The 5th Annual Diversity Summit will take place on October 27, 2022, in person, focused on actionable solutions to advance diversity in financial planning. Join the Central Ohio, Northeast Ohio, and Southwestern Ohio chapters of the Financial Planning Association for the very first FPA All-Ohio Symposium. The trade-off for ensuring we remain dry is that space will be limited, so please RSVP as soon as possible. Insurance services offered through licensed agents of Avantax Planning Partners.

Other Avantax leaders will join Mackay at the event, including several who are featured panelists: Avantaxs relationship with FSI dates back to its founding in 2004, when a company executive became FSIs founding chairman; subsequent company leaders served on FSIs board as well. Over the course of three days, the event will share proprietary research and the resulting insights to help identify the opportunity for advisors to better connect and engage with the millions of households looking for the service, knowledge, and experience they are positioned to deliver. is a Choir Certified conference. Wealth Management, June 30, 2021 Attendees will share ideas and discuss solutions to some of the most predominant issues facing the industry today. The Avantax entities are independent of and unrelated to Blue & Co., LLC. Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. This year's Summit will offer keynotes, general sessions, and panels on a range of RIA M&A topics, including how to optimize valuation and deal structure, financing acquisitions and succession, and the outlook for RIA M&A. Wealth Management, Court Ruling on Michigans Paid Sick Leave and Minimum Wage Laws Could Impact Your Business, When Little Things Mean a Lot: Estate Planning for Personal Property, Senior Manager Spotlight: Get to Know Steven Treece, 4 Ways the Cloud Enables Better Business Communication, CMS Sets End to Many Waivers, Including Telemed for Nursing Home Patients, Effective May 7, HRSA Announces Late Reporting Request Opportunity for PRF, Episode 19: Wealth Management Series The Financial Planning Process, Episode 18: Wealth Management Series Inflation and Market Volatility, Yeo & Yeo Wealth Management Wins 2022 Top Wealth Advisory Firm Award from Avantax Planning Partners, Yeo & Yeo Welcomes New Financial Planning Consultant Matthew Cash, CFP, Through Avantax Planning Partners, Yeo & Yeo Wealth Management Leader Appointed to Avantax Planning Partners Advisory Council, Yeo & Yeo Wealth Management Wins Top Wealth Advisory Firm Award from Avantax Planning Partners. Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features. If you (or someone you know) are looking to sell aninvestment property but are reluctant because of capitalgains tax, YOU DO NOT WANT TO MISS THIS!

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax Affiliated Insurance Agency. Advisors are also encouraged to bring other team members from their firm, including their implementers. FMG Suite is not affiliated with the named Commission-based securities products are offered through Avantax Investment Services, Member FINRA, SIPC. Dont see your conference? Avantax Planning Partners Recognizes Affiliate Accomplishments During Largest-ever National Conference, Jeffrey Soffer proposes beachfront condo in Palm Beach County. The annual event gives attendees insights, best practices, and strategies to advance and deepen client relationships as it relates to wealth management and financial planning. And the Avantax way was conducted May 24 - May 26 in Des Moines, Iowa, and included educational sessions, networking opportunities, sponsor exhibits, and award presentations. 136 and Employee Benefit Plans: What is a Reportable Finding? Forward Momentum: The Digital Dollar Project Weighs-In on Continued North Carolina makes billion-dollar bet on penny stock company will it pay off? Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. Engage through networking with your fellow colleagues and friends; connection with others is invaluable! This conference was designed to help advisors bring planning to more people. Wealth Management, February 17, 2022 Wealth Management, January 26, 2021 The information in this material is not intended as tax or legal advice. AICPA ENGAGE offers a wide breadth and depth of specialized content as well as an exhibit hall filled with relevant tools and resources. *Award(s) are neither representative of any clients experience nor indicative of future performance. Blue Claws Family Appreciation Night 2021 The conference has in-person and virtual attendance options. It involves examining the ransomware incident and getting to the root of how and why it happened. representative, broker - dealer, state - or SEC - registered investment advisory firm. Its a time to come together in community and engage in learning opportunities, networking and fellowship. Are you curious about what is happening in the real estate market or thinking about making a real estate related decision? (July 7, 2022) Blue & Co., LLC is delighted to share that Eric Jaske, CPA, CEPA, received the Top Champion Award at the Avantax Planning PartnersSM Annual Elevate Conference that was conducted May 24 May 26 in Des Moines, Iowa. To ensure we order the correct number of tickets, we will need to know how many in your group will be adults and how many will be children 10 yrs. Avantax In addition, notable scholars and practitioners will use this information as a springboard for sharing insights and knowledge that will equip advisors to meet current challenges and to serve as beacons in the lives of their clients for many years to come. Point Pleasant, Using the Guidance Planning Strategies planning tool, Avantax Planning Partners visually lays out a long-term plan, considering a wide array of financial decisions and their potential