Taxation Archives - fpPathfinder

What Customers Are Saying About Us

“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”

— Ray, an advisor in California

“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”

— An advisor in Texas

“I love your resources, you guys & gals have helped us take our practice to the next level!”

— Trevor, an advisor in California

“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”

— Rick, a financial advisor

“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

“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”

— Ryan, an advisor in New York

As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return? (2018)

As A Retiree, What Issues Should I Consider When Reviewing My Tax Return? (2018)

What Documents Do I Need To Keep On File? (2019)

What Documents Do I Need To Keep On File? (2020)

Will I Have To Pay Tax On The Sale Of My Investment (2019)

Will I Have To Pay Tax On The Sale Of My Investment (2020)

Important Numbers (2019)

Important Numbers (2020)

Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules? (2020)

Am I Eligible For A Qualified Business Income Deduction? (2020)

Will I Receive A Step-Up In Basis For This Inherited Property? (2019)

Will I Receive A Step-Up In Basis For This Inherited Property? (2020)

Will I Receive A Step-Up In Basis For This Gifted Property (2019)

Will I Receive A Step-Up In Basis For This Gifted Property (2020)

Will I Avoid IRMAA Surcharges On Medicare Part B & Part D (2019)

Will I Avoid IRMAA Surcharges On Medicare Part B & Part D (2020)

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