Please Join Us:
Gift Annuities and Trusts – Leveraging These Tools to Help with IRS Changes
Community Foundation Tampa Bay invites you to participate in an educational session on how professional advisors are using charitable gift annuities and trusts to help their clients navigate the IRS regulation changes. Guest speaker, Bryan Clontz of Charitable Solutions Inc., will share case studies about how these charitable tools produce favorable tax outcomes for clients.
Tuesday, October 26, 2021
Noon – 1:00 p.m.
Via Zoom
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 Arizona.
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