David R. Peters, CPA, CFP, CLU, CPCU

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(LIOT14/27) Seeing Beyond the Numbers – Financial Statement Analysis for CFOs & Controllers

Financial statements are a crucial window into the daily operations and overall health of a company. They reveal the strengths and weaknesses that define the organization's financial standing. However, the interpretation of financial statements can vary widely depending on the user's perspective. This course is designed to help you refine your financial statement analysis skills...

Non Member: $180
Credit Hours: 4

(LITX52/27) Lifecycle Financial Planning: Education Planning – 529 Plans

With the rising cost of college, education planning has become an increasingly greater need for clients. 529 plans continue to be a valuable way to save for college in a tax-efficient way. However, are there any costs that 529 plans cannot be used to cover? What about using 529 plans to cover student loan payments?...

Non Member: $45
Credit Hours: 1

(LITX53/27) Understanding Partnership Taxation: Advanced Basis, Contributions & Distributions

Partnership distributions of cash to the partners are generally straightforward to handle. However, when partnerships begin to distribute property, things can get tough! When do we need to recognize gain? What type of gain do we recognize? When does a disproportionate distribution result in ordinary income? And what about 704(c)? When these situations come up,...

Non Member: $90
Credit Hours: 2

(LITX54/27) Understanding Corporate Taxation: Accounting Methods, Deduction Timing & Losses

A deduction is a deduction is a deduction. Right? Well, not exactly. In corporate taxation, the general rule is that a corporation can deduct any expenditure that is ordinary, necessary, and reasonable. However, there are nuances that we need to be aware of, such as a floor on charitable contributions, limits on meals, and even...

Non Member: $90
Credit Hours: 2

(LIMG05/27) Gaining a Competitive Advantage – Critical Skills for CFOs and Controllers

The role of finance leaders within an organization has changed considerably in more recent years. CFOs and controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. This course will discuss how finance leaders can create value within their organizations in the current competitive market, how the...

Non Member: $65
Credit Hours: 1.4

(LITX55/27) Understanding Partnership Taxation – PTE Elections, 754 Elections, & Selling a Partnership Interest

Partnership tax law is always difficult. However, when certain transactions come up, not knowing how to handle them can be costly to clients and practitioners. In this course we discuss several of these types of situations. We will explore the tax impacts of a PTE election and how a 754 election affects the inside basis...

Non Member: $45
Credit Hours: 1

(LIOT15/27) Building a Better Team – Being a Better Teammate

While accountants deal with many complicated code sections and analytical issues, perhaps the most difficult thing that every financial professional deals with is how to create a good office environment. Utilizing discussions and case studies, this course will explore how to become a better teammate. We will learn strategies for how to form better relationships...

Non Member: $90
Credit Hours: 2

(LIOT16/27) Managing People – Best Practices for a Better Office

You have probably heard the saying that "employees quit managers - not companies." Perhaps this has never been more true than now - when many people are working from home, and the only contact they often have with their employer is through their manager. There can be no doubt that one of the most important...

Non Member: $90
Credit Hours: 2

(LIOT17/27) Lifecycle Financial Planning – Assessing Client Needs & Building a Plan

True financial planning is a collaborative process between a client and advisor that encompasses all aspects of an individual's financial life. However, what does the financial planning process look like and what should the approach be? By examining academic theory and illustrative case examples, this course will explore how financial planning changes over a client's...

Non Member: $65
Credit Hours: 1.4