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Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA, Surgent CPE instructor
Surgent CPE Instructor — Corporate Tax

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

Founder, Peters Professional Education

20+ years turning complex corporate tax rules into practical, everyday guidance

20+ years in tax, accounting & finance Trusted by thousands of tax and accounting professionals Published author, corporate & individual tax planning Founder, Peters Professional Education
Background

A practitioner's approach to complex corporate tax rules

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 topics with confidence and apply what they learn immediately in their day-to-day practice.

Dave is the author of several books covering partnership taxation, S corporation taxation, small business ownership, and individual tax planning, drawing on two decades of hands-on work advising clients across those same areas. His writing and teaching share a common thread: taking dense, technical tax rules and translating them into guidance practitioners can put to use right away.

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. His approachable, practical teaching style has made him a sought-after instructor on corporate and individual tax topics nationwide.

In the Corporate Tax CPE Series, Dave brings that same practitioner's lens to corporate taxation — walking through the deduction rules, formation questions, and credit and disposition issues that come up most often when advising corporate clients.

Founder
Peters Professional Education
Experience
20+ years
Tax, accounting, finance, insurance, financial planning, ethics, and entrepreneurship
National reach
Thousands of CPAs, EAs & financial professionals
Through teaching, writing, and consulting work
Published author
Partnership, S corp & individual tax planning
Author of several books on corporate and individual tax topics
Credentials
CPACertified Public Accountant
CFP®Certified Financial Planner
CLUChartered Life Underwriter
CPCUChartered Property Casualty Underwriter
MSTMaster of Science in Taxation
MBAMaster of Business Administration
Corporate Tax CPE Series · 6 total CPE credits

Courses taught by Dave Peters

Three new premium live webinar courses for tax professionals and financial advisors who advise or prepare returns for corporate clients. All are NASBA-approved.

NewPremium
CTM2

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

2 CPETaxesIntermediateLive Webinar
NewPremium
CTF2

Understanding Corporate Taxation: Formation and Shareholder Compensation

2 CPETaxesIntermediateLive Webinar
NewPremium
CTT2

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

2 CPETaxesIntermediateLive Webinar
Why learn from Dave

Practical expertise, built over 20+ years

20+ years across tax and finance

More than two decades of hands-on experience in tax, accounting, finance, insurance, financial planning, ethics, and entrepreneurship give Dave's corporate tax instruction real practitioner grounding.

Trusted nationwide

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

Published author

Dave is the author of several books on partnership taxation, S corporation taxation, small business ownership, and individual tax planning — the same subject areas he teaches.

Built for immediate application

Dave's engaging, practical teaching style is designed to help professionals apply what they learn right away — not just pass a knowledge check.

Unlimited Plus subscription

Get Dave’s Corporate Tax Series — and unlimited CPE

All three Corporate Tax Series courses are premium and exclusively included with Unlimited Plus. One subscription covers the entire series plus 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 (CTM2, CTF2, CTT2)
  • 10,000+ CPE credits, 12 months access
  • All new premium courses included
View subscriptions
CPE for firms & teams

Equip your entire tax team with corporate tax expertise

As staff build the corporate tax skills clients rely on, Surgent CPE works with accounting firms, financial services firms, and state and local government organizations to deliver CPE at scale — including Dave’s Corporate Tax Series for your full team.

  • Group subscriptions and volume pricing
  • CPE compliance tracking for your staff
  • NASBA-approved across all 50 states
Learn about firm CPE
Unlimited Plus subscription

Get Dave’s Corporate Tax Series — and unlimited CPE

All three Corporate Tax Series courses are premium and exclusively included with Unlimited Plus. One subscription covers the entire series plus 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 (CTM2, CTF2, CTT2)
  • 10,000+ CPE credits, 12 months access
  • All new premium courses included
View subscriptions
CPE for firms & teams

Equip your entire tax team with corporate tax expertise

As staff build the corporate tax skills clients rely on, Surgent CPE works with accounting firms, financial services firms, and state and local government organizations to deliver CPE at scale — including Dave’s Corporate Tax Series for your full team.

  • Group subscriptions and volume pricing
  • CPE compliance tracking for your staff
  • NASBA-approved across all 50 states
Learn about firm CPE
CPE Webinars
CPE Webinars

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