Echelon Member Blog

WHAT TO do with an IRA you've inherited

What To Do With An Inherited IRA 

Have you inherited an IRA following the death of the owner? Are you the spouse of the original owner...Read More

Making the most of your Echelon Membership, by Madison Oberg and Taryn Gray-Delahunty

Making the Most of Your Echelon Membership

Madison Oberg and Taryn Gray-Delahunty explain how Echelon is a great space to get to know people, a...Read More

Avoiding Summertime Injuries by Robert Klein, Personal Injury Attorney

Avoiding Summertime Injuries

Four common summer injuries that land on my desk and how to avoid them Summertime will be here befor...Read More

Payments In A New Year: When To report the income

Payments in a New Year: When to Report the Income?

WAIT A MINUTE!!! Why did I get a 1099 for monies I received in a following year? You did the work la...Read More

Meet Matt Coletta

Meet Matt Coletta of M&A Business Advisors

Matt Coletta is passionate about at selling businesses with his firm M&A Business Advisors. He&#...Read More

Child Pedestrian Safety

Child Pedestrian Safety

5 Tips to Help Keep your Kids Safe When They’re Out Without You Here are five tips to help kee...Read More

Beware of New Requirements for California Transfer Upon Death Deeds in 2022

In 2016, California enacted legislation creating a way for individuals to avoid probate with the cre...Read More

New California Reporting Requirements for Businesses

In California, there is a new statement of information Successor Liability reporting requirement for...Read More

Wait A Minute—Is This 1099 Right? by Gary Weiss

WAIT A MINUTE!!! Is this 1099 Right?

Why you might get a 1099 for monies you received in a following year. The Issue As a CPA I come acro...Read More

1031 Exchanges: People don't plan to fail

1031 Exchanges: People Don’t Plan to Fail

With the majority of investment 1031 Exchanges failing every year, the primary reason tends to be la...Read More

Start at the Exit

Start at the Exit

If you are starting a business, it helps to know what your plan is. But what if you start with your ...Read More

Should a Business owner take salary? Madison Oberg

Should A Business Owner Take A Salary?

If you own a business in name only, beware of taking a salary. Owning a business in this manner is n...Read More

What do Jellyfish & The IRS have in common? Gary Weiss

What Does the Immortal Jellyfish and the IRS Have in Common?

When the IRS needs to collect an outstanding tax liability, do they ever go away? I had never heard ...Read More

Taking Your Law Firm Digital David Oberg

Taking Your Law Firm Digital

This managing partner shares three benefits of his firm going “paper light.” As managing partner of ...Read More

8 Things Business Owners Should Do in 2022

8 Things Business Owners Should Do in 2022

With a new year upon us, it’s a great time to brush up on operations. Use your time early to take on...Read More

2021 Tax Tips: A Look Into the Future

2021 Tax Tips: A Look at the Future

The end of the year always means the possibility of last-minute tax changes, and this year, thatR...Read More

Meet Gary Weiss, CPA

Meet Gary Weiss of Gary Weiss CPA

Gary Weiss is a Certified Public Accountant shares his love of tax resolution.    And than...Read More


Meet James Bean of SVN—Rich Investment Real Estate Partners

As an expert in 1031 exchanges with commercial real estate, James Bean delights his clients with his...Read More


Meet Robert Sniderman of HR Focus

Bob Sniderman holds a doctorate degree in organizational psychology, runs a successful human resourc...Read More

Yikes! I got a tax notice in the mail!

Yikes! I Got a Tax Notice In the Mail!

Don’t panic and don’t ignore a tax notice sent by the IRS. One of the great fears we all share is re...Read More


Recordkeeping: The Key to Smooth Tax Transactions

Well-organized recordkeeping makes it easier to prepare a tax return and help provide answers if you...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

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

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