impacts on clients financial health. I couldnt be more pleased to be the OneVoice Task Force Chair, and Im looking forward to an outstanding 2022 conference.. (Dubuque, Iowa), Ebony Rahe, Williams & Company Financial Services, LLC (Spencer, Iowa), Erin Spiwak, James Moore & Co. (Gainesville, Florida). June 16, 2022 09:15 ET Attend this event and you will learn how to utilize a 1031 Exchangewithout remaining a landlord! Changes to the Staffing Rating CMS is basing the [], By: Tom Skoog, Cybersecurity & Data Management Practice Leader Those who fail to learn from history are doomed to repeat it. Sir Winston Churchill This is our fifth and final article in our five-part series on the importance of incident response planning as part of your cybersecurity program. The MarketCounsel Summit sits as the industrys capstone event each year, bringing together the leadership of the countrys preeminent independent investment advisors, their service providers, and both financial and industry media. Often, financial professionals maintain a singular focus on a clients wealth and fail to analyze their tax situation before making investment recommendations. It is hosted annually to gather, share and showcase rigorous, relevant research within financial planning and other disciplines that directly or indirectly relate to the financial planning body of knowledge or financial planning practice. For more information, please visit us at or on LinkedIn and Facebook. Together, this team came together in a time of personal tragedy to truly help clients, and each other. Free E-Book: Outsourced Accounting and Small Business Services Are They Right for Your Business or Organization? Inspiring keynote speakers, from a variety of industries, deliver thought-provoking keynote addresses. Planning. Participation is limited to just 100 advisors in order to provide personal interaction with experts and with other top producing teams. Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the AvantaxSM name. But opting out of some of these cookies may have an effect on your browsing experience.

All Other Questions, The energy and enthusiasm of our CPA affiliates, sponsors and Avantax team members fueled this year's Elevate conference from beginning to end, said Louie Rosalez, President of Avantax Planning Partners. SAS No. 807 Ocean Rd. Or Reach Michael Directly: This browser is no longer supported by Microsoft and may have performance, security, or missing functionality issues. Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors. The challenge? Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. This year we will be on the third base covered party deck! It was energizing to see in person so many Financial Professionals who have spent the last 18 months guiding clients through one of the most challenging and uncertain environments imaginable. AdvisorCon is an intimate, single-track, 2-day conference that brings together the best practices, experience, and perspectives of some of the best and brightest advisors in the industry to help advisors grow. FinovateFall allows attendees to reconnect face-to-face with the fintech community and plot a course for the future. College faculty and industry experts lead relevant, timely, and interactive breakout sessions. This year's theme is how can AdvisorTech empower people to make better financial decisions. Avantaxs longtime support of FSI reflects our belief in this organization and the benefits it brings to the financial services community, and ultimately, those who seek our counsel. Attendees will gain exclusive insights, develop practical skills, and network with your unique professional community over 4 energizing days. I am incredibly proud to be the recipient of the 2022 Top Champion award from the Avantax Annual Conference, said Jaske. For the best experience using we recommend using one of the following browsers. The ideas, best practices and strategies we share with our affiliates, coupled with the hard work and dedication our affiliates give clients every day, delivers on the Avantax vision of profoundly impacting client lives by changing the way Americans plan and invest.. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. and Deanna Sharpe, Ph.D. will present the results and discuss the implications of this groundbreaking study. Attendees participate in a two-day program of thought-provoking presentations from prominent speakers, in-person round table discussions, and brainstorming with other industry leaders who manage distinctive challenges each day as they lead their firms into the future. Its a forum like no other industry conference a neutral zone of sorts allowing the professions leadership to convene and join in the conversation, engaging dialogue and civilized debate, all with the objective of elevating the role of the independent investment advisor. Would you like to add your CE numbers now? NAPFA's Large Firm Forum is an invitation-only event for shareholders and principals from large financial planning firms with $1 billion+ AUM. Built for LPL advisors, LPL Focus is designed to provide a robust slate of educational and networking offerings. It involves examining the ransomware incident and getting to the root of how and why it happened.Read our fifth and final article in our series on the importance of incident response planning and lessons learned here: See MoreSee Less. Media Contacts:Tony KatsulosAvantax(972), Kendra GalanteStreetCred PR for Avantax(402), Todd VanDusen, Brady Martz & Associates, P.C. Best Practices Firm AwardHarding Shymanski & Company won the Best Practices Firm award, which goes to an Avantax Planning Partners firm exhibiting a strong commitment to following Avantax Planning Partners strategies, along with consistent execution and accountability. Meeting ID: 358 682 7956 This invite-only