Avantax

For our final PFS Live event of the year, we hosted a record number of attendees in sunny San Diego! We're thrilled more than 60 CPAs chose to join us this year as they seek to earn their?AICPA?Personal Financial Specialist? (PFS) designation. If you're a CPA who’s considering adding wealth management to your professional services, we hope to see you at a PFS Live workshop next year. Stay tuned for our 2025 calendar. #CPAs #WealthManagement #Taxes

Avantax team members Jonathan S., Sam Gruhl, CFA, and Justin Scott joined our partners at Drake Software for their Update School event in Dallas this week. They met with a variety of friends old & new to share the tax-intelligent advantage tax professionals can experience with Avantax's Strategic Partnership Program and Avantax Planning Partners. #WealthManagement #Tax #Taxes #TaxProfessionals #CPAs #AvantaxIntelligent

Avantax is known as the home for Tax-Intelligent Financial Professionals, but did you know we're also a top choice for female Financial Professionals? At our National Conference last week, Vice President of Business Development and head of the Avantax Women's Advisor Forum Laurie Stack shared why she's so inspired by the path women are taking to create milestones in our industry ahead of the next decade's historic transfer of wealth to women. #WomenInWealth #WealthManagement #FinancialAdvisors #FinancialProfessionals

Covering RILAs, advanced Roth strategies, fee-based annuities and a host of other topics, our inaugural Annuity University at National Conference was full of actionable insights for our Financial Professionals to help their clients save and retire with confidence. Thanks to our incredible partners for helping make this event possible, including Corebridge Financial, Equitable, Eagle Life Insurance Company, Jackson, F&G, Sammons Financial Group Companies, Brighthouse Financial, Global Atlantic Financial Group, and NFG Brokerage. #Annuities #WealthManagement #AvantaxIntelligent

To all the Financial Professionals, Wealth Management Assistants, and valued Partners at our National Conference last week: Thank you for joining us for a record-breaking conference! More #AvantaxCommunity members in attendance than ever meant more opportunities to collaborate and create lasting connections.

Congratulations to our 2023-2024 Progressive Ongoing Education program award winners, who were honored at this week's National Conference! Designed to help Wealth Management Assistants stay informed of changes in the industry, processes, technology and compliance, the program's award winners all met the challenging criteria which included operational excellence and technology performance. #WealthManagement #FinancialServices #AvantaxCommunity Lanier-McCormack Wealth Management Dearden Financial Services LLC Darnall Sikes Wealth Partners LLC Pohlman, Talmage, Brown & Campbell CPAs, Inc. HeimLantz CPAS & Advisors JY WealthCare, LLC Arrow Advisory, LLC Willis & Machnik Financial Services, LLC JY WealthCare, LLC The Tax Smart Advisory Group Kore Financial Group

A legacy-minded wealth advisor focused on estate planning relative to taxation, we're thrilled Carolyn Bare chose to affiliate with the tax-intelligent #AvantaxCommunity! A few quick facts about Carolyn: ?? Founder of Trust Matters Financial ?? Prioritizes working with small-business owners and clients who want legacy planning and wealth transfer advice ?? Based in Greenville, South Carolina ?? Greatly enjoys Avantax's tax-focused tools and technology! Read more here: https://bit.ly/3O9m21R #WealthManagement #FinancialAdvisor #AvantaxIntelligent #Taxes

We’re pleased to welcome financial planner/wealth management advisor Ryan R Stovash to the Avantax Community. Earlier this year, Ryan affiliated with Avantax Wealth Management and joined the Florida-based firm Park Wealth Partners, LLC. Ryan, a Florida native, graduated from the University of Central Florida, and was a professional golfer before entering the financial services industry. Previously affiliated with another broker dealer, Ryan wanted to take his practice to the next level. He was introduced to Park Wealth Partners and Avantax by a respected colleague in the industry. Ryan looks forward to the opportunity to continue to grow his practice and make a positive impact throughout the community for years to come. “I feel that Park Wealth Partners is a unique practice that offers a wholistic approach to financial planning. Having the ability to assist with important topics such as Investments, Retirement Planning, Insurance and Tax in one place offers clients the full service they deserve.” Ryan said. “I don’t know what all the future holds, but I do know for me it’s here at Park Wealth Partners and Avantax.” #AvantaxCommunity #FinancialServices #WealthManagement #FinancialAdvisor #Taxes

The final day of this year’s National Conference has featured a multitude of breakout sessions and opportunities to network with peers - and, still to come, our fabulous Closing Dinner at the USS Midway Museum! ? #WealthManagement #AvantaxCommunity #FinancialAdvisors

Hello from San Diego! ?? The #AvantaxCommunity hit the ground running on our first full day of National Conference with opening remarks from Avantax President Andy Watts, CFP? and Cetera Holdings CEO Mike Durbin, followed by The Washington Update with featured speaker Jeff Bush, plus plenty of insightful breakout sessions. #WealthManagement #FinancialProfessionals #FinancialAdvisors