LIVE IN PERSON

Tax Strategies 
3-Day Masterclass

Mastering Tax Strategies, Tax Planning, 
& Advisory in Your Firm
May 17 - 19, 2023 | Miami, FL
LIVE IN PERSON

Tax Strategies 
3-Day Masterclass

Mastering Tax Strategies, Tax Planning, 
& Advisory in Your Firm
May 17 - 19, 2023 | South Florida

Join Andrew Argue and Top U.S. Tax Planning Experts At This Year's Tax Strategies 3-Day Masterclass!

You Could Literally Be Just 3 Days Away From …

"Mastering these Tax Strategies in Your Firm"

But do you know everything that it takes to become a tax advisory services expert?

We'll Show You At The Tax Strategies 3-Day Masterclass!
May 17 - 19, 2023 |Miami, FL

A Special Message from Corvee's CEO 
Andrew Argue, CPA

Dear Tax Advisor,

Yes, we’re BACK in person for another Tax Strategies 3-Day Masterclass!

This event is just around the corner, and we wanted to send this as your official invitation to join us. 

We’ve come together to make you an expert tax planner in our 3-Day Masterclass.

At this year's Tax Strategy Masterclass, you will meet hundreds of other tax pros who are just like you...  
Some who came just a few years ago not knowing what to expect... 

And this May, we’ll be on stage showing you all the tax advisory service strategies experts are using to save clients millions on taxes each year.

You'll literally be sitting in a room with some of the top tax experts in the US! We will be covering....
Core Tax Strategies to Create Advisory Engagements
  • Introduction to core tax strategies
  • Qualification criteria for maximizing savings opportunities
  • Step-by-step implementation of each strategy
  • ​Staff training on tax planning and advisory services
  • ​Substantiation of each strategy
Advanced Strategies for Extra Savings & Premium Fees
  • Introduction to advanced tax strategies
  • Breakdown of complex and high-value strategies
  • Implementation steps for advanced strategies (in-house or with third-party support)
  • Pricing structure for clients
  • ​Staff structure and leveling up existing team members for complex strategy delivery
Every Step to Onboard, Deliver, and Renew TAS Clients
  • Newsletter templates for prospective and existing clients
  • Sales presentations for specific high end tax strategies
  • Organization structures to deliver on core and advanced strategies
  • Staff training and monitoring
  • Technology stack needed to market, sell, and deliver services
  • ​Use of existing technology stack using automation
  • ​Marketing and selling advisory services to new prospects and existing clients
Master Individual Tax Strategies
We’ll cover…
  • Deductions
  • Legal Entity Structure
  • Retirement
  • Insurance
  • Loopholes
  • ​Inflation Reduction Act Impact
  • ​Tax Cuts & Jobs Act Updates
  • ​Niche Specific Strategies
  • ​Advanced Strategies
Get access to everything you need to implement these tax strategies and more.


You will get the"Retirement Deep Dive Handbook," which details every step necessary to decide which Retirement strategy is best for your clients!
Master Business Tax Strategies 
We’ll cover…
  • Deductions
  • Legal Entity Structure
  • Retirement
  • Insurance
  • Loopholes
  • ​Inflation Reduction Act Impact
  • ​Secure Act 2.0 Updates
  • ​Tax Cuts & Jobs Act Updates
  • ​Advanced Strategies
Take advantage of other handbooks like the "R&D Deep Dive Handbook," 

This comprehensive guide provides exactly what you need to do to implement the Research & Development tax credit strategy with your clients.

So get ready for the Tax Strategies 3-Day Masterclass!

May 17 - 19, 2023 | Miami, FL

You’ll Learn from Stories Like…

Erik Woodbury
$27k/yr to $2.5M/yr
Tax Advisory Services
Julie Herres
$80k/yr to $3M/yr
Tax Advisory Services + 
Client Accounting Services
James Rainwater
$60k/yr to $1M/yr
Tax Advisory Services
May 17 - 19, 2023 | Miami, FL

Conference Breakdown

Let me show you what you'll be experiencing at this year's Tax Strategies Masterclass!

