Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP

Bryan is the founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management audits, emergency assistance funds and life insurance appraisals/audits.

Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP Features

Other news from Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP

    posted on 22 Aug 2017 | Article
    As we get further into gifts of noncash assets, we begin with one of the most common, real estate.
    posted on 15 Aug 2017 | Article
    Gifts of Non-Cash assets (and all other assets, as well) are governed and regulated by various, specific sections of the tax code. Listed below are the pertinent ones.
    posted on 9 Aug 2017 | Article
    We continue through Charitable Gifts of Noncash Assets with the definitions of basic terminology which many of us take for granted. Clarity and understanding of language is vital to understand.
    posted on 2 Aug 2017 | Article
    Gifts of noncash assets are different. They require a specific process to evaluate and understand. This explores the necessary steps and terminology to begin the exploration of accepting a noncash...
    posted on 26 Jul 2017 | Article
    Bryan Clontz continues his exploration into great questions to ask donors.
 
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Charitable Solutions, LLC
3713 Pine Street
Jacksonville, FL
United States
Phone: 404-375-5496
Fax: 904-339-9014

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