Erock Tax

05/07/2026

We’re growing and looking for an experienced Tax Manager to join our team!

Know a good fit?

Here’s what we’re looking for:

🎯 You like numbers and love doing tax work. Not just managing it, delegating it, or talking about it at parties (okay, nobody does that). You genuinely enjoy cracking open a return, getting into the weeds, and making sure everything is buttoned up.

🎯 You're great with clients. You're the person clients request by name and invite to their wedding. You make people feel taken care of, not just with their tax return, but in all areas of their financial life.

🎯 You're done with the grind but not done working hard. Maybe you're wondering why you commuted two hours to do something you could do in your pajamas. Maybe you're a rock star at your current firm but you want flexibility because you're growing tired of rigid schedules. We get it, and we've got you.

🎯 You want to be a big fish, not just another name on the org chart. You're tired of being one of forty managers on a floor where nobody knows your name. At Erock, you'll have real stake in the game and real impact.

🎯 You're fun and you know it. Life's too short to work with people who take themselves too seriously. If your last job made you dread Mondays (and Tuesdays… and Wednesdays…), come hang out with us. We work hard, we laugh a lot, and nobody's going to make you wear a lanyard.

If that sounds like you or someone you know, apply here: https://erocktax.com/tax-manager/

08/09/2025

It's tax-free weekend in MA! If you have any big purchases in mind, this weekend is the time to go. Aug 9th and 10th, any purchases under $2,500 with a 6.25% sales tax is waived. Not included: meals, vehicles, utilities, etc...

During the holiday, most retail items of up to $2,500 purchased for personal use will be exempt from sales tax, but not all of them.

02/20/2025

If you're planning to buy an electric vehicle this year, tax credits are shifting to favor models with U.S.-sourced materials - some may qualify for bigger incentives, while others lose eligibility.

27 EVs now qualify for the tax credit, up from 24 in 2024.

02/18/2025

Social Security benefits are shifting in 2025—from a 2.5% boost to a higher payroll tax cap.

Whether you're collecting benefits or still working, find out how these changes could impact your finances and what to do next.

Workers will have to earn a little bit more to earn their 2025 Social Security work credits, and that's not the only change this year.

02/14/2025

Starting in 2025, beneficiaries of inherited IRAs must withdraw all funds within 10 years, with annual required distributions if the original owner had begun withdrawals. These changes could impact your tax strategy—staying informed is key.



https://ow.ly/CTaQ50UWqHY

The IRS has implemented finalized regulations in 2025 regarding Inherited IRAs and required minimum distributions from an Inherited IRA. Prepare for the upcoming year by understanding these changes and how they may affect your estate planning and Self-Directed IRA inheritance.

02/13/2025

With Trump back in the Oval Office, discussions around extending tax cuts and restructuring deductions are gaining momentum. How could these potential changes impact your financial strategy? Now is the time to stay informed and plan ahead.



https://ow.ly/mCA350UWqGh

With the Tax Cuts and Jobs Act expiring and Trump making a number of tax-policy proposals on the campaign trail, tax laws could be in for major changes.

02/11/2025

Big updates for families and businesses in MASS: The expanded Child and Family Tax Credit now provides $440 per dependent—no cap—retroactive to 2024, benefiting an estimated 565,000 families. And, corporations get a home-field advantage with a shift to single sales factor taxation, favoring businesses with strong in-state sales.

The new laws include an expanded child tax credit that's retroactive to 2024, plus big corporate tax changes.

02/10/2025

What worked well in 2024? What could work better in 2025? A strong financial plan builds on past wins and adjusts where needed moving forward.

Check out this article for practical steps to set financial goals, budget smarter, and strengthen your habits around money.

If you’d like to leave it to the pros, contact us to build your custom financial planning package to help you start the new year strong. View our packages here: https://ow.ly/lepO50UWqra.

https://ow.ly/WSP350UWqrb

Personalized financial plans built for you. Select the package that best fits your needs and goals.

12/24/2024

Season’s Greetings from all of us at Erock Tax + Financial Planning!

✨ We’re grateful to have shared this year with you and be part of your journey! As 2024 comes to a close, we’re inspired by all you’ve achieved and looking forward to what 2025 has in store. Thank you for being part of the Erock family! ✨

12/19/2024

Ready for RMDs? Here are some tips for each stage of retirement planning, along with updated withdrawal rules (since they've changed quite a bit in recent years).

✔️ Old Rule: RMDs kicked in at age 70½.
✔️ Updated Rule: The SECURE Act bumped it to 72.
✔️ Current Rule: The SECURE 2.0 Act raised it to 73 (and it will increase to 75 by 2033).

This extra time lets your retirement savings grow longer, but smart planning can make all the difference. 💡

👉 Younger investors: Consider switching your contributions from pre-tax to Roth now to reduce RMD headaches later.
👉 Mid-career? Check your tax rates — a mix of Roth and pre-tax contributions might optimize your strategy.
👉 Already retired or approaching 73? Roth conversions could help manage future RMDs, but timing is everything to stay tax-efficient.

Retirement planning isn’t one-size-fits-all, so be sure to connect with a financial planner to make the best call for your situation. 📈

No matter where you are in your financial journey, many options are available, including eliminating RMDs altogether through Roth conversions.