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Countdown to New Tax Policies: Are You Prepared?

COUNTDOWN TO NEW TAX POLICIES: ARE YOU PREPARED?

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 30, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Taxes
Course Description

As we prepare to enter 2022, tax policy changes are top of mind for taxpayers and tax professionals alike. Sweeping legislative changes are on the horizon, including an infrastructure bill and likely tax rate hikes. 
 
While most firms will wait until a bill is signed to respond to these changes, your clients are seeking proactive guidance. The time to prepare your firm is now. Join this session, where we will show you exactly what you need to do now to position your firm ahead of other tax professionals.

 
Learning Objectives:


  • List the top three upcoming tax changes you must be aware of, and how you can anticipate them to benefit your clients

  • Identify the mistake most firms will make over the next three months, and how to avoid it

  • Determine concrete steps you can take to prepare your firm as the countdown to new tax policies begins

  • Recognize how you can respond to these tax changes to deepen your client relationships and grow revenue 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Andrew Argue

Corvee
CEO and Co-founder
andrew@corvee.com
(305) 985-7740

Corveelogo

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.

Before Corvee, Andrew founded AccountingTax.com (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 the University of Tampa. He also holds Series 7, Series 66, and Certified Public Accountant licenses.

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Amanda Argue

Corvee
Chief of Staff
amanda@corvee.com
(305) 985-7740

Corveelogo

Amanda Argue, CPA, is the chief of staff and co-founder of Corvee, a software and solutions company serving tax and accounting firms. At Corvee, Amanda provides strategic counsel to key leaders Corvee and helps launch new company projects and initiatives within the organization.

Amanda helps the company achieve its mission to transform how accounting and tax professionals build, grow, and optimize their firms to increase revenue and improve efficiency while providing the highest value to their clients.

Amanda has always worked in the accounting industry. She was employed in accounts receivable for a construction company for seven years and then as a financial statement auditor working closely with small business clients across a wide variety of industries after receiving her degree.

She enjoyed public accounting but wanted to provide a more significant impact to small business clients and started learning more about all aspects of her clients’ processes - not just financial - and quickly picked up skills that would eventually aid in the founding of Corvee. Amanda is actively involved in innovating on behalf of firm owners to help them transform from a compliance-focused practice into a highly-valued and trusted advisory practice.

Amanda has a bachelor’s degree in accounting from the University of South Florida and a CPA license in Florida.

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Corveelogo

Sarah is a Maryland and D.C. attorney with over five years of experience in Tax and Estates and Trusts. She is deeply passionate about tax, estate, and financial planning. She greatly enjoys the proactive aspects of these areas of law, and firmly believes everyone should have access to estate and financial planning resources. 

About Our Presenter

Corveelogo
Corvee (www.corvee.com) provides tax, accounting, and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration