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New Premium CPE Series · Corporate Tax

Corporate Tax CPE Series

Three new premium live webinar courses taught by Dave Peters, CPA, CFP®, CLU, CPCU, MST, MBA — built for tax professionals and finance advisors who work with corporate clients. Cover accounting methods and deduction timing, corporate formation and shareholder compensation, and tax credits, stock dispositions, and the corporate alternative minimum tax. All courses are NASBA-approved and qualify for CPE credit.

Get Unlimited Plus View individual courses ↓
NASBA-approved Live webinar format 6 total CPE credits
Series at a glance
3
Premium courses
6
CPE credits
2h
per course
  • CTM2Understanding Corporate Taxation: Accounting Methods, Deduction Timing, and LossesPremium
  • CTF2Understanding Corporate Taxation: Formation and Shareholder CompensationPremium
  • CTT2Understanding Corporate Taxation: Tax Credits, Disposing of Shares, and Corporate Alternative Minimum TaxPremium
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA, Surgent CPE instructorYour instructor

Dave Peters, CPA, CFP®, CLU, CPCU, MST, MBA

Founder, Peters Professional Education

20+ years in tax, accounting, and finance Trusted by thousands of tax and accounting professionals Published author on partnership and S corporation taxation

David Peters is the founder of Peters Professional Education and a nationally recognized CPE instructor with more than 20 years of experience across tax, accounting, finance, insurance, financial planning, ethics, and entrepreneurship. Known for an engaging presentation style and a practical approach, Dave helps professionals navigate complex corporate tax topics with confidence and apply what they learn immediately.

Dave is the author of several books on partnership taxation, S corporation taxation, small business ownership, and individual tax planning. He is known nationally for translating complex tax topics into practical, real-world guidance.

Through his teaching, writing, and consulting work, Dave has helped thousands of CPAs, Enrolled Agents, and financial professionals stay current on tax law changes, planning opportunities, and practice strategies.

View full instructor profile
6 CPE Credits Total · Live Webinars

Corporate Tax Series Courses

All three courses are live webinars taught by Dave Peters, CPA, CFP®, CLU, CPCU, MST, MBA. Select any course below to register individually — or get all three included with Unlimited Plus.

 

NewPremium
CTM2

Understanding Corporate Taxation: Accounting Methods, Deduction Timing, and Losses

2 CPETaxesIntermediateLive Webinar

A practical look at the nuances of corporate deductions — the general rule that expenditures must be ordinary, necessary and reasonable, plus the limits, floors and exceptions that determine what a corporation can actually deduct.

Key topics
  • Accounting methods and cash method availability
  • All events test and economic performance
  • Dividends received deduction
  • Accelerated depreciation: bonus, Section 179, and full expensing
  • Losses: net operating, capital, and passive activity losses
$119CPE
Select dates & register
NewPremium
CTF2

Understanding Corporate Taxation: Formation and Shareholder Compensation

2 CPETaxesIntermediateLive Webinar

Covers how new shareholders can form a corporation tax-free, how basis is calculated (including when debt is involved), and the different ways shareholders can be compensated, along with the pros and cons of each approach.

Key topics
  • Contributions of property at formation
  • Basis after the initial transfer and implications of boot
  • Property transferred that is encumbered by debt
  • Reasonable compensation and withholding on bonuses
  • ISOs, non-qualified stock options, and Section 83(b) elections
$119CPE
Select dates & register
NewPremium
CTT2

Understanding Corporate Taxation: Tax Credits, Disposing of Shares, and Corporate Alternative Minimum Tax

2 CPETaxesIntermediateLive Webinar

A focused review of three areas that frequently arise in corporate tax planning and compliance: major corporate tax credits, stock redemptions and dispositions under Section 302, and the corporate alternative minimum tax.

Key topics
  • Redemptions vs. dividends
  • Corporate acquisition issues
  • Foreign tax credit (Form 1118)
  • General business credit
  • Alternative minimum tax
$119CPE
Select dates & register

All courses are live webinars — you must select a specific date and time to register. Registration closes one hour before each session begins. Get all three with Unlimited Plus ↓

Best value

Get all three Corporate Tax Series courses — and unlimited CPE — with Unlimited Plus

All three Corporate Tax Series courses are premium and exclusively included with Unlimited Plus. At $357 purchased individually, the entire series is covered by a single subscription that also gives you 12 months of access to 10,000+ additional credits, 2,300+ live webinars per year, and every new premium course released during your membership.

