Archives for September 2019

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Archives for September 2019

New, Wealth Management
September 24, 2019

Blucora to Rename Wealth Management Business Unit as Avantax Wealth Management℠

Firm Offers Tax-Smart Planning & Investing Strategies to Advisors and the Clients They Serve Earlier this year, our firm’s wealth management support and services provider, 1st Global, was purchased by Blucora, Inc., a leading provider of technology enabled solutions to…

New, Payroll, Tax
September 5, 2019

Guide to Informing your workforce about Paid Family and Medical Leave for MA Employers

Prepare for Paid Family and Medical Leave As a Massachusetts employer, you're likely going to have new responsibilities under the Paid Family and Medical Leave (PFML) law. This guide is intended to help you prepare for those responsibilities before the...