{"id":515123,"date":"2021-07-20T09:18:07","date_gmt":"2021-07-20T13:18:07","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\/"},"modified":"2021-07-20T09:18:07","modified_gmt":"2021-07-20T13:18:07","slug":"avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\/","title":{"rendered":"Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth"},"content":{"rendered":"<h2>\nFrom in-person meetings at Booth #225, to hosting a session on developing a business succession plan, Avantax will show how offering holistic financial services enhances accounting firm value<br \/>\n<\/h2>\n<div class=\"mw_release\">\n<p align=\"left\">DALLAS, July  20, 2021  (GLOBE NEWSWIRE) &#8212; Avantax\u2120, the pioneer of tax-focused financial planning, is proud to be a Gold Level sponsor of <a href=\"https:\/\/www.aicpaengage.com\/\" rel=\"nofollow noopener\" target=\"_blank\">AICPA Engage 2021<\/a> at the Aria Resort &amp; Casino in Las Vegas, Nevada, from July 26-29. Avantax\u2019s conference presence will be anchored to Booth #225, one of the largest in the Engage 2021 exhibit hall, where several representatives will be available to discuss how Avantax partners with tax and financial professionals to create new revenue opportunities by providing holistic financial services to their clients, all through a uniquely tax-focused lens.<\/p>\n<p align=\"left\">\u201cAt AICPA Engage 2021, Avantax will focus on how blending the trust and knowledge possessed by tax professionals with tax-advantaged financial planning services is a powerful, value-creating combination designed to drive growth for accounting firms,\u201d said Avantax Business Development Vice President Tim Stewart. \u201cCPAs and tax-focused financial professionals can find new revenue opportunities and enhance client service by adding the kind of comprehensive financial planning that can only be delivered by marrying clients\u2019 tax situations with their long-term financial plans. We look forward to mapping out this strategy with AICPA Engage 2021 attendees.\u201d<\/p>\n<p align=\"left\">In addition to its exhibit hall presence, Avantax is presenting, \u201cLike Father, Like Son: A Succession Planning Success Story\u201d on Wednesday, July 28, from 12:50 p.m. to 1:40 p.m. PT, in the Pinyon Ballroom on level one. The session will focus on the benefits of tax-smart wealth management and developing a strategy to grow one\u2019s practice while planning for the future. Featuring father-son team Bob Carey, CPA, and Financial Planning Consultant Davin Carey, the session will explain how the Carey family used succession planning to add wealth management services that skyrocketed their business, California-based Carey &amp; Hanna Tax &amp; Wealth Planners, an Avantax-affiliated firm.<\/p>\n<p align=\"left\">In-person attendees are encouraged to visit with Avantax representatives at Booth #225 in the conference exhibit hall. Virtual attendees can visit with Avantax representatives in the conference\u2019s virtual exhibit hall.<\/p>\n<p align=\"left\">For more information about Avantax or to schedule a meeting with Avantax during the Engage 2021 conference, please contact Avantax Marketing at <a href=\"mailto:mktg@avantax.com\" rel=\"nofollow noopener\" target=\"_blank\">mktg@avantax.com<\/a>.<\/p>\n<p align=\"left\">The wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which includes the Avantax Wealth Management and Avantax Planning Partners\u2120 brands, had a collective $85 billion in total client assets as of March 31, 2021.<\/p>\n<p align=\"left\">\n        <strong>About Avantax Wealth Management<\/strong>\u2120<\/p>\n<p align=\"left\">Avantax Wealth Management\u2120 offers a tax-advantaged approach for comprehensive financial planning. Avantax\u2019s Tax-Smart approach helps clients leverage taxes to create financial growth opportunities. Most financial companies treat taxes as an afterthought, or not at all, even though taxes are one of life\u2019s most complex and costly expenses. Avantax technology, tax and wealth management insights are used by Avantax Financial Professionals to uncover and tailor opportunities across their clients\u2019 financial lifecycles to help enable better long-term outcomes. The wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which includes the Avantax Wealth Management and Avantax Planning Partners\u2120 brands, had a collective $85 billion in total client assets as of March 31, 2021. For more information, please visit us at <a href=\"http:\/\/www.avantax.com\" rel=\"nofollow noopener\" target=\"_blank\">www.avantax.com<\/a> or at our <a href=\"https:\/\/www.linkedin.com\/company\/avantax-wealth-management\" rel=\"nofollow noopener\" target=\"_blank\">LinkedIn<\/a> and <a href=\"https:\/\/www.facebook.com\/AvantaxWealthManagement\" rel=\"nofollow noopener\" target=\"_blank\">Facebook<\/a> pages.<\/p>\n<p align=\"left\">\n        <strong>About Avantax Planning Partners\u2120<\/strong><br \/>\n        <br \/>Avantax Planning Partners<sup>SM<\/sup>\u00a0is a national financial planning and wealth management firm that partners with CPA firms to combine and deliver holistic financial and tax-planning services to their clients. Using the Guidance Planning Strategies planning tool, Avantax Planning Partners visually lays out a long-term plan, considering a wide array of financial decisions and their potential impacts on clients\u2019 financial health. Through this unique and proven approach, Avantax Planning Partners and CPA firms help clients make progress toward their financial goals through strategies such as asset management, estate planning, retirement planning, tax planning, risk management and more.