Online Store

Retire with More - Tax-Advantaged Business Sales - Tiffany House

We are entering the largest wealth transfer in history as the baby boomers get ready to retire and leave their legacy. 

Many business owners are shocked when they realize that 20%-40% of their hard-earned proceeds will go to Uncle Sam.

This provides the perfect opportunity to utilize tax advantaged tools that provides business owners with more for retirement.

In this presentation, we will explore tax-advantaged planning tools and discuss when they can apply for certain types of businesses and owners’ circumstances. We will go over real-life case studies of business sales with details on the process of determining the best outcomes for the business owner. 

In "Retire with More - Tax-Advantaged Business Sales" by Tiffany House, you will:

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

Your presenter is Tiffany House.

Tiffany House

Tiffany House, CAP®, CEPA, FCEP, is a tax, estate, and charitable strategist. She works as a consultant with families and helps guide them through intricate and essential situations including transitioning a business, planning philanthropy, values-based estate planning, and tax concerns. She works as a liaison with the advisory team to enhance efficiency, provide a comprehensive overview of opportunities, and ensure that the client’s best interests are always first.

Being an active member of the community is important to Tiffany. She is the Past President of Planned Giving Round Table of Arizona (PGRT), President of Check for a Lump! and a board member of Junior Achievement of Arizona. She has served on other boards and enjoys being an advisory board member for many organizations. She is a Member of the Arizona State University (ASU) President’s Club, has participated in the Entrepreneurs Organization (EO) and is actively engaged in personal development with Landmark. She mentors with the Arizona Community Foundation’s Endowment Building Initiative (AEBI) and is a graduate of Scottsdale Leadership Class 31.

Tiffany studied Environmental Science at the University of Arizona and accepted a NASA Grant Internship working on documentation of Global Climate Change. After college, she owned and operated Koocanusa Resort & Marina in Libby, Montana. She then joined the family business of wealth planning, MasterTech Financial, where she worked with ultra-high net worth clients and helped them with their complicated business and estate planning needs. She left financial advisory after nearly 20 years to be a fiduciary consultant and founded the Gift Planning Institute, helping nonprofits with complicated asset gifts, and Tax & Estate Strategy, where she works with families with complex circumstances and their advisors.

Tiffany enjoys living at her urban farm with her 3 daughters and husband. Training horses is her passion. She is dedicated to the classical pursuits of dressage with her main focus on Spanish Riding. Tiffany also enjoys sharing her life with a wide variety of animals such as ducks, chickens, dogs, cats, bunnies, reptiles and horses. 

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

Overall Rating: 4.6/ 5

The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!

Retirement Resource Center Risk Free Guarantee

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.

Name

Retire with More - Tax-Advantaged Business Sales - Tiffany House

Price

$0.00
Members Only
$29.00
Non-Members

Qty