Who we are
Transform Your Business with Tax-Estate Consulting
Tax & Estate Strategy, LLC works with clients and their families to guide them and their advisors through intricate situations, including business transitions, philanthropic planning, values-based estate planning, and tax concerns.
As fiduciary consultants, we create a Master Game Plan for our clients, including financial, family, retirement, and estate planning goals. Our knowledge of the diverse array of solutions enhances the due diligence process. Because we don’t sell products, write documents, or manage assets, we have no conflicts of interest and work well with other advisors. Our goal is to explore and implement optimal solutions for our client’s best interests.
Our principal, Tiffany House, is passionate about educating clients and is a nationally recognized speaker.
About Tax-Estate
Where we add value to clients:
- Selling a Business
- Tax Concerns
- Planning Philanthropy
- Values-Based Estate Planning
Process of creating a Master Game Plan:
Understand motivating factors
- Clients’ morals, values, goals, desires, passions, preconceived notions, and blind spots
- Family dynamics
Take a big picture perspective
- Incorporating estate, financial, life, tax, and retirement planning with family values
Engage with other advisors
- Team approach
Provide comprehensive fiduciary advice
- No conflict of interest
Possible Tax Strategies:
- Donor Advised Fund
- Charitable Remainder Trust
- Charitable Lead Trust
- Grantor Charitable Lead Trust
- Super Lead Trust
- Supporting Organization
- Family Foundation
- Pooled Income Fund
- Charitable Stock Bailout
- 1031 Exchange
- Opportunity Zone
- Deferred Sales Trust
- ESOP
- Qualified Small Business Stock
- Grantor Trusts
- Gifting to Trusts
How we work with clients:
We work on a flat fee consulting basis and do not sell products, manage money, or write documents.
Our focus is to educate the client and the advisory team about strategies that are in the client’s best interest and then coordinate and facilitate the implementation of a collaborative plan.