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.
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."
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
In the face of divorce, making changes to insurance coverage may be overlooked.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What are your options for investing in emerging markets?
What does your home really cost?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.