Corvee Offers Webinar for Financial Advisors on Tax Plans that Lead to Investments and Insurance
This webinar will take place on March 12 at noon EST and will provide:
"We know that financial advisors can offer strategic tax planning to their clients even if they do not have an accounting or tax background,"
Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms. The company works with firms in the specialties of tax, accounting and financial advising. Corvee provides a bundle of solutions for each specialty including tax planning and client collaboration software, firm growth and development programs and the ability to become or partner with a financial advisor to offer tax-advantaged wealth management to clients. Built with the help of on-staff tax and accounting experts, the all-in-one suite is designed to help firms increase revenue, profitability and efficiency, while providing the highest value to their clients. For more information, please visit www.corvee.com. Connect with Corvee via its blog, Facebook, LinkedIn, Instagram and Twitter.