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Small Business Adviser - Planning Strategies
CPE Self-study

Small Business Adviser - Planning Strategies

Understand legislation and guidance critical to helping clients in the current environment.

$385 - $599
Do you have an AICPA membership? Log in to apply your member discount.



NASBA Field of Study




CPE Credits



David Randall Peters, Christopher Hesse, Bethany Jones-Worner


1 year

Product Number


 Business & partner 
Product Details

Develop strategies for small business

Earn a badge when you complete both courses in the Small Business Adviser program course.

Legislation and guidance

Learn about legislation, government programs, and IRS guidance — including credits, deductions, and limitations — to support small business clients during this time.

Dive deeply into payroll continuity and the repayment of the Paycheck Protection Program, business losses, qualified improvement property, and the state tax considerations of remote working.

Beyond tax and accounting

Learn how to obtain forgiveness on PPP loan funds and payroll tax deferral and understand the importance of applying in a timely manner.

Learn how service businesses may have to change apportionment factors because the pandemic changed where the income activity takes place.

Understand how sales of property are affected because they are often sourced to where the customer is and how system and information limitations may affect the ability of companies to source income correctly.

Who Will Benefit
  • CPAs in private practice
  • Tax professionals
  • Qualified professionals
  • Sole practitioners
  • Small business owners
Key Topics
  • Paycheck Protection Program
  • R&D Credits
  • Evolving Workplace
  • State and Local Considerations
Learning Outcomes
  • Calculate the benefit a client could expect to receive from applying R&D credit provisions.
  • Review recent developments related to repayment of PPP loans and payroll deferral.
  • Identify challenges and implications of the evolving workplace.
  • Evaluate the tax impact of losses and qualified improvement property on small businesses in the current environment.
Credit Info
CPE Credits
NASBA Field of Study
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members
PFP Section Members
Tax Section Members
PFS Credential Holders

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
David Randall Peters
David Peters is the Founder and Owner of Peters Tax 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 - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Kaplan, and Surgent, and was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He is the advisor for Business & 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 Taxation 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.
Christopher Hesse
Mr. Hesse is a principal in the National Tax Office of CliftonLarsonAllen LLP (CLA) focusing on domestic federal income tax issues. He has 40 years of tax experience in public accounting and more than 35 years of speaking and training experience. His career includes extensive writing and analysis services, instructing at numerous seminars and conferences throughout the country, and testifying before Congressional and legislative committees on tax policy matters. Mr. Hesse currently serves as the chair of the AICPA Tax Executive Committee. He is a former chair of the AICPA S corporation technical resource panel and former member of the AICPA Accounting Methods and Periods technical resource panel. He is also on the AICPA National Tax Conference planning committee, instructing breakout sessions on Section 199A and other developments from the Tax Cuts and Jobs Act. Chris is an author and instructor of CLA’s Tax Advisors Update, an annual compilation of court cases, rulings and other authorities created by practitioners for practitioners. In addition, Mr. Hesse is an author and instructor of CLA’s Farm Tax Seminar, providing guidance on the unique accounting methods and planning opportunities available for agricultural producers.
Bethany Jones-Worner
Bethany is passionate about helping U.S. businesses stay competitive in today’s global economy. She has extensive experience in specialized Research and Development Tax Credit consulting, and has managed R&D Tax Credit studies for companies in a diverse range of industries including banking, software development and manufacturing. Bethany has helped generate millions in R&D tax refunds for dozens of clients at the state and federal level, including two top 20 national banks. She also has extensive experience helping her clients navigate through IRS and state taxing authority controversy, including the IRS fast track settlement program, the IRS CAP program and the IRS appeals process. Additionally, Bethany is an experienced sales, marketing and public relations professional. She has led presentations on the topic of the research credit, including a panel at the 58th annual Cleveland Tax Institute, and works with many business associations such as the Ohio Manufacturing Association to provide education about the R&D tax credit. Outside of TCG, she also serves a volunteer production coordinator for TEDxCLE. Bethany holds her bachelor’s from Kent State University.

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Small Business Adviser - Planning Strategies
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