event is the last chance of the year to escape the office, assess the landscape, examine the opportunities and threats that lie ahead, and plan to implement. This award is well deserved, and I couldnt be happier for Eric.. Join us at our Community Shred Event! Walters said: It was great to attend my first Avantax Wealth Management National Conference since joining Blucora as CEO. (Evansville, Indiana, and Louisville, Kentucky), Courtney DeRonde, TDT CPAs & Advisors (West Des Moines, Iowa), Wendy Sims of Welgaard Financial Services, Ltd. (Pella, Iowa), Eric Jaske, Olympic Financial (Carmel, Indiana), Katie Thomas, Honkamp Krueger & Co., P.C. Our attendees represent the fabric of the Avantax Family, and they dedicated time to attend our conference with the goal of learning and collaborating in order to share ideas to provide even better service to their clients, said Todd Mackay, President of Avantax Wealth Management. Kingswood U.S. (Minot, North Dakota), Kevin Eggebraaten, CP Financial Services (Rapid City, South Dakota), Jeff Knapp, Erpelding, Voigt & Company, LLP (Algona, Iowa), Scott Olinger, Harding, Shymanski & Company, P.S.C. FPA NexGen Gathering is designed specifically for those who are new to the financial planning profession. There will be breakout sessions throughout the day and the opportunity to earn CE credits. Avantax technology, tax and wealth management insights are used by Avantax Financial Professionals to uncover and tailor opportunities across their clients financial lifecycles to help enable better long-term outcomes. For more information, please visit us at or on LinkedIn and Facebook. In addition, #XYPNLIVE also includes an AdvisorTech Expo, which typically showcases 6-12 new up-and-coming technology solutions specifically focused on scaling advice not just scaling portfolio management for AUM clients to catch a glimpse of the latest emerging technology to make it even more efficient to scale advice. In addition to industry speakers presenting in a variety of formats, Future Proof will include live music, food, and art exhibitions. Combining the tax and accounting experience of Yeo & Yeo and the wealth management experience of Avantax provides a distinct advantage, Bender said. First in Service signs CIRE Travel as an affiliate. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. Most financial companies treat taxes as an afterthought, or not at all, even though taxes are one of lifes most complex and costly expenses. For more information see our privacy policy. ESG For Impact!

If so, this webinar will offer you valuable insight. Held annually in the summer, the goal of the conference is building practices. Vice President of Service Excellence Dan Kocher will participate in the Easy to do Business With panel (Tuesday, Feb. 1, at 9:45 a.m. CT) discussing innovations that are transforming the business and new technology that is making it easier for customers and Financial Professionals to meet their goals. This information is not intended as tax or legal advice. The attractiveness of the Avantax Planning Partners model shows in the fact that this year's event was the largest Elevate conference ever, said Todd Mackay, President of Avantax Wealth Management. ESG For Impact! This year's event includes sessions on a wide range of topics, from investments and insurance to retirement planning and the state of the economy. is where investment experts come together to share information, collaborate on projects, and network with their peers. Yeo & Yeo Wealth Management was recognized for the third consecutive year as a Top Wealth Advisory Firm in the large firm division* by Avantax Planning PartnersSM (Avantax). For more information on this award, please visit DALLAS, June 16, 2022 (GLOBE NEWSWIRE) -- Avantax Planning Partners, an in-house/employee-based RIA (registered investment advisor) that partners with CPA firms to provide clients with holistic financial planning, advisory services and retirement plan solutions, recently hosted its annual Elevate Conference, attended by accounting affiliates, sponsors and Avantax team members. Nation's Largest & Foremost Diverse Commercial Real Estate Conference Returns In-Person to NYC July 28-31, 2022 for Oxford Harriman Names Kent Whitaker as President. These cookies track visitors across websites and collect information to provide customized ads. At this year's event, industry experts, top solutions providers, and thousands of fellow advisors will talk strategy for taking client service, firm performance, and independent advisory to the next level. Prior Years Best Conferences Lists: 2022 | 2021 |2020 | 2019 |2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012. The conference is for both ACP members and non-members alike and offers significant CE-earning opportunities. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. The Money Quotient Research Consortium recently updated a 15-year-old study to explore how demographic shifts, economic uncertainties, environmental threats, political transitions, global unrest, and a worldwide pandemic have forever altered the needs and expectations of financial planning clients. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. Our Financial Professionals deep desire to collaborate with their peers while sharing insights and ideas is the hallmark of Avantax, and were planning more face-to-face meetings at local, regional and national levels to further strengthen the bonds of the Avantax community.. Attendees can join #XYPNLIVE 2022 either live in Denver or virtually. The FPA Annual Conference offers a chance to learn and share best practices to achieve greater business success. Im pleased to see that Avantax recognizes the tremendous amount of work that he has put into finding ways that we can collaborate to better serve our customers.