David Peters

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.

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:

Will Tax Season Be Taxing? Tune in to the newest episode of the #Accountable #Podcast with Bill Harden! loom.ly/0oHhLUw

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! loom.ly/Aco08Dw

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! loom.ly/Aco08Dw

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! loom.ly/Aco08Dw

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!

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!

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!

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!

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!

Tune into the latest episode of the #Accountable #Podcast - Creating the Firm of the Future with Samantha Bowling with Samantha Bowling! loom.ly/s3Tr6E0

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!

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

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

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! loom.ly/D2BGcB0

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

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

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

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

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: loom.ly/xET9FeU