Welcome. We at Compass Planning appreciate the understanding and support from all of you as we move through this pandemic. Thank you.
We want to thank Craig Pellet, CPA, who has written this month's excellent article on how best to prepare now for the April 2021 tax deadline. A senior associate at John Schachter +Associates, Craig works with both individuals and small businesses and is a great resource for creative, tax-efficient planning ideas. You can reach Craig directly here.
You may have missed our recent series on retirement. For Retirement, Part 1 - Retirement Savings, click here. For Retirement, Part 2 - Social Security, click here. For Retirement, Part 3 - The Retirement Paycheck, click here.
If you need assistance organizing your finances for tax preparation, we are here to help you stay On Course!