Echelon Member Blog

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

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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 Steven Driss of Steven Driss Insurance Agency

Meet Steve Driss of Steven Driss Insurance Agency

Steve Driss is the founder and CEO of Steven Driss Insurance Agency Inc., specializing in employee b...Read More

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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

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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

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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

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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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A Blender & Tax Resolution

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

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New Anti-Money Laundering Law

The new anti-money laundering law creates new reporting obligations for businesses (Revised January ...Read More

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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

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Taxation of Cryptocurrency and NFTs: New Rules Coming

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

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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

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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

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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

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Social Engineering Reaching New Heights

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

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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