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.
How Income Taxes Work
A quick look at how federal income taxes work.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
In the face of divorce, making changes to insurance coverage may be overlooked.
Tax preparation may be the perfect time to give the household budget a check-up.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
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.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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
Women must be ready to spend, on average, more years in retirement than men.
It's easy to let investments accumulate like old receipts in a junk drawer.
Why are 401(k) plans, annuities, and IRAs so popular?