Prospecting within your existing client base ? Tailored client conversations ? Supports any tax software, powered by OCR technology? These are just a few of the powerful benefits offered by the 1040 Analyst? - the second proprietary Avantax Intelligent tool in our spotlight series. The 1040 Analyst? helps our independent Financial Professionals uncover wealth management opportunities within clients’ tax-return information and to guide client conversations. But wait, there’s more – explore the three additional benefits outlined below! #TaxIntel #AvantaxIntelligent #TaxSeason #TaxImplications
Avantax
金融服务
Dallas,Texas 28,453 位关注者
We deliver tax-intelligent wealth management solutions for Financial Professionals.
关于我们
Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals & CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model & the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management?. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors & offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., & insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners?. Avantax Planning Partners offers services through its RIA, insurance agency, & affiliated broker-dealer, Avantax Investment Services, Inc., & partners with CPA firms to provide their consumer & small-business clients with holistic financial planning & advisory services. Securities offered through Avantax Investment Services?, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services?. Insurance services offered through licensed agents of Avantax Insurance Agency? & Avantax Insurance Services?. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies aren't registered investment advisers.
- 网站
-
https://www.avantax.com
Avantax的外部链接
- 所属行业
- 金融服务
- 规模
- 501-1,000 人
- 总部
- Dallas,Texas
- 类型
- 私人持股
- 创立
- 1983
地点
-
主要
3200 Olympus Blvd
Suite 100
US,Texas,Dallas,75019
Avantax员工
动态
-
Although Women's History Month is coming to a close, we're looking forward to Financial Advisor Magazine's 10th annual Invest in Women Conference as a returning sponsor. Our very own Regional Vice President, Tax Channel and Head of Avantax Women’s Advisor Forum Laurie Stack will be moderating The Transfer Of Wealth To Women session. We hope to see you there! #IIW2025 #WealthManagement #WomenInWealth #FinancialAdvisors
-
-
In honor of tax season, we’re shining a spotlight on three of our Tax Intelligent Solutions our independent Financial Professionals depend on for scalability and efficiency in uncovering tax-saving opportunities for clients. We’re kicking off the series with our Social Security Planner? - a tax-intelligent sidekick! This nifty tool provides a comprehensive analysis of Social Security benefit claiming options, allowing Financial Professionals to help their clients make informed decisions that support their retirement goals. Although it’s useful year-round, many Avantax Financial Professionals find it especially helpful to utilize this tool during tax season. #TaxIntel #AvantaxIntelligent #TaxSeason #TaxImplications
-
-
Does the first day of spring have you ready to declutter your filing cabinet? Before you shred those old tax documents, make sure you know which ones are worth keeping (and for how long). #SpringCleaning #Springtime #TaxIntel #TaxSeason
-
As we celebrate Women’s History Month, we’re proud to recognize the incredible women on the Avantax Business Development team who continue to make an impact on our industry. Their dedication to recruiting and onboarding tax-focused financial professionals has driven growth and earned them award recognition for their outstanding work in 2024. Join us in celebrating the leadership and innovation these women bring to our team every day and the power of women in finance! Leah Mead, Lauren Stradinger, MBA, Madison Kennedy, Casey Radke, Samantha Dunn #WomensHistoryMonth #WomenInFinance #AvantaxCommunity
-
-
Our Head of Research Austin Schaul, CFA joined Avantax affiliate Sassetti LLC, CPAs for a State of the Economy & Regulatory Update. Check out the full video to hear Austin's view on emerging markets, his perspective on the real estate market, his advice for investors who are looking to grow or protect their wealth, and much more: https://lnkd.in/gaFPf2wf
-
Forget the four-leaf clovers. When it comes to financial planning, the sound advice of a tax-intelligent financial professional is a more reliable choice. #StPatricksDay #StPatricks #TaxIntel #TaxSeason
-
-
Are your clients falling into these five common tax traps?? ? These pitfalls can have a significant impact on their financial future – but with the right planning strategies, you can help them navigate these challenges. Thanks to our partners at Sammons Financial Group Companies for providing valuable insights on how to turn tax traps into financial wins!? ? #TaxIntel #AvantaxIntelligent #TaxSeason #TaxStrategies #TaxImplications?
-
??Did you hear the news? Due to the Windfall Elimination Provision and Government Pension Offset, many saw reduced or eliminated Social Security benefits. The Social Security Administration is now issuing retroactive payments, with higher monthly benefits starting in April for all clients affected by the provisions. Clients should expect deposits in their checking accounts by the end of March and an increase in benefit payments beginning with their April check.? ? Financial Professionals: Check out these three steps you can take when meeting with clients affected by this change.? ? #SocialSecurity #Retirement #WealthManagement #FinancialPlanning?
-
In our March Market Update video, Avantax Co-CIO Ivan P Gruhl, CFA reviews February’s returns, key policy developments in Washington, signs of a slowing economy, and an outlook for the months ahead. ?? Watch here: https://bit.ly/3FjHHDj #MarketUpdate #Economy #StockMarket #EconomicOutlook
Market Update March 2025
https://www.youtube.com/