Empower Your Business. Elevate Your Future.
Your business is thriving, but with growth comes greater decisions. We help business owners like you navigate complexity with confidence.
Solutions Built for Your Success
We focus on guiding business owners through the complexities of managing wealth alongside running a successful enterprise. From streamlining processes to planning, we tailor our advanced strategies to empower your financial goals and objectives.
If you’re running a successful business, we can assist with a variety of areas, including:
- Reducing tax liabilities (payroll taxes, R&D credits, corporate tax planning)
- Protecting business and personal assets
- Structuring your entity for optimization and growth
- Allocating resources strategically to fuel business expansion
- Building and coordinating your financial team for seamless support
Focused Tax Mitigation Strategies
Navigating taxes as a business owner is complex. That’s why we offer innovative approaches to minimize excessive taxation and optimize your financial structure. By developing strategies specific to your business, you can grow, invest and preserve your wealth for future endeavors.
Our tax mitigation solutions for business owners may include the following incentives found in the tax code:
- Optimizing your entity structure to take advantage of key small business deductions
- Utilizing real estate strategies directly tied to your business, such as commercial property acquisitions and cost segregation studies
- Cash flow management tools that are designed to reduce opportunity costs and improve liquidity on your balance sheet
- Understanding how to "change your facts" in order to "change your tax" when it comes to certain lifestyle expenses that can be treated as business deductions
- Learning how an expense can become deductible with a Business purpose that is Ordinary and Necessary while providing proper Documentation for tax filings (BOND)
A Collaborative Team for Every Step
At e3 Wealth, we recognize that managing your business and wealth involves many moving parts. Our team collaborates with you to provide holistic financial, legal and tax solutions. If we partner together, we’ll connect you with skilled professionals or seamlessly integrate with experts you already work with, such as your CPA, attorney or broker.
Our team supports business owners in key areas such as:
- Preparing for business sales or ownership transitions
- Structuring succession plans to ensure continuity and growth
- Developing advanced strategies to secure your business legacy
- Crafting focused corporate giving programs that align with your brand and goals
We’re here to help simplify decisions and streamline your financial roadmap, allowing you to focus more time on running your business.
Our Scope of Services
Based on the engagement level you choose, we can design a wealth & tax professional services (WTPS) agreement that covers an array of services:
- Income Tax Compliance/Preparation
- Due Diligence on Tax Mitigation Strategies
- Development of an Investment Criteria
- Access to alternative asset classes
- Investment guidance and solutions
- Entity structuring for asset optimization
- Estate Planning for generational wealth
- Asset protection and risk assessment
Our wealth building and tax mitigation strategies can include the following products and solutions:
- Specially Designed Life Insurance Contracts (SDLIC)
- Fixed Indexed Annuities
- Structure notes
- Private Debt offerings
- Preferred Equity offerings
- Roth IRA conversion strategies
- Charitable donation strategies
- Much more
You've Built a Strong Business. Let's Strengthen Your Future.
Your hard work has brought success. Now, it’s time to ensure your business and wealth work for you too. If these challenges and opportunities resonate with you, it’s time for us to connect.
