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.
upcoming engagements
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.
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.
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.