Former Avantax Wealth Management Executive Joins Firm Specializing in Consulting for Financial Advisor and CPA Firms

Kuttin Consulting Group announces Jeff Magson is joining the firm as Chief Operations Officer. Magson is the former Vice President, Enterprise Growth of Avantax Wealth Management and brings to the team decades of experience helping develop CPA firms and comprehensive wealth management practices through stronger alliances between CPAs and financial advisors and 21st century business practices.

Recently, Magson provided leadership as a member of the Integration team to merge the operations and personnel for two broker dealers, 1st Global Research and Consulting and H.D Vest, which became Avantax. Prior to that Magson served as the Executive Vice President, Client Experience Officer for 1st Global Research and Consulting. By joining Kuttin Consulting Group, Magson is able to bring his expertise to CPAs and advisors across the industry. “Kuttin already has a strong framework for helping financial advisors and CPAs build stronger alliances,” Says Magson. “Together we can help even more firms strengthen their offerings and provide sophisticated tax and wealth management strategies to high net worth clients.”

In addition to building stronger alliances, Magson specializes in helping CPA firms transition to value-based billing and integrating business advisory services, along with wealth management, into their firm. He is a recognized expert in the accounting space and has been a sought-after speaker and thought leader for a number of industry conferences, forums, and media outlets. “Jeff’s skills and experience help us elevate our offerings to our financial advisor and CPA clients,” says Kuttin Consulting Group President, Jon Kuttin. “He is able to drive home the frameworks and processes we have built and help CPAs and advisors deliver truly complex and sophisticated services to their best clients.”

As Chief Operations Officer, Magson will help direct the daily operations of the firm, while also working with the KCG team of experts to provide coaching and consulting services direct to our CPA and advisor clients. Namely he will help CPA firms assess their current business structure and strategy, implement value-based billing, integrate wealth management and business advisory services, and drive client acquisition through comprehensive marketing strategies and partnerships. Magson will also support M&A activity for accounting and advisory firms in tandem with our team of acquisition and succession experts.

Kuttin Consulting Group is a team of industry experts and consultants help financial advisors, accountants, and businesses in various industries achieve accelerated and sustainable growth — what we call Quantum Growth — through targeted coaching, proven processes, and deep expertise. The firm was founded by Barron’s Hall of Fame Advisor, Jonathan Kuttin, and is based out of Hauppauge, New York.


To learn more about Kuttin Consulting Group, to request an interview with one of our experts, or to book one of our experts as a speaker for your next event, you may contact Shennandoah Connor, Chief Growth Officer, at or on her cell at 512-826-0419.