Back to Search

AICPA’s Annual Federal Tax Update

Dec. 11
8:00 a.m. - 4:00 p.m.

Regional Learning Alliance
Cranberry - Map it

CPE Credits



PICPA Member: $275 | Nonmember: $375

CLE Credit Add-On: $50

 More Information

Course No.
Two years of tax experience

AICPA Members save $30!


Identify tax planning strategies and compliance actions resulting from the latest changes to federal tax statutes, regulations, cases, and rulings. Discuss developments affecting individuals (including those regarding income, deductions and losses, tax calculations, individual credits, and filing matters), business entities (including those regarding S corporations and their shareholders, C corporations, and partnerships), estates and trusts, retirement plans, and more.


  • Legislative, judicial, and IRS developments of the past year
  • Return preparation applications
  • Strategies for tax savings
  • Business entity changes
  • The new reality of estate planning
  • Income taxation of estates and trusts
  • IRS administrative issues, compliance, and new forms
  • Court cases settled in the past year that provide tax return guidance
  • Position authority
  • IRS rulings, procedures, and notices for the past year
  • New tax return disclosures


David R. Peters, CPA, CFP, CPCU, MST, MBA
Peters Tax Preparation & Consulting

David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates.*  He has over fourteen years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry.  David was the first-ever Chief Financial Officer of, an insurance price comparison company - a position he held for over three years.  He was also instrumental in the early success of Elephant Auto Insurance, a six state auto insurance carrier, located in Glen Allen, VA.

He holds four masters degrees, and is currently pursuing his PhD in Financial Planning.  He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics in Virginia, North Carolina, and South Carolina.  He is an Adjunct Professor in Finance and Accounting at Winthrop University in Rock Hill, SC, and teaches regularly for Kaplan Test Preparation.  He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures.

* Registered Representative of and securities offered through Cetera Advisors Network, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisors Network, LLC are not affiliated.


You May Also Like

Monthly Tax Update with Mike Tucker and Jeff Jacobs Webinar
Dec. 12 | Webinar
Understand and apply new legislative, regulatory and case law tax law developments as soon as they occur to your particular clients ...
New Travel & Entertainment Expense Reporting Rules Webinar
Dec. 13 | Webinar
To provide the "big picture" of qualified deductible expenses.To provide guidance on what to do and when to do it. ...
Annual Tax Update: Individuals and Sole Proprietors
Dec. 13 | Harrisburg
Learn what’s new and what's changed in federal individual income tax and how it applies to real-world taxpayers. Discuss the latest tax legislation, court decisions, and IRS pronouncements. Gather insight ...