Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax’s Employee-based Model
16 mai 2024 10h03 HE
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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
14 mai 2024 10h03 HE
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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
01 mai 2024 10h03 HE
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Avantax
Acquisition of Integrated Tax & Wealth Strategies’ $760 million wealth management business complements Avantax’s succession and buyout options.