Post-Tax Cuts & Jobs Act Tax Planning: Practical Strategies for Every Client.
After the Tax Cuts & Jobs Act, practitioners had to change their approach to planning. There simply are not as many itemized deductions as there used to be. While many courses focus on complex strategies that only work for high-net-worth clients, there are still many effective strategies available today that will work for any client if you know where to look.
The goal of this course is simple: to provide financial advisors and tax practitioners with a straightforward framework for tax planning with nearly any client. We will discuss bracket management, tax-efficient investing strategies, and making post-year-end contributions to HSAs and IRAs, all with one goal – helping your client get the best tax planning possible.
Topic Areas:
Who should attend?
Tax practitioners and financial advisors who work with a wide range of individual tax clients.
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
