CPAsNET: Tax Research I (TSE.TR1)

Course Description Schedule

Course Overview

The course price reflects the Association discount - no other discounts apply.

Delivery Format: Internet based virtual platform.
Attendees should have a computer equipped with a camera to fully participate in the sessions. CPE credits will be issued by the AICPA. The program will offer participants 4 hours of CPE credit.
Course information: September 24, 12:00 pm – 3:45 pm Eastern
Product #: TSE.TR1
Fee: $159.20 This fee reflects CPAsNET’s partner discount with the AICPA.
A minimum of ten (10) participants are required before the program will be held.
Cancellation policy: If you need to cancel, please contact salessupport Cancellations received by September 6, 2018 will receive a full refund. Cancellations received after this date will receive a credit with the AICPA equal to half of the registration fee.

Instructor David R. Peters, CPA, CFP, CPCU, MST, MBA
Peters Tax Preparation & Consulting, Richmond, VA & Rock Hill, SC
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.

Course Content

This course is designed to provide you with a working knowledge of the methodology of implementation-based tax research, this CPE course draws on the latest developments in online research. You will learn how to ask the right questions, organize the facts, locate and assess pertinent authority, and clearly communicate research findings.

Course Objectives

  • Recall the methodology of implementation-based tax research.
  • Identify and analyze the pertinent facts and applicable laws to determine a tax result.
  • Apply the hierarchy for sources of tax authority in researching a tax question.
  • Recall how to execute efficient and meaningful research within tax online services.
Online Training
Modality: L
  • United States: US$ 159.20
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