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MNCPA Tax Conference

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

David Peters

Peters Professional Education
Richmond, VA

David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP, is the founder and owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for CFO Capital Management. David has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. In addition, 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.

Conference session(s)

Session I3: Tuesday, 10:50 a.m. – 12:05 p.m.
I3. Keeping Up With the Tax Code: Virtual Currency Developments

Session J3: Tuesday, 1 – 2:15 p.m.
J3. Keeping Up With the Tax Code: Basis Calculations for S Corps and Partnerships

Session K4: Tuesday, 2:35 – 3:50 p.m.
K4. Practicing Efficient & Effective Tax Research