MEET THE MEMBER
This month’s Meet The Member Podcast features attorney Blake Wells. Blake covers his thoughts on the latest legal topics for small businesses and shares the evolution of his career, his philosophy about practicing law, and common issues within the context of employment.
HOW SHE GOT HER START
With a debut date of July 12th, this month’s How She Got Her Start Podcast features attorney Jessica Liu. Bar certified in both California and Nevada, Jessica works diligently with her clients, helping separating spouses find common ground, avoiding litigation when possible. Jessica also helps her clients move their lives forward, especially when children are involved, to determine and achieve the most desirable outcome.
TAX MATTERS
Retired Tax Specialist, Frank Taylor, is a leader in state & local taxes. With over 25 years of experience, he has worked with sales/use, income, property taxes as well as business licenses, annual reports and unclaimed property. His experience includes working with all states, including the District of Columbia. He has successfully managed engagements that included planning, compliance, nexus studies, reverse audits, claims for refunds, audit defense, and managed audits. Frank has been a frequent speaker on state tax topics with TEI, IPT, COST and the California Society of CPAs.
Be sure to follow our Echelon Podcast each month for new episodes
The cover story, entitled “Networking Master,” of our July Echelon Professional Magazine issue features an interview with Brian Rabinovitz, Business Development Executive with Citrin Cooperman Advisors, LLC.
Other features in the magazine this month include: A bio feature on Danielle Gotcher from Global Immigration Partners; and these member-written features: (1) Beyond Entrepreneur by Randy Miller (advice on how to go from a solo entrepreneur and set up a larger company for growth); (2) The Three Biggest Mistakes in Estate Planning by David Schneider; and (3) Google Analytics for Businesses by De Ivett.
Be sure to check out Heath Goldman’s new member blog post, entitled “Why Achieving Family Continuity in the Family Office Space is So Important.”
Be sure to watch our latest YouTube video, featuring our member, Joel Dobrin. Joel is the Director of Business Development / Project Management with Cost Segregation Initiatives. Cost Segregation is one way to derive immediate cash-flow from a business property. Joel’s goal is to make more business owners aware of the powerful benefits they can gain through Cost Segregation, then help them down that path because the results are always far greater than they realized.
