Who we are
Tax & Estate Strategy
Tax & Estate Strategy, LLC is an independent fiduciary consulting firm that helps clients and their advisors navigate complex tax, estate, and legacy decisions—without product sales, asset management, or conflicts of interest.
We design a holistic Master Game Plan that aligns a client’s financial and legacy decisions with their values, long‑term objectives, and family governance priorities. Drawing across tax, estate, business transition, retirement, and legacy considerations, we help clients evaluate complex planning decisions with clarity and confidence. Our role is to identify and coordinate optimal solutions in our clients’ best interests, working collaboratively with their existing advisors to ensure thoughtful and effective implementation.
Tiffany House is a nationally recognized speaker and Adjunct Professor at The American College of Financial Services, with a passion for educating clients and advisors on tax‑efficient, values‑based planning.
About Tax-Estate
Process of creating a Master Game Plan:
Our Master Game Plan aligns wealth strategy with family values, ensuring decisions made today support long‑term legacy goals.
- Clarifying values, motivations, and priorities -
Through our dynamic Values Driven Strategic Plan
- Educating and strategic evaluation -
Clear, visually engaging education for clients and advisors
- Identifying optimal outcome -
Development of a visual Master Game Plan
- Implementation coordination and oversight -
Guided by client’s best interests
Strategic Tools We Evaluate:
Wealth Transfer & Estate Planning
- Advanced Gifting Strategies
- Grantor Trusts
- Irrevocable Trust Planning
- Trust Planning in Favorable Situs
- Legacy Control Provisions
- Family Governance
Business & Liquidity Strategies
- Qualified Small Business Stock
- Opportunity Zones
- Family Business Succession
- ESOP
- Deferred Sales Trust
Charitable & Legacy Planning
- Donor Advised Fund
- Charitable Remainder Trust
- Charitable Lead Trust
- Supporting Organization
- Family Foundation
- Pooled Income Fund
- Charitable Stock Bailout Strategy
How we work with clients:
We work on a flat fee consulting basis and do not sell products, manage money, or write documents.
Our role is to help clients and their advisors objectively evaluate sophisticated planning strategies so they can move forward with clarity, confidence, and alignment with their long‑term goals.
Tiffany House, CAP®, CEPA
Business Strategy Consulting
Tiffany House is a nationally recognized tax, estate, and charitable planning strategist who helps families and nonprofits navigate complex financial, legacy, and philanthropic decisions with clarity and confidence. She is the founder of two consulting firms: Tax & Estate Strategy, which guides families and their advisory teams through intricate planning situations—including business transitions, values‑based estate design, tax concerns, and philanthropic strategy—and The Gift Planning Institute, which equips nonprofit organizations to enhance donor engagement, accept complex asset gifts, and build stronger gift planning programs.
Tiffany serves as an Adjunct Professor at The American College of Financial Services, where she teaches Charitable Giving Strategies. She is a sought‑after national speaker and an active community leader. She serves on the board of the National Association of Charitable Gift Planners (CGP) and is a Past President of the Arizona Charitable Gift Planners (AZ-CGP). Her leadership and service span numerous organizations, including her participation in the Entrepreneurs’ Organization (EO) and ongoing personal development work with Landmark. She also mentors through the Arizona Community Foundation’s Endowment Building Initiative (AEBI) and is a proud graduate of Scottsdale Leadership Class 31.
Tiffany studied Environmental Science at the University of Arizona, where she was awarded a NASA Grant Internship focused on documenting global climate change. After college, she owned and operated Koocanusa Resort & Marina in Libby, Montana, before joining her family’s wealth planning firm, MasterTech Financial. There, she spent two decades working with ultra‑high‑net‑worth families on sophisticated business, financial, estate, and charitable planning strategies. She later transitioned from financial advisory to become a flat‑fee fiduciary consultant—free from product sales and conflicts of interest—founding both The Gift Planning Institute and Tax & Estate Strategy to serve families and nonprofits with greater independence and impact.
Tiffany holds the designations of Chartered Advisor in Philanthropy® (CAP®) and Certified Exit Planning Advisor (CEPA)