Avantax

If your client is going through a divorce, their next tax return might look very different. From taxable investment accounts to retirement account withdrawals and transfers, Avantax Senior Financial Planning Analyst Susan R. Copeland, CFP®, CDFA® shares how a little tax intelligence can go a long way to help ensure your soon to be divorced clients aren't in for a surprise next tax season: https://bit.ly/4etlu22 #AvantaxIntelligent #AvantaxCommunity #Taxes #Divorce

In a little over a month, we'll be Charting the Course in San Diego at the Avantax National Conference. Hear from Avantax President Andy Watts, CFP® what he's most looking forward to about this year's event. #WealthManagement #AvantaxCommunity #FinancialProfessionals

🎙️ Tune in here: https://apple.co/3ZDxiuf Breaking down silos is important for almost every business, but it's especially important in the financial planning industry to help create positive outcomes for clients. On the latest episode of the Retirement Tax Services podcast with CPA Steven Jarvis, Avantax Manager of Financial Planning Emily Millsap, CFP® CExP(TM) shares the importance of: ✔️ Routinely reviewing clients' financial plans within the context of current tax laws ✔️ Knowing when to systematize processes and when to personalize them ✔️ Demystifying industry jargon for your clients #AvantaxIntelligent #FinancialPlanning #WealthManagement #FinancialServices #Taxes

How can Financial Professionals potentially turn a new client into a lifelong relationship? Finding savings on their tax payments might help! Tobias Salinger taps independent Avantax financial advisor Jack Oujo CPA CFP MS Tax for this recent Financial Planning article, where Jack discusses the importance of checking the tax efficiency of a client's overall financial picture and examining the investment holdings for any unrealized gains or losses. Read the full article here: https://bit.ly/3TNxGCH #WealthManagement #FinancialPlanning #AvantaxCommunity #Taxes #Investments #Investing

Income-driven repayment options that qualify for student loan forgiveness are an attractive option – but forgiveness can come with a surprise tax bill. Tax-intelligent Financial Professionals can review the topics in this blog to help their student-clients find tax-efficient loan and repayment options suitable for their situation. Read more from Avantax Financial Planning Analyst Chris Kadowaki, CFP®, EA, ChFC®, CSLP®: https://bit.ly/3BhVrwa #StudentLoans #LoanForgiveness #FinancialPlanning #AvantaxIntelligent

What does it mean to "live unlimited?" You'll find out if you're attending the Avantax National Conference in November. An F-16 Fighter pilot, 2x Top Gun recipient, author (to name just a few of his accomplishments!), our keynote speaker Lt. Col. Dan Rooney will share a code of living that combines powerful tenets to help you discover and seize your best life. Independent Avantax Financial Professionals & Assistants: Be sure to register by Oct. 11! #WealthManagement #AvantaxCommunity #FinancialProfessionals

Avantax recently acquired SEP Financial Services, founded by veteran independent financial advisor Stephen Plain, CPA/PFS, who’s been affiliated with Avantax for 25 years. Read more in our press release: https://bit.ly/3XYS8TO #AvantaxCommunity #WealthManagement

Avantax recently launched a new and exciting propriety tool, the Tax Intelligent Analyzer, which provides a comprehensive report of potential wealth management opportunities across a firm’s tax book of business. Early adopters of the tool Dustin Gersch, CFP®, AAMS®, CRPC®, RICP® and Bryan Clegg, CFP®, CRPC®, AAMS®, BFA ® of Alliance Wealth Management share how they've been using the Tax Intelligent Analyzer to help focus their efforts with CPA partners. #AvantaxIntelligent #WealthManagement #Taxes #CPAs

Avantax Home Office team members embrace every opportunity to meet with our independent Financial Professionals - and, when lunch is involved, that's just an added bonus! Financial Professionals and Home Office members discussed succession planning, how to discover growth opportunities, and CPA matchmaking at a recent Growth through Community meeting in Texas. Our thanks to Practice Management Director Nona Rosa and Laurie Stack and Steve Smith from our Business Development team for joining the meeting! #WealthManagement #FinancialProfessionals #AvantaxCommunity

As a unique Community within Cetera, we're proud to support Cetera Financial Group's recognition of #HispanicHeritageMonth. Click below to learn more.