top of page
LogoJPG.iCLAT2020.jpg
IDEAL iCLAT SCENARIOS
Ideal Scenario #1

Spike "Ordinary Income" Event of at Least $250,000

  • ROTH IRA Conversions

  • Large Bonus or Commissions

  • K-1 Business Income

  • Sale of Business or Real Estate

  • Attorney "Contingency Fees"

  • Large IRA/401k/Retirement Distributions

  • Stock Options

  • Lottery Winnings

VENN-Ideal Scenario #1 Slide2-2021.jpg
Ideal Scenario #2

Approaching Retirement for High Income Individual

  • Executives

  • Physicians

  • Attorneys

  • Engineers

  • Business Owners

  • Professional Athletes

  • Termination of Lucrative Contract (Consulting, Government or Government)

VENN-Ideal Scenario #2 Slide2-2021.jpg
GOT A QUESTION?

If you have a question, please send it to us.  We'll get back to you promptly with an answer, usually within 24 hours.  Also, be sure to look at our Frequently Asked Questions (FAQs) page.  Your question may have already been asked by others - and answered.

SCHEDULE A CALL OR ZOOM MEETING

Schedule a FREE NO OBLIGATION 30 MINUTE CALL/ZOOM with our Founder & President - Brad Gornto.  Your professional advisors are welcome to join on the call as well!

SIGN UP FOR ONE OF OUR
FREE WEBINARS

Our Founder & President - Brad Gornto provides multiple FREE webinars throughout the year for annual givers, charitable giving professionals and also for allied advisors (accountants, attorneys and financial planners). 

iCLAT ANALYZER TOOL

Perhaps you want to determine if an iCLAT is an appropriate charitable planning tool for you to consider.  If so, the iCLAT Analyzer Tool will help you find out!  The iCLAT Analyzer Tool has 8 simple questions, which will allow us to quickly determine if the iCLAT is right for you, your clients or your charity's donors.

 FREE CUSTOMIZED iCLAT ILLUSTRATION

In less than 3 minutes you can provide all the information necessary for our team to create a FREE iCLAT Illustration specifically customized to your particular situation.  Your information may be submitted to us on an anonymous basis.  You will receive your customized iCLAT Illustration within 2 business days. 

bottom of page