Washington State’s 7% capital gain tax passed into law in 2021 and was upheld by the Washington State Supreme Court on March 24, 2023. In this video, Josh Whelan and Zach Hamilton explain the tax and walk through strategies to reduce or avoid the tax, following our original article on the topic. Whether you’re focused on generating stable retirement income, passing wealth to family, or giving to causes you care about, you’re sure to find a helpful idea here!
The “Alterra” name was coined by joining the Latin roots “alter”, the origin of the word “altruism” with “terra” meaning earth or land. This name reflects the company philosophy of “clients before profits” and providing firmly grounded advice.