Meet Tiffany House, CAP®, CEPA, FCEP, Tax, Estate, and Charitable Giving Retirement Speaker
Experience, Recognition, Background
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.
Tiffany 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 is the Past President of Planned Giving Round Table of Arizona (PGRT),
Tiffany House's Retirement Planning Expertise
View a Sample Presentation
Tiffany 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.
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