Charitable Deduction Clarification Triggers Updates
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…
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Updates To One Checklist + Two Flowcharts
As part of fpPathfinder’s ongoing commitment to our members, the ever-increasing roster of checklists, flowcharts, and summary guides is under continuous review. As a result, they are subject to updates. Three Updates Our team has updated the following checklist and…
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Checklist & Flowchart Updates
As part of fpPathfinder’s ongoing commitment to our members, the ever-increasing roster of checklists, flowcharts, and summary guides is under continuous review. As a result, they are subject to updates. Communicating Updates Because our members depend on our guides, we…
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Updated Resources: The American Rescue Plan Act of 2021
When The American Rescue Plan Act of 2021 was signed into law on March 11, 2021, we went to work to understand how various provisions affected the checklists and flowcharts our members have come to rely on. As a result…
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New Resources: Incentive Stock Options, Important Dates, and Important Milestones (And Updated Resources)
There is a LOT going on at fpPathfinder right now. Almost all the resources are being updated for 2021 over the next few weeks. If there is a particular resource you’re looking for, chances are it will be updated very…
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25 Updated Checklists & Flowcharts
We’re continuing our efforts to review and update all of the checklists and flowcharts. Below is our biggest batch yet to be updated – 25 resources! In most cases, the changes are being made to improve clarity or to be…
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New Checklists: Identity Theft Risks & Starting A Business (Plus More Updated Resources)
We’re excited to release two new checklists today. One is centered around the unique financial planning issues that arise when someone is starting a business. The other deals with issues associated with identity theft and fraud, which has spiked in…
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New Resources: Where To Save & Evaluating Roth Conversions (Plus Some Updated Resources)
Two New Resources Available. We have two new resources available that are particularly relevant. Both deal with conversations that many advisors are having with their clients. We’re also excited to be in the midst of reviewing and updating almost all…
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