Corporate tax instruction for licensed practitioners runs through a credentialing filter: CPE credits count toward CPA license maintenance only when they originate from a NASBA-approved provider, and the supply of approved courses in corporate tax specifically runs thinner than in general accounting topics. Surgent CPE has launched a Corporate Tax CPE Series, three live webinar courses taught by Dave Peters for accounting and finance professionals.
The approval mechanism
The mechanism behind that filter is provider vetting. State boards require that continuing professional education come through the registry maintained by the National Association of State Boards of Accountancy, and they require documentation that the provider met NASBA standards before approving credit. Surgent CPE operates as an approved provider within that system.
The new series uses live webinar delivery, which preserves real-time exchange in a way recorded formats don't. For practitioner-level corporate tax questions, that distinction matters. Live delivery allows questions during instruction; recorded modules answer the hour requirement and stop there.
What the series covers and who teaches it
Surgent has structured the three courses across corporate tax formation, deductions, and credits. The breakdown tracks the lifecycle of a corporate tax position: how entities are structured, what deductions apply, and where credits reduce the liability. All three courses carry NASBA approval.
Dave Peters, CPA, CFP®, CLU, CPCU, MST, MBA, is the instructor. Peters founded Peters Professional Education and is identified by Surgent CPE as a nationally recognized CPE instructor. He holds six credentials in total: four professional designations and two advanced degrees. That breadth is less common in the CPE instructor market, where specialization in a single designation is more typical.
The audience the series targets
The courses are aimed at accounting and finance professionals who need CPE hours in corporate tax specifically. That audience includes practitioners in corporate roles who require formation-to-deduction fluency beyond general CPA-track preparation, alongside those maintaining licensure who want substantive subject-area hours rather than a review pass.
Peters Professional Education and Surgent CPE together position the series as practitioner-built instruction inside an approved-provider framework, with all three courses available in live webinar format.