AFP Newsletters

An Informed Client is our best client

As part of our mission to educate and guide our clients towards financial success we send out semi-annual newsletters.

View Our Newsletters Below:

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May Eblast

All of our offices will be closed on Monday, May 27 in observance of Memorial Day.

April Eblast

If you are a business owner in New York State you are now required to provide Sexual Harassment Prevention Training to all of your employees.  Check out our April eblast to see how Allied Financial Partners can help you with our online training program. 

March E-blast

Thank you to everyone who completed our client satisfaction survey.  We are looking forward to reviewing the results and implementing improvements to our service offerings based on your feedback.  

February Eblast

As we celebrate our 10th anniversary, we are conducting a client experience satisfaction to find out how we are doing and learn what we can do to improve the service we provide to our clients. Check out our February eblast to learn more!

January Eblast

RSVP for our Estate Planning Seminar (February 6, 2019) in our January eblast!

December Eblast

Seasons Greetings from Allied Financial Partners - check out some important year-end reminders in our December eblas

November Eblast

Check out our November Eblast for information about how the Tax Cuts & Jobs Act may change your tax return filing this year.

October Eblast

Announcing New Services: Sexual Harassment Prevention Training Program & Credit Card Processing - Learn more in our October eblast! 

September Eblast

The transition to our new payroll software is complete - check out some of the great features available in our September eblast!

August Eblast

Change is in the air - check out our August newsletter to see some of the ways the new tax law could affect you.

July 2018 Eblast

Thinking about setting up at business SIMPLE IRA or 401(K)? The 2018 deadline is coming up - check out our July eblast for details!

June Eblast

As a reminder all of our offices will be closed on Wednesday, July 4, 2018 in observance of Independence Day

May Eblast

Learn about the Expanded & Modified Work Opportunity Tax Credit in our May Eblast.

April Eblast

Tax season is almost at an end, time to start thinking about our upcoming educational seminars!  

Reminder - all of our offices  will be closed on Friday, April 20, 2018.  

March Eblast

RSVP for one of our upcoming seminars in this month's eblast!

February Eblast

Information about the 2017 Tax Extenders is available in our February e-blast - check it out!

January Eblast

Tax season is rapidly approaching - read our January eblast for deadlines & reminders!

December Eblast

'Tis the season for year-end retirement contributions! Check out our December eblast.

November Eblast!!

Happy Thanksgiving ! Check out our November eblast for important year-end reminders!

October Eblast!

Check out our October eblast! This month we are excited to introduce our new partner Jason Mayausky, CPA.  We've also included information about our Long-Term Care seminar as well as our Medicare service offerings.

September Eblast!

Check out our September eblast! This month we've included information Revenue Recognitions Standards as well as Investment Basics and tips for successful open enrollment.

August Eblast!

Check out our August eblast! This month we've included information about the Child/Dependent Tax Credit as well as tax regulations associated with short-term rental properties.

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Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. This communication is strictly intended for individuals residing in the states of AZ, CO, CT, FL, IL, MD, MI, NC, NH, NJ, NY, PA, VA, or WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Allied Financial Partners and Securities America are separate companies

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