LIVE IN-PERSON
Tax Strategies
3-Day Masterclass
Leverage AI in tax services, enhancing benefits for clients and enable your team to focus on critical tasks.
Hilton Miami Downtown | May 15-17, 2024
Join Andrew Argue and top U.S. tax experts at this year's Tax Strategies 3-Day Masterclass
Revolutionize tax preparation, planning, and advisory by integrating AI, creating unparalleled benefits for your clients and firm.
Explore the realm of tax advisory services, blending expert insights with the latest AI technology, enabling your team to concentrate on the most impactful tasks.
"Dear Tax Advisor,
We are honored to extend an official invitation to you and your team for our in-person 3-Day Tax Strategies Masterclass.
No matter what stage you are in your firm - tax preparation, one-time recommendations, tax planning or tax advisory you will get value for your firm and clients out of this event.
We’ve come together to make attendees expert tax advisors with a hybrid human and AI workforce approach to advisory in our 3-Day Masterclass.
At this year's Tax Strategies Masterclass, you will meet hundreds of other tax professionals dedicated to providing high-value tax preparation, planning, and advisory services with the assistance of AI.
Whether you are a firm owner or a tax team member, you’ll find value in each session. This May, we’ll be on stage showing you how tax preparation, planning, advisory services experts are harnessing the power of tax advisory when AI is introduced to save clients millions on taxes each year."
Andrew Argue
Chief Executive Officer | Instead & Corvee
Learn how to master these tax strategies for individual and business entities
Common deductions
- Augusta rule
-
Hiring kids
- Home office
-
Meals expenses
- Travel expenses
-
Vehicle expenses
Retirement
- Roth 401K
-
Simplified employee pension (SEP)
-
Simple 401k
-
Simple IRA
-
Traditional 401k
-
Solo 401k
Assets and investments
- Depreciation and amortization
- Tax loss harvesting
- Real estate professional
Entity change
- Late S election
- Late C election
Specialty
- Research & development credit
- Work opportunity credit
Energy credits
- Clean vehicle credit
- Residential clean energy credits
And more...
Each tax strategy explored in our masterclass, participants will receive
- Dedicated AI assistant
- Dedicated GPT through ChatGPT
- Marketing and education materials for clients
- Guidelines on pricing engagements
-
Training for your staff to get up to speed
*You do not need to be an Instead, or Corvee customer or user to attend this event or use these tools.
You'll learn from some of the top tax experts in the US
Gain insights from leading US tax professionals on the integration of AI into their practices, achieving greater savings, enhanced efficiency, and reduced costs for clients.
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Your goals for attending this event
Taxpayers
Tax & accounting professionals
More savings
Higher savings and refunds
More savings for clients
Higher savings and refunds
Less time
<7m individual per year
<10m business per year
Less time
<7m individual per year
<10m business per year
Lower cost
Gross dollars
Gross dollars relative to savings
More meaningful work
Client relationships
Focus on complex issues
Your goals for attending this event
Taxpayers
More savings
Higher savings and refunds
Less time
<7m individual per year
<10m business per year
Lower cost
Gross dollars
Gross dollars relative to savings
Tax & accounting professionals
Less time
<7m individual per year
<10m business per year
More savings for clients
Higher savings and refunds
More meaningful work
Client relationships
Focus on complex issues
Conference breakdown
Let me show you what you'll be experiencing at this year's Tax strategies Masterclass!
Master tax strategies to maximize client savings
Gain expertise in tax strategies for client savings, explore retirement options with tax benefits, and navigate deductions and credits efficiently.
Learn advanced family tax planning and tax loss harvesting techniques in a concise training designed to boost your professional tax advisory skills.
Revolutionizing tax services with AI
Discover how AI, particularly Generative Pre-trained Transformers (GPTs), is transforming tax advisory, enhancing client services, and shaping the future of tax strategies.
Learn about the vital tech stack that powers efficient, innovative tax solutions, positioning firms at the industry's cutting edge.