All 3 Corporate Tax Series courses
10,000+ CPE credits
2,300+ live webinars per year
All new premium courses included
On-demand webcasts & self-study
12 months of unlimited access
10,000+
total CPE credits
2,300+
live webinars/year
500+
Speaker of the Year awards
Unlimited Plus
$899
per year · 12 months access
Get Unlimited Plus

Easy returns · No hassle refunds
Includes EasyRenew™ — cancel any time

Or register for individual courses ↑

Is this series right for you?

Who the Corporate Tax Series is designed for

This series is built for accounting and finance professionals who advise or prepare returns for corporate clients, from formation through disposition.

 

Tax professionals with corporate clients

Sharpen your ability to spot deduction opportunities and navigate the fine print — accounting methods, timing rules, and the limits that determine what a corporation can actually deduct.

  • Cash method availability and the all events test
  • Charitable contribution and meal deduction limits
  • Bad debt deductions and substantiation requirements

Advisors on entity formation & compensation

Guide clients through tax-free incorporation, basis calculations, and shareholder compensation structures — from ISOs and restricted stock to reasonable compensation questions.

  • Tax-free formation and basis after transfer
  • Property transfers encumbered by debt
  • Stock options, restricted stock, and Section 83(b)

Financial advisors on credits & dispositions

Build practical fluency in the corporate tax credits, stock redemption rules, and alternative minimum tax considerations that come up most often in corporate tax planning and compliance.

  • General business credit and green energy credits
  • Stock redemptions under Section 302
  • Corporate alternative minimum tax planning
Common questions

Frequently asked questions

Answers to the most common questions about the Corporate Tax CPE Series, course format, credits, and Unlimited Plus.

Still have questions? Call 800-778-7436 or email info@surgent.com. Our team is available Monday through Friday.
Are all three Corporate Tax Series courses included with Unlimited Plus?

Yes. All three courses — CTM2, CTF2, and CTT2 — are premium courses exclusively included with the Unlimited Plus subscription. They are not available with Unlimited Webinars or Unlimited Self-Study.

At $357 if purchased individually, the entire series is covered by a single Unlimited Plus subscription that also provides access to 10,000+ additional credits.

How many CPE credits do I earn for the full Corporate Tax Series?

Each course in the Corporate Tax Series is worth 2 CPE credits, for a total of 6 CPE credits across all three courses. You may take the courses in any order — there is no required sequence.

What format are the Corporate Tax Series courses? Can I take them on-demand?

All three Corporate Tax Series courses are currently offered exclusively as live webinars. There is no on-demand or self-study version available at this time. You must register for a specific date and time to attend.

Registration closes one hour before each live session begins. Unlimited Plus subscribers can register for any available session at no additional cost.

Who is Dave Peters and why is he qualified to teach these courses?

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA, is the founder of Peters Professional Education and a nationally recognized CPE instructor with more than 20 years of experience in tax, accounting, finance, insurance, financial planning, ethics, and entrepreneurship.

He is the author of several books on partnership taxation, S corporation taxation, small business ownership, and individual tax planning, and is known nationally for translating complex tax topics into practical, real-world guidance.

Do these courses qualify for IRS and CTEC credit as well as CPE?

CTM2 and CTT2 qualify for CPE, IRS, and CTEC credit. CTF2 qualifies for CPE and CTEC credit. All three courses are NASBA-approved.

Do I need to take the courses in a specific order?

There is no required sequence. Each course stands on its own, covering a distinct stage of the corporate tax lifecycle: deductions and accounting methods, formation and compensation, and credits and dispositions.

Ready to get started?

Sharpen your corporate tax expertise today

Get all three Corporate Tax Series courses from Dave Peters, CPA, CFP®, CLU, CPCU, MST, MBA, with an Unlimited Plus subscription — or register for any individual course at your own pace. NASBA-approved.

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