MENU
CGP Link
?
CLOSE
Join/Renew

Activate your membership to connect with a national network of charitable gift planning peers and gain access to valuable resources.

About Your Membership

Understand how CGP membership works, discover our shared ethics and more.

Connect with a community of pros.

The National Association of Charitable Gift Planners is your professional home—a place to build your career and connect with a national network of charitable gift planning professionals.​

Education

We offer a wide range of educational opportunities—from our online resource library to webinars to in-person events—to help you keep your skills sharp.

Research

Data at your fingertips. Keep tabs on our latest research.

Standards

As a standard-setting organization, we provide these resources for all. Download models and best practices in PDF form.

Our position.

CGP gives a voice to the charitable gift planning industry in Washington. Read more.

Read the latest scoop.

Follow our blog for news and updates about what you need to know from Washington. Read more.

Join the action.

Join CGP and ask your elected officials to co-sponsor the Universal Giving Pandemic Response Act  Read more.

About The National Association of Charitable Gift Planners

CGP has grown with and for the charitable gift planning industry. From think tank conversations, to a federation of local councils, to a professional organization, we've evolved to serve members nationwide. Together, we build a bold future of smarter giving and bigger impact.

Find the education you need

Tap into education that will take your career to the next level. Search for conference papers, on-demand webinars, and live events. CGP members enjoy member-only pricing and discounts on events. 

 

Title: Tax Advantaged Business Sales

Presenter: Tiffany House

Date: June 27, 2023

Time: 1 p.m. ET
Registration closes 24 hours before each event.

Webinar Description: 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!

Speaker Bio: 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.

Standard: NSGPS 13

$70.00
Event Type: 
Webinar
Purchase Type: 
Individual
Date of Event: 
Tuesday, June 27, 2023 - 13:00