November 2023
Your Echelon Membership ensures that your SEO will be greatly increased through our various media channels — including: this Echelon Insider Newsletter, our quarterly Echelon Professional Magazine, featured monthly podcasts and member blogs, and our own Echelon YouTube channel.
If you’re interested in attending an Echelon event, or joining one of our meetings, please email Linda Weg (linda@echelonbizdev.com)
E2 Calabasas had a very insightful discussion on event follow-up and network growth strategies! They touched on how and when to connect with people you meet at an event, how to utilize technology to make connections, and what the best practices are for network growth.
E1 East Valley members discussed generational issues as they relate to HR and Legal needs when dealing with a family-owned business.
E1 Calabasas members discussed the 4 Intangible Capitals that represent the majority of the value of private companies and how they should be thinking about this in relation to their own businesses a well as for their clients. They also reviewed and discussed a case study on an actual client.
E1 Agoura/Westlake members talked about change and adapting to it based upon the ideas in the Book Who Moved My Cheese.
Meet the Member
Dena Klotz—Managing Attorney, Lagerlof, LLP
An energetic and engaging person who has a great love for the outdoors, Dena Klotz has a rich history that has influenced not only her personal life, but her career path as an estate planning attorney.
Echelon @ The Original Mixer with Frank Motek
Brian Rabinovitz—Business Development Executive, Citrin Cooperman
Brian Rabinovitz has over 25 years of expertise in public accounting with diverse industry concentrations including companies in e-commerce, technology, manufacturing, apparel, wholesale/retail, and entertainment and service industries.
Echelon @ The Original Mixer with Frank Motek
De Ivett—CEO, 5D Spectrum
With over 30 years in advertising, graphic design, interactive media, software development and programming, De brings her creative and technical talents to lead the 5D Spectrum team. She has worked with many brands including Red Bull, Kodak, Intel, American Express, Microsoft, and Sony to name a few.
HSA and HDHP Limits Increase for 2024
By Don Jones
We now have the inflation adjustment limits for 2024 HSAs.
READ HERE
Don Jones, President of DMJ Insurance Services is knowledgeable in many areas of national employee benefits. DMJ Insurance Services offers a comprehensive Benefits Outsource program that eases the burden of HR departments compliance.
King Solomon, An IRS Agent, and a Baby Walk Into a Bar
By Gary Weiss
What happens when family and tax law collide?
READ HERE
Gary Weiss, founder of Gary Weiss CPA, founded an operates this boutique accounting firm dedicated to bringing high-quality tax preparation, planning, and resolution services to individuals, small businesses, and more at an extremely affordable price.
Is Your Trust Properly Funded?
By David Schneider
No one plans to fail, but plenty of people fail to plan!
READ HERE
David Schneider of DRS Law has over 24 years of experience and excellence emphasizing on the practice of Estate Planning and Probate Work. After having advised over 1000 families in Ventura Country alone, he can often suggest solutions which the client may have not even thought of or considered.
All-Echelon Mixer at El Cholo
This past month Echelon Members enjoyed food and drink at El Cholo in Santa Monica and formed great discussions at our All-Echelon Mixer!
Echelon Moderator Retreat
Echelon Moderators got together this last month to discuss all-things Echelon and what the future holds for its members! Special thanks goes to Mark Fishman for hosting!
- E1 Encino Regular Monthly Meeting — December 6
- SAVE THE DATE Echelon Holiday Breakfast — December 6
- E1 Beach Cities Regular Monthly Meeting — December 14
- E1 West L.A. Regular Monthly Meeting — December 18
- E1 East Valley Regular Monthly Meeting — December 19
Congratulations Jake Berman!
Member Jake Berman will be getting married next year in April.
On behalf of the Echelon Family, we’re wishing you the best!