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Press Release

Corvee Offers Retirement Planning Masterclass Webinar

Webinar geared to provide guidance to tax professionals to help clients optimize retirement plans

Fort Lauderdale, FL – June 21, 2022 – Corvee, a software and solutions company serving tax and accounting firms, today announces the company is offering a Retirement Planning masterclass on June 28 at 2 p.m. EDT.

The masterclass presented by Scott Davis and Kyle Deering  from Corvee is geared to tax professionals and will provide guidance on how to best optimize retirement plans for clients. 

This one-hour session will cover:

  • How to maximize your clients’ retirement contributions and business deductions
  • How high earners can build long-term tax savings
  • Why 401(k) plans are not for everyone
  • And much more

“We understand that retirement planning can be confusing, even for tax professionals and accountants,” says Davis. “That’s why we wanted to provide guidance on this topic. Most don’t know the ins and outs on how different retirement plans are taxed, how they are administered or how expensive they could be for clients. This masterclass will teach attendees how to compare plans, why each plan is valuable, which types of plans can be combined for maximum tax benefits, what steps are needed for implementation and much more.”
Registration for the webinar is available at https://www.corvee.com/retirement-plan-masterclass.

About Corvee

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. Connect with Corvee via its blog, Facebook, LinkedIn, Instagram and Twitter.

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