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.
IRA Stretch Trust
A Charitable Remainder Trust (CRT) offers the perfect blend of giving and receiving. You receive regular income from your trust—either a fixed percentage or amount—during your lifetime or up to 20 years. Then, once the term ends, the remaining assets go to the charity of your choice, creating a lasting legacy.
Estate Taxes are Optional!
Estate taxes are optional - not inevitable - when thoughtful planning is employed ahead of time. With the right strategies, families can intentionally transfer wealth to people and causes they are about, and preserve wealth for generations.
What We Do
- Tax and Estate Concerns
- Selling Highly Appreciated Assets
- Gifting Assets to Heirs And/Or Charity
- Capital Gains Tax Issues
- Planning Philanthropy
- Estate Tax Concerns
- Concerns About Tax Code Changes
- Creating an Inspired Legacy
- Selling a Business (Now or in the Future)
- Value Based Estate Planning - Incorporating More Than a Financial Legacy
- High-Income Events
- Financial, Trust, and Tax Overview
- Real Estate and Asset Options
- Teaching Heirs to Give Back
- Planning for What is Next in Life
Value Based Estate Planning
We guide families to look beyond their financial assets and inquire about what is important to them, what they are passionate about, who they want to benefit from their hard work, and what they want their legacy to be. We help them to start living their created legacy today, while they are here to enjoy it, not after
Tax Advantaged Planning
There are many opportunities for individuals to do good planning and reduce their tax burden. There are strategies that help with Income Tax, or reduce Capital Gains Tax, or mitigate Estate Tax and some strategies can help on multiple tax fronts. Advisors rarely understand the all the possible strategies.