- March 15, 2018 Partnerships & S-Corporations
- April 17, 2018 Individual & C-Corporations
- May 15, 2018 Exempt Organizations
|
|
|
It is expected that a number of tax breaks that expired at the end of 2016 will be reinstated for 2017 including;
- The ability to exclude a discharge of residential mortgage indebtedness from gross income.
- The deduction for mortgage insurance premiums.
- The above-the-line deduction of up to $4,000 for higher education expenses.
- The $500 energy-efficient home improvements tax credit.
- the 2-wheel plug-in electric vehicle credit.
- The geothermal residential energy tax credit.
A full list of the tax extenders can be viewed by
clicking here
. We encourage you to speak with your accountant to find out how your return may be affected by these changes.
|
|
2018 Notice Of Unemployment Rate:
You should be receiving documentation from the NYS Department of Labor providing your 2018 Unemployment rate. When you receive this notice please forward it along to your payroll specialist.
|
|
Employer On The Go Training:
Over the next few weeks we will be offering training sessions to introduce our new payroll software. If you are interested in attending one of these sessions please contact Andrea True at atrue@alliedfp.com or (585) 410-6733 ext. 103.
|
|
|
|
Wednesday, February 21, 2018
9:00 AM in our Victor office.
Tuesday, February 27, 2018
4:00 PM in our Victor office.
Monday, March 5, 2018
6:00 PM in our Victor office.
Thursday, March 15, 2018
5:30 PM in our Rochester office
|
|
Estate Planning Seminar - February 20, 2018
|
|
Allied Financial Partners aims to present educational seminars that our clients find relevant, valuable and informative. We hope that you will join us for the first seminar of 2018 - Estate Planning.
Presenter Marcus Kroll, Esq. of Kroll Law Firm, LLP, will be addressing the most pressing concerns regarding effective estate planning.
- Ensuring that your wishes are carried out according to your specifications.
- Learn what documents are necessary to have in place.
- How to organize your affairs so that they don't become a burden for the people you love.
Event Details
Registration
6:00 PM
Hor d'oeures & cocktails will be available for attendees at no cost.
Presentation
6:30 PM - 8:30 PM
Location
The Woodcliff Hotel & Spa 199 Woodcliff Drive | Fairport, NY 14450
Time is running out! RSVP today
to Andrea True at (585) 410-6733 ext. 103, via email at atrue@alliedfp.com or by
clicking here
.
We will do our best to accommodate everyone who is interested in attending.
I
f you are unable to attend the seminar but would like information, or to speak with someone regarding Estate Planning, we would be happy to assist you. Please contact Andrea True at (585) 410-6733 ext. 103.
|
|
Accounting Standards Update (ASU 2016-14)
|
|
In August, 2016, the Financial Accounting Standards Board issued Accounting Standards Update (ASU) 2016-14, affecting accounting and related financial reporting for not-for-profit entities.
The provisions of ASU 2016-14 became effective for all not-for-profit entities for year ends beginning after December 15, 2017 (effectively, calendar year ended December 31, 2018). Early application is permitted, and comparative financial statements would require a retrospective application to the earliest year presented.
Visit the
Expert's Corner
of our website to read a detailed description of the three main provisions which will affect the vast majority of not-for-profit organizations.
For additional information on how this standard will affect your not-for-profit organization, or for implementation suggestions, please don't hesitate to contact our Partner, Jason Mayausky, CPA at (585) 410-6733 ext. 144 or via email at jmayausky@alliedfp.com.
|
|
Visit the resource center of our website
the status of your state or federal tax return.
All you need is:
- Tax payer social security number
- Filing status
- Refund amount
The IRS also has a convenient mobile app,
IRS2Go
, available as a free download on:
|
|
NetClient CS - Tax Portal
|
|
At Allied Financial Partners we care about providing a great service, which includes protecting your personal and financial information. NetClient CS is our secure, personalized, client portal through which you can access your information as well as provide information to us.
Security Reminders:
- Your password will expire after 90 days, if you have not logged into your portal since last tax season you will be asked to update your password.
- Your password must contain at least eight characters, including at least one upper case character, one lowercase character, one numeric character, and one special character (such as #, %, $).
If you are not currently using a NetClient CS portal you can submit a
request on our website
or call our office at (585) 410-6733 ext. 100 for assistance.
|
|
The IRS does not initiate contact with taxpayers by email, text message or social media channels to request personal or financial information. If you receive a call like this
do not provide any personal information
.
For more details about Tax Scams, or to report a scam, visit the IRS website by
clicking here
.
|
|
|
|
|
HR360 Featured Video
Five Simple Steps For Staying HR Compliant
HR360 is an interactive online human resource library that gives you access to attorney reviewed HR tools, guidelines, forms, training videos and so much more.
If you would like information about how you can subscribe to HR360 please contact Andrea True at (585) 410-6733 ext. 103 or via email atrue@alliedfp.com.
|
|
|
Is the content of this email relevant to you?
|
|
|
|
We want to hear from you!!
This eblast is written for the benefit of our clients. Please reply to this email with any topics of interest, questions or concerns you may have and we would be happy to address them.
|
|
Allied Payroll Services is bonded.
Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member
FINRA
/
SIPC
, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Cambridge does not provide tax services. Accounting, Payroll, Fixed & Health Insurance, and HR Services are offered through Allied Financial Partners. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, NC, NY, PA, TN, VA and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge and Allied Financial Partners are not affiliated.
|
|
|
|
|
|
|
