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Free cpe webinars
How Firms can Offer Tax Planning for Biden's Tax Policies and Proposals

HOW FIRMS CAN OFFER TAX PLANNING FOR BIDEN'S TAX POLICIES AND PROPOSALS

Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Taxes
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Taxes, 2020 Election
Course Description

With Joe Biden scheduled to be inaugurated in January, now is the time to get more clarity on tax policy for 2021 and beyond. This webinar will prepare attendees for Biden’s tax policies and proposals and provide an inside look at how to get clients polished tax planning proposals and deliverables quickly.

Note: This webinar will end with a demonstration of Corvee's tax planning software.

 Learning Objectives:


  • Define Joe Biden’s tax plan and make a comparison to current tax law

  • List ways to take the current law and Biden’s plan to build proactive, multi-entity, and multi-year tax plans for your clients with ease using tax planning software

  • Identify how the next 14 months and beyond are going to be crazy but also potentially a massive opportunity for your firm

Linkedin

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.

Linkedin

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.

Bob Bennett

Corvee
Vice President of Tax & Legislation
bob@corvee.com
(305) 985-7740

Corveelogo

Robert (Bob) Bennett is the vice president of tax and legislation at Corvee, a software and solutions company serving tax and accounting firms. At Corvee, Bob works as part of the team that develops and maintains the Corvee Tax Planning software.

Bob uses his industry expertise to represent tax planners and work with the Corvee team to build a product that will transform the industry by enabling tax preparers to access the best minds in the business and provide actual options for tax savings to their clients.

Before joining Corvee, Bob worked at Bloomberg Industry Group, where he managed several tax planning products, including the Income Tax Planner and the Estate and Gift Tax Planner. He also worked at Wolters Kluwer, Drake Software, and TK Publishing, where he was responsible for tax-related software products.

Bob has an MBA from the University of Phoenix and a Bachelor of Science in management from Franklin Pierce University. He is a licensed CPA.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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About Our Presenter

Corveelogo
Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms. They work with firm professionals 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 wealth management advisor partnership opportunities.

Built with the help of on-staff tax and accounting experts, the all-in-one suite is designed to help firms increase revenue and improve efficiency, while providing the highest value and insight to their clients.