Avantax Welcomes Newest Members of Senior Leadership Team

Avantax Welcomes Newest Members of Senior Leadership Team DALLAS – (Sept. 23, 2021) – Avantax®, a leader in tax-focused financial planning, has added Chief of Staff, Holly Manton, and Vice President of Software Engineering, Suman Aluru, to the company’s Senior Leadership Team.   As Chief of Staff, Manton’s focus includes streamlining strategic projects and initiatives […]

Avantax Completes Acquisition of Headquarters Advisory Group, LLC

Avantax Completes Acquisition of Headquarters Advisory Group, LLC DALLAS – (Aug. 26, 2021) – Avantax℠, a leader in tax-focused financial planning, has closed its acquisition of New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021. The acquisition expands the nationwide footprint of Avantax’s in-house RIA […]

Avantax Agrees to Acquire Headquarters Advisory Group, LLC, with $1.1 Billion in Client Assets, which would Expand Avantax’s In-house RIA to Northeast

Avantax Agrees to Acquire Headquarters Advisory Group, LLC, with $1.1 Billion in Client Assets, which would Expand Avantax’s In-house RIA to Northeast Transaction would enable independent affiliate to monetize its firm, shift administrative tasks to Avantax, and fully focus on growth and superior end-client service   DALLAS – (Aug. 2, 2021) – Avantax℠, a leader […]

Avantax President Todd Mackay to Open FSI OneVoice Conference in Orlando with Other Avantax Leaders Attending as Featured Panelists

Avantax President Todd Mackay to Open FSI OneVoice Conference in Orlando with Other Avantax Leaders Attending as Featured Panelists FSI annual conference brings together independent financial services firm executives to share critical insights on the most important issues affecting their businesses DALLAS – (July 22, 2021) – Avantax℠, a leader in tax-focused financial planning, will […]

Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth

Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth 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) – Avantax℠, the […]