Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax’s Employee-based Model
May 16, 2024 10:03 ET
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Avantax
Avantax acquires Pennsylvania-based firm adding 10-person, $400-million practice to Avantax’s employee-based model
Avantax Planning Partners Recognizes Affiliate Accomplishments, Builds on Strong CPA Firm Relationships During National Conference
May 14, 2024 10:03 ET
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Avantax
Avantax Planning Partners Recognizes Affiliate Accomplishments, Builds on Strong CPA Firm Relationships During National Conference
Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business
May 01, 2024 10:03 ET
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Avantax
Acquisition of Integrated Tax & Wealth Strategies’ $760 million wealth management business complements Avantax’s succession and buyout options.