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DTSTART:20241112T133000Z
DTEND:20241112T173000Z
LOCATION:The Transept
UID:2632620241112T133000ZHalf-Day Symposium with Bryan Clontz
DTSTAMP:20260604T115324Z
DESCRIPTION:\nJoin us for a half day of learning and networking at this joint mini-symposium with FPA of Southwestern Ohio featuring Bryan Clontz. Don't miss this opportunity to stay ahead of the curve and enhance your expertise while getting 3 CE hours (pending) and networking with other industry experts.\n \n \n \nBryan will be presenting on these two topics: Scroll down for descriptions of the sessions.\n Creative Charitable Planning with Non-Cash Assets: S-Corps and Real Estate Advanced Charitable Brainteasers - A Case Study Approach (Primarily focused on using Donor Advised Funds) \n \n \nWe hope to see you there!\n \n \n \nBoard of Directors, Cincinnati Estate Planning Council\n     \nEvent Details     \nDate:\n \nTue., Nov. 12, 2024\n \n \n \nTime:\n \n8:30 AM - Registration & Breakfast\n \n9:00 AM - Session 1\n \n10:15 AM - Session 2\n \n11:30 AM - Session 3\n \n12:30 PM - Adjourn\n \n \n \nCost:\n \nMembers - $50.00\n \nNon-Member - $100.00\n     \nLocation:\n \nThe Transept OTR\n \n1205 Elm Street\n \nCincinnati, OH 45202\n \n \n \nDeadline to Register:\n \nTHURSDAY, NOV. 7TH\n \nNote: refunds will not be given for cancellations received after the registration deadline.\n     \nAPPROVED CEU Credits*\n \n \n \nCFP\n CPA\n KY Legal\n OH Insurance\n OH Legal\n \n \n   \nPending CEU Credits\n \n \n \nKY Insurance\n   \n*Certificate of attendance available upon request if we do not file a credit you need.\n     \nThank you to our Presenting Sponsor!\n      \n\n \n2024-2025 Season Sponsor\n \nWe are proud to welcome the\n \nGreater Cincinnati Foundation back as our season sponsor!\n    [](https://www.gcfdn.org/)   \n     [CLICK HERE TO DOWNLOAD NOV. 12TH SPONSORSHIP PACKET](https://files.constantcontact.com/254ff26c001/0332a650-05d9-4813-a4c8-484b9e5f61aa.pdf)        \nAbout the Speaker\n     \nBryan K. Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CPB, ChSNC®\n \nPresident & Founder\n \nCharitable Solutions, LLC\n \n \n \nBryan 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 Tuscon, AZ.\n \nBryan is the founder of the Dechomai Foundation, Inc. and the Dechomai Asset Trust - two national donor advised funds focusing on non-cash assets generally and S-corp transactions, respectively. He is also the founder and president of The Emergency Assistance Foundation, Inc.– a global charity that allows employers to create emergency assistance and disaster relief funds for their employees. As of 2020, EAF works with more than 300 employers and 10 million employees. Finally, Bryan created the National Gift Annuity Foundation, the largest national independent gift annuity platform.\n \nIn the decade prior to founding Charitable Solutions, LLC in 2003, he served as the director of planned giving for the United Way of Metropolitan Atlanta, national director of planned giving for Boys & Girls Clubs of America and then as vice president of advancement at The Community Foundation for Greater Atlanta. He received a bachelor’s degree in business administration from the College of Charleston in Charleston, SC; a master’s degree in risk management and insurance from Georgia State University in Atlanta, GA; master’s degree in financial services, as well as a Ph.D. in retirement and financial planning from The American College in of Financial Services in Bryn Mawr, PA. (Dissertation: A Study of the Relationship Between Gift Annuity Solvency and Disparate Statutory Insurance Regulation)\n \nHe has earned the following designations: Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor in Philanthropy, Accredited Estate Planner, Retirement Income Certified Professional, Certified Bitcoin Professional and Chartered Special Needs Consultant. [READ FULL BIO](https://charitablesolutionsllc.com/meet-the-team/)\n           \nPresentations\n   \nAdvanced Charitable Brainteasers: A Case Study Approach\n \n \n \nAs clients and donors seek tax-effective ways to manage and distribute their wealth, it’s increasingly important to offer charitable and estate planning recommendations that match their individual needs. In this highly interactive session, Bryan will present distinct community foundation case studies that include complex charitable and estate planning dilemmas and solutions. He’ll present a cross-disciplinary approach touching on legal, tax, investment, insurance and financial planning techniques unique to each charitable case. Attendees will be able to offer charitable solutions that they can readily employ with your clients.\n   \nCreative Charitable Planning with Real Estate\n \n \n \nDid you know that privately held real estate wealth is more than double that of the entire stock market? And that real estate investors are among the most generous donors in the country? So why do they primarily make all their donations in cash? This makes no sense.This session will cover all the real estate donation options, challenges and solutions. Attendees will learn how environmental challenges don’t really exist.\n \n \n Why gift acceptance committees can be the biggest obstacle. The various ways charities can receive real estate with little or no risk. Practical due diligence and management checklists. And much, much more!   \nCreative Planning with S-Corp Stock\n \n \n \nDid you know that there are more S-corporations than C-corporations and LLCs combined? Many of these donors have very low adjusted tax basis in the stock and the inside assets and would like to be charitable. This session will cover all the S-corp stock and asset donation options, challenges and solutions.\n \nAttendees will learn:\n \n \n How Unrelated Business Taxable Income (UBTI) impacts these donations. How to mitigate the recognized UBTI by 50 percent. \nHow to use S-corp stock to fund life-income gifts.\n \nHow to use S-corp assets to make donations even with multiple shareholders.\n \nAnd much, much more!\n
SUMMARY:Half-Day Symposium with Bryan Clontz - Cincinnati Estate Planning Council 
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