e3 Wealth

e3 Wealth e3 Wealth/Transcend RIA has $1.1 billion in AUC and provides a family office model to all clients regardless of their level of net worth.

We provide clients an Integrated Resource Network where they have access to almost any service that deals with money.

Learning. Connecting. Growing.A few snapshots from our All Firm Meeting as we continue building on what makes our team s...
06/17/2026

Learning. Connecting. Growing.

A few snapshots from our All Firm Meeting as we continue building on what makes our team strong. ✨

06/17/2026

There may be another way to structure a business sale.

Instead of selling the business and the building together, some owners separate the real estate from the operating company before the sale.

Then they sell the business and lease the property back to the buyer.

That creates two different outcomes:

A liquid bucket from the business sale.

And an ongoing income stream from the real estate.

This approach is not right for every situation, but it can give the owner more
flexibility and control after the transaction.

Watch the full breakdown on our channel.

06/15/2026

Opportunity Zones are often marketed as a tax strategy.

But they should be viewed as an investment decision first.

The tax benefits can enhance a good investment.

They should not be used to justify a bad one.

This strategy may make sense for business owners who recently realized a large capital gain, are comfortable with long-term illiquidity, and already believe in the underlying deal.

But if you need liquidity, are unsure about the investment, or are only doing it to save taxes, it may not be the right fit.

Deferring taxes on a poor investment outcome does not create value.

Watch the full breakdown on our channel.

06/12/2026

The biggest misconception business owners have is that the tax outcome is determined when the deal closes.

In reality, it is often determined years before the deal ever happens.

Once you are negotiating a sale, you are usually working within the structure that already exists.

Planned ahead, the same $5 million sale could potentially create a very different after-tax result.

Not because of a loophole.

Because the outcome was designed instead of reacted to.

Watch the full breakdown on our channel.

06/11/2026

What if the next decade looks different than the last?

While many investors chase the next big winner, discusses why high quality companies with strong balance sheets and consistent dividends have stood the test of time.

It may not be the flashiest strategy, but when markets struggle to find growth, income can become a powerful driver of returns.

🎙️ Clip from Bull, Bear & Brief

🎧 Subscribe on YouTube, Spotify, and Apple Podcasts for weekly conversations on markets, investing, and the trends shaping the future.

06/10/2026

📈 For tech executives, stock options can be one of the most valuable assets on the balance sheet.

But when it comes to Incentive Stock Options (ISOs), timing matters.

Many executives wait too long and end up creating a significant Alternative Minimum Tax (AMT) bill in a single year.

A more strategic approach may be to exercise shares gradually over multiple years, carefully managing how much AMT income is generated along the way.

The years leading up to retirement can create valuable planning opportunities. But only if you act before those opportunities disappear.

Watch the full breakdown on our channel.

06/09/2026

The headline sale price is not the number that matters most.

What matters is what you actually collect.

Earnouts can be useful when buyer and seller expectations differ, but they come with risks.

There is performance risk.

There may also be tax complexity.

Depending on the structure, earnout payments may be taxed differently than upfront proceeds.

A poorly structured earnout can create both missed payouts and tax inefficiency.

The difference between a well-structured earnout and a poorly structured one can be measured in millions.

Watch the full breakdown on our channel.

06/08/2026

One way to manage taxes on a business sale is income timing.

Instead of receiving the entire purchase price in one year, the deal may be structured as an installment sale.

That means income is recognized over time.

This can help avoid stacking all the gain into one tax year and may create more control over how the income is taxed.

But these strategies usually need to be explored before the sale is finalized.

Once the deal is in motion, your options may become much more limited.

Watch the full breakdown on our channel

Could two retirees earning the exact same amount pay dramatically different taxes?The answer may surprise you.Retirement...
06/08/2026

Could two retirees earning the exact same amount pay dramatically different taxes?

The answer may surprise you.

Retirement taxes aren’t determined solely by how much income you receive—they’re heavily influenced by where that income comes from.

In our latest whitepaper, we explore how strategic income sequencing may help reduce federal taxes throughout retirement.

✔ Tax-efficient withdrawals
✔ Roth income strategies
✔ Retirement income planning

The goal isn’t paying zero taxes.

The goal is paying the right taxes at the right time.

06/05/2026

SpaceX might be more than a rocket company.

That was one of the most interesting takeaways from this week’s episode.

Beyond rockets, the conversation touches on Starlink, AI, connectivity, and why so many investors are paying attention to the broader SpaceX ecosystem.

🎧 Subscribe for weekly conversations on markets, investing, AI, and the trends shaping the future.

Innovation

Address

Orlando, FL
32819

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when e3 Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category