Category Archives: General Tax

17 February 2019

Taxation of Social Security Benefits

At one time, all Social Security retirement benefits were tax free. However, the tax rules are not quite as simple today; instead, benefit recipients fall into one of three categories: For most recipients, benefits remain tax free. For some recipients, … Continue reading →

Financial Planning
13 February 2019

Avoid Being Double Taxed on Reinvested Dividends

I get a lot of questions every tax year about capital gains taxes and what the word “basis” means.  The basis of an asset is the purchase price paid. One thing that is easy to miss is the tax paid … Continue reading →

General Tax
8 February 2019

The Timing of Roth IRA Conversions

The taxation of Roth conversions will take center stage in 2019 for more people as tax rates have been lowered across the board making it more advantageous for many folks to make the transfer from a traditional IRA to a … Continue reading →

General Tax
4 February 2019

Income Tax Filing 2018 Getting Ready for Your Tax Preparer

Welcome to 2019 and the 2018 tax filing season.  Let’s make it a great year!  Here are a few things you need to do to get ready to prepare your taxes for 2018.  It is very important to get organized … Continue reading →

General Tax
9 January 2019

TAX REFORM: 10 TIPS TO HELP YOU NAVIGATE THE CHANGES

Welcome all to the 2018 tax filing season!  What a crazy filing season it will be, as it is the first-time filing returns after Congress passed the largest reform to the tax code in over 30  years.  Of course, this … Continue reading →

General Tax
26 October 2018

WANTED: Entrepreneurial Income Tax and Financial Planner Needed

Entrepreneurial Income Tax and Financial Planning Opportunity Erock Tax, Newburyport, MA Why you should consider a career as an income tax and money planner? As an Erock tax and financial planner for individuals, families, and small businesses, your work matters … Continue reading →

Current Events
1 May 2018

What does Tax reform mean to YOU?

Let Stu at Erock Tax show you what tax reform means to your bottom line.  Now that the mad tax rush is over, we can focus on the key changes from tax reform that will have an impact directly on … Continue reading →

Current Events
12 February 2018

Getting ready for your Income Tax Preparer or CPA

Ugggh:  It is Tax Season again and that is sure to make people feel uneasy.  Let’s face it, no one likes to do their taxes, do they?  There are so many reasons to dislike this dreaded yearly project:  Tax preparation … Continue reading →

General Tax
11 February 2018

5 Ways to Help Pre-Retirees Balance Goals

When it comes to retirement, my advice is to plan years in advance for this very day, and concern yourself with issues beyond how much money you have.  It is important is to realize that most people don’t fully retire … Continue reading →

General Tax
18 January 2018

The Economics of Snow Storms

The snow is falling in the Northeast and other parts of the country are seeing snow for the first time in a long time and in some cases ever!  Snowstorms can often have a very significant impact on the economy … Continue reading →

Current Events
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