Avantax Wealth Management® @Avantax_Wealth
Avantax Wealth Management® supports independent tax & non-tax professionals who provide comprehensive financial solutions https://t.co/RL6nkNpdrw avantax.com Dallas, TX Joined September 2014-
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Missed our recent webinar with @advisorhubinc - or enjoyed it so much you want to watch it again? Kyle Johnson, Andy Watts, and Patrick Di Fazio share case studies that can help clients increase tax alpha with tangible tax-planning strategies: bit.ly/3W2ZogU
Based on research by Capitalize, 1 in 5 U.S workers have forgotten or left behind a 401(k) plan when changing jobs. In this blog, Emily Millsap, Manager, Financial Planning at Avantax, shares four options to consider: bit.ly/4agRODb #401k #Investing #Retirement
Avantax Regional Director, Business Development Samantha Dunn and Growth Marketing Manager Najla Missaoui joined fellow female industry professionals at this week's @advisorhubinc Women Advisors Summit. Samantha presented Strategies in M&A and Succession Planning. #WomenInFinance
Avantax VP of Planning and Growth Solutions Andy Watts CFP® weighs in on the Tax Relief for American Families and Workers Act currently making its way through Congress in this recent @investmentnews article: bit.ly/4aaC2d4 #TaxSeason #TaxIntel #TaxTwitter
While others celebrated the end of tax season yesterday, tax-intelligent Financial Professionals know every day is "tax day," and tax planning should be a year-round commitment! Hear more from Avantax President Todd Mackay. #TaxSeason #TaxDay #AvantaxIntelligent
Most people wouldn't consider Tax Day especially fun, but we're hoping to lighten the mood a little with these historical tax facts. Happy filing! #TaxTwitter #Taxes #TaxDay #TaxIntel
#Stocks around the globe finished March in positive territory. #InterestRates for bonds were mostly unchanged during the month, translating into positive total returns for taxable bond investors. Watch the full #MarketUpdate here: bit.ly/3VUXE9d
Nervous you're going to miss the April 15 tax filing deadline? An extension might be helpful, but it doesn't give you more time to pay any taxes you may owe. #TaxIntel #TaxTwitter #TaxDay #Taxes #TaxSeason
As we celebrate #FinancialLiteracyMonth, we're shining the spotlight on Jason Weier of Weier Wealth Management, who hosts a weekly Financial Health segment on his local radio station, WOMT. Check out the catalogue of Jason’s Financial Health segments here: bit.ly/3U9tq11
Can you deduct advisory fees on your tax return? Like most tax-related matters, it depends. Learn more in this edition of #TaxIntel provided by Marisa Thielen Fugate. #TaxSeason #Taxes #AvantaxIntelligent #AdvisoryFees
Americans of all ages are worried they'll outlive their #retirement savings. In this @BusinessInsider article, Avantax Manager, Financial Planning Emily Millsap, CFP® shares why having a #FinancialPlan in place can help alleviate that anxiety: bit.ly/4cNqlea
There's a reason Avantax was named a Finalist in the 2023 Wealthies' Service Excellence Category: Our Client Services Team is exceptional. They go into overdrive during #TaxSeason, which includes being available to our Financial Professionals on Saturdays! #TaxTwitter #TaxDay
This morning's headline #Jobs Report came in much stronger than expected – another feather in the cap for the U.S. #Economy. Today's @Kiplinger article features Avantax Head of Research Austin Schaul, CFA's comments: bit.ly/4aKfakC
Financial Advisor Dustin Gersch of Alliance Wealth Strategies and Wealth Advisor Tony Henderson of My Wealth CPA are big fans of Avantax's Strategic Partnership Program (SPP) and the freedom and flexibility it provides. #WealthManagement #FinancialServices
You read that right: The IRS estimates that more than $1 billion in refunds remain unclaimed because ~940,000 people haven’t filed their 2020 #TaxReturns. Guessing those individuals don't have a tax-intelligent financial professional. Just sayin'.🤷 #TaxTwitter
Tax pros: Don't overlook Form 8867 this tax season. In this @investmentnews article, Avantax VP of Planning and Growth Solutions Andy Watts CFP® shares the importance of the Paid Preparer’s Due Diligence Checklist & double-checking your work: bit.ly/4aaC2d4 #TaxTwitter
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Alexandra Zendrian @azendrian
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Kendra Galante @kendralante
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Diana Britton @Diana_Britton
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Tommy Warburton @tommywarb
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StreetCred PR @StreetCred_PR
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Michael Thrasher @Mike_Thrasher
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marty murrell @mar_tay
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Gene Goldman, CFA @GeneGoldman
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79 Followers 50 Following CPA firm providing a wide range of accounting, tax, and advisory services. Dedicated professionals, flexible work environment. https://t.co/OrblvEpBao
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504 Followers 587 Following Mutual Fund & Active Management Analyst, Bloomberg Intelligence. Host of Inside Active Podcast, Author of Investing for Beginners. All views are my own.
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Diane Halloway @dhcpacfp
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coxcapitalpartners @coxcapitalptnrs
199 Followers 555 Following We provide secondary liquidity for non-traded alternative investments. Tweets do not constitute investment advice.
Jay Coulter, CFP® & .. @sjaycoulter
31K Followers 13K Following Co-founder & Chief Investment Strategist at @OpalInvest_ | 🎙️ @finadvisorTV & @Resilientadvsr Posts≠Advice
Kendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagement
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Financial Planning @finplan
80K Followers 1K Following News, analysis, insights and data for financial advisors
ThinkAdvisor @ThinkAdvisor
42K Followers 1K Following The destination for news, analysis, tools, and networking advisors need to stay informed and grow their businesses. ThinkAdvisor is an @ALMGlobal_ publication.
