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News & Events

Stay Up-To-Date With Allied Financial Partners

Dec
08
2019

Tonawanda-Based CPA Firm Amato, Fox & Company Merges with Allied Financial Partners

Tette, Ingersoll & Co. CPAs, PC, a division of Allied Financial Partners, is pleased to announce its merger with the Tonawanda-based CPA firm, Amato, Fox & Company, PC, in order to grow its services and capabilities.

Dec
03
2019

Important: Holiday Payroll Hours Reporting Announcement

The week of December 23rd, ALL payrolls must be submitted no later than 11am on Tuesday, December 24th!

Nov
11
2019

Trends in Charitable Giving

When giving to charitable organizations, some people elect to support through cash donations. Others, however, understand that supporting an organization may generate tax benefits. They may opt to follow techniques that can maximize both the gift and the potential tax benefit. Here’s a quick review of a few charitable choices:

Oct
14
2019

New York - Equal Pay Expansions

New York State has amended its pay equity laws in three significant ways. The first two changes outlined below take effect October 8, 2019, while the third change goes into effect early next year.

Sep
17
2019

Allied Financial Partners Named to 2019 Rochester Chamber Top 100 List of Fastest-Growing, Privately Owned Companies

Allied Financial Partners is pleased to announce that it has landed on the 2019 Rochester Chamber Top 100 list of fastest-growing, privately owned companies in the Rochester and Finger lakes region.

Sep
15
2019

Sexual Harassment Prevention Training - Deadline October 9, 2019!

The time is now! Do you have a training plan in place?

Sep
12
2019

A Decision Not Made Is Still a Decision

Investment inaction is played out in many ways, often silently, invisibly and with potential consequence to an individual’s future financial security. Let’s review some of the forms this takes.

Jul
11
2019

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Jun
10
2019

Retirement Savings Versus College Savings

Withdrawing savings from an IRA is one option to pay for college tuition. But is it a good one?

Jun
10
2019

STAR Program Updates

Property owners can received STAR benefits in two different ways: as a reduction to their school tax bill (the STAR exemption) or, as a check from new York State (the STAR credit). There are two recent updates to the STAR program that may impact your current situation.

May
08
2019

AFP Sexual Harassment Prevention Training Program

Meet New York State mandatory requirements with our interactive, online course for workplace sexual harassment training. This all-inclusive training program provides policies and training to keep your business in compliance with NYS law.

May
08
2019

Talking To Parents About Letters Of Instructions

How to talk to your parents about their estate plans without looking like a vulture.

Apr
15
2019

All Allied Financial Partners Offices Will Be Closed Friday, April 19, 2019

To allow our staff to recharge after tax season all of our office locations will be closed on Friday, April 19, 2019. We will reopen on Monday, April 22, 2019.

Apr
08
2019

The Cost Of Your Retirement Dreams

60% of pre-retirees hope to travel. What do you want to do when you retire?

Jan
22
2019

Estate Planning Seminar

Are you prepared? Join us for a discussion about ensuring that you have an effective estate plan in place.

Jan
15
2019

ALLIED FINANCIAL PARTNERS PROMOTES JAMES W. SWIECH, CPA TO PARTNER

James W. Swiech, CPA has been promoted to Partner of Tette & Ingersoll, CPAs, P.C. a division of Allied Financial Partners.

Oct
15
2018

Long-term Care Planning Seminar - November 8, 2018

Can you picture what your long-term care experience will look like? Please join us on Thursday, November 8, 2018 for a complimentary Long-term Care Planning seminar.

Jul
03
2018

Making The Most Of Medicare Seminar - July 25, 2018

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

Apr
30
2018

Hot Topics In Employment Law

AFP is excited to welcome back presenter Lorisa LaRocca, Esq., for our Hot Topics In Employment Law seminar on May 23, 2018.

Mar
30
2018

Developing Your Personal Social Security Strategy

Join returning presenter Kurt Czarnowski, of Czarnowski Consulting, on May 17, 2018 at The Woodcliff Hotel & Spa.

Feb
05
2018

Estate Planning Seminar - Tuesday, February 20, 2018

RSVP today to join presenter, Marcus Kroll, Esq, of Kroll Law Firm, LLP as he addresses the most pressing concerns regarding effective estate planning. Tuesday, February 20, 2018 6:00 PM at The Woodcliff Hotel & Spa.

Jan
03
2018

Woods & Dobinsky, CPAs, of Oneonta, NY, Merges with Allied Financial Partners - Welcome to the Oneonta team from Woods & Dobinsky, CPAs, PC.

Principals, Rick S. Woods, CPA and Anne T.M. Dobinsky, CPA; along with Senior Accountant, James Weibel, Jr.; Manager, Laura Miller, CPA; and Office Manager, Ramona Tenace have joined Allied Financial Partners.

Jan
03
2018

Francis M. Celona, CPAs, PC, of Pittsford, NY Merges with Allied Financial Partners - Welcome to the Accounting, Tax & Financial Services team from Francis M.Celona, CPA, P.C.

Principal, Francis M. Celona, CPA, CFP®; Manager, Linda J. Wiener, CPA, CMPE; and Senior Accountant, Joseph P. Maurici, CPA. have joined 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.

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Allied Payroll Services is bonded

Investment and advisory services offered only by those representatives who are applicably licensed with Securities America, Inc., member FINRAOpens in new window/SIPCOpens in new window, and Securities America Advisors, Inc., respectively.  Securities America is unaffiliated with Allied Financial Services and any other named entities or services offered.  

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