ClearPath

10/22/2026

When was the last time you reviewed your beneficiary designations?

Retirement accounts, life insurance policies, and certain financial accounts can pass according to the beneficiary listed on the account. That makes keeping those designations current an important part of your financial and legacy planning.

Consider reviewing your beneficiaries periodically and after major changes such as marriage, divorce, a birth, or a death in the family.

10/21/2026

This week, we’re introducing Claire Delaney, Office Administrator at ClearPath!

Claire has been a member of the ClearPath team for five years! What she enjoys most about ClearPath is the people, both her coworkers and the clients she serves. She loves helping wherever needed, whether it's within her office or across the company.

Claire lives in Kansas City, MO, with her husband, JD, their dog, Jax, and their grown daughter, Nickie, who continues to make her proud!

She attended cosmetology school and spent 20 years behind the chair before her brother gave her an opportunity to work at his CPA firm, helping with HOA responsibilities and the front desk.

Outside of work, Claire loves crafting and creating new things! Whether she's using her Cricut machine to make shirts and signs or working on her newest obsession, diamond art, she always enjoys a creative project.

Something you may not know about Claire is that she has held her cosmetology license since 1990!

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

Claire’s willingness to lend a helping hand, positive attitude, and genuine care for her coworkers and clients make her a valued member of the ClearPath team!

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.