e3 Wealth oversees $500+ million in assets and provides a family office model to individuals, families and business owners at all levels of net worth. e3 Tax provides comprehensive bookkeeping, accounting, business consulting and tax preparation services to our clients with our qualified Certified Public Accountants (CPA) and Enrolled Agents. In 2016, e3 Tax served over 2,000 individual and corporate clients.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
One way to find money is to examine your current spending habits and eliminate money wasters.
A letter of instruction provides additional and more personal information regarding your estate.
Regardless of how you approach retirement, there are some things about it that might surprise you.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Don't let procrastination keep you from pursuing your financial dreams and goals.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
With alternative investments, it’s critical to sort through the complexity.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate