Guardians of Financial Certainty
Echelon Blog, Pension PlanningActuaries are the guardians of financial certainty for defined benefit plans. And there are two types of defined benefit plans: Traditional Pension […]
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What To Do With An Inherited IRA
AccountingHave you inherited an IRA following the death of the owner? Are you the spouse of the original owner? Is the account […]
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Making the Most of Your Echelon Membership
Business Development, Echelon Blog, NetworkingMadison Oberg and Taryn Gray-Delahunty explain how Echelon is a great space to get to know people, and to build a strong […]
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Avoiding Summertime Injuries
Law, Personal InjuryFour common summer injuries that land on my desk and how to avoid them Summertime will be here before we know it–and […]
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Payments in a New Year: When to Report the Income?
Accounting, TaxesWAIT A MINUTE!!! Why did I get a 1099 for monies I received in a following year? You did the work late […]
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Child Pedestrian Safety
Law, Personal Injury5 Tips to Help Keep your Kids Safe When They’re Out Without You Here are five tips to help keep your kids […]
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Beware of New Requirements for California Transfer Upon Death Deeds (TODS) in 2022
Echelon Blog, Law, Real Estate LawIn 2016, California enacted legislation creating a way for individuals to avoid probate with the creation of a trust. To create such a […]
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New California Reporting Requirements for Businesses
Business Development, Echelon Blog, Law, Running A BusinessIn California, there is a new statement of information Successor Liability reporting requirement for businesses. If you went online to file your […]
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WAIT A MINUTE!!! Is this 1099 Right?
Accounting, Echelon Blog, TaxesWhy you might get a 1099 for monies you received in a following year. The Issue As a CPA I come across […]
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1031 Exchanges: People Don’t Plan to Fail
Commercial Real Estate, Echelon Blog, Investing, PlanningWith the majority of investment 1031 Exchanges failing every year, the primary reason tends to be lack of planning. For more than […]
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Start at the Exit
Business Development, Echelon Blog, Planning, Running A BusinessIf you are starting a business, it helps to know what your plan is. But what if you start with your exit […]
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Should A Business Owner Take A Salary?
Bankruptcy, Echelon Blog, Law, Running A BusinessIf you own a business in name only, beware of taking a salary. Owning a business in this manner is not sufficient […]
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