Bloomington MN 55431 1650 West 82nd Street, Suite 600, Bloomington, MN 55431 Accounting advisory services Audit and assurance Consulting Deals Forensic services Risk assurance. David H Peters Cpa was founded in 2008. View David Peters’ professional profile on LinkedIn. David Peters is an independent tax preparer for Peters Tax Preparation & Consulting PC, a financial advisor for Peters Financial, LLC, and an outside representative for Carroll Financial Associates. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. PBZ CPA is a full-service accounting firm serving clients throughout the Twin Cities Metro Area, with our office located in Golden Valley, Minnesota. Our condolences to David… Peters Professional Education, LLC Founder and Owner david@davidpetersfinancial.com (804) 332-1373 David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, and a Financial Advisor for Peters Financial, LLC. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. It can be difficult to take the first step towards a more fulfilling financial life. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. Passing on a Legacy: The Difficulties of Implementing Proper Succession Planning *This blog post is part of a series featured in NCACPA’s quarterly publication, Interim Report. If you’re having trouble or something isn’t working quite right, please tell us about it. 1650 West 82nd Street, Ste 600 He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. Carroll Financial and Cetera are under separate ownership from any other named entity. 16/12/2020 The Tasmanian Division of CPA Australia and Tasmanian Divisional Council acknowledge the sad passing of David, a Fellow of CPA Australia and widely respected member of 41 years. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. We specialize in helping small businesses, entrepreneurs, and young families make informed choices today, budget for tomorrow, and save for the future. Tax Legal China Business Network French desk Japanese Business Network Current insolvency assignments. People and Organization Leader, Tax Transformation Leader, ... (CPA) Services. Join host David R. Peters, CPA, MST, for another installment of “Accountable,” the podcast for CFOs, by CFOs. Instructor: David Peters, CPA, CFP, CLU, CPCU, MST, MBA. Firm Licensed in Virginia. We recently updated our systems. David R. Peters David R. Peters, CPA, CFP, CLU, CPCU, MST, MBA is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. VA CPA License #34537 | VA Firm #134355 Join host David R. Peters, CPA, MST, on this installment of “Accountable,” the podcast for CFOs, by CFOs. We can provide all types of accounting, payroll and tax preparation services. CustomerService@mncpa.org, 20CF-HOT3: ProfessionFOCUS (Virtual Conference), D2. If you are looking for a blend of personal service and expertise, you have come to the right place! He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. If you’d like to learn more about what we can do to help you achieve more with your money, just ask. Founder & Owner, Peters Tax Preparation & Consulting ... as an adjunct faculty member, continuing education instructor, and moderator. David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates. David Peters, CPA, is the strategic relationship manager and financial advisor for Carroll Financial Inc., in Charlotte, N.C. We offer a wide range of financial services to help you reach your goals—all customized to your specific needs. David Peters was born and raised in the tax preparation profession, assisting his mother, Bonnie Peters, who helped build Quality Tax Services into a thriving tax preparation business in Bakersfield for over 35 years. David Peters is on Facebook. David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates. David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. 16/12/2020 The Tasmanian Division of CPA Australia and Tasmanian Divisional Council acknowledge the sad passing of David, a Fellow of CPA Australia and widely respected member of 41 years. David Peters, CPA, CFP, CPCU, MST, MBA American Institute of Certified Public Accountants. View David Peters’ profile on LinkedIn, the world's largest professional community. Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by Cetera Advisor Networks or Carroll Financial, © 2019 by Peters Financial Group. David Peters, CPA, is the founder and owner of Peters Tax Preparation & Consulting in Richmond as well as a financial advisor for Peters Financial, LLC. 1657 W. Broad St. #5, Richmond, VA 23220* NC CPA License #40350 | SC CPA License #9761. See reviews, photos, directions, phone numbers and more for H Peters David Cpa locations in Middletown, MD. Maybe you’re convinced that accounting and investments are only for people with corner offices and seven-figure salaries. Mr. David Randall Peters, CPA Peters Tax Preparation & Consulting. David Peters is an independent tax preparer for Peters Tax Preparation & Consulting PC, a financial advisor for Peters Financial, LLC, and an outside representative for Carroll Financial Associates. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. He is also an adjunct professor in accounting, insurance and ethics, a doctoral student in financial planning and sits on both the SCACPA Editorial … David Peters, CFP, CLU, CPCU, MST, CPA. This site is published for residents of the United States only. Ph: 952-831-2707     Fax: 952-831-7875 He has over 14 years of experience in financial services, David has 9 jobs listed on their profile. November 2020. PETERS OAM, David. David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates. He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. David has an extensive background in operations as well as finance and has been coaching corporate executives for ten years. David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates. 1657 W. Broad St. #5, Richmond, VA 23220*, NC CPA License #40350  | SC CPA License #9761, VA CPA License #34537  |  VA Firm #134355. HIGHLY recommend David Hahn CPA!!! David R. Peters David R. Peters, CPA, CFP, CLU, CPCU, MST, MBA is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. David Peters was born and raised in the tax preparation profession, assisting his mother, Bonnie Peters, who helped build Quality Tax Services into a thriving tax preparation business in Bakersfield for over 35 years. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. David Peters, CPA, CFP, CLU, CPCU, MST, MBA. Mark C. Peters is the senior partner at Peters & Associates, CPAs, P.C. Put simply: you tell us what you’d like to do and we help you take steps to get there. Instructor: David Peters, CPA, CFP, CLU, CPCU, MST, MBA. November 2020. He has over 14 years of experience in financial services, including 3 years in the hedge fund industry No goal is too modest. David H Peters Cpa specializes in Accounting, Auditing, And Bookkeeping. He is an Adjunct Professor in Finance and Accounting at Winthrop University in Rock Hill, SC, and teaches regularly for Kaplan Test Preparation. Episode for Friday, Aug 28, 2020 (37 minutes): David is He is also an adjunct professor in accounting, insurance and ethics, a doctoral student in financial planning and sits on both the SCACPA Editorial … Find 3 listings related to David H Peters Cpa in Sharpsburg on YP.com. Mr. David Randall Peters, CPA Peters Tax Preparation & Consulting. 1657 W. Broad St. #5, Richmond, VA 23220* NC CPA License #40350 | SC CPA License #9761. Since 1988 we have offered a broad range of services for business owners, executives and independent professionals. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. ... NC CPA License #40350 | SC CPA License #9761. David Peters, EA, MS, PhD. Our … For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. No bank account is too small to grow. David R. Peters, CPA, CFP, CLU, CPCU, MST, MBA. By David Peters, CPA In... October 15, 2018 • David Peters, Leadership, legacy, retirement, succession planning • Leave a Comment. PETERS OAM, David. David Peters, CPA, is the strategic relationship manager and financial advisor for Carroll Financial Inc., in Charlotte, N.C. 4 Credits Developing Tax Staff to Tax Seniors (LIVESTREAM) (LITX07/21) November 2, 2020 @ 8:30 am - 12:00 pm Format: Online-Video To be successful as a CPA in today’s business world a young CPA probably should develop a specialty. Our condolences to David… David Peters, licensed as a CPA in Virginia, North Carolina, and South Carolina, is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. Tax Legal China Business Network French desk Japanese Business Network Current insolvency assignments. View David Peters, CPA’S profile on LinkedIn, the world's largest professional community. since September of 1985. Maybe you’re nervous at the thought of opening your books to someone else. David has 3 jobs listed on their profile. He is a national CPE Instructor and Discussion Leader for the AICPA, Kaplan, and Surgent, and was a recipient of … David Peters, EA, MS, PhD. We have used David for 3 years now and I am more than happy with the service and professionalism that we have received I would recommend him to anyone! The Presence of David Peters's profile does not indicate a business or promotional relationship of any kind between RelSci and David Peters. David Peters has 30 years of experience in accounting, finance and marketing and has worked in industrial distribution, oil & gas, corporate consulting, and training. He is a dedicated accountant who focuses his practice on a personal connection to clients and his strong desire to help small and medium-sized businesses succeed and prosper. Peters Professional Education, LLC Founder and Owner david@davidpetersfinancial.com (804) 332-1373 David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, and a Financial Advisor for Peters Financial, LLC. He is also an adjunct professor in accounting, insurance and ethics, a doctoral student in financial planning and sits on both the SCACPA Editorial … David Peters, licensed as a CPA in Virginia, North Carolina, and South Carolina, is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. By David Peters, CPA, CFP It has been well documented that the problem of financial illiteracy is widespread throughout the... May 9, 2016 • community service , David Peters , education , Financial Literacy , Students , Volunteering • Leave a Comment www.mncpa.org. David Peters, the company’s founder, has over 14 years of experience in financial services and has taught courses in financial planning, taxation, risk management, data analytics, and business law for the AICPA, Kaplan Professional, Surgent, the Charlotte CPCU Society, the Virginia Society of CPA’s, and the SC Association of CPA’s. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. David Peters 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. Independent Tax Preparer, Peters Tax Preparation & Consulting Profile; Connections ... as an adjunct faculty member, continuing education instructor, and moderator. Lindsay Kay. Our firm is dedicated to providing our clients with professional, personalized services and guidance in a wide range of tax, accounting, and business needs. VA CPA License #34537 | VA Firm #134355 (804) 332-1373. david@davidpetersfinancial.com. Dave Peters . David Peters has 30 years of experience in accounting, finance and marketing and has worked in industrial distribution, oil & gas, corporate consulting, and training. David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, ... including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. a practicing CPA. View David L. Peters, CPA’S profile on LinkedIn, the world's largest professional community. David Peters is on Facebook. Read More. In 2015, I began teaching the CPA ethics course in Virginia as well. David Peters, licensed as a CPA in Virginia, North Carolina, and South Carolina, is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. Date listed: 23/12/2020. Join Facebook to connect with David Peters and others you may know. Episode for Friday, Aug 28, 2020 (37 minutes): David is David R Peters, CPA, CFP, CLU, CPCU ← Back to Events. Carroll Financial and Cetera are not affiliated. Welcome to David H. Peters & Associates! Join host David R. Peters, CPA, MST, on this installment of “Accountable,” the podcast for CFOs, by CFOs. David Peters, CPA, CFP, CPCU, MST, MBA American Institute of Certified Public Accountants. 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