Avantax

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

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

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

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

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

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

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

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

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

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