Taxation Archives - fpPathfinder

What Customers Are Saying About Us

“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”

— Matthew, an advisor in Georgia

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

— Trevor, an advisor in California

“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”

— Mike, a financial advisor

“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”

— Shane, an advisor

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

— Rick, a financial advisor

“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

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)

Recent Blog Posts

Sign Up To Receive News & Updates