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Welcome to the Blue Rock Blog
Taxes
End of Year: Brokerage Accounts Tax Loss & Gains Harvesting
Dec 15, 2022
Taxes are an inevitable part of life, and each year when we file, most of us in our working years will be hit with a hefty bill. There are, however, strategies that can reduce and sometimes even eliminate your tax liability. Reducing taxes takes planning and the foresight to take advantage of all the tax breaks that the tax code...
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Financial Planning
Investments
Tax Planning
The Best Year-End Tax Moves Business Owners Won’t Want to Forget
Nov 16, 2021
Proactive tax planning is a year-round endeavor, but the year’s end presents business owners with opportunities to maximize their tax savings. Here are a few key strategies to consider before ringing in 2022. Fill Up Your Retirement Funds It’s essential to save as much as you can for retirement in tax-advantaged accounts like 401(k)s or IRAs. Apart from setting...
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401(k) plan
Business Planning
Investments
Retirement Planning
Risk Management
Tax Planning
5 Sophisticated Tips to Take Your 401(k) to The Next Level
Sep 15, 2021
Your 401(k) is an excellent tool that provides you with an enormous opportunity to save for retirement. But like any tool, you only get the maximum benefit if you use it to its full potential. Are you making the most of yours? Here are five powerful strategies to help bolster your 401k. 1. Max Your Company Match Let’s start simple—if...
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401(k) plan
Financial Planning
Investments
Risk Management
Tax Planning
Restaurant Revitalization Fund: Grant for the Hospitality Industry
Apr 30, 2021
Major help for the hospitality industry is finally within sight, even though that assistance will be too late for some, many will receive the funding they have been hoping for. Over a year after the pandemic began decimating restaurants across the country — shuttering thousands of venues, putting millions out of work, the U.S. government will finally start disbursing targeted aid...
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Business Planning
Tax Planning
American Rescue Plan – Legislation Highlights
Mar 17, 2021
Since March 2020, there have been two significant stimulus packages—the $2.2 trillion CARES Act and the $900 billion Consolidated Appropriations Act. Now, there is another package, the American Rescue Plan. The long-awaited relief bill has finally passed through reconciliation requiring only a simple majority and passed 50/49. The historic $1.9 trillion coronavirus relief package was signed into law by President...
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Financial Planning
Tax Planning
Business Owners: Are You Leaving PPP Money on the Table?
Mar 4, 2021
Monday, February 22nd President Biden announced changes to the Small Business Association (SBA) coronavirus relief program that established a 14-day, exclusive PPP loan application period for businesses and nonprofits with fewer than 20 employees from February 24th to March 9th 2021 (while open to all other eligible entities beginning March 10th through May 31st (Recent Update – was March 31st)). While...
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Business Planning
Financial Planning
Tax Planning
4 Key Ways S-Corps Can Save on Taxes
Feb 15, 2021
Making the S-corp election could help you save a lot of money that would otherwise be lost to taxes. Is an S-Corp election right for you?...
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Business Planning
Financial Planning
Tax Planning
Why A Roth IRA Is Your Secret Weapon for Retirement (And Beyond)
Jan 15, 2021
Investing in a Roth IRA presents many unique financial planning advantages that can help you reach your goals both now and in the future. Learn more about this special account today. ...
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401(k) plan
Investments
Retirement Planning
Risk Management
Tax Planning
QCDs: A Smart Giving Strategy for Retirees
Dec 15, 2020
Charitable giving plays a crucial role for many retirees. Given the tumultuous impact of the coronavirus pandemic, charities and the people they serve have seen a sharp increase in the need for financial resources; and so far, many donors have risen to the task. Fidelity charitable reported that over half of donors planned to maintain their levels of giving and...
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Retirement Planning
Tax Planning
Biden Tax Plans For The 2020 Election: What You Need To Know
Oct 15, 2020
What should I do in preparation for the outcome of the election? This seems to be the most common question we are getting these days and worries many Americans as we approach election day. The anxiety that Americans feel has varying degrees and rationales, but the overall theme is – uneasiness. Regardless of who you’re voting for or who ultimately...
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Recent Posts
The Power of Reverse Budgeting
End of Year: Brokerage Accounts Tax Loss & Gains Harvesting
Making the Most of Your Employer-Provided Benefits
Systems to Avoid Financial Catastrophe
Theo Dressler, CFP® Elected as Director & Member of the Board for the Delaware Submarine Association
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