CUSTOM JAVASCRIPT / HTML
Fuel your team’s transition from tax compliance to advisory by leveraging artificial intelligence.
Hilton Miami Downtown | January 10 - 12 , 2024
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
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
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
- 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
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
- 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
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
Let me show you what you'll be experiencing at this year's AI Tax Team Bootcamp.
CUSTOM JAVASCRIPT / HTML
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
CUSTOM JAVASCRIPT / HTML
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
CUSTOM JAVASCRIPT / HTML
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.
CUSTOM JAVASCRIPT / HTML
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.
CUSTOM JAVASCRIPT / HTML
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!
CUSTOM JAVASCRIPT / HTML
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
CUSTOM JAVASCRIPT / HTML
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.
CUSTOM JAVASCRIPT / HTML
Hilton Miami Downtown | January 10 - 12, 2024
CUSTOM JAVASCRIPT / HTML
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
1601 Biscayne Blvd, Miami, FL 33132
AIRPORTS
Miami International Airport(MIA)
Fort Lauderdale-Hollywood International Airport(FLL)
CUSTOM JAVASCRIPT / HTML
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.
CUSTOM JAVASCRIPT / HTML
