CGP MEMBER BONUS WEBINAR
Free to CGPK Members, $15 Guests
Limited to 30 registrations
We are entering the largest wealth transfer in history as the Baby Boomers (the most entrepreneurial generation) retire and leave their legacy. Entrepreneurs are the most philanthropic group of people and most of their wealth is tied up in their business. These factors are creating the perfect storm for gift planning. In this presentation, we will graphically explore tax advantaged planning tools and discuss when they can apply for certain types of businesses and owners’ circumstances. We will go over two real life case studies of business sales, with details on the process of determining the best outcomes for the business owner and society. Don’t wait for other charities or advisors to be the one to talk to your donors/clients who own businesses about their future plans for retirement and/or sale of the business!
Presented by Tiffany House
Tiffany House 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 with other advisors and as a liaison with the advisory team to enhance efficiency, provide a comprehensive overview of opportunities and to ensure that the clients’ best interests are always first. Tiffany is a Vice President at Thompson & Associates and President of Tax & Estate Strategy and the Gift Planning Institute. She uses her experiences as an entrepreneur, wealth advisor (retired), business strategist and fundraiser to help her clients and donors achieve optimal outcomes for their unique circumstances. 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 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.
Cancellation/Refund Policy: Registration cancellations must be made the Friday before the program date. No refunds will be issued after that time. You may send a colleague in your place. Please send changes to firstname.lastname@example.org.