fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Introducing Two New Flowcharts: QBI Deduction Rules & Step-Up In Basis Rules For Inherited Property


New Flowchart Additions

We are excited to make available two additional flowcharts to our Essentials and Deluxe members.  This brings the total number of flowcharts up to 27!

Am I Eligible For A Qualified Business Income Deduction?  The provisional rules are very new and unfamiliar to most advisors.  This flowchart covers many of the most common (and some uncommon) issues, including rules pertaining to clients who own more than one business.  

Will I Receive a Step-Up In Basis For This Inherited Property? This flowchart covers some of those situations that can impact the cost basis for inherited property.

What do you think of these two new flowcharts? Are there any decision points that should be added? Send me an email directly with any ideas or feedback.

 

White Labeling Is Here!

Recently, we announced the launch of our Deluxe membership, which includes white labeling and digital rights to share the flowcharts online.  We’ve even made one of the flowcharts available for you to try the new white label functionality yourself. 

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