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 these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“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
“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
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
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