Year-end tax planning often involves navigating expiring provisions and adjusting to late-breaking legislative changes. This year, however, there is an unusual level of legislative certainty in the air. The One Big Beautiful Bill Act (OBBBA) became law on July 4, … Continue reading
1 December 2025
Year-End Tax Planning Strategies for Individuals
25 November 2025
Year-End Tax Planning Opportunities for Businesses
With greater predictability built into the tax code, year-end tax planning for businesses becomes more about strategic planning and less about rushing to use expiring incentives. Among its nearly 900 pages, the One Big Beautiful Bill Act (OBBBA), signed in … Continue reading
9 December 2024
Court Presses Pause on the Corporate Transparency Act Reporting Requirement for Businesses
With less than a month to go before the Corporate Transparency Act’s (CTA) Beneficial Ownership Information (BOI) reporting deadline, a U.S. District Court ruled that the requirements exceed Congress’s authority under the Commerce Clause of the Constitution. What the court … Continue reading
20 November 2024
Year-End Tax Planning for Individuals
As we approach the 2025 “tax cliff,” future tax policy remains a pressing focus for individuals. With election results in, the direction of upcoming legislative changes is beginning to take shape, providing a clearer framework for strategic decisions. However, tax … Continue reading
20 November 2024
Year-End Tax Planning for Businesses
After a few years of relatively mild tax changes for most businesses, post-election results provide more clarity on the direction of future policy—with a confluence of expiring tax provisions, a new administration, and evolving economic factors that will shape the … Continue reading
The deadline for initial filings under the Corporate Transparency Act (CTA) is right around the corner. On January 1, 2025, millions of privately-owned non-exempt corporations, limited liability companies, and limited partnerships will be subject to new reporting requirements, designed to … Continue reading
5 June 2024
We’re Hiring: Tax Manager (Remote/Hybrid)
While we may work mostly with numbers, our firm is all about people. Erock Tax + Financial Planning is seeking an experienced Tax Manager to join our growing team. We are a full-service tax preparation, strategy, and advocacy firm and … Continue reading
23 May 2024
What are the Rules for Record Retention?
Now that tax season is in the rearview, it’s a good time to declutter the accumulated piles of paperwork. But there are some recommended guidelines to be aware of before you discard any official documents. The following article outlines what … Continue reading
10 March 2024
Launching a New Company or Need a New Business Structure? The Differences Between LLCs, C Corps and S Corps
As you meet with your accountant this tax season and consider the swirling number of legislative changes over the past few years, you may be looking at your business with a fresh set of eyes and realizing that it may … Continue reading
2 March 2022
Top Tax Considerations for Remote Employees
Return-to-office plans remain in a state of limbo as some employers find that a remote work strategy is a viable option long term. What are the tax implications for businesses in this new scenario? Over the past couple of years, … Continue reading
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