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Thanks to all who joined us! Here’s a replay of our July 28, 2021 discussion covering a brief market and economic update, and 4 upcoming WA State and proposed federal tax changes:

  • Biden’s proposed income tax changes
  • Biden’s proposed estate tax changes
  • Washington’s 7% capital gain tax
  • Washington’s long-term care payroll tax

 

The “Alterra” name was coined by joining the Latin roots “alter”, the origin of the word “altruism” with “terra” meaning earth or land. This name reflects the company philosophy of “clients before profits” and providing firmly grounded advice.

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