The FENG Phoenix, AZ Chapter

Next Meeting

When:

10/03/2017 – 3:30 PM to 5:00 PM (Reserve a spot at this event)

Where:

First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253

Agenda:

Topic: Tax Advantaged Planning for Businesses and Owners

Speaker: Tiffany House, Vice President/Partner, MasterTech Financial Advisors, Inc.

Presentation:
We will discuss examples of tax advantaged strategies with an interactive dialog. The topics will include:
- Alternatives to traditional qualified plans as a substitute or enrichment for retirement income
- Capital gains, income tax and estate tax advantages of selling a business using Charitable Remainder Trusts
- Creating or enhancing work place culture through the use of the Arizona State Tax Credit
- Income tax strategy using a Grantor Styled Charitable Lead Trust

Speaker’s bio:
Tiffany House is a financial advisor and a Chartered Advisor in Philanthropy (CAP®). She is dedicated to Charitable Planning and helping her business owner clients create a MasterGame Plan™ that incorporates their intellectual, ethical and financial legacy. She is passionate about educating women regarding financial matters to help them create a legacy of their own design and steward wealth to future generations while considering civic responsibility.

Tiffany is empowered by participating as an active member of the community, and she enjoys public speaking and mentoring charitable organizations. She is the President of Planned Giving Round Table of Arizona (PGRT) and she is actively involved with many organizations including, ASU, Feeding Matters, AT Still University, Southwest Autism Research & Resource Center (SARRC), ValleyLife and the YWCA. She is also a member EO Accelerator, CAEPC and Scottsdale Leadership Class 31.

Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Tiffany Teel House, CAP®
MasterTech Financial Advisors, Inc.

Directions

https://maps.google.com/maps?q=First+Western+Trust+Scottsdale,+7025+North+Scottsdale+Road,+Suite+100&hl=en&sll=41.172425,-73.278118&sspn=0.121979,0.338173&t=h&hq=First+Western+Trust&hnear=7025+N+Scottsdale+Rd+%23100,+Scottsdale,+Arizona+85258&z=16


About the Phoenix, AZ Chapter

With 453 members, the FENG Phoenix chapter is continuing to provide support, mentorship, and networking opportunities in the metropolitan Phoenix area. The active membership is comprised primarily of former CFOs among a broad base of industries.

We meet on the 1st Tuesday afternoon of each month. Exceptions: summer hiatus in July.

First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale AZ 85253

Contact Chair for more information:
Mark Johnson
(602) 882-3086
mjohnson@b2bcfo.com

Thank you for your interest in the Phoenix chapter.

Chapter Leadership

Mark Johnson
mjohnson@b2bcfo.com
(602) 882-3086
Mark R. Johnson, MBA, brings more than 34 years of diverse financial and operational experiences from closely held small and medium size entities to large public companies serving as a CFO, CPA, and a Project Consultant. His background includes Senior Manager with a Big 4 public accounting firm, senior management positions with several Fortune 500 retailers, as the chief financial officer for a family owned $250 million retailer and two startup ventures here in Arizona as the chief accounting officer. Recently he served as the Project Lead Consultant on Sarbanes-Oxley internal controls documentation and testing for several casinos in Las Vegas and a $2 billion equipment leasing company in Scottsdale. He has also instructed accounting and auditing courses for post graduate students at schools such as Arizona State University and Western International University locally.

As a partner with B2B CFO® for the past five years he has served small family owned business owners in diverse industries including, construction, healthcare, education, hospitality, variable print media, food manufacturing and auto glass repair with bank financing, budgeting strategic planning, due diligence and IT software integration. Mark is a Certified Business Transition Expert™ working with business owners that need assistance and a plan to exit from their business now or in the future.

Future Meetings

11/07/2017
03:30 PM to 05:00 PM
First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253

12/05/2017
03:30 PM to 05:00 PM
First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253


For Meeting Information, Please Contact:
Mark Johnson
mjohnson@b2bcfo.com
(602) 882-3086

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