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Highly successful veteran advisor Sandeep Varma chooses �ǿ����޴�ý to access its vast network of CPAs, tax pros and accounting firms, and for direct access to �ǿ����޴�ý senior leadership.

DALLAS – (June 6, 2022) – �ǿ����޴�ý®, a leader in tax-focused financial planning, welcomes ATS Advanced�� Trustee Strategies, an elite firm based in San Diego, California, with over $400 million in total client assets1as�� of April 1, 2022. Led by 32-year financial services veteran Sandeep Varma, ATS Advanced Trustee Strategies specializes in advanced estate planning designed to help ensure client assets are bequeathed according to�� their wishes.��

“Family is very important to me, whether it’s the families of my clients, the family feel of my firm, or the�� environment �ǿ����޴�ý has created where you feel like a family and they care about your success,” Varma said.�� “At �ǿ����޴�ý you’re not a number just feeding some monster of an organization. When I decided to join�� �ǿ����޴�ý, I quickly heard from their senior leaders. Having a direct link to leadership is a big deal to me.”��

Varma, who transferred to �ǿ����޴�ý from FSC Securities Corporation, a broker-dealer of Advisor Group, wants�� to further grow his firm by working with �ǿ����޴�ý’s vast network of CPAs and accounting firms – which can be�� referral sources for �ǿ����޴�ý Financial Professionals – and by growing geographically, potentially opening an�� office on the East Coast.��

“ATS Advanced Trustee Strategies has built an incredibly successful practice with intense client focus, and now�� with Sandeep and his team partnered with �ǿ����޴�ý, we can help him get to that next level of growth,” said�� Todd Mackay, President of �ǿ����޴�ý. “The investments and companywide improvements we’ve made over the�� past two years have made �ǿ����޴�ý a destination for firms like Sandeep’s that have grown successful practices�� and want the additional support to take their business to new heights. These firms are coming to us for our�� unique and collaborative community, our tax-focused approach, and the vast resources to help them grow.”��

As part of its focus on advanced estate planning, Varma and his team counsel clients on strategies that include�� charitable remainder trusts, private foundations, and life insurance. Varma said the combined charitable�� pledges from his clients is approaching $100 million.��

“Sandeep is incredibly astute and sees recent tax-law changes as just the beginning, so he wants to actively�� partner with CPAs, tax pros and accounting firms at the core of our nationwide network,” said Tim Stewart,�� Vice President and Head of Business Development for �ǿ����޴�ý. “Like tax and accounting professionals, �ǿ����޴�ý�� is very planning-centric, and that aligns with growth-minded firms that see value in comprehensive tax-focused�� financial planning.”��

Varma added: “The financial advisor working in concert with the CPA and the estate attorney is our hallmark,�� it’s just part of our DNA, so I’m looking to partner like this even more within �ǿ����޴�ý. I’m looking not only at�� growing my firm, but also helping other advisors, and that kind of collaboration is welcomed at �ǿ����޴�ý. I’m�� excited for what is ahead.”��

¹ Recruited Assets are estimated amounts that may transition to �ǿ����޴�ý over time; these estimates are based on assets�� reported to �ǿ����޴�ý by the recruited Financial Professional and have not been independently verified by �ǿ����޴�ý. The�� actual transition of assets to �ǿ����޴�ý can take place over several quarters or longer, and the actual amounts transitioned�� may be different from the estimate.

�ǿ����޴�ý �ǿ����޴�ý Wealth Management®��

�ǿ����޴�ý Wealth Management® offers a tax-advantaged approach for comprehensive financial planning.�� �ǿ����޴�ý’s Tax-Smart approach helps clients leverage taxes to create financial growth opportunities. Most financial companies treat taxes as an afterthought, or not at all, even though taxes are one of life’s most��complex and costly expenses. �ǿ����޴�ý technology, tax and wealth management insights are used by �ǿ����޴�ý�� Financial Professionals to uncover and tailor opportunities across their clients’ financial lifecycles to help�� enable better long-term outcomes. The wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which�� includes the �ǿ����޴�ý Wealth Management® and �ǿ����޴�ý Planning Partners℠ brands, had a collective�� $86 billion in total client assets as of March 31, 2022. For more information, please visit us at�� www.avantax.com or on and .��

Media Contact:��Tony Katsulos��, �ǿ����޴�ý, (972) 870-6654, pr@avantax.com