Allied Professionals Planning Conference Allied Professionals Planning Conference

Creative Charitable planning with non-cash assets: A Case study approach and The Top 10 charitable Trends Every advisor should know in 2021  

featuring Bryan K. Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®

A Continuing Education Seminar for Professional Advisors

Wednesday, December 8, 2021 | Registration 7:45-8:30 a.m. | Presentation 8:30-11:45 a.m. Hilton Memphis | 939 Ridge Lake Blvd.

To keep our community safe, please note that all conference attendees will be required to show proof of vaccination or a negative COVID-19 test within 48 hours of the event. Masks are recommended but not required.

Sponsored by

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PRESENTED BY ALLIED PROFESSIONALS ORGANIZATIONS:

Community Foundation of Greater Memphis Estate Planning Council of Memphis Financial Planning Association of Greater Memphis Planned Giving Council of the Mid-South

Delivery method: Group-live; Program level:  Intermediate; Prerequisites:  Knowledge of current estate, gift and transfer tax system; Advanced Preparation:  No advanced preparation required; Who should attend? Attorneys; CPAs; financial planners and advisors; insurance professionals and trust officers.

This seminar is free to members of any of the Allied Professionals presenting organizations listed above.  Registration fee refunds will be provided if you notify the Community Foundation by Monday, December 6.  In lieu of a refund, we will be happy to provide copies of the course materials.  For more information regarding administrative polices such as complaint or refund, contact Caroline Kuebler (901) 722-0036.

Registration fee for nonmembers of any of the presenting organizations is $150 through December 6.  Registration fee after December 6 is $200.

 

Register

Click below for more information about the seminar, speaker, and continuing education credits.

COVID-19 Event Guidelines

Evidence of COVID-19 vaccination or evidence of a negative COVID-19 test within 48 hours of the event must be provided.  Either a hard copy or a digital copy of the front of the card may be presented at the entrance to the Tennessee Ballroom at Hilton – East Memphis or, to help expedite the check-in process, we invite you to submit a copy of your proof of vaccination in advance to rsvp@cfgm.org. Deadline for advance submissions is 5:00 p.m. on Monday, December 6, 2021. Questions? Contact Caroline Kuebler at (901) 722-0036.

We will follow Shelby County Health Department guidelines for masking. Please do not attend the event if you or someone in your immediate household is experiencing symptoms of Covid-19.

Acceptable Proof of Vaccination

Proof of identification in the form of a driver’s license or government issued photo identification must be presented with proof of vaccination status. Acceptable proof of a COVID-19 vaccination includes a CDC vaccination card, a photocopy of the front of the card, COVID passport app, or a photo of the card on a mobile device. Cardholders must be at least two weeks past receiving their first dose of the Johnson & Johnson vaccine or the second dose in a two-dose series vaccine (e.g. Pfizer or Moderna).

Continuing Legal/ Professional Education

Sponsors will apply for 3.0 CLE (TN, AR, & MS); CPE Credit: 3.50; 2.00 Tax and 1.50 Specialized Knowledge; CFP 3.50; CTFA 3.75; CEU; and Tennessee Department of Commerce and Insurance continuing education credits (applications are pending.)

 

Session description

This session will cover how to maximize your clients’ deductions through assets such as cryptocurrency, real estate, privately held C corporations, S corporations, LLCs, limited partnerships, and other unique assets.  In addition, the speaker will discuss the top trends that have impacted the charitable planning landscape.

Bryan K. Clontz

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Bryan Clontz is the founder and president of Charitable Solutions, LLC, which specializes in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, as well as virtual currency and life insurance appraisals/audits. 

He 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.  He has given more than 2,000 presentations on charitable gift planning, authored a book called Charitable Gifts of Noncash Assets, a planned giving manual entitled Just Add Water, and a dozen articles in financial services and planned giving journals.

He has been quoted by the Wall Street Journal, New York Times, Kiplingers Personal Finance, Bloomberg Wealth, and serves as a guest columnist on charitable tax issues for Forbes.

Seminar Agenda and Learning Objectives

“Creative Charitable Planning with Non-Cash Assets: A Case Study Approach”

How would you help a client who wants to donate cryptocurrency, farmland, mineral rights or a vacation home to charity? Non-cash assets such as real estate, closely held stock, and collectibles are estimated to be a $40-$60 trillion market; yet non-cash assets represent less than 2% of all charitable gifts.

Having a thorough understanding of charitable planning techniques is critical when assisting affluent donors/clients with charitable giving and tax planning. Bryan Clontz will cover how to maximize your clients’ deductions through untapped assets such as cryptocurrency, real estate, privately held C corporations, S corporations, LLCs, limited partnerships, and other unique assets. This highly interactive session will employ case studies to illuminate key points.


“Top 10 Charitable Trends Every Advisor Should Know in 2021”

These top 10 trends have completely changed the charitable planning landscape. What are the hot vehicles and assets right now? How will demographics change charitable planning? What kind of grade should advisors get in working with clients on charitable plans? How are charities and advisors dealing with ubiquitous charitable planning information? These are just a sampling of the provocative topics that will be covered.

For more information regarding administrative policies, email Caroline Kuebler or call her at (901) 722-0036.

NASBA Sponsor Statement

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The Community Foundation of Greater Memphis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.