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The Echelon Journal

Money matters,
simplified.

Long-form writing on planning, tax, estate, and the decisions that compound over a lifetime. Published when we have something worth saying — never on a schedule.

Stacks of coins are silhouetted against a backlit figure in contemplation, with the words "Tactical Roth Conversions" prominently displayed.

Tactical Roth Conversion 2025-2028: Critical Planning Opportunity for Retirees

Why this narrow window could save your family hundreds of thousands in taxes If you’re sitting on a large traditional…

September 4, 2025

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A person in a suit reviews financial documents surrounded by currency symbols, coins, and banknotes, illustrating the theme of the 351 exchange ETF from Echelon.

Section 351 Exchanges: A Tax-Smart Way to Reposition Portfolios with Big Gains

Introduction For many wealthy investors, long bull markets have created a different kind of problem: portfolios with big unrealized gains….

August 28, 2025

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Two men are engaged in a discussion while examining a small architectural model related to 351 Exchange, with the Echelon logo visible in the corner.

Section 351 Exchanges Made Practical For Business Owners And Investors In Austin

Introduction You are about to learn how to move assets into a corporation without an immediate tax bill. This article…

August 21, 2025

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Two professionally dressed individuals examine a large wall display of financial graphs and charts, illustrating the concept of direct indexing.

Custom Indexing for Tax-Loss Harvesting and Diversifying Concentrated Stock Positions

Let’s Talk About Your Tax Bill If you’re reading this, you probably know that feeling. You had a great year…

August 15, 2025

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A stack of documents and a gavel are placed beside the text "Section 1202" referencing QSBS, with the Echelon logo in the corner.

Section 1202 QSBS Changes: Strategic Insights from High Net Worth Family Planning

Introduction: Lessons from the Field When Congress first introduced Section 1202 in 1993, the intention was clear: incentivize investment in…

August 4, 2025

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A map featuring several pushpins labeled with "opportunity zones," symbolizing areas eligible for investment through a qualified opportunity fund.

Opportunity Zones

Are You Staring Down a Massive Capital Gains Tax Bill? Here’s a question I hear all the time: “I just…

July 31, 2025

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A model airplane rests on a stack of cash and a passport atop a laptop, symbolizing aircraft bonus depreciation, with the Echelon logo in the top right corner.

Section 179 Expensing and Bonus Depreciation for Aircraft: A Complete Tax Strategy Guide

When it comes to aircraft ownership, understanding the tax implications can mean the difference between a six-figure deduction and a…

July 24, 2025

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A smiling couple stands outside a suburban home, symbolizing community involvement in the Travis County property tax protest.

How to Appeal Your Travis County Property Tax Appraisal (TCAD): What Homeowners Need to Know

Introduction: Why This Guide Matters Every year in the spring, thousands of homeowners in Austin receive a Notice of Appraised…

July 3, 2025

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A person in a suit holds an upward-moving arrow above stacked coins, symbolizing capital gains tax implications on a business sale.

Your Business Sale: Understanding Capital Gains Tax Impact

As your tax advisor, I want to walk you through exactly what happens when you sell your business and how…

June 19, 2025

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