222 results
DEFM14A
AVTA
Avantax, Inc.
16 Oct 23
Proxy related to merger
5:00pm
organization or governmental organization;
a retirement plan or other tax-deferred account;
a partnership, an S corporation or other entity treated as a pass … of Avantax common stock that received the shares through the exercise of an employee stock option, through a tax qualified retirement plan or otherwise
PREM14A
AVTA
Avantax, Inc.
6 Oct 23
Preliminary proxy related to merger
5:23pm
or other financial institution;
a tax-exempt organization or governmental organization;
a retirement plan or other tax-deferred account … option, through a tax qualified retirement plan or otherwise as compensation;
a U.S. holder (as defined below) that has a functional currency other than
DEFA14A
AVTA
Avantax, Inc.
13 Sep 23
Additional proxy soliciting materials
4:36pm
customary closing conditions. Upon the closing, we do not expect there to be any changes in the custodian of your accounts, retirement services team
DEFA14A
AVTA
Avantax, Inc.
11 Sep 23
Additional proxy soliciting materials
5:16pm
are currently eligible; and
qualified retirement and group welfare benefits that are substantially comparable in the aggregate to either those
8-K
EX-2.1
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11 Sep 23
Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings
8:37am
8-K
EX-10.1
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4 Apr 23
Entry into a Material Definitive Agreement
4:29pm
8-K
EX-99.1
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19 Dec 22
Blucora Announces Closing of TaxAct Sale
5:01pm
8-K
EX-2.1
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1 Nov 22
Has Entered Into Definitive Agreement to Sell Tax Software Business for $720 Million in Cash
7:05am
8-K
EX-99.1
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1 Nov 22
Has Entered Into Definitive Agreement to Sell Tax Software Business for $720 Million in Cash
7:05am
8-K
EX-99.1
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22 Jun 22
Regulation FD Disclosure
6:10am