ClearPath

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!

09/29/2026

September 30th Document Deadline for Individuals.

If your individual tax return is on an extension, September 30 is the deadline to submit your remaining tax documents through our client portal.

Our team requires all documents at least two weeks before the October 15 individual filing deadline to allow adequate time to prepare and review your return.

Submit any remaining documents by September 30 to help keep your return on track.

Questions? Contact our team at 913-336-3500 or [email protected].

09/28/2026

Tax preparation and tax planning may sound similar, but they serve two very different purposes.

Tax preparation looks at what has already happened.

Tax planning looks ahead at what you can do before the year is over.

Our latest blog breaks down the difference between the two, why both matter, and how a more proactive approach can help you make informed financial decisions throughout the year.

Read the full blog to learn more:
https://www.clearpath.company/tax-preparation-vs-tax-planning

But filing your return is only one part of managing your taxes. While tax preparation and tax planning work together, they serve two very different purposes.

09/25/2026

Ending the week with some kind words for one of our team members!

Kinnari, one of our EAs, recently received this thoughtful note from a client thanking her for the time and effort she put into helping them meet an important tax deadline.

We’re proud to have team members like Kinnari who go the extra mile to support our clients and make the tax process a little easier along the way.

Thank you to our clients who take the time to share their appreciation. Your kind words mean so much to our team!

Great work, Kinnari!

09/24/2026

Looking Ahead to 2027: What’s Changing?

Tax season may still be a few months away, but several changes are already worth having on your radar, from new deductions to updates affecting seniors and families.

As 2027 approaches, we’ll continue sharing the tax updates you need to know so you can be prepared.

Have questions about how upcoming changes could affect you? Contact us at 913-336-3500 or [email protected].

#2027

09/23/2026

This week, we’re introducing Shawn Gunn, EA, Tax Manager at ClearPath!

What he enjoys most about ClearPath is simple: the people!

Shawn lives in Blue Springs, MO, with his brother David and sister Vanessa! He attended Emory University, where he double majored in Economics and Psychology.

Outside the office, Shawn enjoys traveling Latin America, salsa dancing, The Rocky Horror, and spending time with his Nissan 350z.

Something you may not know about Shawn is that he is currently working to learn the dance Casino Rueda, which is a style group of salsa dancing!

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

We’re thankful for Shawn’s hard work, positive attitude, and willingness to always step in and help the team whenever needed!

thankyou