Alterra Advisors

Which Assets Do I Spend and Which Do I Pass On?

When it comes to spending and passing on your assets, don’t miss these strategic tips to maximize your impact on your life, loved ones, and causes you care about!

read more

Case Studies – Which Assets to Spend & Which to Pass On

Part two in our What to Spend & What to Pass On series – three case studies to demonstrate how to apply these principles with a variety of primary objectives.

read more

Charitable Remainder Trusts (CRT)

A Charitable Remainder Trust (CRT) is an irrevocable trust that generates income for you or your beneficiaries with the remainder going to your favorite charity. Is it right for you?

read more

Taxes & Highly Appreciated Assets – An Introduction

You might be an early employee at Microsoft, a successful real estate investor, or the owner of a small business that has taken off. In each case, you own something worth a lot more than when you first acquired it. Now you’re staring down a large capital gain tax bill if you sell. Are you just stuck or is there anything you can do? We have a few ideas!

read more

Taxes & Highly Appreciated Stock

You might be an early Microsoft employee, tech company executive, or have been gifted shares of stock as a kid. You’d like to diversify, but the resulting tax bill seems almost as big as the portfolio itself! In Taxes & Highly Appreciated Stock, we’ll look at a case study and strategies to consider if you find yourself in this situation.

read more