Thomas J. Brock

Thomas Brock, CFA, CPA, is an accomplished financial professional with over 20 years of experience in investments, corporate finance and accounting, and personal and small-business financial consulting. His investment experience includes oversight of a $4 billion portfolio for an insurance group. Varied finance work includes the development of multiyear financial forecasts and KPI dashboards, credit analyses, and the evaluation of capital budgeting proposals.

Earlier in his career, Thomas managed various accounting and financial planning functions and led many transformational initiatives, including a general ledger conversion, a financial reporting system implementation, the establishment of a centralized procurement office and the execution of due diligence reviews and integrations for several multi-million-dollar merger and acquisition deals. Beyond the corporate setting, he has assisted individuals and businesses of all sizes with accounting, budgeting, financial planning and investing matters. He has also lent his financial expertise to a few well-known websites such as Investopedia, Bankrate, and the Balance.

Credentials

Thomas holds a Master of Business Administration from Franklin University and a Bachelor of Science in business administration from Bowling Green State University.
He is a chartered financial analyst charterholder and a certified public accountant.

Articles written by Thomas J. Brock

Accountans helps client after obtaining CAF number

What is a centralized authorization file (CAF) number and why should accounting firms be familiar with it?

In this guide, get familiar with what a CAF number is and why tax professionals need to have one to better assist clients who need IRS representation.

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CPA discusses taxes with client

Getting a PTIN number makes good business sense for accounting practices of all sizes

Learn why a preparer tax identification number (PTIN) is essential for accounting professionals to build trust, ensure compliance, and serve clients.

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Articles reviewed by Thomas J. Brock

Business owner helps client

Who is FUTA exempt? A guide for employers

In this overview, see who is exempt from FUTA and how employers can stay compliant with federal unemployment tax rules.

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Understanding 1099 threshold changes

1099 threshold changes under the One Big Beautiful Bill Act

In this employer’s guide, learn how 1099 thresholds are changing under the One Big Beautiful Bill Act and how it impacts tax reporting to the IRS.

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Manager works OT and calculates wages

No tax on tips and overtime: What employers and employees should know

This employer's guide covers two tax deductions from the Big Beautiful Bill that are making headlines: one for tip income and another for overtime pay, explaining their impact on payroll administration.

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Broker researches company life insurance for client

Company life insurance: What employers need to know about offering it

In this employer's guide, learn how company-provided life insurance works, what benefits it offers employees, and what employers should consider before offering it.

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Team brainstorms in conference room about OBBB

How the One Big Beautiful Bill Act impacts employers and employees

Learn how President Trump's One Big Beautiful Bill (H.R.1) impacts employers and employees with key takeaways for your business.

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Employees collaborate in office space

Severance packages explained: What employers should know

Find out what severance packages typically include, their key benefits, and important considerations every employer should know before offering one.

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Owner reviews taxes in home office

Self-employment tax vs. income tax: What’s the difference?

Understand the difference between self-employment and income tax, including who pays them, how they’re calculated, and filing requirements.

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Sales manager discusses compensation plan

What is a compensation package and what should it include?

Learn what makes up a strong compensation package and how to structure it to attract and retain top talent.

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Employee reviews retirement contributions

401(k) contribution limits for employees in 2026

Find out the 2026 401(k) contribution limits for employees, including catch-up contributions and tax-deferred benefits.

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