Alterra Advisors

Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA

Patty and Steve want to leave a $1 million IRA to support their daughter with steady income but are worried about loss to taxes. Learn how they can use creative estate planning to reduce taxes and increase their impact.

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3 Biggest Risks Facing Your Investment Plan

When thinking of investment risk, market risk is just one type of risk to address. What else should you consider? Here are three risks you should account for in your investment plan.

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What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay

Replay our discussion covering year end tax planning considerations, important updates in tax reform, and what’s next for the market, economy, and your portfolios.

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What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review

With income and estate tax changes on the horizon, consider these strategies to adapt your planning if reform is passed. But don’t let the tax tail wag the planning dog!

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5 Tips to Avoid Common S Corporation Mistakes

The S Corporation has become one of the most popular entities for small business owners because it offers many of the protections of incorporation without being subject to some of taxes faced by other kinds of companies. But with all its benefits, we find a few mistakes that many business owners make. We collaborated with Chet Syversen, owner of Curated Accounting, to bring you 5 tips to avoid these common mistakes.

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