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Regular Meeting

September 14 @ 9:00 am - 10:30 am

Speaker Info:

“Tax Advantaged Business Sales”

Tiffany T. House, CAP®, CEPA, FCEP – Chartered Advisor in Philanthropy – Certified Exit Planning Advisor
Gift Planning Institute

Tiffany House is a Chartered Advisor in Philanthropy, Certified Exit Planning Advisor, and Fellow in Charitable Estate Planning. She operates two companies, Tax & Estate Strategy and The Gift Planning Institute, which help clients navigate complex situations. Tiffany is a national speaker, active community member, and passionate about tax-advantaged strategies. After retiring from financial advisory, she now focuses on guiding families and advisors in implementing tax-efficient financial and estate planning.

Tiffany is a national speaker and a very active member of the community.  She serves on many boards, has held leadership roles, and enjoys lifelong learning.  She is passionate about educating advisors, donors, and clients about tax-advantaged strategies.  Tiffany was in the family business of wealth planning, where she worked with ultra-high-net-worth clients and helped them with their complicated business, financial, and estate planning circumstances. She retired from financial advisory after 20 years to pursue her passion as a speaker and a fiduciary consultant to help guide families and their advisors to identify and implement planning strategies that incorporate their financial and estate plans while providing tax efficiency.

Tiffany lives on an urban farm in Scottsdale, AZ, with her 3 lovely daughters, her supportive husband, horses, and a wide variety of other animals, including but not limited to; dogs, cats, bunnies, chickens, ducks, fish, a bearded dragon, and a snake.

Details

Date:
September 14
Time:
9:00 am - 10:30 am