Tax Advantaged Business Sales Strategies
Registration and cocktails
5:00pm – 5:15pm
Dinner
5:15pm – 6:00pm
Program
6:00pm – 7:00pm
RESERVATIONS
by Friday, March 13th
You will be sent a return email confirmation.
About the Program
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 provide 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.
About the Speaker
Tiffany House is a tax, estate, and charitable strategist who helps families navigate intricate situations, including selling or transitioning a business, values-based estate planning, estate tax concerns, and planning philanthropy. She also enjoys working with nonprofit organizations to ask for and accept complex asset gifts and enhance their gift
planning programs.
Tiffany House is a nationally recognized speaker on many topics, and she is very active in the community. Her designations include Chartered Advisor in Philanthropy, CAP®, Certified Exit Planning Advisor, CEPA, and Fellow in Charitable Estate Planning, FCEP. Her background in the family business of financial planning for ultra-high-net-worth clients has given her unique experience in tax, estate, and charitable planning strategies. Tiffany is a flat-fee fiduciary consultant who does not sell any products and has no conflicts of interest with other advisors.
Tiffany enjoys living on her urban farm in Scottsdale, Arizona. Her passion is classical Spanish riding with her Andalusian horses. Tiffany enjoys sharing her life with a wide array of animals that are not limited to horses, turkeys, ducks, chickens, dogs, cats, bunnies, reptiles, and fish.
Thank you to our Meeting Sponsor
