David Peters

Financial Advisor, Educator, and Tax Practitioner

[David Peters @DavidPFinancial]

Financial and Investment Advisory services offered through CFO Capital Management. Brokerage and Custodial Services offered through TD Ameritrade Institutional, member FINRA and SIPC. CFO-CM and TDA are not affiliated.

[David Peters @DavidPFinancial]

The latest episode of the #Accountable #Podcast is live! This week, Gretchen Pisano joins Dave with various strategies to serve as an antidote to toxic work environments. Listen on your favorite podcast platform or watch it on YouTube here:

[David Peters @DavidPFinancial]

Will Tax Season Be Taxing? Tune in to the newest episode of the #Accountable #Podcast with Bill Harden! https://t.co/VLnkbzoiEX

[David Peters @DavidPFinancial]

Join us for our Tax Update Week – where knowledge meets opportunity. Use code EARLYBIRD25 for single courses of EARLYBIRD100 for the bundle at checkout to get your discount! https://t.co/ftn9VWjc7Q

[David Peters @DavidPFinancial]

It's always a joy to hear what students think about my continuing education courses and seminars! Don't miss your chance to register for my upcoming Tax Week Update Courses! https://t.co/ftn9VWjc7Q

[David Peters @DavidPFinancial]

Join us for our Tax Update Week – where knowledge meets opportunity. Use code EARLYBIRD25 for single courses of EARLYBIRD100 for the bundle at checkout to get your discount! https://t.co/ftn9VWjc7Q

[David Peters @DavidPFinancial]

It's the LAST DAY to get Early Bird pricing for our Tax Update Week! Purchase the bundle or a single course! Use code EARLYBIRD25 for single courses of EARLYBIRD100 for the bundle at checkout to get your discount!

[David Peters @DavidPFinancial]

It's the LAST DAY to get Early Bird pricing for our Tax Update Week! Purchase the bundle or a single course! Use code EARLYBIRD25 for single courses of EARLYBIRD100 for the bundle at checkout to get your discount!

[David Peters @DavidPFinancial]

Join us for our Tax Update Week – where knowledge meets opportunity. Purchase the bundle or a single course! Use code EARLYBIRD25 for single courses of EARLYBIRD100 for the bundle at checkout by January 19th to get your discount!

[David Peters @DavidPFinancial]

Join us for our Tax Update Week – where knowledge meets opportunity. Purchase the bundle or a single course! Use code EARLYBIRD25 for single courses of EARLYBIRD100 for the bundle at checkout by January 19th to get your discount!

[David Peters @DavidPFinancial]

Join us for our Tax Update Week – where knowledge meets opportunity. Purchase the bundle or a single course! Use code EARLYBIRD25 for single courses of EARLYBIRD100 for the bundle at checkout by January 19th to get your discount!

[David Peters @DavidPFinancial]

Tune into the latest episode of the #Accountable #Podcast - Creating the Firm of the Future with Samantha Bowling with Samantha Bowling! https://t.co/JJ3ANMbJoz

[David Peters @DavidPFinancial]

Join us for our Tax Update Week – where knowledge meets opportunity. Purchase the bundle or a single course! Use code EARLYBIRD25 for single courses of EARLYBIRD100 for the bundle at checkout by January 19th to get your discount!

[David Peters @DavidPFinancial]

There are only a few days left to get your continuing education credits before the year ends! Head over to https://t.co/DYgpC3Ecgb and get 10% off your entire purchase using code YEAREND10 at checkout!

[David Peters @DavidPFinancial]

There are only a few days left to get your continuing education credits before the year ends! Head over to https://t.co/DYgpC3Ecgb and get 10% off your entire purchase using code YEAREND10 at checkout!

[David Peters @DavidPFinancial]

In the latest episode of the #Accountable #Podcast, entrepreneur, CEO, CFO, and founder of JCG CPA Firm Cory Gayman joins David to discuss simple ways you can improve workplace efficiencies by leveraging technology and shifting your mindset! https://t.co/bV2NeknrUu

[David Peters @DavidPFinancial]

Don't panic! It's not too late to get your continuing education credits before the year ends! Head over to https://t.co/DYgpC3Ecgb and pick a course (or several) that piques your interest to get 10% off your entire purchase using code YEAREND10 at checkout!

[David Peters @DavidPFinancial]

So you just started a new job...what are those forms again?

[David Peters @DavidPFinancial]

It's not too late to get your continuing education credits before the year is over! Head over to https://t.co/DYgpC3Ecgb and pick a course that speaks to you (or several), and get 10% off your entire purchase by using code YEAREND10 at checkout!

[David Peters @DavidPFinancial]

It's not too late to get your continuing education credits before the year is over! Head over to https://t.co/DYgpC3EK5J, pick a course that speaks to you (or several), and get 10% off your entire purchase by using code YEAREND10 at checkout!

[David Peters @DavidPFinancial]

Unfortunately, it's not a question of whether cyber criminals will impact our lives but when. Are you and those you serve prepared? Clar Rosso joins the #AccountablePodcast to discuss: https://t.co/xLTDhiCdhV