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The event’s “Profound Approach, Enduring Impact” theme reflects how independent �ǿ����޴�ý Financial Professionals’ tax-intelligent approach to financial planning changes clients’ lives

DALLAS – (Nov. 16, 2023) –���������Գٲ���® conducted its largest-ever National Conference in Chicago attended by more than 1,100 Financial Professionals, Wealth Management Assistants, Home Office staff, and Educational Partners. At the conference – themed “Profound Approach, Enduring Impact” – attendees heard about record-breaking performances during 2023, re-energized relationships, and learned how �ǿ����޴�ý plans to support the continued growth of its Financial Professionals and their firms.

This year’s �ǿ����޴�ý National Conference marked the firm’s 40th business anniversary. During his opening remarks, �ǿ����޴�ý Wealth Management President Todd Mackay lauded the �ǿ����޴�ý Community and its more than 3,100 independent Financial Professionals who have driven powerful results.

“We have one of the strongest and most unique Communities I’ve seen in my career, and it’s always a pleasure to bring the �ǿ����޴�ý family together,” Mackay said. “We are seeing more growth in our firms than ever as more Financial Professionals and Tax Professionals are learning that �ǿ����޴�ý is the place to be for combining wealth management and tax planning into true tax-intelligent financial planning.”

Mackay added: “Our profound approach makes an enduring impact on our firms and their clients. It’s why �ǿ����޴�ý has been so successful for 40 years, and it’s why I believe we’ll be successful for decades to come. No matter the situation, opportunity or problem that arises, we look at things in different and unique ways, which is crucial to overcoming obstacles so we can succeed as a community. That is what we have at �ǿ����޴�ý, that’s why we’re different, and that’s why we’re unique.”

Mackay shared �ǿ����޴�ý highlights from 2023 including:

• Significant year-over-year improvement in all key service metrics accompanied by record-high Advisor Satisfaction scores for Client Services.
• Rise to Elite peer-to-peer coaching program whose graduating firms are growing significantly faster than their peers.
• Success of growth programs like �ǿ����޴�ý’s Strategic Partner Program, which pairs �ǿ����޴�ý-affiliated tax and financial professionals to deliver wealth management services to the tax professional’s clients.

In addition to presentations by �ǿ����޴�ý leaders, dozens of educational breakout sessions, and expo hall exhibits from more than 70 Educational Partners, prominent thought leaders drove several general sessions. Best-selling author, journalist, acclaimed historian and professor of history at Tulane University, Walter Isaacson was featured as one of this year’s keynote speakers. Additionally, subject matter experts conducted breakout sessions throughout the three-day conference covering dynamic topics such as year-end planning, risk management solutions, retirement and legacy planning, women in finance, social security, tax alpha and leadership principles.

“Both as a combined force and individually, �ǿ����޴�ý firms have an enduring impact on their clients and their communities because of their profound, tax-intelligent approach to financial planning,” Mackay said. “�ǿ����޴�ý is honored to support each of them in service to their clients and we’re grateful they took the time to attend this year’s conference.”

Financial Professionals are transferring to �ǿ����޴�ý from a variety of channels, including large broker-dealers, RIAs and regional firms. �ǿ����޴�ý also continued successfully recruiting accounting firms to its employee-based model (which �ǿ����޴�ý refers to as���ǿ����޴�ý Planning Partners℠).

Tax and accounting professionals entering wealth management for the first time are also choosing �ǿ����޴�ý because they continue to see the need to obtain the licensing and education so they can directly provide tax-advantaged financial planning and wealth management services instead of referring clients to a local advisor or broker who might not view investments with tax implications in mind.

Tax and Financial Professionals can learn more about �ǿ����޴�ý by��clicking here.

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�ǿ����޴�ý, Inc. (NASDAQ: AVTA) delivers tax-focused financial planning and wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as �ǿ����޴�ý Wealth Management®.���ǿ����޴�ý Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as �ǿ����޴�ý Planning Partners℠. �ǿ����޴�ý Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Collectively, we had $82.3 billion in total client assets as of Sept. 30, 2023. For additional information, please visit us at www.avantax.com. You can also find us on .

Media Contacts:

Tony Katsulos��
�ǿ����޴�ý, Inc.
(972) 870-6654
tony.katsulos@avantax.com

Kendra Galante
StreetCred PR for �ǿ����޴�ý, Inc.
(402) 740-2047
kendra@streetcredpr.com��
avantax@streetcredpr.com