Alterra Advisors

5 Tips to Avoid Common S Corporation Mistakes

The S Corporation has become one of the most popular entities for small business owners because it offers many of the protections of incorporation without being subject to some of taxes faced by other kinds of companies. But with all its benefits, we find a few mistakes that many business owners make. We collaborated with Chet Syversen, owner of Curated Accounting, to bring you 5 tips to avoid these common mistakes.

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Success Story – Meeting Long-term Care and Legacy Planning Needs with Life Insurance

See how Mary & George turn a $275,000 low interest long-term care rainy day fund into a $780,000 flexible benefit for long-term care or legacy for their children.

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4 New Tax Changes + Q2 Market & Economy in Review – Webinar Replay

A replay of our July 28, 2021 webinar discussing 4 new tax changes and what you can do to prepare, plus a review of Q2 market and economic headlines.

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Market Values, Inflation, WA State LTC Payroll Tax, & Life Portfolio – Webinar Replay

A replay of our April 28, 2021 webinar discussing market values, inflation, the WA State LTC payroll tax, and why you should have a retirement “life portfolio.”

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Q1 2021 Webinar – 2020 Lessons Learned, the Biden Tax Plan & What to Expect in 2021

A replay of our January 27, 2021 webinar discussing 2020 lessons learned, the Biden tax plan, and what we expect in 2021.

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