Echelon Member Blog


Recordkeeping: The Key to Smooth Tax Transactions

Well-organized records make it easier to prepare a tax return and help provide answers if your retur...Read More


Protecting Yourself from Home Title Fraud

Property fraud can be a real issue if you have a home you don’t live in. What is home title fraud? H...Read More


A Blender & Tax Resolution

One accountant’s reflection on what a 1960s blender and tax resolution services have in common. The ...Read More

Meet Madison Oberg of Oberg Law Group

Meet Madison Oberg of Oberg Law Group

Madison Oberg, a business attorney and partner at Oberg Law Group, believes her superpower lies in h...Read More


Internal Attacks: Watch Your Back!

Assaults by way of scams and cyber attacks don’t just come from outside your business! Today’s cauti...Read More


New Anti-Money Laundering Law

The new anti-money laundering law creates new reporting obligations for businesses In an effort to c...Read More


Price or Terms: The Structure of the Deal

Is price or terms better when buying or selling a business? It all depends on the structure of the d...Read More


Taxation of Cryptocurrency and NFTs: New Rules Coming

Cryptocurrency, a type of digital currency that uses cryptography for security and anti-counterfeiti...Read More


Four Tips to Buying a First Home

Buying your first home can be intimidating, and how to prepare for that purchase can be unclear as y...Read More

Meet Erez Golomb and Jason Meshekow

Meet Erez Golomb and Jason Meshekow of Intouch Insurance Services

Erez Golomb and Jason Meshekow of Intouch are a true dynamic duo.  These two have been working ...Read More

Meet Grant Blindbury of FMB Financial

Meet Grant Blindbury of FMB Wealth Management

Grant Blindbury has been a family man from the start.  A partner at FMB Wealth Management, Gran...Read More

Meet David Burger of Rodeo Realty

Meet David Burger of Rodeo Realty

From Lawyer to Real Estate: Cruising Through Life for Good Reasons David entered the workforce as a ...Read More


A Proposed Solution to Our Current Tax System

It’s time to take a fresh look at how we tax people here in the United States. While the IRS is a ne...Read More


Update on Privacy Violation Enforcement For Businesses

Privacy policies and privacy violations in business is certainly a hot topic these days. On July 19,...Read More

Meet Jay Rubin of Lee and Associates

Meet Jay Rubin of Lee & Associates

“It comes from, I think, just the passion of what I do.” Jay Rubin of Lee & Associates is a comm...Read More

Jerri Hemsworth Finding My Think Space

Finding My Think Space

Now that meeting-in-person is back underway, I didn’t realize how much I missed my car. But why? Bec...Read More

Meet Kendra Thomas image of Kendra and skydiver

Meet Kendra Thomas of Thomas Law Offices

What gets Kendra Thomas out of bed in the morning? This family law attorney at Thomas Law Offices he...Read More


Social Engineering Reaching New Heights

Here’s a scary local story. Social Engineering: “The use of deception to manipulate individual...Read More


Meet Kim Millman, Trust and Estate Planning Attorney

Being brought up in a family-owned business taught Kim at an early age how to run a business. But it...Read More

Meet Matt Heller of Willner Heller

Meet Matt Heller of Willner Heller

A native of New York, Matt Heller of Willner Heller Private Wealth Management has a totally wicked g...Read More

Meet Stephanie Vitacco picture with Husky dog

Meet Stephanie Vitacco of Keller Williams Real Estate

Stephanie Vitacco is a broker who has been in residential real estate for more than 25 years. She ha...Read More


The SAFE Banking Act For The Cannabis Industry

Cannabis is classified as a prohibited substance under the federal Controlled Substances Act. Despit...Read More


Successful Hybrid Leading and Managing

Many of my clients and colleagues are continuing to struggle with decision making around “the return...Read More


Will the Federal Government Put Limits On 1031 Exchanges?

A 1031 Exchange is a tax-advantage option in which a taxpayer can exchange one investment real prope...Read More