WX-0050: Retaining Talent in a Competitive Marketplace (Webinar)
4/3/2026 26WX-0075: More Money: Strategic Ways to Improve Cash Flow (Webinar)
4/6/2026 26WX-0086: More Money: Strategic Ways to Improve Cash Flow (Webinar)
4/8/2026 26WS-0023: Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar)
4/8/2026 26WS-0024: Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar)
4/10/2026 26WS-0040: Surgent's Tax Research: Intermediate Concepts (Webinar)
4/11/2026 26WX-0193: Business Partnerships: Managing Supplier Relationships (Webinar)
4/15/2026 26WX-0256: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
4/16/2026 26WS-0052: Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar)
4/17/2026 26WS-0058: Surgent's Exploring Business Valuation Fundamentals (Webinar)
4/21/2026 26WS-0067: Surgent's Business Law for Small Business Owners (Webinar)
4/21/2026 26WX-0341: Business Partnerships: Managing Supplier Relationships (Webinar)
4/22/2026 26WS-0077: Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar)
4/23/2026 26WS-0088: Surgent's 2025 Tax Update for Client Advisory Services (Webinar)
4/24/2026 26WS-0093: Surgent's Tax Research (Webinar)
4/27/2026 26WS-0101: Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar)
4/28/2026 26WS-0104: Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar)
4/29/2026 26WS-0106: Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (Webinar)
4/29/2026 26WX-0477: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
4/29/2026 26WX-0561: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
4/30/2026 26WS-0109: Surgent's Unique Tax Attributes of Different Entity Types (Webinar)
4/30/2026 26WS-0111: Surgent's Tax Planning for Rental Real Estate (Webinar)