Wishing our cherished community a joyous holiday season filled with warmth and prosperity. As the year concludes, let’s reflect on shared successes and anticipate the opportunities the new year will bring. Happy holidays from the Echelon family.
If you’re interested in attending an Echelon event, or joining one of our meetings, please email Linda Weg (firstname.lastname@example.org)
E2 Calabasas members had a great discussion on how each member handles making a mistake at work and what their process is for overcoming it. They shared stories of mistakes they’ve made, powerful lessons learned, and connected over different approaches to making mistakes and how it affects them personally.
E1 Warner Center members discussed industry updates in Real Estate and Mortgages. They also talked about personal challenges they faced this year in their businesses that they plan to fine-tune for next year.
Business Performance Advisor — Insperity
Tyler Hamilton is a Business Performance Advisor with Insperity, helping business leaders with Human Capital, HR, Benefits, and Compliance.
Founder, Tax Strategist — Pogosian Tax Planning Inc.
Vardan Pogosian is a Certified Public Accountant and a former IRS Agent who brings an insider’s perspective to clients in advanced tax planning and IRS representation. His firm also has “Taxes-First_ Family Office services.
Attorney — Lagerloff LLP
Dena Klotz is Senior Counsel and the Managing Attorney at the Encino office of Lagerlof, LLP. Dena’s practice is focused on estate planning and trust administration.
Meet the Member
Matt Heller—Founding Partner of Willner Heller LLC
Registered Investment Advisor Matt Heller and his partner Ken Willner founded their private wealth management firm in 2003. They create unique tax-efficient investment portfolios for their clients. As a New York native, Matt Heller has a totally wicked gift from growing up in the ’80s.
Meet the Member
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 wasn’t her dream,. Law became a second career, and her experience with family tragedy set the stage for a successful one.
Los Angeles City Toughens Rules on Hiring Independent Contractors
By Lee Miller
More files for L.A. city-based companies that hire independent contractors.
Lee Miller has spent his entire career representing and counseling businesses and individuals in a wide range of employment law matters. A founding partner of Miller Law Partners, he has successfully represented employers in a variety of employment law matters.
Hey Ma! I Have A New Hobby That Is Going To Save Us A Ton Of Money!
By Gary Weiss
Want to be a tax protestor and avoid paying taxes? Beware of the penalties!
Gary Weiss, founder of Gary Weiss CPA, founded and operates this boutique accounting firm dedicated to bring high-quality tax preparation, planning, and resolution services to individuals, small businesses, and more at an extremely affordable price.
- E1 Beach Cities Regular Monthly Meeting — December 14
- E1 West L.A. Regular Monthly Meeting — December 18