Download the Free eBook
Tax & Strategy Guide—2024
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 2024 tax season and beyond. Including:
- Your 2024 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!
Tax & Strategy Guide—2021
In this e-book you will learn 5 key strategies to reduce your estate taxes and increase the impact of your wealth for your family and the causes you care about.
You’ll learn ways to:
- Fully utilize your estate tax exemptions
- Use gifts to reduce your taxable estate
- Move assets out of your estate and maintain your income
- Protect highly appreciated assets without losing access to them
- Make your trust last for generations
Taxes are just one component in a comprehensive estate plan, but if you want to reduce taxes and increase your impact, this free e-book is for you!
When you fill out this form, we’ll send you a copy the e-book 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