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In The News

From local media outlets to national industry publications, Carey & Hanna tax advisors and our consultants at Avantax Planning PartnersSM are often tapped for our advice. We don’t like to brag, but if you like to see your financial professionals quoted in credible sources, check out where we’ve been featured below.

Our Process

How Expanding from Tax Planning to Holistic Planning Led to 3000% Growth
eMoney
July 20, 2020

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Our History

Opportunity Zone Investors Among Beneficiaries Of Pandemic Relief
Financial Advisors
June 1, 2020

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Our Values

Tax Reform Makes Real Estate Investment Trusts More Attractive 
Financial Advisor
January 6, 2020

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Opportunity Zone Investors Among Beneficiaries Of Pandemic Relief

The 2019 Wealth Magnets
Accounting Today
May 31, 2019

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Our History

Services | Best of Ventura County 2019
VC Reporter
September 19, 2019

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Our Values

HD Vest Partners with eMoney to Offer Advisors Cutting-Edge Financial Planning Platform
Global Banking & Finance Review
June 29, 2018

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Our Resources

HD Vest Partners with eMoney to Offer Advisors Cutting-Edge Financial Planning Platform
CPA Practice Advisor
June 20, 2018

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Opportunity Zone Investors Among Beneficiaries Of Pandemic Relief

The 2018 Wealth Magnets
Account Today
July 30, 2018

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Our History

Can Investor's Time a 1031 Exchange Into an Opportunity Zone Fund?
GlobeSt.com
December 19, 2018

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Our Values

Early retirement isn't all it's cracked up to be
Financial Planning

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Our Resources

Store opening, honors announced, plus other business developments
Ventura County STAR
May 21, 2016

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Links provided from this website are strictly for informational purposes and are not an endorsement or recommendation of the site, company, content, or its sponsoring organization by Avantax or its affiliates. Carey & Hanna Tax and Wealth Planners provides these links as a convenience to you and has not tested any software or verified any information found at such sites. Risks are associated with the use of software and the information available on the Internet, and you acknowledge and understand these risks before using any of these services.

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