e3 Wealth manages over $500 million in assets and provides a family office model to individuals, families and business owners at all levels of net worth. e3 Tax boasts a staff of 18 including six Certified Public Accountants and three Enrolled Agents and serves over 2,000 individual and corporate clients.
Learn more about our purpose:
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
One way to find money is to examine your current spending habits and eliminate money wasters.
Healthy habits are one of the greatest gifts to give your child.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Five creative (and inexpensive) ideas for motivating your employees.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Do you have causes that you want to support with donations? Here are three tips.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?