Secure Act 2.0: QCDs to CRTs and CGAs
Includes a Live Web Event on 06/14/2023 at 12:00 PM (MDT)
- Non-member - Free!
- Member - Free!
Join distinguished professional and planned giving expert, Bryan K. Clontz, to discuss the newest opportunities in charitable financial planning: qualified charitable distributions (QCDs) for life income gifts, charitable remainder trusts and charitable gift annuities (CRTs and CGAs). This webinar will cover new rules, open questions, practical considerations, and case study opportunities to equip attendees with the valuable information needed to best assist their clients.
- Understand the quick history and prior QCD rules;
- Discuss tax implications and practical considerations of these types of donations with clients;
- Create new, tax-wise charitable life-income donations for clients!
Bryan Clontz Ph.D., CFP®, CAP®, AEP®
Charitable Solutions, LLC
Bryan Clontz is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, emergency assistance funds, as well as virtual currency and life insurance appraisals/audits. He also serves as Senior Partner of Ekstrom Alley Clontz & Associates – a community foundation consulting firm in Tucson, AZ.