Compass CPA, PC

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Strategic tax planning, cost segregation, R&D tax credits, and virtual accounting & CFO services for growth-stage businesses and property owners.

We help you reduce tax, improve cash flow, and make smarter financial decisions without the complexity.

10/28/2026

Your child didn't go to college?

Your 529 plan may still have plenty of uses. 🎓

Depending on the circumstances, you may be able to:

💡 Change the beneficiary
💰 Roll eligible funds into a Roth IRA
🔧 Pay for qualifying trade or technical programs
👷 Cover eligible apprenticeship expenses
📚 Save it for future education

A taxable withdrawal isn't necessarily your only option.

Swipe through to explore five strategies before making a decision. 👉

Read the full guide in the comments.

10/26/2026

Your child doesn't want to go to college?

Don't assume your 529 plan is wasted. 🎓

Today's rules give families more flexibility than many realize.

You may be able to use unused 529 funds for:

✔️ Trade schools

✔️ Registered apprenticeships

✔️ Graduate school

✔️ K–12 education

✔️ Student loan repayment

✔️ A Roth IRA rollover

✔️ Another eligible family member's education

And sometimes, the best move is simply to leave the money invested.

Our latest blog covers 10 ways to put unused 529 funds to work while avoiding an unnecessary taxable withdrawal.

👉 Read the full guide: https://tinyurl.com/3d9ckhrc

10/21/2026

A big tax deduction can be tempting.

But before using leverage to invest for tax savings, look beyond the tax benefit.

Consider:

💰 Cash flow

🏦 Financing terms

📊 Investment quality

🚪 Exit strategy

⚠️ Risk

The goal isn't simply to save taxes.

It's to make sure the investment works financially with or without the tax benefit.

Swipe through for the five factors to evaluate before investing. 👉

Read the full article in the comments.

10/19/2026

What if you could preserve more of your capital while investing in income-producing assets?

That's one reason investors use leverage.

But here's the important part:

Borrowing money doesn't create tax savings by itself.

The underlying investment may generate benefits such as depreciation, tax credits, deductible interest, and recurring cash flow.

Our latest blog explores:

✔️ How leverage expands purchasing power

✔️ Potential tax benefits of underlying investments

✔️ Why cash flow matters

✔️ How to evaluate financing and investment risk

✔️ Examples of leveraged income-producing investments

👉 Read the full blog: https://tinyurl.com/386nm2xp

10/14/2026

What if your pre-sale tax plan looked beyond the transaction itself?

Certain investments may offer potential tax benefits and long-term financial value.

From accelerated depreciation and investment tax credits to recurring cash flow and appreciation, there are several strategies business owners may consider before a sale closes.

Swipe through for a quick breakdown. 👉

And remember: tax benefits are only one part of a sound investment decision.

Read the full article in the comments.

10/12/2026

Selling your business is a major financial milestone.

But your sale price isn't the same as your final payout.

💰 Sale structure

📊 Cost basis

🏢 Entity type

📅 Payment timing

📍 State taxes

All of these can affect how much you ultimately keep.

The biggest mistake?

Waiting until you've already accepted an offer to start thinking about taxes.

Our latest guide breaks down how early tax planning can help you avoid costly surprises and make more informed decisions before the deal closes.

👉 Read the full blog: https://tinyurl.com/twyk7vrr

10/07/2026

Think you qualify for the 100-hour test?

Before you assume the answer is yes, ask yourself these five questions.

This quick guide covers:
✅ Your total hours
✅ Whether anyone worked more than you
✅ Your documentation
✅ Qualifying activities
✅ The difference between the 100-hour test and REPS

Swipe through to check your understanding. 👉

Read the full article in the comments.

10/05/2026

❓ Confused about the IRS 100-hour rule?

You're not alone.

From property managers and contractors to documentation and qualifying activities, there are plenty of questions surrounding the material participation test.

Our latest FAQ answers the most common ones in one place.

👉 Read the full FAQ: https://tinyurl.com/bdds5kwf

09/30/2026

No two short-term rentals are managed the same way.

Some owners do everything themselves. Others work with cleaners, contractors, or property managers. Each setup can affect how material participation is evaluated under the 100-hour test.

Swipe through six real-world examples to see where your rental may fit. 👉

Read the full article in the comments.

09/28/2026

🏡 Think working 100 hours on your short-term rental is enough to meet the IRS test?

Not always.

The 100-hour test isn't just about your hours—it's also about how your participation compares to everyone else involved in operating the property.

Our latest blog walks through six real-world STR scenarios, including:

✔️ Self-managing your Airbnb

✔️ Working with multiple contractors

✔️ Hiring a property manager

✔️ Seasonal rentals

✔️ A situation where the owner doesn't qualify

Seeing real examples can make these IRS rules much easier to understand.

👉 Read the full blog: https://tinyurl.com/3j4z857h

Address

1501 NW Milwaukee Avenue
Bend, OR
97703

Website

https://www.compasscpa.net/, https://www.linkedin.com/company/compasscpapc

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