2023 Annual Professional Advisor Continuing Education Seminar | Advisor Event

Date and Time

Thu, October 5, 2023
12:00pm - 2:00pm EST


Virtual Event - Zoom

Tax-Advantaged Business Sales and Charitable Case Studies


Join us virtually for the 2023 Professional Advisor Continuing Education event: Tax-Advantaged Business Sales and Charitable Case Studies

We are entering the largest wealth transfer in history as the Baby Boomers (the most entrepreneurial generation) retire and leave their legacy. Entrepreneurs are the most philanthropic group of people and most of their wealth is tied up in their businesses. These factors are creating the perfect storm for gift planning. In this presentation, we will graphically explore tax advantaged planning tools and discuss when they can apply to certain types of businesses and owners’ circumstances. We will go over real life case studies of business sales, with details on the process of determining the best outcomes for the business owner and society.

Key Take-Aways:

  • Understand the win-win opportunities of business sales
  • Discover the psychology of a business owner
  • Review various structures of a business and relevant planning tools for each structure
  • Understand the difference between an asset ale and stock sale and how it applies to S-Corporation sales
  • Learn about planning tools with case studies involving Donor Advised Funds, Supporting Organizations, Charitable Remainder Trust, Charitable Lead Trust & Grantor-Charitable Lead Trust, Super Lead Trust, Charitable Stock Bailout, Opportunity Zones, Deferred Sales Trust, ESOP and Qualified Small Business Stock
  • Explore how advisors can collaborate and work as a team to create optimal outcomes for the business owner/donor
  • Review charitable case studies that emphasize tax-advantaged strategies


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 with other advisors and as a liaison with the advisory team to enhance efficiency, provide a comprehensive overview of opportunities and to ensure that the clients’ best interests are always first. Tiffany is a Vice President at Thompson & Associates and President of Tax & Estate Strategy and the Gift Planning Institute.

Tiffany uses her experiences as an entrepreneur, wealth advisor (retired), business strategist and fundraiser to help her clients and donors achieve optimal outcomes for their unique circumstances. 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 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.

For additional information on this program and CE credits, please email Pragya Murphy at pmurphy@cnycf.org.


2 hours of continuing education credit is applicable for the following:

  • Life & Health Insurance Certification (CE) provided by Pohs Institute (Approved)
  • Certified Financial Planners (CFP) provided by Financial Planning Association (FPA) of CNY (Approved)
  • Continuing Professional Education (CPE) provided by Bonadio & Co., LLP – see below – (Approved)

Bonadio & Co., LLP – NASBA Sponsor # 112853:

Learning Objectives:

  • Be empowered to talk to business owners about tax-advantaged sale options.
  • Understand how various planning tools apply to different corporate structures.
  • Feel confident as an advisory team member when clients are ready to sell their business.

Program Level: Update
Prerequisites: N/A
Advanced Preparation: N/A
Instructional Delivery Method:  Group Internet-Based
Recommended CPE Credits:  2 CPE, Taxes

Refund/Cancellation Policy (if applicable):  If a program must be canceled, Bonadio & Co., LLC will notify all registered participants as soon as cancellation is known by e-mailing the address registered.  Bonadio & Co., LLC will also put a notice of cancellation on its website for courses offered to outside participants.  If the program is canceled, a full refund will be issued.  If a participant cancels prior to the published registration deadline for the event, a full refund will be issued.

Complaint Policy: For each program, Bonadio & Co., LLP will provide the contact information for the presenters and reviewers and communicate that all questions, concerns, or complaints be directed here. Bonadio & Co., LLP will reply to all such communications in a timely fashion. For more information regarding administrative policies such as complaint and refund, please contact Bonadio University at bonadiouniversity@bonadio.com.

NASBA Statement: Bonadio & Co., LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

A certificate of attendance will also be provided for PACE reporting for CAP, ChFC and for other self-reported continuing education such as CWS designations. CLE credits are pending; CPE credits will be provided by Bonadio & Co., LLP. Nonmembers of the Financial Planning Association will need to provide their CFP number and the last four digits of their social security number at the time of the event to receive CFP continuing education credits.

For additional information on this program and CE credits, please email Pragya Murphy at pmurphy@cnycf.org.