fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Charitable Deduction Clarification Triggers Updates


Updated Resources

As part of fpPathfinder’s ongoing commitment to our members, we systematically review our ever-increasing roster of checklists, flowcharts, and summary guides. As a result, they are subject to updates.

Charitable Deduction Clarification

Members will find three updated checklists that reflect the charitable deduction clarification for taxpayers claiming the standard deduction for 2021. The deduction is up to $300 for Single filers and $600 for Married Filing Jointly but will not reduce AGI. The change is one that many financial advisors and tax planners may have missed when it was signed into law late last year. You can read more about this on ThinkAdvisor. 

In addition to the clarification, you will discover bonus planning points and other revisions that improve the checklists:

If you have questions, please email support@fpPathfinder.com. Our team is with you every step of the way. 

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Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
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— David, an advisor in NY
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— Trevor, an advisor in California
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
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