HK Financial Services Rebrands as Avantax Planning Partners

HK Financial Services Rebrands as Avantax Planning Partners, Keeping the Same Powerful Value Proposition for Accounting Firms Avantax Planning Partners℠ and its RIA model serve CPAs holistically with turnkey tax, wealth management, client development and financial planning services DALLAS – (Jan. 4, 2021) – HK Financial Services (“HKFS”), a fast-growing, CPA-focused registered investment advisor (“RIA”), […]

Avantax Wealth Management℠ Welcomes the Making Investing Personal Advisory & Tax Team with $90 Million in Client Assets

Avantax Wealth Management℠ Welcomes the Making Investing Personal Advisory & Tax Team with $90 Million in Client Assets Unique, multi-generational advisory firm affiliates with Avantax citing shared focus on tax-smart investing, Avantax’s robust technology platform and referral network IRVING, Texas and LIVONIA, Mich. – (March 11, 2020) – Avantax Wealth Management℠ welcomes the Making Investing […]

Avantax Wealth Management Welcomes the Rozovics Group, LLP

Avantax Wealth Management Welcomes the Rozovics Group, LLP Unique, family-owned tax, accounting and financial advisory firm affiliates with Avantax citing its robust technology platform for sustained growth and enhanced end-client service IRVING, Texas – (May 19, 2020) – Avantax Wealth Management℠ welcomes the Rozovics Group, LLP, a family-owned firm in Park Ridge, Illinois, about 15 […]

Blucora Closes Acquisition of HK Financial Services

July 1, 2020 Company Increases Existing Credit Facility in Conjunction with Transaction IRVING, Texas, July 01, 2020 (GLOBE NEWSWIRE) — Blucora, Inc. (NASDAQ: BCOR), a provider of data and technology-driven tax software and wealth management solutions that empowers people to improve their financial wellness, today announced it closed the acquisition of HK Financial Services (“HKFS”), a fast-growing, CPA-focused registered investment advisor […]

Blucora Announces Proposed Add-on to Term Loan Facility

June 17, 2020 IRVING, Texas, June 17, 2020 (GLOBE NEWSWIRE) — Blucora, Inc. (NASDAQ: BCOR), a leading provider of tax-smart financial solutions that empower people to achieve their goals, announced that it will host a bank meeting later today, Wednesday, June 17, 2020, for the purpose of syndicating a $175,000,000 add-on to its term loan under the Company’s existing senior secured credit […]