Tax Planning for the Presidency 

Tuesday, October 27th | 12 PM EST
The upcoming presidential election could have big tax implications for your clients.

Is Your Firm Prepared? 

Big tax changes are coming no matter which party is elected into office this coming November.

In fact, there are four distinct periods that you need to be aware of should Biden get elected:
  •  November 3rd to December 31st, 2020
  •  January 1st, 2021 to COVID-19 bill
  •  ​January 1st, 2021 to tax overhaul bill in 2021
  • ​ Tax overhaul bill in 2021 to December 31st, 2021
There are also three distinct periods that you need to be aware of should Trump get elected:
  •  November 3rd to December 31st, 2020
  •  January 1st, 2021 to COVID-19 bill
  • ​COVID-19 bill to December 31st, 2021

Each of these periods requires a different set of tax planning. 

Not to mention, the COVID-19 bills and tax overhaul may happen in different years (2020, 2022), which may create even more tax planning periods for your firm. 

Register for this webinar to learn how to save your clients money in every single period, no matter which party is in power. 

We’ll even give you an inside look at our revolutionary software that can streamline tax planning for your firm.

*Note we are discussing new, draft, and proposed legislation. This information is changing hourly and you should reach out to us for information on latest developments. 

Meet Andrew Argue, CPA

Andrew Argue is the founder and CEO of Corvee, a software and solutions company which serves tax and accounting firms. 

Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms. The company works with firms in the specialties of tax, accounting and financial advising. Corvee provides a bundle of solutions for each specialty including tax planning and client collaboration software, firm growth and development programs and the ability to become or partner with a financial advisor to offer tax-advantaged wealth management to clients. Built with the help of on-staff tax and accounting experts, the all-in-one suite is designed to help firms increase revenue, profitability and efficiency, while providing the highest value to their clients.

For more information on Corvee, visit 

Meet James Rainwater, CPA

James graduated from the University of Maryland with a B.Sc. in Accounting and Business and became a CPA the next year. In 2001, he earned his MBA from the University of Baltimore with honors. 

Later in his career, he spent several semesters as an adjunct professor of business and corporate taxation. After years of working for large accounting firms in roles such as Controller & CFO, he returned to his first love, entrepreneurship, and opened his own firm. 

His goal has been to bring his experience, knowledge and expertise to clients in a valuable way. He’s teamed up with some of the greatest minds in the legal, financial planning and accounting fields to bring his clients advanced tax strategies and planning. His clients benefit from time-tested, advanced strategies that most preparers have never heard of. James is also an Expert Instructor for Corvee. 

For more information on Corvee, visit 

Meet Jim Duggan, MBA, JD

James M. Duggan is a principal of DUGGAN BERTSCH, LLC, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants. Jim’s practice has concentrated principally on business and corporate law, tax, and estate and wealth planning, primarily as they relate to closely held business interests and high net worth families. Jim’s experience in the structuring and implementation of Family Offices, sophisticated international planning, and asset protection planning strategies is nationally recognized, as is his role in the firm’s development of a leading multidisciplinary planning protocol.
Jim’s educational background includes attaining a Bachelor of Science in Marketing from the College of Commerce and Business Administration at the University of Illinois at Urbana-Champaign (Magna Cum Laude), a Masters in Business Administration in Finance from the DePaul University Graduate School of Business (Summa Cum Laude), and a Juris Doctor from the DePaul University College of Law, where he was awarded positions on both the DePaul Law Review and DePaul Business Law Journal.

James is also an Expert Instructor for Corvee.  For more information on Corvee, visit 

What Clients Have Said About Tax Planning in 2020

Ready To Sign Up?