<\/p>\n<p align=\"left\">\n        <strong>Media Contact:<\/strong><br \/>\n        <br \/>Tony Katsulos <br \/>Avantax<br \/>(972) 870-6654<br \/><a href=\"mailto:pr@avantax.com\" rel=\"nofollow noopener\" target=\"_blank\"><u>pr@avantax.com<\/u><\/a><\/p>\n<p align=\"left\">\n        <strong>Investor Contract:<\/strong><br \/>\n        <br \/>Dee Littrell<br \/>Blucora, Inc. <br \/>(972) 870-6463<br \/><a href=\"mailto:IR@blucora.com\" rel=\"nofollow noopener\" target=\"_blank\"><u>IR@blucora.com<\/u><\/a><\/p>\n<p>\u00a0<\/p>\n<p>      <img loading=\"lazy\" decoding=\"async\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODI4Mjk1MSM0MzA0Mzc3IzUwMDA4MDQwMg==\" width=\"1\" height=\"1\" \/><br \/>\n      <br \/>\n      <img loading=\"lazy\" decoding=\"async\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/ml.globenewswire.com\/release\/track\/a863b149-f2c4-4e04-99e8-e3ccce48b6a7\" width=\"1\" height=\"1\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>From in-person meetings at Booth #225, to hosting a session on developing a business succession plan, Avantax will show how offering holistic financial services enhances accounting firm value DALLAS, July 20, 2021 (GLOBE NEWSWIRE) &#8212; Avantax\u2120, the pioneer of tax-focused financial planning, is proud to be a Gold Level sponsor of AICPA Engage 2021 at the Aria Resort &amp; Casino in Las Vegas, Nevada, from July 26-29. Avantax\u2019s conference presence will be anchored to Booth #225, one of the largest in the Engage 2021 exhibit hall, where several representatives will be available to discuss how Avantax partners with tax and financial professionals to create new revenue opportunities by providing holistic financial services to their clients, all through a uniquely tax-focused &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-515123","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"From in-person meetings at Booth #225, to hosting a session on developing a business succession plan, Avantax will show how offering holistic financial services enhances accounting firm value DALLAS, July 20, 2021 (GLOBE NEWSWIRE) &#8212; Avantax\u2120, the pioneer of tax-focused financial planning, is proud to be a Gold Level sponsor of AICPA Engage 2021 at the Aria Resort &amp; Casino in Las Vegas, Nevada, from July 26-29. Avantax\u2019s conference presence will be anchored to Booth #225, one of the largest in the Engage 2021 exhibit hall, where several representatives will be available to discuss how Avantax partners with tax and financial professionals to create new revenue opportunities by providing holistic financial services to their clients, all through a uniquely tax-focused &hellip; Continue reading &quot;Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2021-07-20T13:18:07+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODI4Mjk1MSM0MzA0Mzc3IzUwMDA4MDQwMg==\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth\",\"datePublished\":\"2021-07-20T13:18:07+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\\\/\"},\"wordCount\":662,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.globenewswire.com\\\/newsroom\\\/ti?nf=ODI4Mjk1MSM0MzA0Mzc3IzUwMDA4MDQwMg==\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\\\/\",\"name\":\"Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth - 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Market Newsdesk","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.marketnewsdesk.com\/index.php\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\/","og_locale":"en_US","og_type":"article","og_title":"Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth - Market Newsdesk","og_description":"From in-person meetings at Booth #225, to hosting a session on developing a business succession plan, Avantax will show how offering holistic financial services enhances accounting firm value DALLAS, July 20, 2021 (GLOBE NEWSWIRE) &#8212; Avantax\u2120, the pioneer of tax-focused financial planning, is proud to be a Gold Level sponsor of AICPA Engage 2021 at the Aria Resort &amp; Casino in Las Vegas, Nevada, from July 26-29. Avantax\u2019s conference presence will be anchored to Booth #225, one of the largest in the Engage 2021 exhibit hall, where several representatives will be available to discuss how Avantax partners with tax and financial professionals to create new revenue opportunities by providing holistic financial services to their clients, all through a uniquely tax-focused &hellip; Continue reading \"Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\/","og_site_name":"Market Newsdesk","article_published_time":"2021-07-20T13:18:07+00:00","og_image":[{"url":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODI4Mjk1MSM0MzA0Mzc3IzUwMDA4MDQwMg==","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth","datePublished":"2021-07-20T13:18:07+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\/"},"wordCount":662,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\/#primaryimage"},"thumbnailUrl":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODI4Mjk1MSM0MzA0Mzc3IzUwMDA4MDQwMg==","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/avantax-expands-presence-at-aicpa-engage-2021-to-share-how-integrating-financial-planning-services-helps-accounting-firms-drive-growth\/","name":"Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth - 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