Ƶapp Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth
From in-person meetings at Booth #225, to hosting a session on developing a business succession plan, Ƶapp will show how offering holistic financial services enhances accounting firm value
DALLAS – (July 20, 2021) – Ƶapp℠, the pioneer of tax-focused financial planning, is proud to be a Gold Level sponsor of at the Aria Resort & Casino in Las Vegas, Nevada, from July 26-29. Ƶapp’s conference presence will be anchored to Booth #225, one of the largest in the Engage 2021 exhibit hall, where several representatives will be available to discuss how Ƶapp partners with tax and financial professionals to create new revenue opportunities by providing holistic financial services to their clients, all through a uniquely tax-focused lens.
“At AICPA Engage 2021, Ƶapp will focus on how blending the trust and knowledge possessed by tax professionals with tax-advantaged financial planning services is a powerful, value-creating combination designed to drive growth for accounting firms,” said Ƶapp Business Development Vice President Tim Stewart. “CPAs and tax-focused financial professionals can find new revenue opportunities and enhance client service by adding the kind of comprehensive financial planning that can only be delivered by marrying clients’ tax situations with their long-term financial plans. We look forward to mapping out this strategy with AICPA Engage 2021 attendees.”
In addition to its exhibit hall presence, Ƶapp is presenting, “Like Father, Like Son: A Succession Planning Success Story” on Wednesday, July 28, from 12:50 p.m. to 1:40 p.m. PT, in the Pinyon Ballroom on level one. The session will focus on the benefits of tax-smart wealth management and developing a strategy to grow one’s practice while planning for the future. Featuring father-son team Bob Carey, CPA, and Financial Planning Consultant Davin Carey, the session will explain how the Carey family used succession planning to add wealth management services that skyrocketed their business, California-based Carey & Hanna Tax & Wealth Planners, an Ƶapp-affiliated firm.
In-person attendees are encouraged to visit with Ƶapp representatives at Booth #225 in the conference exhibit hall. Virtual attendees can visit with Ƶapp representatives in the conference’s virtual exhibit hall.
For more information about Ƶapp or to schedule a meeting with Ƶapp during the Engage 2021 conference, please contact Ƶapp Marketing at mktg@avantax.com.
The wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which includes the Ƶapp Wealth Management and Ƶapp Planning Partners℠ brands, had a collective $85 billion in total client assets as of March 31, 2021.
About Ƶapp Wealth Management℠
Ƶapp Wealth Management℠ offers a tax-advantaged approach for comprehensive financial planning. Ƶapp’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. Ƶapp technology, tax and wealth management insights are used by Ƶapp 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 Ƶapp Wealth Management and Ƶapp Planning Partners℠ brands, had a collective $85 billion in total client assets as of March 31, 2021. For more information, please visit us at www.avantax.com or at our Ի貹.
About Ƶapp Planning Partners
Ƶapp Planning PartnersSM is a national financial planning and wealth management firm that partners with CPA firms to combine and deliver holistic financial and tax-planning services to their clients. Using the Guidance Planning Strategies planning tool, Ƶapp Planning Partners visually lays out a long-term plan, considering a wide array of financial decisions and their potential impacts on clients’ financial health. Through this unique and proven approach, Ƶapp Planning Partners and CPA firms help clients make progress toward their financial goals through strategies such as asset management, estate planning, retirement planning, tax planning, risk management and more.
Media Contact: Tony Katsulos, Ƶapp, (972) 870-6654, pr@avantax.com
Investor Contract: Dee Littrell, Blucora, Inc., (972) 870-6463, IR@blucora.com