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

by | Oct 27, 2021 | Insights, News

Thanks to all who joined us! Here’s a replay of today’s discussion where we covered:

  • Important updates to proposed income & estate tax reform
  • Strategies to consider before year-end if reform is passed
  • Strategies to consider in 2022 and beyond
  • What happened in Q3 and how this affects your portfolios

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.

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