Team building and camaraderie at its finest! During a mini pickleball tournament last week, the Avantax Business Development team donned their “Be Makayla Brave” shirts in support of a Home Office teammate whose daughter is bravely battling cancer. #AvantaxCommunity
Avantax
Financial Services
Dallas, Texas 28,035 followers
Avantax delivers tax-intelligent wealth management solutions for Financial Professionals.
About us
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.
- Website
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https://www.avantax.com
External link for Avantax
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Dallas, Texas
- Type
- Privately Held
- Founded
- 1983
Locations
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Primary
3200 Olympus Blvd
Suite 100
Dallas, Texas 75019, US
Employees at Avantax
Updates
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Would your client be happy if they heard their ex-spouse took a vacation using the credit card miles they earned during their marriage? We’d venture to guess the answer is a resounding “no.” Unfortunately, assets like these are often overlooked when marital property is simply split “50/50” between parties during a divorce. To learn more about how to be tax-intelligent when splitting marital assets, read this blog from Avantax Senior Financial Planner Susan R. Copeland, CFP®, CDFA®: https://bit.ly/4cPbIGM #FinancialPlanning #Divorce #WealthManagement #AvantaxIntelligent
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Women investors’ purchasing power and wealth have increased steadily over the years – and financial professionals should be taking note. During a recent Avantax webinar, Jennifer Taboada, Senior Financial Wellness Consultant and National Speaker at BlackRock, discussed women’s unique investing needs and how to build trusted relationships with female clients. We’re thrilled to partner with organizations like BlackRock to provide the #AvantaxCommunity of Financial Professionals with opportunities for ongoing education and collaboration. #FinancialProfessionals #WealthManagement #DEI #FinancialServices #Taxes
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The IRS is warning of new and evolving scams that could impact tax professionals and their clients. Stay vigilant and read more about other scams to look out for in this recent IRS article: https://bit.ly/4bBy7pJ #IRS #TaxPros #FinancialProfessionals #FinancialServices
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This week, a viral tweet with over 10 million views centered around when baby boomers should gift their children money: Do they hold onto their nest egg or gift at least some of it more immediately? Avantax Manager, Financial Planning Emily Millsap, CFP® CExP(TM) shared her thoughts about why retired clients must be prepared for every contingency in this recent MarketWatch article: https://lnkd.in/eYs_kaA6 #BabyBoomers #WealthManagement #FinancialPlanning #AvantaxIntelligent
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June's CPI report shows inflation cooled substantially last month and prices fell for the first time in two years. Could a rate cut be in the cards for September? Avantax Co-CIO Ivan P Gruhl, CFA weighs in with his thoughts in this Kiplinger article: https://bit.ly/3XVPL4j #Inflation #EconomicUpdate #Economy #CPI
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Our webinar with Financial Planning last month was such a hit that we created a downloadable summary! Click here to get access to the document, which includes key provisions of SECURE Act 2.0 and four planning considerations for 2024: https://bit.ly/3Ld5HaQ #FinancialPlanning #WealthManagement #Taxes #AvantaxIntelligent
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A weaker consumer, tighter financial conditions, and slowing business investment could begin to weigh on growth ahead, as the Fed hopes to continue to bring down inflation while avoiding a recession. Bottom line? The Fed needs more evidence that inflation is sustainably moving back toward its 2% target before taking action. Learn more in our Monthly Market Update video featuring Avantax Co-Chief Investment Officer Ivan P Gruhl, CFA: https://lnkd.in/gS7jcQgr #Economy #EconomicUpdate #Inflation
Market Update July 2024
https://www.youtube.com/
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Implementing a tax-intelligent approach into your wealth management practice isn't just a niche strategy – it's a vital component of comprehensive financial planning. In this Advisor Perspectives article, Avantax VP of Planning & Growth Solutions Andy Watts CFP® shares how financial professionals can help clients maximize tax alpha by navigating the complex terrain of tax planning and wealth management: https://bit.ly/3RKTmyb #WealthManagement #TaxAlpha #AvantaxIntelligent #TaxPlanning #Taxes
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We're excited to share Avantax is a 2024 WealthManagement.com "Wealthies" finalist for “Avantax Rise to Elite,” our home-grown, complimentary peer-to-peer coaching program for firms aspiring to achieve significant growth in their wealth management business. Read more in our press release: https://lnkd.in/g92i3FwT #Wealthies #WealthManagement #FinancialServices #Wealthies2024