In This Issue

Office Announcements Webinar: Creating Retirement Income During Uncertain Times Video: Charitable Giving: Straight from the Heart Giving Season at Allied Financial Partners Your Money Matters

Office Announcements

All of our offices will be closed Friday November 10, 2023 in honor of Veteran's Day -and- Thursday and Friday, November 23 & 24, 2023 to enjoy the Thanksgiving holiday.

Payroll Quarterly Reports will be posted to Employer on the Go by November 5. Year End Prep In preparation for the upcoming 4th quarter and W-2 deadlines, please be sure to send in any year-end pay items to your Payroll Specialist. Items such as:   Any missing social security numbers or contact information for your employees *this is a W2 requirement Personal Use of Company Car S-Corp Health Group Term Life in excess of $50,000 IRS Notice CP136 You should be receiving IRS Notice CP136 which states your 2023 deposit requirements for form 941. Please forward this notice to your payroll specialist so that we know what schedule your federal payroll taxes need to be deposited on.

Is the content of this email relevant to you? Yes Select No Select

Webinar: November 30, 2023 Creating Retirement Income During Uncertain Times

Allied Financial Services, Inc. would like to invite you to participate in our monthly conversation, Creating Retirement Income During Uncertain Times. Everyone is welcome to join these online discussions which will take each month. Our next event will be Thursday, November 30, at 12:00 PM.

Register

If you would like to discuss your personal retirement income distributions or situation but are unable to attend, please contact our office to set up an appointment.

Charitable Giving: Straight from the Heart

Giving Season at Allied Financial Partners

At Allied Financial Partners, we value the communities in which we live and work. Over the course of the year we volunteer our time and talents to a variety of organizations as well as sponsor a number of community events. As the holiday season approaches, each of our offices have selected an organization to support. In addition to doing something good for others, this is a great team-building opportunity for our employees. So, what will we be doing? Buffalo Our Buffalo staff will be raising funds for Amherst Meals on Wheels. Cooperstown/Oneonta The Oneonta/Cooperstown team will be sponsoring a family through the Family Service Association "Adopt A Family" program. Perry Employees in the Perry office will be collecting donations for the The Angel Action Division / Community Action for Wyoming County Rochester/Victor The Rochester/Victor offices will be participating in the Small Business Council of Rochester Thanksgiving Food Drive.

Your Money Matters

This month’s Your Money Matters newsletter contains helpful information about how capital gains are taxed, important considerations regarding your life insurance needs, a look at how asset classes perform, and an overview of home warranties. A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies. Assess Life Insurance Needs How to help determine life insurance needs to provide your family after you pass away. Best-Performing Asset Classes Bonds may outperform stocks one year only to have stocks rebound the next. Making Sense of a Home Warranty Understanding the value of a home warranty. Your Money Matters is a monthly blog post that pulls together financial articles and videos of interest. We hope you enjoy!

Reminders

Online Credit Card Payments Payments to Allied CPAs, PC and Allied Payroll Services can be made online at www.alliedfp.com. Look for the Make A Payment button on the top right corner of our website. AFP accepts Mastercard, VISA and Discover. Please note: Electronic payments cannot be accepted for financial planning or investment services.

Payroll Clients: In light of growing fraudulent direct deposit claims, please verbally confirm with your employee if you receive an email notification of a bank account change before you send the change to your payroll specialist.

Contact Our Office

Buffalo | (716) 694-0336 Cooperstown | (607) 282-4161 Oneonta | (607) 432-3462 Perry | (585) 237-3887 Rochester | (585) 410-6733 Victor | (585) 410-6733

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 Allied CPAs, PC. Allied Financial Partners and Allied CPAs, PC are not affiliated with Securities America. 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. Top Workplaces Award is given based on employee survey results.