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Formerly known as Planned Giving Round Table of Arizona


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March Monthly Program: "Tax-Advantaged Business Sales"

  • 19 Mar 2024
  • 11:15 AM - 1:00 PM
  • Ability 360 5031 Washington St, Phoenix, AZ 85034


  • Please Email or call (480)409-8522 for registration code.

Registration is closed

"Tax-Advantaged Business Sales"

Tiffany House, CAP®, CEPA, FCEP

Tax, Estate, and Charitable Strategist

We are entering the largest wealth transfer in history as the baby boomers get ready to retire and leave their legacy.  Many business owners are shocked when they realize that 20%-40% of their hard-earned proceeds from the sale of their business will go to Uncle Sam.  This provides the perfect opportunity for the most philanthropic class, entrepreneurs, to give back to their community and save on taxes. We will 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.

Huge THANK YOU to this Program's Sponsor!

Program is Approved for one (1) PT    CE credit

Program is Approved for one (1) HR CE credit

Arizona Charitable Gift Planners

  602.840.2900 X1

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