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Secure Act 2.0: QCDs to CRTs and CGAs

5 (2 votes)

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®

President

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.

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Live Webinar
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Exam
5 Questions  |  Unlimited attempts  |  3/5 points to pass
5 Questions  |  Unlimited attempts  |  3/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available