Corvee: The Challenges of Tax Planning and How to Overcome Them

Earn 1 CPE Credit!

Price $0

All of our materials/exams are NASBA and the AICPA approved the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your live webinar purchase includes

  • Live instructor session
  • Easy rescheduling of session registration
  • Instant certificate of completion post webinar
  • One year access to complete your CPE
  • Instructor discussion forum

Live Webinars

Live Webinars are scheduled and require registration to select the session of your choice. A live instructor presents the course material in accordance with NASBA and the AICPAs Standards. You will be required to answer the random polling questions during the course. A CPE certificate will be issued and available in your account upon completion.
June 21, 2022 12:00 PM MDT


No person or corporation wants to overpay in taxes. According to, the tax code was over 60,000 pages the last time it was printed in 2018. That leaves a lot of opportunities to find strategies to make sure that the taxpayer is not overpaying. These strategies are hidden inside those 60,000 pages and require planning to be able to implement them. Determining strategies, selecting which methods to use, and developing an implementation plan are part of tax planning. Tax planning, when done right, can save a taxpayer hundreds of thousands of dollars. The first problem is that no tax preparer has time to read through 60,000 pages and find every strategy that applies to each of their clients. The next issue is convincing the taxpayer that putting in the extra time and resources to implement these strategies is worth the effort. In this course, we will join Corvee founder and CEO Andrew Argue to discuss what tax planning is, why it is essential, what barriers exist to successful tax planning and how Corvee can help tax preparers succeed.

  • Discuss what tax planning is
  • Determine why tax planning is essential
  • Analyze barriers to successful tax planning
  • Evaluate how Corvee helps tax preparers succeed at tax planning
  • None
  • None
  • Basic
  • 103648