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Jon Bock Impact Advisors Group

Jon Bock Promoted to Director of Tax Planning at Impact Advisors Group

IAG is very excited to announce that Jon Bock, CPA/PFS has been promoted to Director of Tax Planning at Impact Advisors Group. 

“Tax planning is quite different than tax compliance,” said Brandon Jordan, CEO & Director of Business Planning at Impact Advisors Group. “Tax planning, like tax compliance, can have a tremendously valuable impact on families. Both are of equal importance. The recent sweeping changes in tax regulations (Tax Cut and Jobs Act, the Secure Act and the Secure Act 2.0) have all but required that the CPA community focus exclusively on tax compliance, as failure to comply can have materially negative impacts on their clients. IAG is excited to be able to assist our clients, as well as their trusted CPAs, by taking a more active role in tax planning. Jon, as a CPA, is uniquely qualified to help identify tax planning opportunities for IAG’s clients and communicate these opportunities to the client’s CPA for confirmation. We are thankful that he is a member of the IAG team.”

A graduate of West Chester University, Jon Bock first joined Impact Advisors Group in early 2024. With his extensive knowledge and experience as a CPA/PFS, he remains committed to making a positive impact on the well-being of his clients while helping them lead more fulfilling lives.

“I am thrilled for my new role with a firm that deeply cares about the success of the families we serve,” Bock said of the promotion. “As the Director of Tax Planning, my mission will be to translate continuous tax policy shifts into strategic opportunities to elevate our client’s tax strategy.  While trust and expertise are paramount, the core of tax planning is communication and collaboration.  I cannot wait to help our current and future families navigate their tax plan and win; and when our clients win, we all win!’ 

If you would like to learn more about the difference between tax compliance and tax planning, and its potential impact on your business and your family, please contact Jon Bock today via email at jbock@impactadvisorsgroup.com. 

Impact Advisors Group LLC (“[IAG]”) is a registered investment advisor offering advisory services in the State of Massachusetts and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Impact Advisors Group disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. IAG does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall IAG be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if IAG or a IAG authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.