LIVE IN-PERSON
Tax Advisory Workshop
San Francisco, California | July 25-26 , 2024
Join Andrew Argue, CPA, along with top U.S.
tax advisory experts, at this unparalleled event.
Dear Tax Advisor,
This is going to be a special event. We just opened our offices in San Francisco, California and you’re invited.
If you’ve made it to this page, it means you received a special invitation to our 2-Day Tax Advisory Symposium.
This will be an intimate event with 30 owners and partners of tax & accounting firms all looking to dramatically transform their firms from compliance to advisory.
I’m incredibly excited to have you join us for this Tax Advisor Workshop in our new headquarters.
See you there!
Andrew Argue
Chief Executive Officer | Instead & Corvee
Transform your tax preparation, planning, and advisory services
Join us as we dive into the transformative potential of AI in the tax industry and explore key elements that will redefine how you offer tax services.
During this event, we will cover
AI’s impact on the tax industry
Reinvent your value with advisory
Tax services of the future
Challenges firms face in a world of AI
Transform your culture and hiring
Network with successful peer firms
New headquarters
Welcome to our brand new headquarters in San Francisco, California.
Success stories
You’ll learn from firms like
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Knowledge experts
Speakers at this year's event
Andrew Argue, CPA
Instead & Corvee
Amanda Argue, CPA
Instead & Corvee
Michael Bergman
Instead & Corvee
Kyle Deering
Instead & Corvee
Olivia Rodi
Instead & Corvee
Weston Deering
Instead & Corvee
More speaker announcements coming soon!
Our vision
Re-shape the tax industry
- We get you clients via directory
- Deliver advisory savings 90% faster
- Deliver tax returns in <10m per year
-
Increase your revenue
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Increase your profitability
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Hire less and rely less on people
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You get your time and freedom
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You pay us absolutely nothing!
San Francisco, California | July 25-26, 2024
Two types of ticket options
Tax Advisory Workshop itinerary
DATE
July 25-26, 2024
TIME
Thursday | 9:00 am - 5:00 pm local time
Friday | 9:00 am - 5:00 pm local time
LOCATION
Instead & Corvee Headquarters
San Francisco, California
San Francisco, California
AIRPORTS
San Francisco International Airport, SFO
FAQs
What are the dates for Tax Advisory Workshop?
The event will be held on Thursday, July 25 through Friday, July 26 from 8:00am - 5:00pm local time both days.
Where will the event be held?
The event will be held at the new Instead & Corvee Headquarters in San Francisco, California.
I'm trying to book my travel. What times do I need to know about?
Thursday & Friday from 10:00am - 5:00pm local time. Note that we tend to run over on our time and end the event around 5:00 or 6:00pm local time on Day 1.
Can anyone attend this event?
No. You must be on a list of firms that are specifically invited.
Can I bring my spouse to this event?
Because of our very limited seating, every person must purchase a ticket to get into the event.
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, we are able to transfer your ticket to a future event or another Instead or Corvee product of similar value.
Any other questions?
If you have any other questions, feel free to reach out to support@corvee.com.
