ClearPath - Lee's Summit

10/20/2026

Thinking about selling an investment before year-end?

Selling stocks, funds, or other investments at a gain may create a taxable capital gain, while certain losses may be able to offset gains. How long you have owned an investment can also affect how the gain is taxed.

Before making a year-end move, consider how the decision fits into both your investment strategy and your tax picture.

10/15/2026

Open enrollment is about more than choosing a health insurance plan.

Your benefit elections can affect your healthcare costs, taxes, savings, and overall financial plan. As you review your options, look beyond the monthly premium and consider deductibles, HSA or FSA eligibility, insurance coverage, retirement benefits, and beneficiary information.

A few thoughtful decisions now can help make sure your benefits continue to support your financial goals.

10/14/2026

This week, we’re introducing Pamela Heaton, Tax Manager at ClearPath!

Pam has been a member of the ClearPath team for almost two years. What she enjoys most about ClearPath is that it is a great working environment, and very team oriented.

Pam lives in Overland Park, KS, with her husband Jim. They have four adult children, Alissa, Jamie, Kyle, and Kevin and 6 grandchildren! They also have two miniature dachshunds named Zoey and Auggie.

She attended Kansas State University, where she received her bachelor’s degree in accounting. She is also one of our licensed CPAs. Outside the office, Pam enjoys traveling, spending time at Pomme De Terre lake, and just being outdoors.

Something you may not know about Pam is that she loves to water ski!

A few of Pam’s favorites:
☕ Coffee or Tea: Coffee
🏖️ Beach or Mountains: Beach
🌅 Early Bird or Night Owl: Night Owl
🍫 Sweet or Salty: Salty
🐶 Dogs or Cats: Dogs

Pam’s experience, collaborative approach, and commitment to her work make her a valued part of the ClearPath team.

10/13/2026

The October 15 individual tax extension deadline is almost here.

If your 2025 individual return was extended, the filing deadline is Thursday, October 15.

ClearPath clients with questions about the status of their return can contact our team at 913-336-3500 or [email protected].

10/12/2026

New Blog Alert!

As 2026 comes to a close, NOW is the time to review your tax situation and prepare for year-end.

Our latest blog shares a year-end tax checklist to help individuals and business owners identify important items to review before December 31.

Read the full blog here: https://www.clearpath.company/year-end-tax-checklist-what-to-review-before-december-31

As the end of 2026 approaches, now is a good time to review your tax situation and make sure there are no important planning opportunities left on the table.

10/08/2026

Tax-loss harvesting can be a useful year-end strategy for some investors.

By selling certain investments at a loss, you may be able to offset capital gains and potentially reduce your overall tax liability.

Before making changes to your portfolio, make sure the decision fits both your investment goals and overall tax strategy.

Have questions? Our team is here to help!

# accounting

10/07/2026

This week, we’re introducing Muhammad Huzaifa, Tax Associate at ClearPath!

Muhammad has been a member of the ClearPath team for two years. What he values most about ClearPath is the freedom and flexibility he has in his work, along with the opportunities to grow professionally. He also appreciates ClearPath’s supportive management and their openness to hearing his concerns, ideas, and suggestions. Overall, he enjoys being part of a company that values both professional growth and employee input.

Muhammad lives in St. Joseph, MO, with his wife and three children: two boys, Naael and Azaan, and a daughter, Eshaal, who are 8, 5, and 2 years old. His family means the world to him, and he feels incredibly grateful to have them in his life.

He attended Missouri Western State University, where he received his bachelor’s degree in business. He is also one of our licensed CPAs. Outside the office, Muhammad enjoys playing badminton, working out, running, hiking, staying active, and spending quality time with his family.

Something you may not know about Muhammad is that he often enjoys starting his mornings with a run!

A few of Muhammad’s favorites:
☕ Coffee or Tea: Coffee
🏖️ Beach or Mountains: Mountains
🌅 Early Bird or Night Owl: Early Bird
🍫 Sweet or Salty: Sweet

We’re thankful for Muhammad’s dedication, positive attitude, and the valuable perspective he brings to the ClearPath team.

10/06/2026

Did your income change in 2026?

A raise, bonus, new job, side income, or other change in earnings can affect how much tax you may owe when it is time to file.

Before the year ends, consider reviewing your withholding and estimated payments to make sure they still align with your current situation.

Have questions about your 2026 tax picture? Contact our team at 913-336-3500 or [email protected].

10/01/2026

Charitable giving could come with a new tax benefit in 2026.

Taxpayers who take the standard deduction may now be able to deduct certain charitable contributions, up to $1,000 for individuals and $2,000 for married couples filing jointly.

Planning to give before year-end? It may be worth understanding how the new rules could apply to you.

Questions? Our team is here to help. Give us a call at 913-336-3500 or email [email protected].

09/30/2026

This week, we’re introducing Natalie Cunningham, CPA, Senior Tax Accountant at ClearPath!

Natalie has been a member of the ClearPath team since starting as an intern in January 2022. What she enjoys most about ClearPath is that she’s never bored! She can always count on a fresh challenge and the opportunity to serve the community.

Natalie lives in Overland Park, KS, with her four “roommates” who don’t pay rent: her daughter, son, and two kitties!

She attended the University of Kansas, where she received her Bachelor of Science in Business.

Outside the office, Natalie is still discovering what she enjoys doing most since there are so many possibilities!

A fun fact about Natalie is that she can overthink just about anything!

A few of Natalie’s favorites:
☕ Coffee or Tea: Coffee
🏖️ Beach or Mountains: Beach
🌅 Early Bird or Night Owl: Early Bird
🍫 Sweet or Salty: Sweet
🐶 Dogs or Cats: Cats

We’re thankful for Natalie’s dedication, attention to detail, and the care she brings to our clients and our team!