Form 990: Best Practices for Accurate Preparation

CPA, CGMA, MST, MBA

David Peters is the Founder and Owner of Peters 税 Preparation & Consulting in Richmond, VA. He has over fifteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, 卡普兰, and Surgent, and was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, 金融, insurance, and ethics throughout the United States. He is the advisor for 业务 & Industry topics for the SC Association of CPA’s and was a recipient of The American College’s 2019 NextGen Financial Services Professional Award. He holds four Masters degrees, including a Masters of Science in 税ation from the University of Illinois. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

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