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Maximize Depreciation Across Your Client Base

MAXIMIZE DEPRECIATION ACROSS YOUR CLIENT BASE

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 22, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Course Description

Looking to deepen your expertise in tax accounting with a focus on depreciation strategies? This course offers a targeted approach to understanding and applying depreciation in various client scenarios. You’ll learn to identify clients eligible for different depreciation methods, master both standard and specialized depreciation techniques, and apply these strategically in tax planning. The course emphasizes the significance of accurate documentation and compliance, highlighting common pitfalls to avoid. Additionally, you’ll discover how integrating technology, such as the Instead platform, can streamline your processes, enhancing efficiency and accuracy.

Learning Objectives:


  • Define the fundamental concepts of depreciation, including its power and influence in tax planning and asset management

  • Determine which clients are eligible for different depreciation methods and under what circumstances

  • Identify standard and special methods of depreciation, understanding their application, benefits, and limitations

  • Give examples of strategic utilization of depreciation in various scenarios, including the integration of amortization and its impact on financial statements

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Bob Bennett

Corvee
Vice President of Tax & Legislation
[email protected]
(305) 985-7740

Corveelogo

Robert (Bob) Bennett is the vice president of tax and legislation at Corvee, a software and solutions company serving tax and accounting firms. At Corvee, Bob works as part of the team that develops and maintains the Corvee Tax Planning software.

Bob uses his industry expertise to represent tax planners and work with the Corvee team to build a product that will transform the industry by enabling tax preparers to access the best minds in the business and provide actual options for tax savings to their clients.

Before joining Corvee, Bob worked at Bloomberg Industry Group, where he managed several tax planning products, including the Income Tax Planner and the Estate and Gift Tax Planner. He also worked at Wolters Kluwer, Drake Software, and TK Publishing, where he was responsible for tax-related software products.

Bob has an MBA from the University of Phoenix and a Bachelor of Science in management from Franklin Pierce University. He is a licensed CPA.

Kyle Deering

Corvee
Senior Vice President of Revenue
[email protected]
(305) 985-7740

Corveelogo

Kyle Deering is the Senior Vice President of Revenue at Corvee, a software and solutions company serving tax and accounting firms. At Corvee, Kyle is an expert instructor for both the Scale Program and the Executive Program of Corvee Tax Advisory Services. Kyle joined Corvee as the Vice President of Sales and quickly began devising innovative ways to assist accounting firm owners in how to properly sell, price, and upsell existing customers. His insights on overcoming pricing scarcity and allowing the customers to believe they are worth what they change helped Corvee customers achieve tremendous success quickly.

Catherine Klee

Corvee
Technical Lead - Tax and Consultant
[email protected]
(305) 985-7740

Corveelogo

Catherine Klee brings over four decades of dedicated experience in the tax profession, with a specialized focus on developing innovative tax software for the past 23 years. Her journey in the tax world has been marked by a deep commitment to excellence, precision, and innovation.

Starting her career in the intricate field of tax consulting, Catherine quickly distinguished herself with her keen analytical skills and a profound understanding of tax regulations. Her work initially concentrated on providing expert tax advice and solutions to a diverse clientele, including farms and businesses.

Recognizing the transformative potential of technology in the field of tax, Catherine transitioned into software development, where she has since played a pivotal role in creating sophisticated tax software solutions. Her expertise lies in designing systems that accurately compute tax deductions, savings, and liabilities, greatly enhancing tax processing efficiency and reliability for individuals and partnerships.

As a seasoned professional, Catherine continues to contribute to the field of tax and software development, staying abreast of the latest trends and technologies to ensure they remain at the forefront of innovation in the industry.
 

About Our Presenter

Corveelogo
Corvee (www.corvee.com) provides tax, accounting, and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration