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


Resource Additions, Announcements

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. 

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“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
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING”
— An advisor in Kentucky
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“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
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
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