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Tax & Estate Strategy

Tax & Estate StrategyTax & Estate StrategyTax & Estate Strategy
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About
Services
Speaking
Media
Contact Us
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  • Home
  • About
  • Services
  • Speaking
  • Media
  • Contact Us

Tax & Estate Strategy

Tax & Estate StrategyTax & Estate StrategyTax & Estate Strategy
  • Home
  • About
  • Services
  • Speaking
  • Media
  • Contact Us
Educational Workshops

Speaking

We love to share ideas, insight, and knowledge with others.  Tiffany House CAP CEPA FCEP enjoys public speaking as a way to help advisors and charities understand the tax-advantaged opportunities available for clients and donors.  

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upcoming engagements

Grand Canyon University

 At Grand Canyon University, you are encouraged to find your purpose and shape your perspective by embracing a spiritual worldview. We take action to impact our community positively. Please join us for an all-encompassing presentation for the  Allied professionals group on 

March 28, 2025.  

RSVP

Western Spirit: Scottsdale's Museum of the West

Old West. New West. True West. Discover the rich history and culture of the American West. Immerse yourself in stunning art, fascinating artifacts, and engaging exhibits during a masterful presentation on Charitable Gift Planning.

 April 16, 2025. 

RSVP Opens Soon
Sacramento, CA

Sacramento Estate Planning Council Forum

The Estate Planning Forum continues the tradition of bringing diverse topics to offer something for every practitioner. Please join us and 150+ of your peers for the annual Estate Planning Forum on  May 22, 2025.

RSVP

Estate Planning Council of Arkansas Conference

Please Join an interdisciplinary organization for professionals involved in estate planning for profoundly beneficial educational presentations on March 10, 2026.

RSVP Opens Soon

Popular Presentation Topics

Tax Advantaged Strategies for Business Sales

Tax Advantaged Strategies for Business Sales

Tax Advantaged Strategies for Business Sales

 Tax-advantaged strategies for business sales involve structuring the transaction to minimize tax liability, maximizing after-tax proceeds while ensuring compliance with applicable tax laws and regulations. 

Legacy Planning

Tax Advantaged Strategies for Business Sales

Tax Advantaged Strategies for Business Sales

 Legacy planning involves strategically organizing and transferring assets to future generations, ensuring financial security, minimizing tax burdens, and preserving personal values for lasting impact. 

Planned Giving Tools and Tactics

Tax Advantaged Strategies for Business Sales

Planned Giving Tools and Tactics

 Planned giving tools and tactics involve strategic methods for individuals to make charitable contributions during their lifetime or through their estate, optimizing tax benefits while supporting causes they value. 

Wealth Transfer Strategies

Wealth Transfer Strategies

Planned Giving Tools and Tactics

 Wealth transfer strategies focus on efficiently transferring assets to heirs or beneficiaries while minimizing taxes, avoiding probate, and preserving the wealth for future generations. 

Asset Protection

Wealth Transfer Strategies

Save More by Giving More

 Asset protection involves implementing legal strategies to safeguard personal or business assets from potential creditors, lawsuits, or other financial risks, ensuring long-term security and stability.

 

Save More by Giving More

Wealth Transfer Strategies

Save More by Giving More

Charitable donations can provide significant tax benefits, allowing individuals to reduce their taxable income while supporting meaningful causes and creating a lasting impact. 

Notable Speaking ENGAGEMENTS and Topics

Speaking Engagements

Speaking Engagements

Speaking Engagements

 

