26 min
Tax Advantaged Strategies for Business Sales Purposeful Planning Podcast
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- Entreprenörskap
Join us for another exciting webinar hosted by Dean of Individual Development at PPI, Melissa Mitchell-Blitch with guest speaker, Tiffany House. Discover powerful tax-advantaged strategies for selling family businesses and maximizing benefits. Learn how early planning and gifting shares can leverage estate tax exclusions and explore real-life success stories of creative tax minimization. Tiffany will simplify charitable trusts and highlight tax-saving opportunities through employee stock ownership programs and qualified small business stock. Gain the confidence to discuss tax-advantaged sale options and understand various planning tools.
BIOGRAPHY
Tiffany House is a tax, estate, and charitable strategist. She works with clients and donors to help guide them through intricate situations, including transitioning or selling a business, planning philanthropy, values-based estate planning, and tax concerns. Tiffany is a fiduciary consultant who helps clients and donors create a Master Game Plan that includes their financial, family, retirement, philanthropy, and estate planning goals, values, and legacy. Since she does not sell products, write documents, or manage assets, there are no conflicts of interest when working with other advisors. Tiffany has a national-speaking reputation and is very active in her community.
Join us for another exciting webinar hosted by Dean of Individual Development at PPI, Melissa Mitchell-Blitch with guest speaker, Tiffany House. Discover powerful tax-advantaged strategies for selling family businesses and maximizing benefits. Learn how early planning and gifting shares can leverage estate tax exclusions and explore real-life success stories of creative tax minimization. Tiffany will simplify charitable trusts and highlight tax-saving opportunities through employee stock ownership programs and qualified small business stock. Gain the confidence to discuss tax-advantaged sale options and understand various planning tools.
BIOGRAPHY
Tiffany House is a tax, estate, and charitable strategist. She works with clients and donors to help guide them through intricate situations, including transitioning or selling a business, planning philanthropy, values-based estate planning, and tax concerns. Tiffany is a fiduciary consultant who helps clients and donors create a Master Game Plan that includes their financial, family, retirement, philanthropy, and estate planning goals, values, and legacy. Since she does not sell products, write documents, or manage assets, there are no conflicts of interest when working with other advisors. Tiffany has a national-speaking reputation and is very active in her community.
26 min