Avantax

        • Our Company
        • Learn about our culture and how our 30 year history has forged a new way for CPAs and Financial Professionals to work with Avantax

        • Legal
        • Legal forms, regulations, policies and the Avantax Disclosure Catalog

        • Leadership
        • Information on the benefits Avantax, and options in ways we serve CPAs and Financial Professionals

        • News
        • News and insights from industy professionals and thought leaders on the Avantax team

        • Join Us
        • Information on the benefits of the Avantax model, and what it can do for CPAs and Financial Professionals

        • About
        • Pioneering the future of comprehensive wealth management with a unique perspective on Tax-Smart Investing.

        • Philosophy
        • Our approach empowers Financial Professionals and their clients to make decisions based on holistic strategies

        • Support
        • Information on the Avantax steadfast support that absolutely ensures success for our entire community

        • For Clients
        • How the Avantax Wealth Management team will stand behind your Financial Profesional to help you address your personal and financial goals

        • Contact
        • Contact Avantax Wealth Management for support or more information

        • About
        • Learn how Avantax Planning Partners (formerly HKFS) provides services, products and support to CPAs and clients

        • Services
        • We focus on clients’ long-term financial goals and use our GPS (Guidance Planning Strategies) program to layout the plan

        • Asset Management
        • Avantax Planning Partners provide an independent, objective approach to asset management with your needs at the forefront

        • Contact
        • Contact Avantax Planning Partners (formerly HKFS) for support or more information

        • About
        • Learn how Avantax Retirement Plan Services (formerly HKFS Retirement) creates custom quality retirement plans and services supported by a tax-smart strategy

        • For Employees
        • Find out more about how our services can help bring peace of mind, knowing your retirement needs are being met

        • For Plan Sponsors
        • We offer a turnkey retirement plan solution designed to meet our client’s specific goals

        • Contact
        • Contact Avantax Planning Partners (formerly HKFS Retirement) for more information on creating and understanding a custom retirement plan

Estate Planning

Reviewing and/or developing an estate plan is a key component to building your financial plan. Avantax Planning PartnersSM can show the impact of various estate planning strategies through a robust modeling tool. Our full range of estate planning strategies and solutions demonstrate a variety of what-if scenarios. We provide extensive planning with illustrations of estate distribution at any age of death, projected estate, and income in respect of a decedent (IRD) taxes, and potential growth of assets outside of the estate. Our needs analysis can model risk management strategies such as life insurance, long-term care, disability, etc. We can look at the impacts of charitable giving or transfer of wealth and the planning implications of those actions. We facilitate common estate planning strategies including CST, QTIP/QDOT, CRT, CLT, ILIT, QPRT, IDGT, GRAT, FLP, and both revocable and irrevocable trusts. With your CPA considering tax strategies and implications, together we can look at estate planning strategies to maximize giving impact and minimize your tax exposure.