- Forms, Rates & Tables
- Continuing Professional Education
- Determination Letter
- Email Chief Counsel Advice
- Exempt Organizations Update
- Field Service Advice
- Forms and Instructions
- General Counsel Memoranda
- IRS Announcements
- IRS Fact Sheet
- IRS Forms
- IRS Legal Memoranda
- IRS Notices
- Information Release
- Internal Revenue Code
- Letter Rulings
- Revenue Procedures
- Revenue Rulings
- Technical Advice Memoranda
- Treasury Decisions
- Income Tax
- Transfer Taxes
- Case Studies
- Technical Reports
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
posted on 15 Mar 2017 | ArticleThis article is an excerpt from Charitable Gifts of Noncash Assets, a comprehensive guide to illiquid giving by Bryan Clontz, ed. Ryan Raffin. Published by the American College of Financial Services...
posted on 8 Mar 2017 | ArticleWe are pleased to begin our series that will ultimately publish the entire content of Charitable Gifts of Noncash Assets. Noncash assets represent a tremendous opportunity for both advisors and...
posted on 7 Mar 2017 | ArticleBryan Clontz, MS, MSFS, CFP®, CLU®, ChFC®, CAP®, AEP, RICP® Edited by Ryan Raffin, JD Copyright © 2017 by The American College Press All rights reserved. No part of this publication may be...
posted on 15 Feb 2016 | ArticleBryan Clontz completes his analysis of estate settlement with suggested processes and procedures.
posted on 9 Feb 2016 | Article | 2 commentsAuthor Bryan Clontz analyzes the technicalities of the interface between charitable givers and receivers. Part one of his two part series focuses on the estate planning process and some helpful...
Other news from Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP
posted on 6 May 2015 | ArticleImmediate Response Considerations and Checklist for Terrorist, Man-made or Natural Disaster Relief Funds: Part 3 of 3Bryan Clontz wraps up his three part series on disaster relief by offering charities steps to enable them to respond more quickly and capably whenever tragedy strikes.
posted on 27 Apr 2015 | ArticleContributing author Bryan Clontz continues his examination of disaster relief funding, this time focusing on post-terrorism relief organizations.
posted on 21 Apr 2015 | ArticleBryan Clontz presents a compelling analysis of disaster relief giving and presents some best practices for charities to consider for the future.
posted on 23 Mar 2015 | ArticleNon-Profits face many risk management issues. This articles provides a thorough overview of some of the risks and appropriate management responses to those risks.
posted on 4 Dec 2014 | ArticleContributing author Bryan Clontz takes a closer look at the non financial benefits of philanthropy and provides insight into an approach that advisors should consider when discussing philanthropy...