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Submitted URL: https://go.pardot.com/e/828813/m-faemail-05022022-aa-template/5flhp/467602910?h=rKEWua95cTwnJ0yZDL_8fMrzcNo61fzz2d49Vg...
Effective URL: https://corvee.com/tax-planning-for-financial-advisors/?utm_source=dailyemail&utm_medium=newsletter&utm_campaign=ho...
Submission: On May 02 via api from CH — Scanned from DE
Effective URL: https://corvee.com/tax-planning-for-financial-advisors/?utm_source=dailyemail&utm_medium=newsletter&utm_campaign=ho...
Submission: On May 02 via api from CH — Scanned from DE
Form analysis 6 forms found in the DOM
POST /tax-planning-for-financial-advisors/?utm_source=dailyemail&utm_medium=newsletter&utm_campaign=home-fa&utm_term=faemail-05022022-aa-template
<form method="post" enctype="application/x-www-form-urlencoded" id="gform_5" action="/tax-planning-for-financial-advisors/?utm_source=dailyemail&utm_medium=newsletter&utm_campaign=home-fa&utm_term=faemail-05022022-aa-template">
<div class="gform_body gform-body">
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<input type="text" name="input_1.3" id="input_5_1_3" value="" aria-label="First name" aria-required="true" placeholder="First Name*">
<label for="input_5_1_3" class="hidden_sub_label screen-reader-text">First</label>
</span>
<span id="input_5_1_6_container" class="name_last">
<input type="text" name="input_1.6" id="input_5_1_6" value="" aria-label="Last name" aria-required="true" placeholder="Last Name*">
<label for="input_5_1_6" class="hidden_sub_label screen-reader-text">Last</label>
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<div class="ginput_container ginput_container_email">
<input name="input_2" id="input_5_2" type="text" value="" class="medium" placeholder="Email Address*" aria-required="true" aria-invalid="false">
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for="input_5_4">Firm Size / Revenue<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_4" id="input_5_4" class="medium gfield_select" aria-required="true" aria-invalid="false">
<option value="" selected="selected" class="gf_placeholder">Firm Size/Revenue*</option>
<option value="Sole Practitioner (Less than $250K)">Sole Practitioner (Less than $250K)</option>
<option value="Small Firm ($250K-$1M)">Small Firm ($250K-$1M)</option>
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<div class="ginput_container ginput_container_select"><select name="input_5" id="input_5_5" class="medium gfield_select" aria-required="true" aria-invalid="false">
<option value="" selected="selected" class="gf_placeholder">Firm Specialty*</option>
<option value="Multi-Service">Multi-Service</option>
<option value="Tax">Tax</option>
<option value="Accounting">Accounting</option>
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<option value="I do not own a firm">I do not own a firm</option>
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<div class="ginput_container ginput_container_text"><input name="input_13" id="input_5_13" type="hidden" class="gform_hidden" aria-invalid="false" value="N/A"></div>
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<li id="field_5_14" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible gaterm" data-field-class="gaterm">
<div class="ginput_container ginput_container_text"><input name="input_14" id="input_5_14" type="hidden" class="gform_hidden" aria-invalid="false" value="faemail-05022022-aa-template"></div>
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<div class="ginput_container ginput_container_text"><input name="input_15" id="input_5_15" type="hidden" class="gform_hidden" aria-invalid="false" value="https://corvee.com/tax-planning-for-financial-advisors/"></div>
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<div class="ginput_container ginput_container_text"><input name="input_16" id="input_5_16" type="hidden" class="gform_hidden" aria-invalid="false" value="Request More Info"></div>
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<li id="field_5_17" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible ctacreateddatetime" data-field-class="ctacreateddatetime">
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<div class="ginput_container ginput_container_checkbox">
<ul class="gfield_checkbox" id="input_5_18">
<li class="gchoice gchoice_5_18_1">
<input class="gfield-choice-input" name="input_18.1" type="checkbox"
value="<div>I agree to the privacy policy. By clicking “Submit” I agree to the <a href="https://corvee.com/terms-and-conditions/">Terms & Conditions</a> and <a href="https://corvee.com/privacy-policy/">Privacy Policy</a> and agree to receive emails and texts about promotions at the phone number and email provided, and understand this consent is not required to purchase.</div>"
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<label for="choice_5_18_1" id="label_5_18_1">
<div>I agree to the privacy policy. By clicking “Submit” I agree to the
<a href="https://corvee.com/terms-and-conditions/?utm_source=dailyemail&utm_medium=newsletter&utm_term=faemail-05022022-aa-template&utm_campaign=home-fa">Terms & Conditions</a> and
<a href="https://corvee.com/privacy-policy/?utm_source=dailyemail&utm_medium=newsletter&utm_term=faemail-05022022-aa-template&utm_campaign=home-fa">Privacy Policy</a> and agree to receive emails and texts about
promotions at the phone number and email provided, and understand this consent is not required to purchase.</div>
</label>
</li>
</ul>
</div>
</li>
<li id="field_5_20" class="gfield gform_validation_container field_sublabel_below field_description_below gfield_visibility_visible comments" data-field-class="comments"><label class="gfield_label" for="input_5_20">Comments</label>
<div class="ginput_container"><input name="input_20" id="input_5_20" type="text" value=""></div>
<div class="gfield_description" id="gfield_description_5_20">This field is for validation purposes and should be left unchanged.</div>
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<input type="hidden" name="gform_field_values" value="">
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</form>POST /tax-planning-for-financial-advisors/?utm_source=dailyemail&utm_medium=newsletter&utm_campaign=home-fa&utm_term=faemail-05022022-aa-template
