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DTSTART:20260319T000000Z
DTEND:20260319T020000Z
LOCATION:Arizona Inn, 2200 E Elm St, Tucson, AZ 85719
UID:2760620260319T000000ZTax Advantaged Business Sales Strategies
DTSTAMP:20260430T122617Z
DESCRIPTION:\n[Handouts now available](#end)\n \n \n \nRegistration and cocktails\n \n5:00pm – 5:15pm\n\n\n \nDinner\n\n\n \n5:15pm – 6:00pm\n\n\n \nProgram\n \n6:00pm – 7:00pm\n \n \n \nRESERVATIONS\n \nby Friday, March 13th\n \nYou will be sent a return email confirmation.\n\n\n \n \n \n[]\n \nAbout the Program\n \nWe 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. \n \nIn 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. \n  \n \nAbout the Speaker\n \nTiffany 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\n planning programs.\n \nTiffany 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.\n \nTiffany 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.\n \nThank you to our Meeting Sponsor\n \n[]\n \n\n \n[].\n
SUMMARY:Tax Advantaged Business Sales Strategies - Southern Arizona Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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