The Impact of Fulfilling Work
Business Development, Consulting, Echelon BlogEarly in my career, I realized the importance of having fulfilling work. I read Dr. Viktor Frankl’s book Man’s Search for Meaning, […]
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New California Law Expands Opportunity to Avoid Probate of a Family Home
Echelon Blog, Estate Planning, Law, Planning, Real Estate Law, Trusts and EstatesCalifornia’s AB 2016 will modify the small estate declaration procedure by increasing the value limits for applicable estates. California’s AB 2016, starting […]
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What the IRS and Fighting a War Have in Common
Echelon Blog, Tax Law, TaxesA.K.A. my never-ending battle with all sorts of alphabet soup government agencies defending the economic rights of the average taxpayer. The current […]
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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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