Peters Professional Education

If you’re going to take a vacation… you might as well earn CPE while you’re at it.

Turn a trip to Savannah—the Hostess City—into the perfect mix of learning and leisure. Think cobblestone streets, Spanish moss, open-container strolls… and CPE credits on the side.

✔️ 2 days of advanced tax strategy
✔️ Real-world insight (no boring lectures)
✔️ Learn by day, explore by night

📍 Savannah, GA
📅 September 24 & 25

Because CPE doesn’t have to feel like a punishment.

👇 Link in the comments

Today, we honor Dr. Martin Luther King Jr. and his enduring legacy of leadership, education, and service. His commitment to learning and justice reminds us that progress begins with knowledge and purpose. At Peters Professional Education, we believe continuing education empowers professionals to lead, serve, and create lasting change in their communities.

🦃 Happy Thanksgiving from Peters Professional Education! 🦃

This year, we are grateful for the tax pros, CPAs, accountants, and financial professionals who continue to show up for their clients and communities. Your dedication to lifelong learning and elevating the profession inspires us.

Thank you for being part of our community, attending courses, engaging in discussions, and pushing our industry forward.

We hope your holiday is restorative, joyful, and filled with people who refill your cup — not drain it. 😉

Happy Thanksgiving from the PPE Team!

⏰ Don’t Be That Professional…

You know the type: frantically trying to cram all 40+ CPE hours into December, guzzling coffee like it’s an Olympic sport, and muttering, “Why didn’t I start sooner?” 😅

Save yourself the stress (and the panic‑coffee) with the PPE Annual Pass. ✅

Access all your CPE credits anytime, anywhere

Stay ahead of deadlines instead of chasing them

Learn from top-notch experts while actually enjoying it

Trust us—your future self (and your sanity) will thank you.

🎓 Get your Annual Pass here: https://www.petersprofessionaleducation.com/bundles/PPE-annual-pass

Be smart. Be early. Be caffeinated—but maybe not panicked. 😉

🚀 Give Your Clients More Protection, and Expand Your Advisory Impact

As a CPA, tax advisor, or financial professional, your goal is to help clients grow and protect their wealth. With the launch of David Peters Insurance, you now have an easy way to guide clients toward Life, Accident, Disability, and Health Insurance solutions, so they’re covered when the unexpected happens.

By integrating insurance into your advisory toolkit, you can:

Help clients protect their income and assets against unforeseen events

Provide comprehensive solutions that complement your tax and financial planning advice

Strengthen your client relationships by offering a trusted, one-stop resource for insurance needs

Learn more and see how you can bring this added value to your clients at David Peters Insurance

Protect your clients’ financial future, and give your practice a new layer of expertise.

https://fthr-content.davidpetersinsurance.com/BHZ3RiHLem8s

🚨 Tax rules just changed — are you ready?

In the newest episode of the Peters Professional Education Podcast, David sits down with Bill Harden, Associate Professor of Accounting & Finance at UNC–Greensboro, to break down the brand-new “One Big Beautiful Bill” Act (OBBBA), signed into law on July 4, 2025.

This mid-year tax legislation is packed with updates that every practitioner and business owner needs to understand before year-end tax planning.

🔑 In this episode, you’ll learn:

How the new 100% bonus depreciation on production property works (and the recapture traps to avoid)

Why energy incentives and EV credits are being cut back—and how that impacts clients

What the shift from acquisition date to placed-in-service rules means for credits and depreciation

How new “Trump Accounts” for minors compare to 529 plans and when they can be funded

The return of the auto-loan interest deduction and who qualifies

Why the SALT cap increase to $40k matters (and why the mortgage cap didn’t change)

Big-picture planning strategies for charitable floors, withholding, and state conformity

👉 Whether you’re a tax professional, financial advisor, or business owner, this episode will help you cut through the hype and get clear on what the One Big Beautiful Bill means for your clients—and your planning strategies.

🎧 Listen to the full episode here: https://www.buzzsprout.com/1185392/episodes/17835444

On this day, September 11, 2001, our world was forever changed. We remember the nearly 3,000 lives lost, the bravery of first responders who ran toward danger, and the families and communities who continue to carry the weight of that day.

Twenty-four years later, we honor the resilience, unity, and hope that rose from the tragedy. As we reflect, let us never forget the sacrifices made and the strength we found together.