Download the Free eBook

Tax & Strategy Guide—2021

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 2021 tax season and beyond. Including:

  • Your 2021 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

Download the Free E-Book!

We make a living by what we get, but we make a life by what we give.
— Winston Churchill

People acting together as a group can accomplish things which no individual acting alone could ever hope to bring about.
—Franklin D. Roosevelt

Wealth is the ability to fully experience life.
—Henry David Thoreau

The greatest wealth is to live content.
—Plato

It is not how much we have, but how much we enjoy, that makes happiness.
—Charles Spurgeon