Join us for another exciting webinar hosted by Dean of Individual Development at PPI, Melissa Mitchell-Blitch with guest speaker, Tiffany House. Discover powerful tax-advantaged strategies for selling family businesses and maximizing benefits. Learn how early planning and gifting shares can leverage estate tax exclusions and explore real-life success stories of creative tax minimization. Tiffany will simplify charitable trusts and highlight tax-saving opportunities through employee stock ownership programs and qualified small business stock. Gain the confidence to discuss tax-advantaged sale options and understand various planning tools.

BIOGRAPHY

Tiffany House is a tax, estate, and charitable strategist. She works with clients and donors to help guide them through intricate situations, including transitioning or selling a business, planning philanthropy, values-based estate planning, and tax concerns. Tiffany is a fiduciary consultant who helps clients and donors create a Master Game Plan that includes their financial, family, retirement, philanthropy, and estate planning goals, values, and legacy. Since she does not sell products, write documents, or manage assets, there are no conflicts of interest when working with other advisors. Tiffany has a national-speaking reputation and is very active in her community.

Join us for an insightful exploration into the damaging effects of resentment and perfectionism. In this episode, we delve into the realities of life's imperfections and how the "should" mindset breeds resentment and self-doubt. Discover how resentment acts as a barrier to living a fulfilling life and learn practical strategies for clearing out these negative emotions. Through embracing reality, you'll unlock the key to liberation from perfectionism and resentment, allowing for deeper connections and enhanced well-being in all areas of life.

This episode explores the pillars of effective communication, strategic planning, and the significance of storytelling. Join as we learn about the importance of communication, reasons why people struggle with planning, and strategies to initiate planning without overwhelming fear. The episode also offers advice on selecting trustworthy advisors and highlights key insights from the host's book. Additionally, it delves into the transformative power of storytelling, particularly in the context of family history. Tune in to gain practical tools for personal and professional growth and discover how to shape a future filled with purpose and possibility.

BIOGRAPHY

Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P, is the founder of Trimaran Advisory Group Ltd., a financial advisory firm specializing in business and estate planning. Sandy and her team understand the complexities faced by entrepreneurs and self-employed professionals, considering both family dynamics and economic factors. They prioritize understanding each family's unique values and issues before addressing financial matters. Sandy emphasizes values-based legacy planning, distinguishing between wealth building and wealth management. Certified as a Family Enterprise Advisor, Certified Financial Planner, Chartered Life Underwriter, and Trust and Estate Practitioner, Sandy resides in Ottawa, Canada, with her husband, three children, and their dog, Mia.