The great wealth transfer is happening over the next 10-25 years, yet many advisors miss crucial opportunities to not only assist their clients but also to strengthen relationships and engage the next generation.
It is important for advisors to be better equipped to support their clients and seize opportunities to grow and enhance their business, and understand the psychology of wealth transitions and strategies to effectively engage the next generation.
In Strategies for the Great Wealth Transfer" by Tiffany House, you will:
- Learn the psychology of estate planning, including concerns and opportunities;
- Review the taxation of estate assets and business interests;
- Take an in-depth look at extending an IRA stretch for the heir’s lifetime, plus potential term years for grandchildren using a charitable remainder trust as the IRA beneficiary;
- Explore various options including QCDs to minimize taxation on the sale of a business, ensuring that more of the owner’s hard-earned wealth continues to work for them.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Tiffany House, CAP®, CEPA, FCEP,
tax, estate, and charitable strategist.
Meet Tiffany House, CAP®, CEPA, FCEP,
tax, estate, and charitable strategist
Retirement planning experience
Tiffany House, CAP®, CEPA, FCEP, is a tax, estate, and charitable strategist. She works as a consultant with families and helps guide them through intricate and essential situations including transitioning a business, planning philanthropy, values-based estate planning, and tax concerns. She works as a liaison with the advisory team to enhance efficiency, provide a comprehensive overview of opportunities, and ensure that the client’s best interests are always first.
Being an active member of the community is important to Tiffany. She is the Past President of Planned Giving Round Table of Arizona (PGRT), President of Check for a Lump! and a board member of Junior Achievement of Arizona. She has served on other boards and enjoys being an advisory board member for many organizations. She is a Member of the Arizona State University (ASU) President’s Club, has participated in the Entrepreneurs Organization (EO) and is actively engaged in personal development with Landmark. She mentors with the Arizona Community Foundation’s Endowment Building Initiative (AEBI) and is a graduate of Scottsdale Leadership Class 31.
Retirement planning thought leadership and expertise
Tiffany studied Environmental Science at the University of Arizona and accepted a NASA Grant Internship working on documentation of Global Climate Change. After college, she owned and operated Koocanusa Resort & Marina in Libby, Montana. She then joined the family business of wealth planning, MasterTech Financial, where she worked with ultra-high net worth clients and helped them with their complicated business and estate planning needs. She left financial advisory after nearly 20 years to be a fiduciary consultant and founded the Gift Planning Institute, helping nonprofits with complicated asset gifts, and Tax & Estate Strategy, where she works with families with complex circumstances and their advisors.
Tiffany enjoys living at her urban farm with her 3 daughters and husband. Training horses is her passion. She is dedicated to the classical pursuits of dressage with her main focus on Spanish Riding. Tiffany also enjoys sharing her life with a wide variety of animals such as ducks, chickens, dogs, cats, bunnies, reptiles and horses.
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1 hr CFP®, CRC®, and other CE Credit Reporting
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Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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