What we do
MasterGame Plan Design
Advisor CE Masterclass Training
MasterGame Plan Design
At Tax & Estate Strategy we design a comprehensive Master Game Plan that integrates a client’s moral compass, personal values, and long‑term vision with the technical realities of wealth. The process begins by clarifying what matters most to the client—family dynamics, legacy intentions, philanthropic priorities, and desired outcomes acro
At Tax & Estate Strategy we design a comprehensive Master Game Plan that integrates a client’s moral compass, personal values, and long‑term vision with the technical realities of wealth. The process begins by clarifying what matters most to the client—family dynamics, legacy intentions, philanthropic priorities, and desired outcomes across generations. From there, I work collaboratively with the client and their existing advisors to align estate planning, wealth transfer strategies, financial and retirement planning, tax efficiency, asset protection, and family governance into a cohesive, intentional framework.
Business Succession
Advisor CE Masterclass Training
MasterGame Plan Design
We help business owners clearly understand the tax implications associated with selling their business and proactively navigate the decisions that shape their after‑tax outcome. By evaluating transaction structure, timing, asset composition, and available planning strategies, we work collaboratively with their advisory team to identify op
We help business owners clearly understand the tax implications associated with selling their business and proactively navigate the decisions that shape their after‑tax outcome. By evaluating transaction structure, timing, asset composition, and available planning strategies, we work collaboratively with their advisory team to identify opportunities for greater tax efficiency. The result is a more intentional exit—one that preserves more of the wealth the owner has built and aligns sale proceeds with long‑term financial, philanthropic, and legacy goals.
Advisor CE Masterclass Training
Advisor CE Masterclass Training
Advisor CE Masterclass Training
Led by nationally recognized speaker and educator Tiffany House, this immersive masterclass blends substantive technical instruction with strategic application across tax, estate, charitable, and wealth transfer planning.
Each CFP® CE Masterclass is intentionally structured to balance rigorous education with applied strategy, consisting
Led by nationally recognized speaker and educator Tiffany House, this immersive masterclass blends substantive technical instruction with strategic application across tax, estate, charitable, and wealth transfer planning.
Each CFP® CE Masterclass is intentionally structured to balance rigorous education with applied strategy, consisting of 90 minutes of substantive technical content followed by 30 minutes of facilitated strategic engagement. The discussion is driven by attendee questions and real-time application; when live engagement is limited, curated case studies are used to ensure meaningful analysis and learning.