Alterra Advisors

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

Taxes & Highly Appreciated Real Estate

You own a few rentals, maybe an apartment building or two, and you’re looking at simplifying your life by selling them and retiring, but the tax bill is daunting. In this Real Estate Edition of our Strategic Guide to Highly Appreciated Assets, we’ll look at a case study and strategies you might consider if you find yourself in this situation.

read more

Taxes & Highly Appreciated Business Ownership

What started as a dream in your garage is now a thriving business! You’ve worked hard and now see a sale in your future…and a sizable tax bill. In this Business Owners Edition of our Strategic Guide to Highly Appreciated Assets, we’ll look at a case study and strategies to consider if you find yourself in this situation.

read more

Big Giving in Uncertain Times

We all fear uncertainty, but in volatile times, many Big Givers are particularly nervous. When primarily using wealth to support causes you care about, it’s natural to wonder “Are we going to be ok?” “What if we need those funds?” “Can we continue with these large gifts?” First, we should first acknowledge that these concerns are normal. Then, we can ask two key questions back.

read more

6 Money Habits to Teach Your Kids

Parents have a lot to deal with. You’re feeding, clothing, cleaning, running back and forth to practices…all the while trying to find teachable moments – windows of opportunity to train the adults they will become. No easy task, especially with a topic like money.

read more