Alterra Advisors

How to Prepare for the Biden Income Tax Increases

The Biden administration has proposed a variety of tax changes. Revisions to income taxes are likely to affect many taxpayers. Here’s a summary of the most notable proposals and strategies to consider if they are passed into law.

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Tax Reform, Markets & Inflation, Q2 in Review

The second quarter built on much of the encouraging economic progress we saw in the first quarter. States moved to being nearly fully open, markets advanced, and we learned more about probable tax reforms.

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How to Prepare for the Biden Estate Tax Increases

The Biden administrations has proposed big tax law changes, with some of the most sweeping changes being made to taxes on assets passed on at death, often called estate taxes. Here’s a summary of the most notable proposals and strategies to consider if they are passed into law.

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Market Values, Inflation, and Q1 in Review

The first quarter of 2021 brought continued economic recovery, gains in markets, and the COVID-19 vaccine is being rapidly administered, bringing hope that we’re approaching post-pandemic times. Let’s look at common questions we encountered this quarter.

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Should You Worry About Inflation?

Will the 2020 pandemic stimulus cause significant inflation? Let’s look at what inflation is and what causes it, how money supply increases like federal stimulus affect it, and where we are now.

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