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Corvee CEO to Present at the 7th Annual 2020 Ensuring Success Conference

Andrew Argue to join other industry experts in panel discussion on “Retooling Your Practice to Include Financial Planning and Wealth Management”

Fort Lauderdale, FL – November 19, 2020 – Corvee, a software and solutions company which serves tax and accounting firms, today announces CEO Andrew Argue will be speaking on a panel titled “Retooling Your Practice to Include Financial Planning and Wealth Management” at Ensuring Success 2020. The session is scheduled to take place 10:00-11:00 a.m. EST on December 2 and will be livestreamed.

In addition to Argue, the session will include Jason Deshayes, director of tax planning at Cook Wealth Management Group, and James Rainwater, owner and principal of Rainwater CPA, and be moderated by Gail Perry, CPA and editor-in-chief of CPA Practice Advisor.

“I am thrilled to be able to present alongside such esteemed industry experts on what tax and accounting professionals can do to increase the offerings they provide and become valued and trusted advisors for the clients they serve,” states Argue. “This presentation will focus on the areas where tax professionals can provide additional and alternative services to their clients, including the areas of tax planning, business and personal financial planning and wealth management services.” 

Ensuring Success is the largest all-online CPE conference for CPAs, financial professionals and tax preparers. The conference is hosted by CPA Practice Advisor and will be held December 2-3, 2020.

For more information on Ensuring Success 2020, visit www.ensuringsuccess.com

About Corvee

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, please visit www.corvee.com. Connect with Corvee via its blog, Facebook, LinkedIn, Instagram and Twitter

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