Allied Financial Partners - September Eblast

Introducing Allied CPAs, PC

We are excited to announce that our tax & accounting firm, previously Tette, Ingersoll & Co., CPAs, PC, has been renamed to Allied CPAs, PC.

The name Allied CPAs, PC provides clarity for our clients and aligns with our firm-wide branding efforts.

Webinar - Medicare Made Clear

Whether you are just approaching 65, or you are already enrolled in Medicare, this webinar is for you!

In this webinar, key Medicare enrollment concepts will be addressed including:

Reimbursement Levels
Supplemental Coverage
Annual Coverage Updates - based on changes in your health status.

We hope you will join us for Medicare Made Clear!

NYS Mandatory Paid Sick Leave

Beginning September 30, 2020, employees in New York must accrue protected sick leave but employees are NOT entitled to use their accrued sick leave until January 1, 2021.

Click here for a summary of the law in its current form.

Office Announcements

NetClient Portal Transition: Over the summer we transitioned our tax portal to a new system.

When you are accessing your NetClient CS tax portal please take the opportunity to download any documentation that is being stored there and save them with your personal records either on your system, external hard drive or cloud based storage.

Please note: The intent of the portal system has shifted away from being a storage system to a way to safely transmit documents between Allied Financial Partners and our clients.

The NetClient CS portal will remain accessible until the end of 2020.

Our Offices Are Open: Although many of our employees are working remotely, all of our offices are open and we welcome you to come inside if you are comfortable doing so. If you need to drop off or pick up something and prefer not to come into the office, please call when you arrive and we will have someone come out to you.

We appreciate your patience while we continue to have (limited) staff in the offices. Please know we are striving to answer every phone call and accommodate our clients in the best way we can during this time.

COVID-19 Resource Links

Enhanced Unemployment Insurance (UI) Benefits & Pandemic Unemployment Assistance (PUA) for New Yorkers.

Paycheck Protection Program (PPP)

Cash Flow Projection Worksheet

Use this worksheet to help you understand your cash flow needs for the next month. Fill-in the amounts in blue and the worksheet will calculate your cash flow needs. This tool will help you when speaking with creditors and banks on your needs.

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.

Securities America is unaffiliated with any other named entities or services offered.

*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.