Unlocking Tax Advantages: Innovative Sales Strategies for Businesses with Tiffany House

June 16 at 2 p.m. ET - Monthly Webinar

Helping business owners navigate a sale is about more than taxes – it is about preserving what they’ve built and aligning outcomes with values.

This program explores the intersection of business sales, tax planning, and philanthropy, with a focus on strategies that can significantly reduce the tax burden at exit while creating opportunities for long‑term charitable impact. We will examine different business entities and highlight proven, tax‑advantaged planning tools, including Donor Advised Funds, Supporting Organizations, Charitable Trusts, Pooled Income Funds, and Charitable Stock Bailouts.

Join us to gain practical insight into how these approaches work and how fundraisers and advisors can collaboratively support business owners in preserving more of their hard‑earned proceeds while advancing philanthropic goals.

Presented by:

Tiffany House is a nationally recognized tax, estate, and charitable planning strategist who helps families navigate complex financial and legacy decisions with clarity and confidence. She specializes in values‑based estate design, tax‑advantaged business transitions, estate tax mitigation, and philanthropic strategy. Tiffany also partners with nonprofit organizations to strengthen their gift planning programs, equip teams to ask for and accept complex assets, and inspire donors to give more meaningfully.

Tiffany serves as an Adjunct Professor at The American College of Financial Services, where she teaches Charitable Giving Strategies. She is on the board of the National Charitable Gift Planners, is a sought‑after national speaker, and an active community leader. Her professional designations include Chartered Advisor in Philanthropy® (CAP®) and Certified Exit Planning Advisor (CEPA). Growing up in a family business that served ultra‑high‑net‑worth clients, Tiffany developed a deep, practical understanding of advanced tax, estate, and charitable planning.

As a flat‑fee fiduciary consultant, Tiffany provides conflict‑free guidance—she sells no products and collaborates seamlessly with clients’ existing advisory teams.

Outside of her professional work, Tiffany lives on an urban farm in Scottsdale, Arizona, where she pursues her passion for classical Spanish riding with her Andalusian horses. She shares her home with a joyful menagerie of animals, including horses, turkeys, ducks, chickens, dogs, cats, bunnies, and fish.