- April 17, 2018 Individual & C-Corporations
- May 15, 2018 Exempt Organizations
|
|
|
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:
|
|
Home Equity Loan Interest Deductibility
|
|
The IRS recently announced that despite newly-enacted restrictions on home mortgages, taxpayers can often still deduct interest on a home equity loan, home equity line of credit (HELOC) or second mortgage, regardless of how the loan is labelled.
The Tax Cuts and Jobs Act of 2017, enacted Dec. 22, suspends from 2018 until 2026 the deduction for interest paid on home equity loans and lines of credit, unless they are used to buy, build or substantially improve the taxpayer’s home that secures the loan.
|
|
We are pleased to welcome back guest presenter, Kurt Czarnowski, for our
Developing Your Personal Social Security Strategy
seminar
Thursday, May 17, 2018.
Discussion Topics Include:
- A Review of strategies to maximize benefits.
- How will your working years impact your benefit?
- Learn the facts and myths around Social Security's solvency.
Mr. Czarnowski, of
Czarnowski Consulting
, is a dynamic speaker with more than 30 years of experience working directly for the Social Security Administration. He will answer any and all questions you may have from the perspective of a Social Security Insider.
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
|
|
Click Here To RSVP
or contact
Andrea True at (585) 410-6733 ext. 103, via email at atrue@alliedfp.com.
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 Social Security, we would be happy to assist you. Please contact Andrea True at (585) 410-6733 ext. 103.
|
|
You are cordially invited to attend these complimentary, educational seminars presented by Allied Financial Partners.
We also encourage you to invite any friends or family members you feel would benefit from attending.
|
|
Allied Financial Partners is excited to welcome back presenter Lorisa LaRocca, Esq, for our
Hot Topics In Employment Law
seminar on May 23, 2018.
Key Discussion Topics Will Include:
- Avoiding the #MeToo Headlines For Your Company
- Wage & Hour Trends including:
- Split Shift & Call-In Pay Regulations
- NYS Paid Family Leave Issues
- ADA Website Accessibility Litigation
Ms. LaRocca, Esq., partner at Woods Oviatt Gilman, specializes in employment law and she will be sharing valuable insight in regards to the top employment law situations that today's business owners need to be prepared for.
Event Details
Registration
2:30 PM
Presentation
3:00 PM - 5:00 PM
Location
Hilton Garden Inn | 800 Pittsford Victor Road | Pittsford NY 14534
Click Here To RSVP
or contact
Andrea True at (585) 410-6733 ext. 103, via email at atrue@alliedfp.com.
We will do our best to accommodate everyone who is interested in attending.
|
|
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.
|
|
|
|
HR360 Featured Video
Do's and Don'ts of Employee Record Keeping
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.
|
|
|
|
|
|
|
