NEWS & RESOURCES

Check the Status of Your Refund with “Where’s My Refund?”

March 29, 2016

When Will I Get My Refund? WASHINGTON — The Internal Revenue Service today reminded taxpayers that they can quickly check the status of their tax return and refund through “Where’s My Refund? on IRS.gov. This is the sixth in a…

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Perspectives Newsletter – Q1 2016

February 11, 2016

The quarterly newsletter produced by 1st Global Research & Consulting. Articles in this issue: 6 Things Investors Should Remember During Times of Turmoil Why You Can’t Afford to Wait to Save for Retirement See full issue.

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Identity Theft and Your Tax Return

February 11, 2016

By Kristine Loomis, CPA, CVA Daily we hear about a new data breach exposing personal credit and financial information. Last Spring even the IRS was “hacked.” They announced their “Get Transcript” application was breached allowing access to over 100,000 tax…

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Affordable Care Act Worksheet & Resource Article

February 11, 2016

Affordable Care Act Worksheet We know that the Affordable Care Act (“ACA”) is confusing and it may be difficult to understand how it affects you and/or your business. To offer our clients additional assistance we have created the Affordable Care…

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Getting Ready to File your Tax Return

January 21, 2016

Republished from the IRS Tax Tips Jan. 19, 2016 Newsletter. It’s always a good idea to prepare early to file your federal income tax return. Like last year, certain provisions of the Affordable Care Act affect your federal income tax return…

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Perspectives Newsletter – Q4 2015

January 9, 2016

The quarterly newsletter produced by 1st Global Research & Consulting. Articles in this issue: Why All Generations Should Practice Wise Financial Planning Stay the Course, Despite Recent U.S. Stock Market Volatility See full issue.

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