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
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posted on 1 Jul 2020 | ArticleValuation is a complex subject with complex rules. We take a deep dive into the subject, led by professor Russell James.
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posted on 19 May 2020 | ArticleWe explore advanced issues of life income interests.
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posted on 2 Apr 2020 | ArticleThe authors provide emergency assistance fund third party administration, Section 139 design consulting and program audits through Charitable Solutions, LLC and public charity private labeled...
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posted on 1 Apr 2020 | ArticleThis landing page will act as a resource to help the Planned Giving Design Center audience understand how employee relief funds play a critical role in their response to COVID-19.
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posted on 26 Mar 2020 | ArticleHelping Employees during the Covid-19 Strife: Guidance and Best practices
Other news from Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP
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posted on 2 Mar 2020 | ArticleAn advanced explanation of gifts of intangible personal property.
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posted on 10 Feb 2020 | ArticleWe take a little closer look at gifts of intangible personal property. Tricky but worth it.
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posted on 9 Dec 2019 | ArticleBryan Clontz elaborates on the complexities, implications and rules of gifts of Virtual currencies.
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posted on 30 Oct 2019 | ArticleBryan Clontz explores the cryptic topic of Bitcoin.
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posted on 10 Sep 2019 | ArticleBryan Clontz finishes his section on gifts of vehicles.