Diana Britton @Diana_Britton
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Ryan W. Neal @ryanWneal
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StreetCred PR @StreetCred_PR
1K Followers 753 Following Financial Services meets Credibility Marketing. #PR is a contact sport - raise your communications game by adding our talents to your team and play to win.
InvestmentNews @investmentnews
87K Followers 1K Following InvestmentNews is the leading source of news, analysis and information essential to the financial advisory community.
Citywire Pro Buyer @CitywireProBuy
512 Followers 266 Following Breaking news and analysis on mutual funds, ETFs, and manager research for professional mutual fund buyers & investors in the U.S. 🇺🇸 | HQ: @Citywire
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FA Magazine @FAMagazine
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AFWA @AFWANational
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Bloomberg @business
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Diane Halloway @dhcpacfp
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DFW Flight Delays @FlyFAA_DFW
2K Followers 0 Following Alerts from the FAA, powered by http://t.co/plGH0m9Uji. See @DFWAirport for official airport news/info.
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Jack Oujo CPA, Inc. @JackOujoCPA
19 Followers 49 Following Welcome to the official twitter page of Jack Oujo CPA, Inc. Our goal is to create the best client experience possible.We are pleased to welcome Michael Molnar, a Wall Street veteran who has spent the past four years with @Avantax_Wealth, as Head of Corporate Development. cetera.com/press-room/cet…
A change that was a decade in the making at @AICPA is here, with the CPA exam adding a section about personal financial planning. Here’s what it means to the wealth and tax fields. #wealthmanagement #careeradvancement bit.ly/4aIU8Do
GA Investment Management, a Pittsburgh-based team with more than $450 million in assets under advisement, joins @Avantax_Wealth's in-house #RIA. spr.ly/6018wAh9a
Don't miss this edition of @wealth_report's 'Letters from Larry' featuring news from @orionwealthtech @Avantax_Wealth, @eaglebrook, @F2_Strategy, @optoinvest, @SnappyKraken, @intention_ly and @TradePMR. 🗞️💥 wealthsolutionsreport.com/2024/04/03/gro… @Rlarryroth
Step into a brand-new era of wealth management with Avantax! President Todd Mackay is redefining the game, focusing on building relationships and creating connections. Learn more about our approach today! hubs.la/Q02qM_H90
Avantax president Todd Mackay accounts for a brand-new era tinyurl.com/y7tzzhpb #InvestmentNews @Avantax_Wealth
To the clients of many financial advisors with expertise in wealth + taxes, increasing ties between the 2 fields simply reflects the outgrowth of their trusted relationship. Here’s how it's playing out across wealth management. #financialadvisors #taxpros bit.ly/3wHjBhB
Don’t miss tomorrow’s digital event "The $600 Billion Opportunity" hosted by @Avantax_Wealth and @finplan! Mark your calendars for 11:00 am PT/2:00 pm ET and click the following link to join the seminar. ⬇️💡✨ event.on24.com/wcc/r/4444335/…
Markets may have been looking for a ‘thread the needle’ jobs report trib.al/XlX6ZgA
We are pleased to announce the successful completion of the acquisition of @Avantax_Wealth, which is now a unique community within the Cetera family. Welcome Avantax professionals! ceteraholdings.com/cetera-holding…
Ed is in Chicago, IL today, presenting to advisors at the @Avantax_Wealth National Conference!
We've moved! Our Jackson office has moved to: 408 W. Michigan Ave. Our hours of operations and phone number remain the same. We are excited to share this space with our clients and friends! Visit us between 8:30am - 5pm Monday-Friday or give us a call at (517) 784-5556.
The firms in the top 10 include @CambridgeIBD, @Avantax_Wealth and @kovacksec. Here are the independent brokerages with the largest percentage of women among their advisors. #financialadvisors #recruiting bit.ly/3RrRafO
The firms in the top 10 include @CambridgeIBD, @Avantax_Wealth and @kovacksec. Here are the independent brokerages with the largest percentage of women among their advisors. #financialadvisors #recruiting bit.ly/3RrRafO
Taking about pre-tax returns isn’t going to fly for younger investors, says Liz Koehler from @BlackRock at #FutureProofAC. Tax-intelligent is going to be an increasing demand from #Millennials and #GenZ. This is where firms like @Avantax_Wealth have a huge advantage. 💸
📰🚨NEWS: @Avantax_Wealth Welcomes Anna Luke and Her Comprehensive Financial Services Team with over $230 Million in Total Client Assets investors.avantax.com/news-releases/…
What’s been our favorite part of #AvantaxConnect so far? With a jam-packed schedule of skilled speakers leading engaging sessions, it's tough to say - but this session on uncovering ancillary planning opportunities from Director, Retirement Solutions Matt Zokai was outstanding!
Stay up to date on the latest RIA news with @alihibbs' RIA Roundup, including these stories: @Avantax_Wealth adds 2 firms totaling $450M in assets, @ApollonWealth acquires Piershale Financial Group, Modern Wealth Management appoints 3 to M&A team and more. wealthmanagement.com/ria-news/ria-r…
✨ A big thanks to Avantax - Connect for Growth conference! Productive days connecting with enterprise peers and clients, sparking meaningful #financialplanning conversations. We are excited for our next in-person conference! See you soon in Huntington Beach, CA. 🙌🌟
Great conference hosted by @Avantax_Wealth ! As a newer partner, it’s always great to hear the enthusiasm and need for estate planning services.
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