How Financial Advisors Can Deliver Tax Plans That Lead To Investments & Insurance

For decades advisors have been helping clients save money on taxes, but never getting paid for it. We’ve changed that forever.

Friday, March 12 2021 | 12:00 PM EST

Hosted by

Hosted by

Andrew Argue, CPA

CEO | Corvee

Andrew Argue, CPA

CEO | Corvee

Most financial advisors don’t think they can do tax planning.

The truth is, you don’t have to know everything that an experienced accountant does. If you can master 5-8 core strategies, and use technology to apply dozens more, you can save clients tens of thousands of dollars in taxes.

Learn how to save clients money on taxes and convert them to investments and insurance.

  • How to estimate how much you can save a client in taxes in less than 20 minutes, and get them to pay for tax planning.
  • How to create and deliver a tax plan that recommends investment and insurance products as tax planning strategies.
  • How to get clients to see the value of tax planning even if you’re not an accountant or CPA
Register for this webinar to see how you can leverage the latest technology to speed up the tax planning process to start actually saving clients money on taxes.

2021 is going to be a monumental tax year with many changes likely to come (ARP, Biden Tax Proposals), and adding tax planning right now will actually save you time and energy, which could make this your most successful year ever.

Andrew Argue, CPA, is the CEO and co-founder of Corvee, a software and solutions company serving tax and accounting firms. At Corvee, Andrew works to help tax and accounting firms increase their revenue and profitability through tax planning. 

Andrew founded Corvee with the goal to create a road map for tax and accounting firms to make the transition from compliance to advisory services. Since then, the company has launched first-of-its-kind tax planning software to give accounting firms and tax professionals the ability to formulate a tax savings calculation, develop a proactive and strategic tax plan and be the trusted advisor clients need. 

Prior to Corvee, Andrew founded (now Corvee) and The Bean Counter (acquired by Roger CPA Review), and worked as an auditor at PwC.

Andrew has been named twice on Accounting Today’s Top 100 Most Influential People in Accounting – Ones to Watch list. He has a Master of Accounting and a Bachelor of Science in accounting from University of Tampa. He also holds Series 7, Series 66 and Certified Public Accountant licenses. 

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© Copyright 2020 Corvee. All Rights Reserved.

Corvee, LLC, Corvee Practice Development, LLC, Corvee Advisors, LLC, and related entities are each legally separate and independent entities, which cannot obligate or bind each other in respect of third parties and with each entity liable only for its own acts and omissions and not those of each other.

Corvee has achieved positive results for its clients who have used its business development strategies and practice management tools, but the revenue figures and successes of our top clients are not typical. Because past performance is not a predictor of future success, you may have more or less success depending on many factors, including your background, experience, work ethic, client base, and market forces. Material discussed is meant for general illustration and/or informational purposes only, and it is not to be construed as investment, tax, or legal advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice. Additionally, at times we may discuss the law or new and pending legislation. Please know our understanding of it is constantly changing, and you cannot and should not rely upon us for legal, financial, or accounting advice.