Erpelding, Voigt & Co., LLP Earns Multiple Awards at 27th Annual Avantax Planning Partners Elevate Conference
Erpelding, Voigt & Co., LLP – 6/6/2024 – Erpelding, Voigt & Co., LLP earned 2023 Firm Of The Year, 2023 Top Wealth Advisory Firm, and Brian Sohn, CPA earned 2023 Top Planning Partner Award at the 27th Annual Avantax Planning Partners℠ (APP) Elevate conference. The annual event gives attendees the opportunity to hear ideas, strategies and best practices they can take back to their firms to build on client successes.
Avantax Planning Partners was born out of a CPA firm and has provided accounting firms with financial planning and wealth management services for nearly 30 years. Accounting firms wanting to offer clients holistic tax and investment advice can do so through an affiliation with Avantax, while the CPAs remain a critical part of the client relationships.
This year’s conference – themed “Gateway to Success” – was conducted April 30 – May 2 in St. Louis, Missouri.
“Our firm is proud of our affiliation with APP which we have maintained for the past 27 years. Both our clients and our firm members have greatly benefitted from marrying our tax expertise with financial planning. We maintain a high level of confidence in our APP team members which has culminated in our firm receiving the “2023 Firm of the Year” award. In addition, we are thrilled that Brian Sohn received the “2023 Top Planning Partner Award”. Brian has led our wealth management practice to new heights and this award is very well deserved. We look forward to continued success with APP in 2024!” – Jeff Knapp, Managing Partner
This year’s APP Elevate Conference featured educational sessions, breakout sessions, roundtable discussions, networking opportunities, sponsor exhibits and award presentations.
“Elevate Conference attendees know first-hand that aligning with Avantax Planning Partners helps add value to their client relationships, and help clients keep more of what they earn when they have a tax-intelligent wealth management plan,” said Louie Rosalez, Head of Avantax Planning Partners. “Our shared success is rooted in our commitment to learning what matters most to each client, then creating a planning experience that is meaningful to them. I would put our planning deliverable up against anyone in the country. We take planning through a tax lens very seriously and it’s what sets us apart in the industry.”
About Erpelding, Voigt & Co., LLP
For 50 years Erpelding, Voigt & Co., LLP has been providing tax preparation, business planning, financial reporting services and personal financial planning. As a progressive accounting firm employing the latest technologies, we have developed a reputation for professional excellence through the consistent high quality services we provide.
About Avantax Planning Partners℠
As part of Avantax, a unique community within Cetera Holdings, Avantax Planning Partners℠ offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, and partners with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. 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. Through this unique and proven approach, Avantax 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. Collectively, Avantax had $92.8 billion in total client assets as of Dec. 31, 2023. For more information, please visit us at www.avantax.com or on LinkedIn and Facebook.
About Avantax®
Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model and the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors and offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., and insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax Investment Services, Inc., and partners with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Collectively, Avantax had $92.8 billion in total client assets as of Dec. 31, 2023. For additional information, please visit www.avantax.com.
