Echelon Member Blog

legal-custody-issues-Covid-19-Vaccine-for-children child-being-vaccinated

Legal Custody Issues with the COVID-19 Vaccine for Children

There is a rising debate regarding whether or not children should be immunized with the COVID-19 vac...Read More

5-vital-questions-to-ask-an-architect-before-you-hire-them illustration-of-building

5 Vital Questions to Ask an Architect Before You Hire Them

Having practiced for more than 25 years in Los Angeles, I have been asked some amazing questions abo...Read More

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The Power of Echelon

This network of professionals is a powerful difference maker. The power of Echelon Business Developm...Read More

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Four Common Seller Mistakes When Selling a Business

Sellers of businesses are just like everyone else in that they can make mistakes.  In this arti...Read More


When Is It Time to Outsource Accounting for Small Businesses?

Small business owners are no slouches when it comes to wearing many different hats in order to run a...Read More

the-pandemic's-impact-on-parenting father-and-son-in-masks

The Pandemic’s Impact on Parenting

Looking back at 2020, it is truly “20/20.” As we begin to understand the economic and social impact ...Read More

KPI-Key Performance Indicators business-people-pushing-blocks-vs-pushing-sphere

KPIs: Key Performance Indicators

You don’t want to get bogged down in too many. Here are some that you should pay attention to. You h...Read More


Homestead Exemption Increased for California Debtors

It has been more than eleven years, but on September 18, 2020, Governor Newsom approved and adopted ...Read More

confidentiality-agreements-&-selling-a-business top-secret-stamp-on-background

Confidentiality Agreements & Selling A Business

Is a confidentiality agreement really needed when selling a business? When it comes to buying or sel...Read More

seven-elements-of-a-business-plan man-in-chair-contemplating-plans-on-wall

Seven Elements of a Business Plan

If you are serious about your business, you need to have a written business plan. Not only is your p...Read More

it's-time-to-exit-and-sell-your-business-are-you-ready hands-holding-money-and-store-front

It’s Time to Exit and Sell Your Business. Are you Ready?

Thinking about whether you are ready to exit and sell your business is an important question. H...Read More

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Business Planning for 2021

2020 was a year of survival for many businesses, and as we move to 2021, planning for your business ...Read More


Why Insurance Renewals Are Not A “Done Deal” During Covid-19

“How was it a normal insurance renewal during Covid-19?!?” These were my internal thoughts whe...Read More

Bankruptcy Law Changes Affecting Small Businesses

Bankruptcy Law Changes Affecting Small Businesses

There have been some changes with Chapter 11 that directly impact small businesses. On August 23, 20...Read More

3 CEO Skills for Thriving After COVID

3 CEO Skills for Thriving After Covid-19

I’ve lived through a lot of unforeseen business disruption: 9 recessions, one was termed “great”. Tw...Read More

Filing Unemployment Claims

New Liberalized Rules for Filing Unemployment Claims

California has made it easier to qualify for unemployment insurance benefits. Employees who are stil...Read More

In times of uncertainty, business leaders lead image of toy boy leading fleet

In Times of Uncertainty, Business Leaders Lead

We’ve seen it time and again—in times of stress and uncertainty, leaders lead. They take initiative ...Read More

Why Are You In Business?

Why Are You In Business?

When you lose momentum and question what you are doing, here are some actions you can take to re-ign...Read More

What To Know About Getting A Tax Return

What To Know About Getting a Tax Refund

The IRS noted in a recent statement that most taxpayers are issued refunds by the IRS in less than t...Read More

Goodwill when selling a business.

What is Goodwill in Selling a Business?

What does the term “goodwill” mean with regards to buying or selling a business? Usually, the term i...Read More

1099 Form Question

1099 Forms—Which is Which?

Here is a guide to the most common types of 1099 forms.

Is your Website ADA Compliant?

Is Your Website ADA Compliant?

It’s a trick question. Why? Well, unfortunately, there are no Federal laws to tell us what an ADA co...Read More

Avoid the #1 Client Killer

Avoid The #1 Client “Killer”

Having cell phones in meetings can be client killers When clients meet with trusted advisors, they a...Read More

Helping-Clients-Understand-Budgets-and-Forecasts By Jaime Davison

Helping Clients Understand Budgets and Forecasts

Clients probably know the accounting terms “Budget” and “Forecast,” but they may not know the differ...Read More