<form method="post" enctype="application/x-www-form-urlencoded" id="gform_8" action="/tax-planning-for-financial-advisors/?utm_source=dailyemail&utm_medium=newsletter&utm_campaign=home-fa&utm_term=faemail-05022022-aa-template">
<div class="gform_body gform-body">
<ul id="gform_fields_8" class="gform_fields top_label form_sublabel_below description_below">
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<li id="field_8_13" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible gacontent" data-field-class="gacontent">
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<div>I agree to the privacy policy. By clicking “Become a Partner” I agree to the
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onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_8"]){return false;} window["gf_submitting_8"]=true; jQuery("#gform_8").trigger("submit",[true]); }">
<input type="hidden" class="gform_hidden" name="is_submit_8" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="8">
<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_8" value="WyJbXSIsIjFjZWY4NmY5MjExNThkZWRhOTBiYmQ0OTM2OGI4NzlmIl0=">
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<input type="hidden" class="gform_hidden" name="gform_source_page_number_8" id="gform_source_page_number_8" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
</form>POST /tax-planning-for-financial-advisors/?utm_source=dailyemail&utm_medium=newsletter&utm_campaign=home-fa&utm_term=faemail-05022022-aa-template
<form method="post" enctype="application/x-www-form-urlencoded" id="gform_7" action="/tax-planning-for-financial-advisors/?utm_source=dailyemail&utm_medium=newsletter&utm_campaign=home-fa&utm_term=faemail-05022022-aa-template">
<div class="gform_body gform-body">
<ul id="gform_fields_7" class="gform_fields top_label form_sublabel_below description_below">
<li id="field_7_1" class="gfield gfield_contains_required field_sublabel_hidden_label field_description_below hidden_label gfield_visibility_visible name" data-field-class="name"><label class="gfield_label gfield_label_before_complex">Name<span
class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_complex ginput_container no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name" id="input_7_1">
<span id="input_7_1_3_container" class="name_first">
<input type="text" name="input_1.3" id="input_7_1_3" value="" aria-label="First name" aria-required="true" placeholder="First Name*">
<label for="input_7_1_3" class="hidden_sub_label screen-reader-text">First</label>
</span>
<span id="input_7_1_6_container" class="name_last">
<input type="text" name="input_1.6" id="input_7_1_6" value="" aria-label="Last name" aria-required="true" placeholder="Last Name*">
<label for="input_7_1_6" class="hidden_sub_label screen-reader-text">Last</label>
</span>
</div>
</li>
<li id="field_7_2" class="gfield gf_left_half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible email" data-field-class="email"><label class="gfield_label" for="input_7_2">Email<span
class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_2" id="input_7_2" type="text" value="" class="medium" placeholder="Email Address*" aria-required="true" aria-invalid="false">
</div>
</li>
<li id="field_7_3" class="gfield gf_right_half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible phone" data-field-class="phone"><label class="gfield_label" for="input_7_3">Phone<span
class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_3" id="input_7_3" type="text" value="" class="medium" placeholder="Phone Number*" aria-required="true" aria-invalid="false"></div>
</li>
<li id="field_7_17" class="gfield bml_gforms_state_full gfield_contains_required field_sublabel_hidden_label field_description_below hidden_label gfield_visibility_visible state" data-field-class="state"><label
class="gfield_label gfield_label_before_complex">State<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_complex ginput_container has_state ginput_container_address" id="input_7_17">
<span class="ginput_right address_state ginput_address_state" id="input_7_17_4_container">
<select name="input_17.4" id="input_7_17_4" aria-required="true">
<option value="" selected="selected">State*</option>
<option value="Alabama">Alabama</option>
<option value="Alaska">Alaska</option>
<option value="Arizona">Arizona</option>
<option value="Arkansas">Arkansas</option>
<option value="California">California</option>
<option value="Colorado">Colorado</option>
<option value="Connecticut">Connecticut</option>
<option value="Delaware">Delaware</option>
<option value="District of Columbia">District of Columbia</option>
<option value="Florida">Florida</option>
<option value="Georgia">Georgia</option>
<option value="Hawaii">Hawaii</option>
<option value="Idaho">Idaho</option>
<option value="Illinois">Illinois</option>
<option value="Indiana">Indiana</option>
<option value="Iowa">Iowa</option>
<option value="Kansas">Kansas</option>
<option value="Kentucky">Kentucky</option>
<option value="Louisiana">Louisiana</option>
<option value="Maine">Maine</option>
<option value="Maryland">Maryland</option>
<option value="Massachusetts">Massachusetts</option>
<option value="Michigan">Michigan</option>
<option value="Minnesota">Minnesota</option>
<option value="Mississippi">Mississippi</option>
<option value="Missouri">Missouri</option>
<option value="Montana">Montana</option>
<option value="Nebraska">Nebraska</option>
<option value="Nevada">Nevada</option>
<option value="New Hampshire">New Hampshire</option>
<option value="New Jersey">New Jersey</option>
<option value="New Mexico">New Mexico</option>
<option value="New York">New York</option>
<option value="North Carolina">North Carolina</option>
<option value="North Dakota">North Dakota</option>
<option value="Ohio">Ohio</option>
<option value="Oklahoma">Oklahoma</option>
<option value="Oregon">Oregon</option>
<option value="Pennsylvania">Pennsylvania</option>
<option value="Rhode Island">Rhode Island</option>
<option value="South Carolina">South Carolina</option>
<option value="South Dakota">South Dakota</option>
<option value="Tennessee">Tennessee</option>
<option value="Texas">Texas</option>
<option value="Utah">Utah</option>
<option value="Vermont">Vermont</option>
<option value="Virginia">Virginia</option>
<option value="Washington">Washington</option>
<option value="West Virginia">West Virginia</option>
<option value="Wisconsin">Wisconsin</option>
