Alterra Advisors

Do I Need a Family Foundation?

How Does Charitable Giving Help Reduce Taxes?

Is Your Estate Plan by Default or Design?

A 100% Tax Deduction + 2 More Giving Opportunities in 2021

Looking for ways to reduce taxes through strategic giving this year? Here are three opportunities not to miss before the end of 2021.

I’m 72 and Don’t Need My RMDs…What Should I Do?

6 ways to use required IRA and 401(k) distributions you don’t need to save taxes and make an impact on loved ones and causes you care about.

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.