Latest Newsletter Edition

IRS Impersonation Scams

The IRS recently posted warnings about new and ongoing scams where the perpetrators pose as IRS personnel, or representatives of other government agencies like the Social Security Administration or Medicare. They may also claim to …

Upcoming Tax Deadlines

July

Day

10
Employees Who Work for Tips – If you received $20 or more in tips during June, report them to your employer. You can use Form 4070.

15
Nonpayroll withholding – If the monthly deposit rule applies, deposit …

Welcome

Securities offered through 1st Global Capital Corp., Member FINRA & SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance offered through 1st Global Insurance Services, Inc. (CA Insurance #I07461)
Currently, we have representatives licensed to offer securities and investment advisory services in Arizona, California, New Jersey and Pennsylvania. This is not a solicitation or offer to sell securities to residents of any other state.