Business Hurdles 2023
Echelon Blog, Planning, Running A BusinessThe year 2022 has been full of business hurdles for many companies. Unfortunately, 2023 looks like more of the same. Yes, business […]
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How to Fail at Annual Budgeting
Accounting, Budgets and Forecasts, Echelon Blog, Planning, Running A BusinessAn annual budget creates a roadmap to success—at least that is what has been drilled into every business owner. But there is […]
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“No” Can Be Better Than “Yes”
Business Development, Client Management, Echelon BlogNot all business is created equal. The need to bring in business often leads to pressure to say “Yes” to every opportunity […]
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Late-Filing Penalties: RESISTANCE IS FUTILE
Accounting, Echelon Blog, TaxesTo err is human and to forgive is divine. So they say. But when it comes to taxes, you better beware of […]
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Making the Most of Your Echelon Membership
Business Development, Echelon Blog, NetworkingMadison Oberg and Taryn Gray-Delahunty explain how Echelon is a great space to get to know people, and to build a strong […]
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Beware of New Requirements for California Transfer Upon Death Deeds in 2022
Echelon Blog, Law, Real Estate LawIn 2016, California enacted legislation creating a way for individuals to avoid probate with the creation of a trust. To create such a […]
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New California Reporting Requirements for Businesses
Business Development, Echelon Blog, Law, Running A BusinessIn California, there is a new statement of information Successor Liability reporting requirement for businesses. If you went online to file your […]
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WAIT A MINUTE!!! Is this 1099 Right?
Accounting, Echelon Blog, TaxesWhy you might get a 1099 for monies you received in a following year. The Issue As a CPA I come across […]
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1031 Exchanges: People Don’t Plan to Fail
Commercial Real Estate, Echelon Blog, Investing, PlanningWith the majority of investment 1031 Exchanges failing every year, the primary reason tends to be lack of planning. For more than […]
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Start at the Exit
Business Development, Echelon Blog, Planning, Running A BusinessIf you are starting a business, it helps to know what your plan is. But what if you start with your exit […]
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Should A Business Owner Take A Salary?
Bankruptcy, Echelon Blog, Law, Running A BusinessIf you own a business in name only, beware of taking a salary. Owning a business in this manner is not sufficient […]
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What Does the Immortal Jellyfish and the IRS Have in Common?
Accounting, Echelon Blog, TaxesWhen the IRS needs to collect an outstanding tax liability, do they ever go away? I had never heard of the Immortal […]
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