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.
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
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— Michael, an advisor in Pennsylvania
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”
— Advisor from California
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— Kate, an advisor in Florida
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
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