Altavista creates comprehensive, intergenerational wealth management strategies utilizing traditional, alternative and unique approaches. We design a plan to protect your family’s wealth and offer opportunities for growth.
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By Dan Akers, CPA, CFP® They say that the only things certain in life are death and taxes, and North … Continued
Philanthropy
Could a Charitable Remainder Trust Meet Your Philanthropic and Retirement Income Goals?
By Dan Akers, CPA, CFP® Are you charitably inclined? Many of us want to give back, and because of how … Continued
As the economic recovery matures and investors contemplate the attenuation of government and monetary assistance, one topic that seems to … Continued
By Dan Akers, CPA, CFP® They say that the only things certain in life are death and taxes, and North … Continued
Philanthropy
Could a Charitable Remainder Trust Meet Your Philanthropic and Retirement Income Goals?
By Dan Akers, CPA, CFP® Are you charitably inclined? Many of us want to give back, and because of how … Continued
As the economic recovery matures and investors contemplate the attenuation of government and monetary assistance, one topic that seems to … Continued