How a High-Earning Business Owner Saved $1.2 Million in Taxes Using IRA Strategies I want to share a story about one of my clients, John, a 50 year old successful entrepreneur. He owns a manufacturing company and has been building wealth aggressively. John came to me because he was frustrated with his tax [...]
Keeping More of Your Money in Retirement: Tax Strategies Made Simple Introduction: Strategies to Reduce Your Retirement Taxes Many retirees are unaware of the tax traps waiting for them in retirement. Why? Because they have never drawn Social Security, been on Medicare or taken withdrawals from their retirement accounts. But don't worry [...]
The Strategic Advantage: Using ESOPs for Business Succession Planning As a financial advisor with decades of experience in business transition planning, I often find that business owners face important questions about succession. Many want to know: "What's the best way to exit my business while protecting my financial future and maintaining my [...]
Wealth Planning Strategies for Affluent and High-Net-Worth Families in Austin Are you managing millions in assets but still using the same financial playbook from your wealth-building years? Today I'm sharing the advanced wealth strategies that actually work for families with significant assets in and around Austin. If you want answers to questions [...]
Donor Advised Funds: The Smart Tax Move for High-Income Investors If you're a high-income investor looking to save on taxes while supporting causes you care about, I have good news. You don't need to choose between these two goals. In fact, with the right strategy, you can dramatically reduce your tax bill [...]
Understanding the SECURE Act 2.0: A Financial Advisor's Guide It is important to understand the SECURE Act 2.0 and how it can shape your retirement planning strategy. This significant legislation, signed into law on December 29, 2022, introduces many changes that can benefit your financial future. Let's break down the key components [...]
Smart Money Moves: Your Guide to Financial Optimization in 2025 I'm excited to share practical strategies to strengthen your financial foundation in today's economic landscape. Smart money management isn't about complex maneuvers—it's about the fundamentals and implementing proven strategies consistently. Let's explore nine key approaches that can dramatically improve your financial health [...]
Tax Loss Harvesting: A Financial Strategy Worth Your Attention I want to share how tax loss harvesting can improve your investment performance over time. This strategy might sound complex, but I'll break it down into practical terms that show its real value for your portfolio. What Is Tax Loss Harvesting? [...]
Net Unrealized Appreciation (NUA) in Retirement Planning: The Hidden Tax Strategy That Could Save You Thousands Introduction When it comes to tax-efficient retirement strategies, most investors focus on IRAs, Roth conversions, and capital gains tax planning. While these are important, there's one often-overlooked strategy that could save you tens of thousands—or even [...]
In the fast-paced world of entrepreneurship, success often hinges on making smart financial decisions. And the quality of those decisions often hinges on the quality of your advisors. As your business grows, so does the complexity of navigating the ever-changing tax landscape. Not all CPA firms are created alike. Working with a [...]
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Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.
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Contact
Address: 4201 Bee Cave Road Suite C-101, Austin, TX 78746
Office: 512.381.4500
Toll-Free: 1.800.796.5690
Email: info@echelonfinancial.com
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Tax Strategy
Wealth Management
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Asset Protection
Exit Planning
Tax Preparation
Goal Based Planning
Bookkeeping / Accounting
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