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. 

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
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