Experts Corner

Stay Up-To-Date With AFP

At Allied Financial Partners, we know that an informed client is our best client.

Throughout the year our staff writes articles which provide valuable information and insight to our clients. Check back often for the latest information on ways to manage your business and personal financial needs more efficiently.

Oct
23
2017

Summary Of Important Tax Developments

President Trump and key lawmakers reveal tax reform plan. The Trump Administration and select members of Congress have released a “unified framework” for tax reform. The document provides more detail than a number of other tax reform documents that have emerged from the Administration over the past few months, but it still leaves many specifics to be worked out by the tax-writing committees (i.e., the House Ways and Means Committee and the Senate Finance Committee).

Sep
13
2017

Revenue Recognition Summary

In May 2014, the Financial Accounting Standards Board (FASB) issued ASU 2014-09 “Revenue from Contracts with Customers.” This mandatory reporting standard provides a comprehensive, industry-neutral revenue recognition model intended to increase financial statement comparability across companies and industries and significantly reduce the complexity inherent in today’s revenue recognition guidance.

Jul
05
2017

FASB’s New Lease Accounting Standard

On February 25, 2016, after nearly 10 years of deliberations and draft proposals, the Financial Accounting Standards Board (FASB) issued ASU 2016-02, its new standard on accounting for leases. While financial reporting implications may not occur immediately, it is imperative to have a thorough understanding of these changes now when negotiating long-term leases or financing arrangements.

Feb
24
2017

Will the DOL Fiduciary Standards affect client relations with Allied Financial Partners?

Recently, our Director of Financial Services, David A Younis, CFP(R) sent a letter to all of our clients addressing the status of the Department of Labor's fiduciary standard, and what recent changes to this regulation will mean for our clients.

Sep
16
2016

Higher Education Credit Opportunities

Taking college courses can be a sizable investment. There are some credit opportunities that may be able the offset some of the cost.

Jul
18
2016

Britain's Exit From The European Union

On Thursday June 23, 2016, British citizens shocked the world by voting to leave the European Union upending 43 years of participation in the attempt at economic solidarity. The intermediate and long-term economic repercussions of this political vote are yet to be fully understood; however, as evidenced by global markets’ reaction we will likely continue to experience heightened volatility and destabilizing uncertainty...

Feb
22
2016

Medicare Highlights

Dave Younis, Director of Financial Services, summarizes key features of Medicare to help our valued clients identify the appropriate plan to meet their specific needs.



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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, KY, MA, MD, 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.