Beyond the 401(k): Tax Savings Many Business Owners are Missing
Ask most business owners how they picked their retirement plan, and...
Beyond the 401(k): Tax Savings Many Business Owners are Missing
Business Planning
Hoping Your Key Employees Stay? Here’s How to Plan for It
Hoping Your Key Employees Stay? Here’s How to Plan for It
If you plan to close the doors the day you're done running this business,...
What 5 Business Owners Wish They’d Known Before They Sold
What 5 Business Owners Wish They’d Known Before They Sold
Going into this project, I expected to write a story about loss. When...
Creating More Freedom Without Leaving Your Business
Creating More Freedom Without Leaving Your Business
If you are like many business owners with a company you love, your...
The Solo Business Owner’s Path Toward Financial Independence
The Solo Business Owner’s Path Toward Financial Independence
If you are a solo business owner, you probably don’t have a large team or...
Washington’s New Millionaire Tax: What High Earners and Business Owners Need to Know
Washington’s New Millionaire Tax: What High Earners and Business Owners Need to Know
For decades, Washington has been known for one defining feature: no...
Planning Beyond the Business: Reducing Taxes & Protecting the Donovan Family
Planning Beyond the Business: Reducing Taxes & Protecting the Donovan Family
Mark and Susie Donovan spent decades building a thriving construction...
What Being an Inc. Best Workplace Says About Our Culture
What Being an Inc. Best Workplace Says About Our Culture
At Alterra Advisors, we’re proud to share that we’ve been recognized on...
From Making Money to Building Wealth: A Guide for Business Owners
From Making Money to Building Wealth: A Guide for Business Owners
Many successful business owners share a common story: they have the...
Maximizing Your Estate: A Case Study in Premium Financing
Maximizing Your Estate: A Case Study in Premium Financing
Are you considering the future of your wealth and how to pass it on to...
ESOPs: Understanding Employee Stock Ownership Plans and Your Business Legacy
ESOPs: Understanding Employee Stock Ownership Plans and Your Business Legacy
As a business owner, planning for the future of your company is as...
Ensuring Your Business Thrives When You’re No Longer at the Helm
Ensuring Your Business Thrives When You’re No Longer at the Helm
If you're like many business owners we serve, your company is more than a...
Can (and Should) My LLC Own a House?
Can (and Should) My LLC Own a House?
Should you own real estate in an LLC? What about other personal assets?...
A $400,000 Tax Deduction? Meet the Cash Balance Plan!
A $400,000 Tax Deduction? Meet the Cash Balance Plan!
A cash balance retirement plan offers many small businesses substantial tax deductions…is it right for you?
Turning Taxes Into Opportunities
Turning Taxes Into Opportunities
Can taxes really be turned into opportunities? We discuss a few strategies!
Is your retirement as ready as you are?
You’ve saved for years—but turning that into steady income takes more than guesswork. A clear plan helps you avoid mistakes and enjoy retirement with confidence.