CARMEL, Ind. (July 7, 2022) – Blue & Co., LLC is delighted to share that Eric Jaske, CPA, CEPA, received the Top Champion Award at the Avantax Planning PartnersSM Annual Elevate Conference that was conducted May 24 – May 26 in Des Moines, Iowa.
“I am incredibly proud to be the recipient of the 2022 Top Champion award from the Avantax Annual Conference,” said Jaske. “It’s the culmination of a lot of hard work that ultimately allows my fellow directors and I to find better ways serve our clients.”
Jaske is a director on the tax team at Blue & Co., LLC in the Carmel, Indiana office. He has been with the firm since 2007.
“Eric has taken the lead on promoting our partnership with Avantax across the firm,” said Brad Shaw, managing partner. “I’m pleased to see that Avantax recognizes the tremendous amount of work that he has put into finding ways that we can collaborate to better serve our customers. This award is well deserved, and I couldn’t be happier for Eric.”
The Top Champion award recognizing Avantax Planning Partners’ top affiliates that exhibit leadership in planning and wealth management. For more information on this award, please visit www.avantax.com/about/news/avantax-recognizes-accomplishments.
About Blue and Co.
Blue & Co., LLC is an independent accounting and advisory firm with more than 400 people in 10 offices across Indiana, Ohio, and Kentucky. With more than 50 years of experience, Blue & Co.’s public accounting expertise includes the practice areas of assurance, cybersecurity and data management, tax compliance and consulting, healthcare consulting, benefit plan services, pharmacy benefits consulting, valuation and litigation support, and business services. Its industry specializations include healthcare, construction, nonprofit, manufacturing & distribution, technology, financial services organizations, and agribusiness.
For more information, please visit blueandco.com.
About Avantax Planning Partners
Avantax Planning Partners℠ 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, 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. The wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which includes the Avantax Planning Partners℠ and Avantax Wealth Management® 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 LinkedIn and Facebook.
Disclosure for Press Release: Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Blue & Co., LLC. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.
