My Tax Account  My Wealth Management Account

CEC Interview at AICPA Conference

Retirement in Sight

Retirement In Sight for June, 2019

Retirement In Sight for May, 2019

Retirement In Sight for April, 2019

Retirement In Sight for March, 2019

Retirement In Sight for February, 2019

Retirement In Sight for January, 2019

Retirement In Sight for December, 2018

Retirement In Sight for November, 2018

Are Advisory Fees Tax Deductible?

It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax deductible?” And the answer is an equivocal, “It depends.”

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Securities offered through 1st Global Capital Corp., Member FINRASIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AL, CA, FL, GA, IL, MN, MO, NJ, OH, SC, TX and VA. This is not an offer to sell securities in any other state or jurisdiction. Insurance services offered through 1st Global Insurance Services, Inc.

    

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