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LIVE IN-PERSON
AI Tax Team Bootcamp

Fuel your team’s transition from tax compliance to advisory by leveraging artificial intelligence.

Hilton Miami Downtown | January 10 - 12 , 2024

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Join Andrew Argue and top U.S. tax planning experts at this year's 3-day AI Tax Team Bootcamp!

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Integrate AI into your tax team to master Tax Advisory Services

You could literally be just 3 days away from learning everything that it takes for your team to become a tax advisory services expert.
Andrew Argue
Chief Executive Officer | Instead & Corvee
Dear Tax Advisor,

We are honored to extend an official invitation to you and your team for our in-person 3-Day AI Tax Team Bootcamp.

We’ve come together to make you and your staff expert tax planners and advisors in our 3-Day Bootcamp designed to elevate your tax team professionals to new heights using AI in tax advisory services.

At this year's AI Tax Team 3-Day Bootcamp, you will meet hundreds of other tax professionals dedicated to providing high-value advisory services.

Whether you are a firm owner or a tax team member, you’ll find value in each session. This January, we’ll be on stage showing you how tax advisory services experts are harnessing the power of AI to save clients millions on taxes each year.

You'll learn from some of the top tax experts in the US on how they’ve integrated AI into their firms!
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At the AI Tax Team Bootcamp we will be covering

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The future of tax with the release of AI

  • AI's impact on the future of the tax industry
  • AI programs that revolutionize how tax firms perform their day-to-day tasks
  • Staff training on tax planning and advisory services
  • ​Step-by-step implementation of new AI applications
  • ​Substantiation of each strategy harnessing the power of AI
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Integrating AI into high-value tax advisory services

  • Combining tax planning with the power of AI 
  • Breakdown of complex and high-value strategies
  • Implementation steps for tax strategies utilizing AI
  • ​Packaging for high-value advisory services
  • ​Staff structure and leveling up existing team members for complex strategy delivery
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Every step to advance your staff from compliance to advisory

  • Organization structures to deliver on core and advanced strategies
  • Staff training and monitoring to supercharge your staff with AI
  • Technology stack needed to deliver and implement tax positions
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You'll learn from stories like

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Woodbury Strategy
Tax Advisory Services

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Francis and Reeves Advisory
Tax Advisory Services, Client Accounting Services

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JSterling Tax & Accounting
Tax Advisory Services, Client Accounting Services

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Conference breakdown

Let me show you what you'll be experiencing at this year's AI Tax Team Bootcamp.
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DAY 1
The evolution of taxation in the AI era

We’ll teach you what the biggest impacts from AI are, how to approach clients with them, and how to maximize your day to day performance…
  • Unveiling the influence of AI on tomorrow's tax sector
  • Innovative AI solutions transforming tax firm daily operations
  • Employee training for advanced tax consultation and advisory
  • ​Detailed guide on integrating AI Tools into tax compliance advisory services taxation
  • ​Unpacking strategies amplified by AI capabilities
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DAY 2
Embedding AI into high value tax advisory solutions

Once you have the basics down, we’ll level you up to offer new kinds of engagements, reviewing everything your firm needs to do to implement strategies like…
  • R&D Credits 
  • Cost Segregation
  • ​Home office
  • ​Augusta
  • ​Hiring Kids
  • Depreciation
  • Meals
  • ​Travel 
  • ​Vehicle
  • ​And dozens more
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DAY 2
Embedding AI into high value tax advisory solutions

Once you have the basics down, we’ll level you up to offer new kinds of engagements, reviewing everything your firm needs to do to implement strategies like…
  • R&D tax credits 
  • Cost segregation
  • ​Home office
  • ​Augusta
  • ​Hiring kids
  • Depreciation
  • Meals
  • ​Travel 
  • ​Vehicle
  • ​And dozens more
These tools affect the implementation of key tax positions above as well as the process for building tax plans, making estimated payments, business & individual preparation, and resolution.
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DAY 3
Every step to onboard, deliver & realize savings for clients

To wrap up the event we will reveal essential strategies for successful client onboarding, service delivery, and achieving tangible savings.
  • Education based sales presentations for tax planning and advisory engagements
  • Onboarding templates to set the right expectations with clients on the first call
  • Organization structures to deliver on core and advanced strategies 
  • ​Training and monitoring your staff to shift into an AI advisory model
  • ​Technology stack needed to deliver on services and support staff
  • ​How to get the best use of your existing technology stack using AI and automation
The first 50 attendees will be invited to a VIP happy hour.
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Speakers at this year's event

Andrew Argue, CPA
Instead & Corvee
Amanda Argue, CPA
Instead & Corvee
Lucia Valenzuela, JD
Instead
Tristen Eriksen
EthicsPro.net
Olivia Rodi
Instead & Corvee
Ben Golden, EA
GoldenTaxRelief.com
More speaker announcements coming soon!
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EXCLUSIVE OFFER
Get up to 3 tickets* to bring staff for the price of 1 ticket

Your team will obtain expert-level tax strategy insights for the benefit of your clients, we encourage your prompt registration.
*For your firm employees only
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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.
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Tickets

Hilton Miami Downtown | January 10 - 12, 2024
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Super early bird

Deadline 11/15/2023
Includes up to 5 team members
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Early bird

Deadline 12/31/2023
Includes up to 3 team members
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General admission

Deadline 01/10/2024
Includes yourself
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AI Tax Team Bootcamp itinerary

DATE
January 10-12, 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
1601 Biscayne Blvd, Miami, FL 33132

AIRPORTS

Miami International Airport(MIA)
Fort Lauderdale-Hollywood International Airport(FLL)
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FAQs

What are the dates for AI Tax Team Bootcamp?

The event will be held on Wednesday,  January 10 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, 1601 Biscayne Blvd, Miami, FL 33132.

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.
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Reserve your ticket today to guarantee your spot!