December News: Bryan Clontz speaks; Charles Stix video; tax planning; more

Planned Giving Guru Bryan Clontz Speaks at first CYJL Seminar for Second Cohort, JPAN 

On November 17 Bryan Clontz, founder and president of Charitable Solutions, kicked off the first Create Your Jewish Legacy seminar for the second cohort by promising "this is easy, folks," and then offering much useful wisdom for strengthening our community's central legacy giving program. 

Clontz then captivated the Jewish Federation's Jewish Professional Advisors Network (JPAN) with tips on the top 10 charitable trends for 2017. As Jodi Brant said, "“We were so fortunate to have Bryan back in Cincinnati sharing his professional insight with us.” JPAN is a networking group primarily for financial advisors, lawyers, tax planners, CPAs, and insurance professionals.

 


 

Meet Charles Stix and watch his video:

Charles Stix was deeply involved in community activities while he was leading a successful career in business. Proud of his children and this community, he believes he is carrying out his family legacy, and providing for future generations, by making a legacy gift to the Cincinnati Jewish community.

 

 

 

 


 

December Tip: It's Time: 2016 Year-End Tax Planning

By Deb Steinbuch and Jim Friedman

It’s time. As you know, year-end is typically the best time to consider your financial and tax planning strategies. And after this year’s tumultuous election season, it may be more important than ever to meet with your advisors to review your investment portfolio and consider tax, financial, and charitable giving strategies before December 31. No one knows for sure what the Trump administration and the 115th Congress will do, but political actions next year will impact the general business and investment climate and could impact your situation. More on income taxes, investment assets, and IRA charitable rollovers >