Day 1
Core Tax Strategies to Create Advisory Engagements

We’ll teach you what the core strategies are, how to approach your clients with them, and implement the strategies with new and existing clients, reviewing strategies like…

  • Deductions
  • Legal Entity Structure
  • Retirement
  • Insurance
  • Loopholes

Day 2
Advanced Strategies for Extra Savings & Premium Fees

Once you have the basics down, we’ll level you up to offer complex high ticket strategies to utilize with your advanced clients, reviewing everything your firm needs to do to implement strategies like…

  • Inflation Reduction Act Impact
  • ​Secure Act 2.0 Updates
  • ​Niche Specific Strategies
  • Tax Cuts & Jobs Act Updates
  • Advanced Credits & Strategies

Day 3
Every Step to Onboard, Deliver, and Renew TAS Clients

  • Newsletter templates for prospective and existing clients
  • Sales presentations for specific high end tax strategies
  • Organization Structures to deliver on core and advanced strategies 
  • Training and monitoring your staff to shift into an advisory model
  • ​Technology stack needed to market, sell and deliver on services
  • ​How to get the best use of your existing technology stack using automation
  • ​How to market and sell advisory services to new prospects and existing clients
  • ​Selecting the correct niche to maximize tax savings opportunities in your firm
These are just a few items we’ll cover!
May 17 - 19, 2023 | Miami, FL
Corvee Has OVER 10,000+ Customers...
But We Only Have a Few Tickets
So, in the best case scenario, less than 5% of our community can come.

Tickets will sell out, again... 

So if you know that you've been called to be there... 

If you know that your clients need expert-level tax strategy advice, and you're ready to take that leap of faith...
Then get your tickets now. They may not be here tomorrow.
May 17 - 19, 2023 | Miami, FL
Tax Strategies 3-Day Masterclass Itinerary
DATE
May 17-19, 2023
TIME
Wednesday | 10:00 am ET - 5:00 pm ET
Thursday | 10:00 am ET - 5:00 pm ET
Friday | 10:00 am ET - 1:00 pm ET
LOCATION
Hilton Aventura Miami
2885 NE 191st St, Aventura, FL 33180

AIRPORTS

Fort Lauderdale International (FLL)
Miami International (MIA)
Tickets
May 17 - 19, 2023 | Miami, FL

Early Bird

Expires Soon

Event Pricing

To Be Released

FAQ'S

What Are The Dates For Tax Advisory Services Bootcamp?

The event will be held on Wednesday, May 17th through Friday, May 19th from 10:00am - 5:00pm ET for the first two days, and ending at 1:00pm ET on day three.

Where Will The Event Be Held

The event will be held in South Florida.

I'm Trying To Book My Travel. What Times Do I Need To Know About?

We will be hosting the event on Wednesday & Thursday from 10:00am - 5:00pm ET. We will be ending early on Friday from 10:00am - 1:00pm ET. Note that we tend to run over on our time and end the event around 5:30 or 6:00pm ET on Wednesday or Thursday evenings. 

Can Anyone Attend This Event?

Yes! If you are a Corvee customer, you may be able to receive a discounted rate to attend the event.

Can I Bring My Spouse To This Event?

Because of our VERY limited seating, every person must purchase a ticket to get into the event.

Can I Get A Refund If I Can't Attend?

We do not offer refunds if you decide to attend this event. However, if you are unable to make the event, we are able to transfer your ticket to a future event or another Corvee product of similar value.

Any Other Questions?

If you have any other questions, feel free to reach out to support@corvee.com.

© Copyright 2023 Corvee. All Rights Reserved.

Corvee, LLC, Corvee Practice Development, LLC, Corvee Tax Services 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.

Please note that by attending this event, you are acknowledging that an inherent risk of exposure to COVID-19 exists in any public place where people are present. We have implemented safety measures in accordance with guidelines from public health officials, but we cannot guarantee that you will not be exposed during the event. You are encouraged to take all necessary precautions, including wearing a face mask and practicing social distancing. If you are feeling unwell or have been in close contact with someone who has tested positive for COVID-19, we ask that you please stay home and participate virtually. Your health and safety, as well as that of others, is our top priority.