<option value="Wyoming">Wyoming</option>
<option value="Armed Forces Americas">Armed Forces Americas</option>
<option value="Armed Forces Europe">Armed Forces Europe</option>
<option value="Armed Forces Pacific">Armed Forces Pacific</option>
</select>
<label for="input_7_17_4" id="input_7_17_4_label" class="hidden_sub_label screen-reader-text">State</label>
</span><input type="hidden" class="gform_hidden" name="input_17.6" id="input_7_17_6" value="United States">
<div class="gf_clear gf_clear_complex"></div>
</div>
</li>
<li id="field_7_4" class="gfield gf_left_half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible firmsizerevenue" data-field-class="firmsizerevenue"><label class="gfield_label"
for="input_7_4">Firm Size / Revenue<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_4" id="input_7_4" class="medium gfield_select" aria-required="true" aria-invalid="false">
<option value="" selected="selected" class="gf_placeholder">Firm Size/Revenue*</option>
<option value="Sole Practitioner (Less than $250K)">Sole Practitioner (Less than $250K)</option>
<option value="Small Firm ($250K-$1M)">Small Firm ($250K-$1M)</option>
<option value="Medium or Large Firm ($1M+)">Medium or Large Firm ($1M+)</option>
<option value="I do not own a firm">I do not own a firm</option>
</select></div>
</li>
<li id="field_7_5" class="gfield gf_right_half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible firmspecialty" data-field-class="firmspecialty"><label class="gfield_label"
for="input_7_5">Firm Specialty<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_5" id="input_7_5" class="medium gfield_select" aria-required="true" aria-invalid="false">
<option value="" selected="selected" class="gf_placeholder">Firm Specialty*</option>
<option value="Multi-Service">Multi-Service</option>
<option value="Tax">Tax</option>
<option value="Accounting">Accounting</option>
<option value="Financial Advising">Financial Advising</option>
<option value="I do not own a firm">I do not own a firm</option>
</select></div>
</li>
<li id="field_7_7" class="gfield gf_list_inline gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible productsofinterest" data-field-class="productsofinterest"><label
class="gfield_label gfield_label_before_complex">Products of Interest<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_checkbox">
<ul class="gfield_checkbox" id="input_7_7">
<li class="gchoice gchoice_7_7_1">
<input class="gfield-choice-input" name="input_7.1" type="checkbox" value="Tax Planning Software" id="choice_7_7_1">
<label for="choice_7_7_1" id="label_7_7_1">Tax Planning Software</label>
</li>
<li class="gchoice gchoice_7_7_2">
<input class="gfield-choice-input" name="input_7.2" type="checkbox" value="Growth and Development Programs" id="choice_7_7_2">
<label for="choice_7_7_2" id="label_7_7_2">Growth and Development Programs</label>
</li>
<li class="gchoice gchoice_7_7_3">
<input class="gfield-choice-input" name="input_7.3" type="checkbox" value="Advisor Partnership" id="choice_7_7_3">
<label for="choice_7_7_3" id="label_7_7_3">Advisor Partnership</label>
</li>
</ul>
</div>
</li>
<li id="field_7_19" class="gfield gf_left_half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible currentbrokerdealerorria" data-field-class="currentbrokerdealerorria"><label
class="gfield_label" for="input_7_19">Current Broker-Dealer or RIA<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_19" id="input_7_19" type="text" value="" class="large" placeholder="Current Broker-Dealer or RIA*" aria-required="true" aria-invalid="false"> </div>
</li>
<li id="field_7_20" class="gfield gf_right_half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible assetsundermanagement" data-field-class="assetsundermanagement"><label
class="gfield_label" for="input_7_20">Assets Under Management<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_20" id="input_7_20" type="text" value="" class="large" placeholder="Assets Under Management*" aria-required="true" aria-invalid="false"> </div>
</li>
<li id="field_7_8" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible leadgrade" data-field-class="leadgrade">
<div class="ginput_container ginput_container_text"><input name="input_8" id="input_7_8" type="hidden" class="gform_hidden" aria-invalid="false" value="A"></div>
</li>
<li id="field_7_9" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible leadstatus" data-field-class="leadstatus">
<div class="ginput_container ginput_container_text"><input name="input_9" id="input_7_9" type="hidden" class="gform_hidden" aria-invalid="false" value="New"></div>
</li>
<li id="field_7_10" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible gasource" data-field-class="gasource">
<div class="ginput_container ginput_container_text"><input name="input_10" id="input_7_10" type="hidden" class="gform_hidden" aria-invalid="false" value="dailyemail"></div>
</li>
<li id="field_7_11" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible gamedium" data-field-class="gamedium">
<div class="ginput_container ginput_container_text"><input name="input_11" id="input_7_11" type="hidden" class="gform_hidden" aria-invalid="false" value="newsletter"></div>
</li>
<li id="field_7_12" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible gacampaign" data-field-class="gacampaign">
<div class="ginput_container ginput_container_text"><input name="input_12" id="input_7_12" type="hidden" class="gform_hidden" aria-invalid="false" value="home-fa"></div>
</li>
<li id="field_7_13" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible gacontent" data-field-class="gacontent">
<div class="ginput_container ginput_container_text"><input name="input_13" id="input_7_13" type="hidden" class="gform_hidden" aria-invalid="false" value="N/A"></div>
</li>
<li id="field_7_14" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible gaterm" data-field-class="gaterm">
<div class="ginput_container ginput_container_text"><input name="input_14" id="input_7_14" type="hidden" class="gform_hidden" aria-invalid="false" value="faemail-05022022-aa-template"></div>
</li>
<li id="field_7_15" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible url" data-field-class="url">
<div class="ginput_container ginput_container_text"><input name="input_15" id="input_7_15" type="hidden" class="gform_hidden" aria-invalid="false" value="https://corvee.com/tax-planning-for-financial-advisors/"></div>
