Allied Financial Partners - February Eblast

IRS LAUNCHES NEW IDENTITY THEFT WEBSITE

The IRS has launched " Identity Theft Central ," a new website devoted to identity theft and data security for taxpayers, tax professionals, and businesses.

Available 24/7, the site provides resources on reporting identity theft and guarding against phishing, online scams, and more. Specifically, the site

lists steps to take if you become a victim of identity theft
summarizes the responsibilities of tax professionals under the law
instructs businesses on how to recognize the signs of identity theft
features videos on key topics

Click here to check it out.

PUTTING TOGETHER YOUR ESTATE &

LONG-TERM CARE PLAN

Is your plan right for you and your family?

Join David Younis CFP®, Director of Financial Services at Allied Financial Partners, and Marcus Kroll, Esq. of Kroll Law Firm, LLP, for a conversation to discuss the most pressing concerns regarding effective estate and long-term care planning.

Featured Topics Will Include:

The importance of having a plan in place before you need one to ensure that your wishes are carried out according to your specifications.
What documents to have in place to organize your affairs so they don’t become a burden for the people you love.
How will you pay for your care; there are many options available, which is the right one for you?

Thursday, March 26, 2020

6:00 PM - 8:30 PM

DoubleTree by Hilton

1111 Jefferson Road |Rochester, NY 14623

THE SECURE ACT

The Setting Every Community Up for Retirement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years, including:

Limits on Stretch IRAs
IRA Contributions and Distributions
Multiple Employer Retirement Plans for Small Business

For more details visit our website.

Reminders

Online Credit Card Payments Payments to Tette, Ingersoll & Co. CPA PC and Allied Payroll Services can now be made online at www.alliedfp.com . Look for the Make A Payment button on the top right corner of our website. AFP accepts Mastercard, VISA and Discover. Please note: Electronic payments cannot be accepted for financial planning or investment services .

Rochester Office New Address: Our Rochester office has moved to 150 State Street, Suite 301A, Rochester, NY 14614. We are located on the third floor, easily accessible by two elevators. Complimentary parking is available for our clients. Click here for a map / directions to the Rochester office.

IRS Tax Scam Reminder: The IRS does not initiate contact with tax payers by email, phone 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 .

Upcoming Tax Filing Deadlines

03-16-20 - Partnerships & S-Corporations
04-15-20 - Individual & C-Corporations
05-15-20 - Exempt Organizations

Is that heart road real??

Yes! The road leads to a vineyard located in Spicnik, Slovenia right by the northern border with Austria. The heart-shape can be seen from the top of a hill at a tourist farm called Dreisiebner .

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.

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WEBSITE SERVICES EXPERTS CORNER ABOUT CONTACT

Allied Payroll Services is bonded.

Securities offered through Registered Representatives of Securities America, Inc., a broker-dealer, member FINRA / SIPC . Advisory services offered through Securities America Advisors, Inc., a Registered Investment Adviser. Tax services provided by Tette, Ingersoll & Co., CPAs, PC. Allied Financial Partners and Tette, Ingersoll & Co., CPAs, PC are not affiliated with Securities America.

To be eligible for the Rochester Chamber Top 100, businesses must be privately held, headquartered in the nine-county Rochester region, and have earned at least $1 million in revenue in each of the three most recent fiscal years. The Rochester Chamber Top 100 is computed based on revenue growth, taking into account both dollar and percentage growth.

1. AARP.org, February/March 2015