Educational Workshops
Speaking
We love to share ideas, insight, and knowledge with others. Tiffany House enjoys public speaking as a way to help advisors and charities understand the tax-advantaged opportunities available for clients and donors.
Speaking Engagments
Notable Speaking Engagements
Notable Speaking Engagements
Notable Speaking Engagements
- 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
Presentation Topics
Notable Speaking Engagements
Notable Speaking Engagements
- Tax Advantaged Strategies for Business Sales
- Estate Tax Sunset
- IRA Stretch Trust and Smart IRA Planning
- Wealth Transfer Strategies
- Charitable Trusts Made Simple
- 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 Philantrhopy
- 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
Download Tools Matrix
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