</li>
<li id="field_7_16" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible ctaname" data-field-class="ctaname">
<div class="ginput_container ginput_container_text"><input name="input_16" id="input_7_16" type="hidden" class="gform_hidden" aria-invalid="false" value="Request A Demo"></div>
</li>
<li id="field_7_21" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible ctacreateddatetime" data-field-class="ctacreateddatetime">
<div class="ginput_container ginput_container_text"><input name="input_21" id="input_7_21" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
<li id="field_7_22" class="gfield gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible termsconsent" data-field-class="termsconsent"><label
class="gfield_label gfield_label_before_complex">Terms Consent<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_checkbox">
<ul class="gfield_checkbox" id="input_7_22">
<li class="gchoice gchoice_7_22_1">
<input class="gfield-choice-input" name="input_22.1" type="checkbox"
value="<div>I agree to the privacy policy. By clicking “Submit” I agree to the <a href="https://corvee.com/terms-and-conditions/">Terms & Conditions</a> and <a href="https://corvee.com/privacy-policy/">Privacy Policy</a> and agree to receive emails and texts about promotions at the phone number and email provided, and understand this consent is not required to purchase.</div>"
checked="checked" id="choice_7_22_1">
<label for="choice_7_22_1" id="label_7_22_1">
<div>I agree to the privacy policy. By clicking “Submit” I agree to the
<a href="https://corvee.com/terms-and-conditions/?utm_source=dailyemail&utm_medium=newsletter&utm_term=faemail-05022022-aa-template&utm_campaign=home-fa">Terms & Conditions</a> and
<a href="https://corvee.com/privacy-policy/?utm_source=dailyemail&utm_medium=newsletter&utm_term=faemail-05022022-aa-template&utm_campaign=home-fa">Privacy Policy</a> and agree to receive emails and texts about
promotions at the phone number and email provided, and understand this consent is not required to purchase.</div>
</label>
</li>
</ul>
</div>
</li>
<li id="field_7_23" class="gfield gform_validation_container field_sublabel_below field_description_below gfield_visibility_visible phone" data-field-class="phone"><label class="gfield_label" for="input_7_23">Phone</label>
<div class="ginput_container"><input name="input_23" id="input_7_23" type="text" value=""></div>
<div class="gfield_description" id="gfield_description_7_23">This field is for validation purposes and should be left unchanged.</div>
</li>
</ul>
</div>
<div class="gform_footer top_label"> <input type="submit" id="gform_submit_button_7" class="gform_button button" value="Submit" onclick="if(window["gf_submitting_7"]){return false;} window["gf_submitting_7"]=true; "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_7"]){return false;} window["gf_submitting_7"]=true; jQuery("#gform_7").trigger("submit",[true]); }">
<input type="hidden" class="gform_hidden" name="is_submit_7" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="7">
<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_7" value="WyJbXSIsIjFjZWY4NmY5MjExNThkZWRhOTBiYmQ0OTM2OGI4NzlmIl0=">
<input type="hidden" class="gform_hidden" name="gform_target_page_number_7" id="gform_target_page_number_7" value="0">
<input type="hidden" class="gform_hidden" name="gform_source_page_number_7" id="gform_source_page_number_7" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
</form>POST /tax-planning-for-financial-advisors/?utm_source=dailyemail&utm_medium=newsletter&utm_campaign=home-fa&utm_term=faemail-05022022-aa-template
<form method="post" enctype="application/x-www-form-urlencoded" id="gform_6" action="/tax-planning-for-financial-advisors/?utm_source=dailyemail&utm_medium=newsletter&utm_campaign=home-fa&utm_term=faemail-05022022-aa-template">
<div class="gform_body gform-body">
<ul id="gform_fields_6" class="gform_fields top_label form_sublabel_below description_below">
<li id="field_6_1" class="gfield gfield_contains_required field_sublabel_hidden_label field_description_below hidden_label gfield_visibility_visible name" data-field-class="name"><label class="gfield_label gfield_label_before_complex">Name<span
class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_complex ginput_container no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name" id="input_6_1">
<span id="input_6_1_3_container" class="name_first">
<input type="text" name="input_1.3" id="input_6_1_3" value="" aria-label="First name" aria-required="true" placeholder="First Name*">
<label for="input_6_1_3" class="hidden_sub_label screen-reader-text">First</label>
</span>
<span id="input_6_1_6_container" class="name_last">
<input type="text" name="input_1.6" id="input_6_1_6" value="" aria-label="Last name" aria-required="true" placeholder="Last Name*">
<label for="input_6_1_6" class="hidden_sub_label screen-reader-text">Last</label>
</span>
</div>
</li>
<li id="field_6_2" class="gfield gf_left_half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible email" data-field-class="email"><label class="gfield_label" for="input_6_2">Email<span
class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_2" id="input_6_2" type="text" value="" class="medium" placeholder="Email Address*" aria-required="true" aria-invalid="false">
</div>
</li>
<li id="field_6_3" class="gfield gf_right_half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible phone" data-field-class="phone"><label class="gfield_label" for="input_6_3">Phone<span
class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_3" id="input_6_3" type="text" value="" class="medium" placeholder="Phone Number*" aria-required="true" aria-invalid="false"></div>
</li>
<li id="field_6_17" class="gfield bml_gforms_state_full gfield_contains_required field_sublabel_hidden_label field_description_below hidden_label gfield_visibility_visible state" data-field-class="state"><label
class="gfield_label gfield_label_before_complex">State<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_complex ginput_container has_state ginput_container_address" id="input_6_17">
<span class="ginput_right address_state ginput_address_state" id="input_6_17_4_container">
<select name="input_17.4" id="input_6_17_4" aria-required="true">