Building a future-ready tax practice
Boost your firm's growth by enhancing client savings with strategic AI use. Equip your team with key skills for efficiency and innovation.
Attract and retain top talent, merging human expertise with AI to elevate team success and industry leadership.
Optimize savings with AI, QuickBooks, banking, and investment integration
Discover how to harness QuickBooks, personal banking, and investments, integrating them with AI and tax strategies.
This approach ensures your firm can identify client savings opportunities continuously, every day.
Conference breakdown
Let me show you what you'll be experiencing at this year's Tax strategies Masterclass!
Master tax strategies to maximize client savings
Gain expertise in tax strategies for client savings, explore retirement options with tax benefits, and navigate deductions and credits efficiently.
Learn advanced family tax planning and tax loss harvesting techniques in a concise training designed to boost your professional tax advisory skills.
Revolutionizing tax services with AI
Discover how AI, particularly Generative Pre-trained Transformers (GPTs), is transforming tax advisory, enhancing client services, and shaping the future of tax strategies.
Learn about the vital tech stack that powers efficient, innovative tax solutions, positioning firms at the industry's cutting edge.
Building a future-ready tax practice
Boost your firm's growth by enhancing client savings with strategic AI use. Equip your team with key skills for efficiency and innovation.
Attract and retain top talent, merging human expertise with AI to elevate team success and industry leadership.
Optimize savings with AI, QuickBooks, banking, and investment integration
Discover how to harness QuickBooks, personal banking, and investments, integrating them with AI and tax strategies.
This approach ensures your firm can identify client savings opportunities continuously, every day.
Speakers at this year's event
Andrew Argue, CPA
Instead & Corvee
Amanda Argue, CPA
Instead & Corvee
Michael Bergman
Instead & Corvee
Tristen Eriksen
EthicsPro.net
Olivia Rodi
Instead & Corvee
Ben Golden, EA
GoldenTaxRelief.com
Karbon
James Rainwater
James Rainwater CPA
More speaker announcements coming soon!
Tickets
Hilton Miami Downtown | May 15-17, 2024
Instead and Corvee serves a clientele with over 10,000 tax firms in our community
Availability for this event is limited. Only a small fraction—approximately 5% of our esteemed community—will have the opportunity to attend due to the restricted number of tickets.
Given the significant interest and our history of events reaching capacity, we anticipate tickets will be claimed swiftly.
Tax Strategies 3-Day Masterclass itinerary
DATE
May 15-17, 2024
TIME
Wednesday | 10:00 am - 5:00 pm ET
Thursday | 10:00 am - 5:00 pm ET
Friday | 10:00 am - 1:00 pm ET
LOCATION
Hilton Miami Downtown | Miami, Florida
AIRPORTS
Miami International Airport(MIA)
Fort Lauderdale-Hollywood International Airport(FLL)
FAQs
The event will be held on Wednesday, May 15 from 10:00am - 5:00pm ET for the first two days, and ending at 1:00pm ET on day three.
Where will the event be held?
The event will be held in Hilton Miami Downtown, Miami, Florida.
I'm trying to book my travel. What times do I need to know about?
We will be hosting the event on Wednesday & Thursday from 10:00am - 5:00pm ET. We will be ending early on Friday from 10:00am - 1:00pm ET. Note that we tend to run over on our time and end the event around 5:30 or 6:00pm ET on Wednesday or Thursday evenings.
Can anyone attend this event?
Yes! If you are a Corvee or Instead customer, you may be able to receive an exclusive rate to attend the event dependent on availability!
Can I bring my spouse to this event?
Our exclusive offer for additional tickets is limited to staff for this event. If your spouse participates in the business activities we welcome them to join us!
Can I get a refund if I can't attend?
We do not offer refunds if you decide to attend this event. However, if you are unable to make the event in person, we extend a virtual attendee option.
Any other questions?
If you have any other questions, feel free to reach out to support@corvee.com.
