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2027 SPEAKER LINEUP

The 2027 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

BREAKOUT

Tiffany House

CAP , CEPA®

Tax, Estate, & Charitable Strategist

Don't Let Taxes Eat Your Client's Exit: Strategies to Maximize Sales Proceeds

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Tiffany House, CAP®, CEPA, is a nationally recognized tax and estate strategist specializing in complex planning for business owners and high-net-worth families. As the founder of Tax & Estate Strategy, Tiffany works alongside clients and their...

ABOUT TIFFANY

Tiffany House, CAP®, CEPA, is a nationally recognized tax and estate strategist specializing in complex planning for business owners and high-net-worth families. As the founder of Tax & Estate Strategy, Tiffany works alongside clients and their advisory teams to design comprehensive strategies addressing tax-advantaged business sales, estate tax exposure, wealth transfer, asset protection, and charitable planning.

With a particular focus on planning before a business transition, Tiffany helps owners evaluate and coordinate strategies that can reduce income, capital gains, and estate taxes while aligning their wealth with family, legacy, and philanthropic goals. Her conflict-free approach allows her to evaluate a broad spectrum of planning opportunities and serve as a strategic bridge among financial advisors, attorneys, CPAs, business advisors, and charitable professionals.

A former financial advisor, Tiffany brings both technical expertise and practical experience working with complex, high-net-worth planning situations. She is known for translating sophisticated tax and estate strategies into understandable, actionable solutions that help clients and advisors see opportunities that may otherwise be overlooked.

Tiffany is an Adjunct Professor at The American College of Financial Services, where she teaches Charitable Giving Strategies. She is a sought-after national speaker and serves on the board of the National Association of Charitable Gift Planners (CGP).

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