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 utilizes qualified Certified Public Accountants (CPA) and Enrolled Agents to deliver comprehensive bookkeeping, accounting, business consulting, and tax preparation services to our clients. In 2016, e3 Tax served over 2,000 individual and corporate clients.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Here are five facts about Social Security that might surprise you.
Do you have causes that you want to support with donations? Here are three tips.
What does your home really cost?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How will you weather the ups and downs of the business cycle?
Estate conservation is too important to put off. Do you have a smart exit strategy?