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Press Release

Corvee Offers Webinar for Financial Advisors on Delivering Tax Plans that Lead to Investments and Insurance

Fort Lauderdale, FL – March 9, 2021 – Corvee, a software and solutions company serving financial advising, tax, and accounting firms, today announces the company is offering a webinar for financial advisors that will help them learn how to deliver tax plans to clients that can lead to investments and insurance.

This webinar will take place on March 12 at noon EST and will provide:

  • Insight on how to estimate how much financial advisors can save a client in taxes so they see the benefit of paying for tax planning.
  • Information on how to create and deliver a tax plan that recommends investment and insurance products as tax planning strategies.
  • Guidance on how to get clients to see the value of tax planning even for financial planners that are not accountants or CPAs.

“We know that financial advisors can offer strategic tax planning to their clients even if they do not have an accounting or tax background,” states Andrew Argue, CEO and co-founder of Corvee. “This webinar will show how mastering 5-8 core strategies and using technology to apply even more, financial advisors can work with their clients to help them save money in taxes and convert those savings into investments and insurance.”

Registration for the webinar is available at https://bit.ly/2ODAtQ3.

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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