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

Peters Professional Education

David Peters David Peters is the Founder and Owner of Peters Professional Education Peters Tax Preparation & Consulting, PC. He is also a financial advisor for CFO Capital Management. David has more than fifteen years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. He was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years. In addition to running his own professional education website, David is a national instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. David 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 2018, 2019, and 2020 Virginia CPA Ethics courses – a required course for all CPA’s licensed in the Commonwealth of Virginia.

Conference sessions led by David Peters

Date Course
6/11/2024 - 6/13/2024 24CF-MBAC: MNCPA Management & Business Advisers Conference (MBAC24)

Webinars led by David Peters

Date Webinar
6/10/2024 24WI-0245: Form 990: Best Practices for Accurate Preparation (Webinar)
7/10/2024 24WI-0280: Form 990: Best Practices for Accurate Preparation (Webinar)
8/14/2024 24WI-0344: Form 990: Best Practices for Accurate Preparation (Webinar)
12/4/2024 24SR-0018: 2024 Federal Tax Update (Virtual)