ClearPath - St. Joseph

10/29/2026

Estate planning is about more than having a will.

A complete legacy plan may also include beneficiary designations, powers of attorney, healthcare directives, and a plan for important digital accounts and assets.

As the year winds down, consider whether your documents and account information still reflect your wishes and the people you want to protect.

10/28/2026

This week, we’re introducing Amy Su, Accounting Associate at ClearPath!

Amy has been a member of the ClearPath team for six years! She says one of the most rewarding parts of her job is successfully onboarding a new account and helping resolve the issues along the way. Hearing the excitement and happiness in a client's voice when everything is taken care of makes the hard work worthwhile!

Amy lives in Lee’s Summit, MO, with her husband Paulson, whom she met in college, and their two amazing kids! Their 15-year-old son, Phoenix, is passionate about chess and coding, while their 11-year-old daughter, Ariel, is a little chef. Her dream is to become a pastry chef someday!

She spent her senior year as an exchange student from Chung Yuan Christian University in Taiwan at Pittsburgh State University. She later returned to continue her academic journey and earned her MBA!

Outside of work, Amy enjoys hanging out with friends and spending time in the kitchen learning to cook with Ariel. However, there’s a small catch: Amy says she is a terrible cook! However, they are having fun learning together and trying new recipes.

Something you may not know about Amy is that she is a travel lover and has visited more than 10 countries. She loves to discover new places and experience different cultures. She has a long travel bucket list!

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

Amy’s dedication to helping clients, problem-solving skills, and genuine enthusiasm for her work make her a valued member of the ClearPath team!

10/27/2026

Bought or sold a home in 2026? Do not lose track of the paperwork.

Closing statements, records of certain home improvements, and other documents related to the purchase or sale may be important when preparing your taxes or calculating your cost basis in the future.

Keeping those records organized now can save time and questions later.

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.