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| Press Releases - Story |  |
1st Global Hosts Tax-Advantaged Solutions Summit
DALLAS - May 30, 2008 - 1st Global will host the first tax-advantaged solutions program for 2008, June 24 - 25 in
During the Tax-Advantaged Solutions Summit, financial advisors will explore the technical features of oil and gas programs, the efficient tax deferral for appreciated real estate, manage tax efficient portfolios with effective tax loss harvesting, charitable giving strategies to help empower their clients to control the transfer of their wealth, and maximize tax alpha through progressive wealth management solutions.
The Wealth Management AcademyŽ is 1st Global's education platform for our affiliated firms. 1st Global understands that ongoing education is essential for advisors to help their clients fulfill the important promises they make in their lives.
Additional information about 1st Global's Tax-Advantaged Solutions Summit is available by contacting 1st Global at (877) 959-8400.
About 1st Global
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients.
1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management.
More than 600 firms have chosen to affiliate with 1st Global, making us one of the largest financial services partners for the tax, accounting and legal professions.
1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 8150 N. Central Expressway, Suite 500 in Dallas, Texas,(214) 265-1201. Additional information about 1st Global is available via the Internet at www.1stGlobal.com.
 
 
 
Securities offered through 1st Global Capital Corp. Member FINRA, SIPC |
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