  • Arizona MIM presentation (Musical Instrument Museum), February 27th, 2025
  • Oregon Estate Planning Council, January 31, 2025
  • North State Community Foundation, October 24, 2024
  • Retirement Resource Center, October 17, 2024
  • Edward Jones Exit Advisors, October 17, 2024
  • Arizona Charitable Gift Planners, October 15, 2025
  • Rose Law Group, October 14, 2024
  • Financial Planning Association National Conference, September 18-20, 2024
  • Community Foundation of Greater Des Moines, October 8, 2024
  • Wyoming State Bar Annual Meeting & Judicial Conference - September 11, 2024
  • American Heart Association, June 27, 2024
  • Financial Planning Association National Webinar, June 26, 2024
  • Exit Planning Institute, May 6, 2024
  • Arizona Charitable Gift Planners, March 19, 2024
  • Virginia Gift Planning Council, February 22, 0224 
  • Association for Healthcare Philanthropy, February 28, 2024
  • Financial Planning Association National Conference, September 27-29, 2023
  • East Valley Estate Planning Council, October 18, 2023
  • North State Community Foundation, October 17, 2023
  • Central New York Community Foundation, October 5, 2023
  • Planned Giving Design Center, October 4, 2023
  • Arizona Business Brokers Association, September 14, 2023
  • Planned Giving Council of Southern Arizona, September 13, 2023
  • Colorado Planned Giving Roundtable Annual Symposium, August 22-23, 2023
  • Exit Planning Institute National Webinar, August 8, 2023
  • National Association of Charitable Gift Planners Webinar, June 27, 2023
  • Retirement Resource Center National Webinar, June 22, 2023
  • Planned Giving Round Table of Tucson, April 5, 2023
  • Retirement Resource Center National Webinar, November 17, 2022
  • National Association of Charitable Gift Planners Annual Conference, October  26-28, 2022
  • National Conference for Community College Advancement, October 26-28, 2022
  • Free Arts for Abused Children of Arizona, October 6, 2022
  • The Associated: Jewish Federation of Baltimore, October 13, 2022
  • Northwest Planned Giving Round Table Annual Conference, September 15, 2022
  • 4th Annual Global Climate Restoration Forum, September 13, 2022
  • Planned Giving Round Table or Arizona Annual Conference, May 20, 2022
  • Minnesota Gift Planning Association, October 28, 2021
  • National Association of Charitable Gift Planners, Annual Conference September 20, 2021
  • Arizona Society of CPAs, September 23, 2021
  • Planned Giving Round Table of Arizona, September 21, 2021
  • Free Arts for Abused kids, September 23, 2021 
  • Foundation for Climate Restoration, May 19, 2021
  • Educational Webinar on the  Biden/Harris Tax Proposal's Effect on Charitable Giving, February 24, 2021
  • American Association of University Women Scottsdale Chapter, December 12, 2020
  • Paradise Valley Community College, October 22, 2020
  • Planned Giving Round Table Annual Conference, August 21, 2020
  • Planned Giving Round Table of Arizona, November 19, 2019
  • Maricopa Community Colleges, October 16, 2019
  • World Academy for the Future of Women Board, August 4, 2019
  • Act One Youth Theatre Board of Directors, June 18, 2019
  • Ability 360 Board of Directors, May 22, 2019
  • DebX Talks, May 9, 2019
  • Organization of Nonprofit Executives, May 2, 2019
  • Sanford Institute for Philanthropy, March 6, 2019
  • Jewish Community Foundation Advisory Board, February 6, 2019
  • Hugh O’Brian Youth Leadership (HOBY) National Board, October 26, 2017
  • Financial Executive Networking Group Arizona Chapter, October 3, 2017
  • YWCA Professional Advisory Event, September 12, 2017
  • YWCA of Greater Phoenix Board of Directors, August 28, 2017
  • A New Leaf Professional Advisory Board, August, 24 2017
  • Wallace Plese + Dheher CPA Firm, August 22, 2017
  • Non-Profit Learning Lab Educational Conference, May 2017
  • Habitat for Humanity, March 2017
  • Hunter Hagan & Company CPA Firm; December 2016
  • Boys and Girls Club of Metro Phoenix, December 2016
  • Planned Giving Round Table of Arizona; October 2016
  • And Various Other Workshops Prior
  •  Orange County Community Foundation, February 11, 2024 

Presentation Topics

Speaking Engagements

Speaking Engagements

  • Tax Advantaged Strategies for Business Sales
  • Estate Tax Sunset 
  • IRA Stretch Trust and Smart IRA Planning
  • Wealth Transfer Strategies
  • More Assets Under Management with Charitable Conversations: Advice + Generostiy + Greater AUM
  • How to Use a Charitable Remainder Trust with Capital Gains Taxed Assets 
  • Legacy Planning
  • Asset Protection
  • Real Estate Diversification
  • Retirement Income using Charitable Stategies
  • Nothing is Certain Except Death and Taxes
  • Creating a Family Culture of Philanthropy
  • How to Establish a Planned Giving Program
  • Smart Planning with Real Estate Assets
  • Crisis Creates Planned Giving Opportunities
  • Family Philanthropy
  • Save More by Giving More
  • Owner Preparation for Successful Transition
  • Alternatives to a 1031 Exchange
  • Secrets of Engaging Professional Advisors
  • Gift Planning Tools for Advisors
  • No Risk No Fear, Your Real Estate Gift Team is Here
  • Is the Perfect Business Exit a Myth?
  • Why Planned Giving
  • Cash is for Amateurs
  • Family Meetings
  • Charitable Alternative to a 1031 Exchange
  • The "Grateful" Dead
  • Charitable Roth IRA Conversion
  • How to Ignite a Planned Giving Program
  • Charitable Trust Case Studies
  • Board Fundraising 
  • Improved Applications for Charitable Trust in the New Tax Code
  • Donor Advised Funds, Friend or Foe 
  • Planned Giving Tools and Tactics
  • Planned Giving Conversations
  • Board Development
  • Planned Giving for Nonprofit Boards
  • Sustainability Through Endowment
  • Charitable Planning Case Design  

Speaking Engagement Inquiries

To schedule Tiffany T. House for an engagement please contact her here.

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Thank you for your inquiry

 We are eager to learn from you and share knowledge to foster mutual growth and development.

Tax-Estate

Tiffany@Tax-Estate.com

(480) 242-9956

Hours

Mon

09:00 am – 05:00 pm

Tue

09:00 am – 05:00 pm

Wed

09:00 am – 05:00 pm

Thu

09:00 am – 05:00 pm

Fri

09:00 am – 05:00 pm

Sat

Closed

Sun

Closed

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