News & Events

Stay Up-To-Date With Allied Financial Partners

Dec
04
2017

New York State Paid Family Leave Program - Starting January 1, 2018

The New York State Paid Family Leave program goes into effect on January 1, 2018. This to-do list will help you to prepare for the upcoming change.

Oct
23
2017

Long-Term Care Seminar: Tuesday, November 14, 2017

Can you picture what your long-term care experience will look like? At this seminar we will discuss the importance of having a plan in place before you need one, how you can pay for your care, and protecting your assets. RSVP today for this complimentary seminar.

Sep
11
2017

Investment Basics: Your Guide To the Markets

Whether you are new to investing, or are looking for a clearer understanding of your current situation, we invite you to our upcoming seminar Investment Basics: Your Guide To The Markets on Thursday, October 19, 2017 at 6:00 PM.

Jul
05
2017

TechSoup

Techsoup is an online resource that offers discounted software, hardware, services and training to nonprofit organizations.

Jul
05
2017

Making The Most Of Medicare

We hope you will join us, July 13, 2017 at the Woodcliff Hotel & Spa for our Making The Most Of Medicare seminar!

Oct
27
2016

Reminder: NYS Voting Leave Rights

NYS’s Election Law requires employers to provide employees who do not have “sufficient time” outside of working hours to vote, paid time off to vote. The law also requires the posting of a notice at least 10 working days prior to every election.

Sep
18
2016

Employers: Form I-9 Revision Update!

The newest version of the Form I-9 will be available by Nov. 22! Employers may continue using the current version of Form I-9 with a revision date of 03/08/2013 until Jan. 21, 2017. After Jan. 21, all previous versions of the Form I-9 will be invalid.

Jul
25
2016

Payroll Essentials & Workers’ Compensation 8-11-16

Join us on 8-11-16 for this complimentary event: Two of the most fundamental requirements for any business with employees are Payroll and Workers’ Compensation Insurance. Come learn how they can work to provide a positive environment for your work force, and what they do to protect you as the employer.

Jul
17
2016

Prepping for Social Security Seminar 7-21-16!

Back by popular demand is our Preparing for Social Security Seminar! We are pleased to provide you with the opportunity to hear from Kurt Czarnowski of Czarnowski Consulting. Mr. Czarnowski will answer any and all questions you may have from the perspective of a Social Security insider. Join us this Thursday, July 21st, at the Woodcliff Hotel and Spa for this complimentary event! Please RSVP by calling 585-410-6733!

Jul
11
2016

Summer Newsletter

Allied's 2016 Summer Newsletter is out and ready to view. In this edition:1. Announcements from the Partners 2. NYS Alternative Veterans' Tax Exemptions 3. Educational Seminars and Training Session Info. 4. Employee Spotlight 5. Estate Planning Insights

Jun
30
2016

Libby A. Wright Joins Allied Financial Partners as Payroll Manager

We are excited to announce that Libby Wright recently joined our firm as Payroll Manager. Libbyhas a Master’s of Science in Management from Nazareth College and a Bachelor’s of Science in Marketing from SUNY Oswego.

Feb
14
2016

2-18-16 Lorisa LaRocca, Esq. to Speak on "Avoiding HR Pitfalls"

Lorisa LaRocca, Esq., Partner at Woods Oviatt Gilman LLP will be sharing some insights in regards to the top ways small businesses inadvertently run into trouble specifically pertaining to employee management.

Feb
14
2016

Andrea Truini True Joins Allied Financial Partners as Director of Client Experience

Thomas M. Tette, CPA, and Kenneth E. Ingersoll, CPA, have announced that Andrea Truini True, joined the firm November 17th, 2015 in the new position of Director of Client Experience.

Dec
02
2015

Join us for a New Product Demonstration Breakfast!

Would you like to see how OfficeDaily, HR360 and rapid! PayCard can make a huge impact in how you organize and run your business? Join us on Wednesday, December 9th at 8:00 AM at the Woodcliff Hotel and Spa in Fairport. Call us today to save your seat at 585.410.6733 ext. 100.

Sep
09
2015

Updated Labor Law Requirement Restaurants

In the state of NY, employers that are engaged in the sale or service of food or beverages, are required to have two additional notices posted next to the NYS and Federal Combination labor law poster. To print the notices, please click below to download the notices for free: 1. New York Deduction From Wage 2. New York Tip Appropriation

Aug
23
2015

Allied's Summer Newsletter is HERE!

The summer edition of our semi-annual newsletter is available for your viewing. The has some great tax tips, tips on how to avoid tax identity theft, updates on our firm's initiatives and a great article on required minimum distributions.

Aug
16
2015

Final Financial Servicers Seminar of 2015. "Planning for Long-Term Care"

The next and final seminar of our financial services seminar series will be held on Thursday, November 19th, 6:30 – 8:30 PM, at the Woodcliff Hotel and Spa. This seminar will focus on planning for long term care to help you develop an awareness of the unique challenges you’ll face in seeking and creating a solution to meet your long-term needs. More information is available here!

Aug
08
2015

Upcoming Training Sessions

Our goal to keep our valued clients educated as accounting & technology continues to grow. As a result, we are proud to offer training on the topics our clients have asked for. Please click here for session topics, dates and times

Feb
23
2015

NetClient CS Instructions

We now have a step-by-step guide on how to use NetClient CS! Please find the PDF document under the resource center.

Jan
26
2015

Lori B. Jansen, CPA Joins Tette and Ingersoll, CPAs as Accounting & Tax Manager

Thomas M. Tette, CPA and Kenneth E. Ingersoll, CPA, have announced that Lori B. Jansen, CPA, joined as Accounting & Tax Manager. Jansen has over 20 years of accounting experience. A graduate of Nova Southeastern University, she holds a Bachelor of Science degree in Accounting and later completed her CPA licensing requirements in New York State. She is a member of AICPA and the NYSSCPA, and is a past president for the Southern Tier chapter of the NYSSCPA. As Accounting & Tax Manager, Jansen will oversee the accounting staff while managing client relations and business development. “I am honored to be part of the Allied team and look forward to further developing the accounting and auditing practice of the firm,” says Jansen.

Mar
25
2014

Heather A. Lane Joins Allied Financial Partners as Office Manager

Thomas M. Tette, CPA and Kenneth E. Ingersoll, CPA have announced that Heather A. Lane joins the firm as their new Office Manager. This is a new position to the firm.

Mar
05
2014

Beware of Fake IRS Emails and Phone Calls

The Internal Revenue Service is warning consumers of fake IRS emails and phone calls from scammers to lure victims into giving up their personal and financial information. The IRS will not initiate contact via email or phone. What should you do?

Nov
25
2013

Allied Financial Partners Welcomes New Director of Financial Services

Allied Financial Partners is proud to announce and welcome David Younis, CFP® as the firm’s Director of Financial Services. Younis will be responsible for managing and growing our financial services division...

Nov
25
2013

Day of Caring

Giving back to the community is very important to Allied Financial Partners. A few times a year we come together as a team to help out where we are needed.

Sep
30
2013

QuickBooks Training Seminars!

Complimentary QuickBooks training seminars are now under way....

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, 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.