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Business Owners Tax & Strategy Guide—2025
As a business owner, you face one of the most complex tax environments—between income taxes, capital gains from a future sale, and the estate taxes that could impact what your family keeps. This guide is designed to help you plan ahead with confidence.
Inside, you’ll find:
- 2025 Tax Rates – Know what you could owe before and after a sale
- Income Tax Strategies – Reduce taxes in high-earning years and strengthen retirement planning
- Estate Tax Strategies – Protect what you’ve built and pass more to your family
Taxes are just one part of your overall plan, but for business owners, they often have the biggest impact. This guide helps you reduce taxes, retain value, and transition successfully into what’s next.
When you fill out this form, we’ll send your guide and a few additional resources designed specifically for business owners—no pressure, no obligation.
If you’d like to talk sooner, we’d be happy to help.
Josh Whelan
CFP, CLU, ChFC | Financial Advisor, Partner
Phone: 425.749.3300
Email: josh@alterraadvisors.com
Download the Free eBook!
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Tax & Strategy Guide—2025
This eBook provides a broad overview of the current income and estate tax landscape and gives you the tools you need to think about your tax strategy for the 2025 tax season and beyond. Including
- Your 2025 rates—learn what you could be required to pay
- Income tax strategies—reduce income taxes and grow your wealth faster
- Estate tax strategies—reduce estate taxes and pass more to family and the causes you care about.
Taxes are just one component in a comprehensive financial plan, but if you want to reduce taxes and increase your impact, this free eBook is for you!
When you fill out this form, we’ll send you a copy the eBook and follow up with additional valuable resources. We view this as a conversation that you can leave any time. And, like any conversation, we invite you to reach out if you’d like to further discuss your situation.
All the best,
Josh Whelan
CFP, CLU, ChFC | Financial Advisor, Partner
Phone: 425.749.3300
Email: josh@alterraadvisors.com
Download the Free eBook!
"*" indicates required fields