<option value="" selected="selected">State*</option>
<option value="Alabama">Alabama</option>
<option value="Alaska">Alaska</option>
<option value="Arizona">Arizona</option>
<option value="Arkansas">Arkansas</option>
<option value="California">California</option>
<option value="Colorado">Colorado</option>
<option value="Connecticut">Connecticut</option>
<option value="Delaware">Delaware</option>
<option value="District of Columbia">District of Columbia</option>
<option value="Florida">Florida</option>
<option value="Georgia">Georgia</option>
<option value="Hawaii">Hawaii</option>
<option value="Idaho">Idaho</option>
<option value="Illinois">Illinois</option>
<option value="Indiana">Indiana</option>
<option value="Iowa">Iowa</option>
<option value="Kansas">Kansas</option>
<option value="Kentucky">Kentucky</option>
<option value="Louisiana">Louisiana</option>
<option value="Maine">Maine</option>
<option value="Maryland">Maryland</option>
<option value="Massachusetts">Massachusetts</option>
<option value="Michigan">Michigan</option>
<option value="Minnesota">Minnesota</option>
<option value="Mississippi">Mississippi</option>
<option value="Missouri">Missouri</option>
<option value="Montana">Montana</option>
<option value="Nebraska">Nebraska</option>
<option value="Nevada">Nevada</option>
<option value="New Hampshire">New Hampshire</option>
<option value="New Jersey">New Jersey</option>
<option value="New Mexico">New Mexico</option>
<option value="New York">New York</option>
<option value="North Carolina">North Carolina</option>
<option value="North Dakota">North Dakota</option>
<option value="Ohio">Ohio</option>
<option value="Oklahoma">Oklahoma</option>
<option value="Oregon">Oregon</option>
<option value="Pennsylvania">Pennsylvania</option>
<option value="Rhode Island">Rhode Island</option>
<option value="South Carolina">South Carolina</option>
<option value="South Dakota">South Dakota</option>
<option value="Tennessee">Tennessee</option>
<option value="Texas">Texas</option>
<option value="Utah">Utah</option>
<option value="Vermont">Vermont</option>
<option value="Virginia">Virginia</option>
<option value="Washington">Washington</option>
<option value="West Virginia">West Virginia</option>
<option value="Wisconsin">Wisconsin</option>
<option value="Wyoming">Wyoming</option>
<option value="Armed Forces Americas">Armed Forces Americas</option>
<option value="Armed Forces Europe">Armed Forces Europe</option>
<option value="Armed Forces Pacific">Armed Forces Pacific</option>
</select>
<label for="input_6_17_4" id="input_6_17_4_label" class="hidden_sub_label screen-reader-text">State</label>
</span><input type="hidden" class="gform_hidden" name="input_17.6" id="input_6_17_6" value="United States">
<div class="gf_clear gf_clear_complex"></div>
</div>
</li>
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<div class="ginput_container ginput_container_select"><select name="input_4" id="input_6_4" class="medium gfield_select" aria-required="true" aria-invalid="false">
<option value="" selected="selected" class="gf_placeholder">Firm Size/Revenue*</option>
<option value="Sole Practitioner (Less than $250K)">Sole Practitioner (Less than $250K)</option>
<option value="Small Firm ($250K-$1M)">Small Firm ($250K-$1M)</option>
<option value="Medium or Large Firm ($1M+)">Medium or Large Firm ($1M+)</option>
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<div class="ginput_container ginput_container_select"><select name="input_5" id="input_6_5" class="medium gfield_select" aria-required="true" aria-invalid="false">
<option value="" selected="selected" class="gf_placeholder">Firm Specialty*</option>
<option value="Multi-Service">Multi-Service</option>
<option value="Tax">Tax</option>
<option value="Accounting">Accounting</option>
<option value="Financial Advising">Financial Advising</option>
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<div class="ginput_container ginput_container_checkbox">
<ul class="gfield_checkbox" id="input_6_18">
<li class="gchoice gchoice_6_18_1">
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<li id="field_6_8" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible leadgrade" data-field-class="leadgrade">
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<div class="ginput_container ginput_container_text"><input name="input_10" id="input_6_10" type="hidden" class="gform_hidden" aria-invalid="false" value="dailyemail"></div>
</li>
<li id="field_6_11" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible gamedium" data-field-class="gamedium">
<div class="ginput_container ginput_container_text"><input name="input_11" id="input_6_11" type="hidden" class="gform_hidden" aria-invalid="false" value="newsletter"></div>
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<li id="field_6_12" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible gacampaign" data-field-class="gacampaign">
<div class="ginput_container ginput_container_text"><input name="input_12" id="input_6_12" type="hidden" class="gform_hidden" aria-invalid="false" value="home-fa"></div>
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<li id="field_6_13" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible gacontent" data-field-class="gacontent">
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<li id="field_6_14" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible gaterm" data-field-class="gaterm">
<div class="ginput_container ginput_container_text"><input name="input_14" id="input_6_14" type="hidden" class="gform_hidden" aria-invalid="false" value="faemail-05022022-aa-template"></div>
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<li id="field_6_16" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible ctaname" data-field-class="ctaname">
<div class="ginput_container ginput_container_text"><input name="input_16" id="input_6_16" type="hidden" class="gform_hidden" aria-invalid="false" value="Request A Demo"></div>
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<li id="field_6_19" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible ctacreateddatetime" data-field-class="ctacreateddatetime">
<div class="ginput_container ginput_container_text"><input name="input_19" id="input_6_19" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
