Category Archives: Financial Planning

22 June 2020

When is My Capital Gains Rate 0%?

With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains is no exception. There are quite a few planning strategies you can do to realize tax-free earnings on profits from capital assets. When you … Continue reading

19 June 2020

Teach Them Young – How to Leverage Summer Job Salaries

If you want to teach your child the value of a dollar this summer, take a look at some interesting tips on how they can leverage their summer job salaries. At seventeen years old, one rarely thinks about retirement savings. … Continue reading

7 May 2020

360º Series: Small Business Panel Discussion

Live Webinar: Tuesday, May 12 at 11:00 AM   What are other small business owners doing in the current economy? How can you stay nimble, relevant, and engaged? Pick up some tips for your business on how to navigate through … Continue reading

24 April 2020

360º Business Panel Discussion on the Impacts of COVID-19

Live Webinar: Wednesday, April 29 at 8:00 PM Are you curious about what the status of the pandemic means for your business + industry? When and how do we get back to business as usual? We’ve put together a dynamic panel … Continue reading

23 April 2020

PUA Program Unveiled in Massachusetts

Massachusetts just announced an additional form of economic relief for residents who are in search of financial support but don’t necessarily fit in any of the boxes under previous legislation. The Pandemic Unemployment Assistance (PUA) program was unveiled Monday for … Continue reading

6 April 2020

Big Changes to Retirement Plans in the CARES Act

In the midst of a global health scare and turbulent economy, it’s hard to think about anything else. If you are in or nearing retirement, however, it’s important to set aside time to discuss your retirement accounts, as big changes … Continue reading

5 April 2020

The CARES Act: An Overview for Businesses

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27, making it the largest emergency stimulus package in the history of the United States. The CARES Act comes in response to the coronavirus … Continue reading

4 April 2020

The CARES Act: An Overview for Individuals

The CARES Act unlocks critical relief for individual taxpayers who are in need of an economic lifeline amid the COVID-19 pandemic.   Recovery Rebate for Individual Taxpayers The CARES Act includes a provision offering a one-time “2020 recovery rebate” of … Continue reading

3 April 2020

Small Business Owners: The Scoop on the Paycheck Protection Program

Ice-cream shops, bookstores, and coffee shops are among people’s top favorite places to visit, probably because they create such valuable, personalized experiences each time we visit. Many of them are built from the ground up by small business owners, sole … Continue reading

27 March 2020

Resources to Help Navigate the Impacts of COVID-19

Erock Tax has compiled a list of resources for you and your business that we hope you will find helpful as we all navigate through the impacts and changes transpiring from the COVID-19 outbreak. We’ve included information on the federal … Continue reading

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