JOIN Us for a

FREE Webinar

on

Tax Advantaged Business Sales

Wednesday, Oct. 4, 2023

4 PM EDT | 1 PM PDT


REGISTER for Tax Advantaged Sales Workshop

JOIN Us for a

FREE Webinar


Tax Advantaged


Business Sales


with


Tiffany T. House

CAP®, CEPA, FCEP



OCTOBER 4, 2023

4 p.m. EDT | 1 p.m. PDT



We will graphically explore tax-advantaged planning tools and discuss when they can be applied to certain types of businesses and owners’ circumstances. 


Tiffany is a nationally recognized speaker for presenting complex topics in an engaging, inspiring, and effective manner.

REGISTER NOW  - TAX ADVANTAGED BUSINESS SALES

 Takeaways


  • Be empowered to talk to business owners about tax-advantaged sale options.
  • Understand how various planning tools apply to different corporate structures.
  • Feel confident as an advisory team member when clients are ready to sell their business.


BIO - TIFFANY T. HOUSE


Tiffany House is a Chartered Advisor in Philanthropy, CAP®, Certified Exit Planning Advisor, CEPA, a Fellow in Charitable Estate Planning, FCEP, and a tax, estate, and charitable strategist. She works as a consultant and operates two companies.  Tax & Estate Strategy works with clients and their families to help guide them through intricatesituations, including transitioning a business, planning philanthropy, values-based estate planning, and tax concerns. The Gift Planning Institute works with nonprofit organizations to enhance their donor interactions and gift planning programs. 


Tiffany is a national speaker and an 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. 


After working for 20 years in a family business of wealth planning, primarily with ultra-high-net-worth clients who she helped them with their complicated business, financial, and estate planning circumstances, she retired to pursue her passion as a speaker and afiduciary consultant. She helps 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 three 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.  


REGISTER for Open House Cafe - Campus Tour 

Lee Hoffman's Workshop


CRUT Design Made Simple

is now available on the PGDC eCampus along with workshops by Jim Normandin, Paul Purcell, Lynda Sands, Juan Ros, and Paul Hood, among others.



 

Join Us and Learn about the PGDC eCampus

Open House Café - Special Event


Tour the eCampus and Meet Your Colleagues


 [Limited Spots Available per Event]


October 11, 2023 @ 4 pm EDT, 1 pm PDT




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Learn, collaborate, and create
better charitable giving plans!


To get discount use this code:
PGDC21
Phone: 704.698.4050
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