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<li id="field_6_20" class="gfield gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible termsconsent" data-field-class="termsconsent"><label
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<div class="ginput_container ginput_container_checkbox">
<ul class="gfield_checkbox" id="input_6_20">
<li class="gchoice gchoice_6_20_1">
<input class="gfield-choice-input" name="input_20.1" type="checkbox"
value="<div>I agree to the privacy policy. By clicking “Submit” I agree to the <a href="https://corvee.com/terms-and-conditions/">Terms & Conditions</a> and <a href="https://corvee.com/privacy-policy/">Privacy Policy</a> and agree to receive emails and texts about promotions at the phone number and email provided, and understand this consent is not required to purchase.</div>"
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<label for="choice_6_20_1" id="label_6_20_1">
<div>I agree to the privacy policy. By clicking “Submit” I agree to the
<a href="https://corvee.com/terms-and-conditions/?utm_source=dailyemail&utm_medium=newsletter&utm_term=faemail-05022022-aa-template&utm_campaign=home-fa">Terms & Conditions</a> and
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promotions at the phone number and email provided, and understand this consent is not required to purchase.</div>
</label>
</li>
</ul>
</div>
</li>
<li id="field_6_21" class="gfield gform_validation_container field_sublabel_below field_description_below gfield_visibility_visible comments" data-field-class="comments"><label class="gfield_label" for="input_6_21">Comments</label>
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</form>POST /tax-planning-for-financial-advisors/?utm_source=dailyemail&utm_medium=newsletter&utm_campaign=home-fa&utm_term=faemail-05022022-aa-template
<form method="post" enctype="application/x-www-form-urlencoded" id="gform_4" action="/tax-planning-for-financial-advisors/?utm_source=dailyemail&utm_medium=newsletter&utm_campaign=home-fa&utm_term=faemail-05022022-aa-template">
<div class="gform_body gform-body">
<ul id="gform_fields_4" class="gform_fields top_label form_sublabel_below description_below">
<li id="field_4_1" class="gfield gfield_contains_required field_sublabel_hidden_label field_description_below hidden_label gfield_visibility_visible name" data-field-class="name"><label class="gfield_label gfield_label_before_complex">Name<span
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<div class="ginput_container ginput_container_email">
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<div class="ginput_container ginput_container_phone"><input name="input_3" id="input_4_3" type="text" value="" class="medium" placeholder="Phone Number*" aria-required="true" aria-invalid="false"></div>
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for="input_4_4">Firm Size / Revenue<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
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<option value="" selected="selected" class="gf_placeholder">Firm Size/Revenue*</option>
<option value="Sole Practitioner (Less than $250K)">Sole Practitioner (Less than $250K)</option>
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<li id="field_4_5" class="gfield gf_right_half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible firmspecialty" data-field-class="firmspecialty"><label class="gfield_label"
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<div class="ginput_container ginput_container_select"><select name="input_5" id="input_4_5" class="medium gfield_select" aria-required="true" aria-invalid="false">
<option value="" selected="selected" class="gf_placeholder">Firm Specialty*</option>
<option value="Multi-Service">Multi-Service</option>
<option value="Tax">Tax</option>
<option value="Accounting">Accounting</option>
<option value="Financial Advising">Financial Advising</option>
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<div class="ginput_container ginput_container_checkbox">
<ul class="gfield_checkbox" id="input_4_7">
<li class="gchoice gchoice_4_7_1">
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<li id="field_4_16" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible ctaname" data-field-class="ctaname">
<div class="ginput_container ginput_container_text"><input name="input_16" id="input_4_16" type="hidden" class="gform_hidden" aria-invalid="false" value="Request A Demo"></div>
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<div class="ginput_container ginput_container_checkbox">
<ul class="gfield_checkbox" id="input_4_18">
<li class="gchoice gchoice_4_18_1">
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<label for="choice_4_18_1" id="label_4_18_1">
<div>I agree to the privacy policy. By clicking “Submit” I agree to the
<a href="https://corvee.com/terms-and-conditions/?utm_source=dailyemail&utm_medium=newsletter&utm_term=faemail-05022022-aa-template&utm_campaign=home-fa">Terms & Conditions</a> and
<a href="https://corvee.com/privacy-policy/?utm_source=dailyemail&utm_medium=newsletter&utm_term=faemail-05022022-aa-template&utm_campaign=home-fa">Privacy Policy</a> and agree to receive emails and texts about
promotions at the phone number and email provided, and understand this consent is not required to purchase.</div>
</label>
</li>
</ul>
</div>
</li>
<li id="field_4_22" class="gfield gform_validation_container field_sublabel_below field_description_below gfield_visibility_visible comments" data-field-class="comments"><label class="gfield_label" for="input_4_22">Comments</label>
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</form>POST /tax-planning-for-financial-advisors/?utm_source=dailyemail&utm_medium=newsletter&utm_campaign=home-fa&utm_term=faemail-05022022-aa-template
<form method="post" enctype="application/x-www-form-urlencoded" id="gform_2" action="/tax-planning-for-financial-advisors/?utm_source=dailyemail&utm_medium=newsletter&utm_campaign=home-fa&utm_term=faemail-05022022-aa-template">
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</form>Text Content
* Products
* Software
Tax Planning, Client Collaboration & Payments
Scan returns, calculate tax savings, generate tax plans for clients, e-sign
engagement letters, request questionnaires, files and accept credit
card/ACH payments through the client portal.
* Tax Planning
* Client Collaboration
* Client Payments
* Growth &
Development Programs
Training, Coaching, Events & Community
We’ll help you with niche selection, marketing, sales, onboarding, delivery
and firm operations, all while helping you move from compliance to advisory
services.
* Tax Planning Professionals
* 7 Figure Firms
* Advisor Partnership
Become our partner and offer wealth management, investments, insurance and
advanced planning to your existing clients.
* Become a Financial Advisor
* Refer Your Clients for Wealth Management
* Transition Your Financial Services Firm
* Solutions
* Sole Practitioner
* Specialty Practice Areas
* Tax
* Accounting
* Financial Advising
* Multi-Service
* More To Explore
* Tax Planning
* Tax Resolution
* Tax Preparation
* Wealth Management
* Chief Financial Officer
* Financial Coaching
* Client Acquisition
* Pricing Your Services
* Making Your First Hire
* Profitability Assessment
* Managing Your Time
* Small Firm
* Specialty Practice Areas
* Tax
* Accounting
* Financial Advising
* Multi-Service
* More To Explore
* Tax Planning
* Tax Resolution
* Tax Preparation
* Chief Financial Officer
* Wealth Management
* Financial Coaching
* Client Acquisition
* Pricing Your Services
* Profitability Assessment
* Managing Your Time
* Building Your Marketing Team
* Hiring Tax Managers
* Hiring Accounting Managers
* Medium & Large Firm
* Specialty Practice Areas
* Tax
* Accounting
* Financial Advising
* Multi-Service
* More To Explore
* Tax Planning
* Tax Resolution
* Tax Preparation
* Chief Financial Officer
* Wealth Management
* Financial Coaching
* Client Acquisition
* Pricing Your Services
* Profitability Assessment
* Managing Your Time
* Hiring a Sales Person
* Building Your Marketing Team
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* Hiring Accounting Managers
* Case Studies
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* About
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* Client Login
Get a Demo
* Client Login
* Products
* Software
Tax Planning, Client Collaboration & Payments
Scan returns, calculate tax savings, generate tax plans for clients, e-sign
engagement letters, request questionnaires, files and accept credit
card/ACH payments through the client portal.
* Tax Planning
* Client Collaboration
* Client Payments
* Growth & Development Programs
Training, Coaching, Events & Community
We’ll help you with niche selection, marketing, sales, onboarding, delivery
and firm operations, all while helping you move from compliance to advisory
services.
* Tax Planning Professionals
* 7 Figure Firms
* Advisors
Become our partner and offer wealth management, investments, insurance and
advanced planning to your existing clients.
* Become a Financial Advisor
* Refer Your Clients for Wealth Management
* Transition Your Financial Services Firm
* Solutions
* Sole Practitioner
* Specialty Practice Areas
* Tax
* Accounting
* Financial Advising
* Multi-Service
* More To Explore
* Tax Planning
* Tax Preparation
* Tax Resolution
* Wealth Management
* Chief Financial Officer
* Financial Coaching
* Client Acquisition
* Pricing Your Services
* Making Your First Hire
* Profitability Assessment
* Managing Your Time
* Small Firm
* Specialty Practice Areas
* Tax
* Accounting
* Financial Advising
* Multi-Service
* More To Explore
* Tax Planning
* Tax Preparation
* Tax Resolution
* Chief Financial Officer
* Wealth Management
* Financial Coaching
* Client Acquisition
* Pricing Your Services
* Profitability Assessment
* Managing Your Time
* Building Your Marketing Team
* Hiring Tax Managers
* Hiring Accounting Managers
* Medium & Large Firm
* Specialty Practice Areas
* Tax
* Accounting
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* Multi-Service
* More To Explore
* Tax Planning
* Tax Preparation
* Tax Resolution
* Chief Financial Officer
* Wealth Management
* Financial Coaching
* Client Acquisition
* Pricing Your Services
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* About
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Request a Demo
DRIVE REVENUE GROWTH WITH TAX PLANNING SOFTWARE
FINANCIAL ADVISOR TAX PLANNING SOFTWARE
Financial advising should start with reducing the amount your clients owe in
taxes. The more money they save, the more they have to invest.
With Corvee, you can analyze your client’s tax scenario, create customized
recommendations and export client-ready plans that could save your clients
thousands of dollars in minutes. The best part is you don’t need tax planning
expertise—the software does the calculations for you and helps you learn tax
planning along the way.
Get a Demo
FINANCIAL ADVISOR TAX PLANNING
Not an accountant or CPA? We have already scoured the tax code so you don’t have
to. Our tax planning software gives financial advisors all of the most common
and effective tax strategies for:
* Maximizing deductions
* Legal entity structures
* Retirement planning
* Insurance and asset protection
* Tax Cuts and Jobs Act (TCJA)
* Families First Coronavirus Response Act (FFCRA)
* Coronavirus Aid, Relief, and Economic Security Act (CARES)
* Niche-specific strategies
* Advanced strategies
* International asset and gift freeze
* Tax-advantaged wealth management
* Exit and capital gains
* Current law vs. Biden’s tax proposals
* Maximize deductions
* Legal entity structures
* Retirement planning
* Insurance and asset protection
* Tax Cuts and Jobs Act (TCJA)
* Families First Coronavirus Response Act (FFCRA)
* Coronavirus Aid, Relief, and Economic Security Act (CARES)
* Niche-specific strategies
* Advanced strategies
* International asset and gift freeze
* Tax-advantaged wealth management
* Exit and capital gains
* Current law vs. Biden’s tax proposals
TAX PLANNING COULD BE YOUR NEXT CLIENT ACQUISITION STRATEGY
Corvee tax planning software for financial advisors helps you save clients tens
to hundreds of thousands of dollars in taxes every single year. With tax rates
and policies continuing to increase the amount of taxes many people could owe,
there is no shortage of businesses and individuals looking for legal ways to pay
less money to the IRS. Financial advisors who specialize in tax planning will be
in great demand.
HOW TAX PLANNING SOFTWARE FOR FINANCIAL ADVISORS WORKS
HOW TAX PLANNING SOFTWARE FOR FINANCIAL ADVISORS WORKS
Our financial advisor tax planning software formulates a tax savings calculation
in minutes, enabling you to be the complete financial expert your clients seek.
Send out our smart questionnaires to easily gather tax planning information from
clients about themselves and each business entity they own. These questionnaires
help you get every single data point you need from clients to determine prior
year estimated overpayment, as well as current year and future year savings. The
vast majority of CPAs don’t offer this, so it is a great way to grow your client
base as a financial advisor.
COMPARE STRATEGIES USING CURRENT TAX LAW VERSUS NEW PROPOSALS
COMPARE STRATEGIES USING CURRENT TAX LAW VERSUS NEW PROPOSALS
Tax laws change frequently, so we allow you to compare strategies using current
tax law versus tax proposals. This gives you the information you need to build
the best, most comprehensive tax plans possible.
TAX PLANNING TRANSPARENCY
TAX PLANNING TRANSPARENCY
Our tax software allows you to see exactly how each tax planning strategy is
calculated, plus it gives you the ability to adjust your final inputs. If all
that weren’t enough, financial advisors can select which strategies they want to
recommend in their final tax plan. You’ll be able to easily calculate
deductions, credits, phase-outs, tax rates and savings per strategy and entity!
LOOKING FOR A NEW WAY TO GROW YOUR CLIENT BASE AS A FINANCIAL ADVISOR? GO BEYOND
YOUR COMPETITORS WITH TAX PLANNING
GO ABOVE AND BEYOND YOUR COMPETITORS BY CREATING PROFESSIONAL TAX PLANS
Gain clients as a financial advisor by offering a service many other firms
neglect: tax planning. Corvee tax planning software for financial advisors
compiles your customized tax planning strategy and recommendations into a
ready-to-send PDF file that contains the following:
* Cover page
* Table of contents
* Customizable strategy letter
* Current year estimated savings
* Future year estimated savings
* Detailed listing of strategies with supporting documents
* Estimated savings per strategy
These custom tax plans will benefit both your clients and your firm. Find your
niche market with Corvee tax planning software for financial advisors.
HAVEN’T DONE TAX PLANNING BEFORE?
NO PROBLEM.
If you haven’t been helping your financial advising clients save money on
taxes—or you have been but are not getting paid for it—our tax planning software
is for you. It not only allows you to create tax plans in minutes, but it also
helps educate you on tax planning strategies and how to apply them to your
clients. You can also estimate how much you can save a client in taxes and
recommend investment and insurance products as tax planning strategies. Tax
planning has proven to be a key client acquisition strategy for many financial
advising firms.
SEE HOW TAX PLANNING SOFTWARE FOR FINANCIAL ADVISORS
EASILY GENERATES TAX PLANS
Request a Demo
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Corvee, LLC, Corvee Practice Development, LLC, Corvee Advisors, LLC, and related
entities are each legally separate and independent entities, which cannot
obligate or bind each other in respect of third parties and with each entity
liable only for its own acts and omissions and not those of each other.
Corvee has achieved positive results for its clients who have used its business
development strategies and practice management tools, but the revenue figures
and successes of our top clients are not typical. Because past performance is
not a predictor of future success, you may have more or less success depending
on many factors, including your background, experience, work ethic, client base,
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