Category Archives: Financial Planning

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

21 March 2020

IRS Extends Tax Filing & Paying Deadline to July 15

The IRS recently announced that they extended the federal tax filing deadline to July 15, 2020, three months after the normal April 15, 2020 deadline, to give all individuals and businesses an extra 90-day extension to file their returns.  The … Continue reading

12 March 2020

Stay the Course of Your Financial Plan

For many of us, the feeling of uncertainty can be an uncomfortable one. Watching the market continue to dip day after day without knowing when or how a rebound will come can make some investors want to push the emergency … Continue reading

28 February 2020

A Snapshot of the 2020 Democratic Tax and Wealth Plans

We’re up, Massachusetts! This week MA voters are beginning to cast early ballots for the presidential primary. The big day, however, is Tuesday, March 3, where voters head to the polls to make their selection for a presidential candidate. But, … Continue reading

10 February 2020

The SECURE Act: Key Takeaways and Strategies to Consider

Over the past few years, we have seen some of the greatest shifts in tax legislation. And just as we are finally digesting the unprecedented tax reform changes of 2018, we now turn our attention to one of the most … Continue reading

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