Organizations Filed Purposes:
Asset Trader (F/K/A the CGA Exchange) is an IRS approved section 501 (C)(3) Non-Profit, public charity whose function is to educate and credential (as an approved IRS CE provider) professional advisors (attorneys, CPAs, M&A advisors, business brokers, financial advisors, insurance agents, real estate professionals, etc) and to serve as a compliant asset exchange platform to legally convert, through philantropic planned giving, a donor's trapped, illiquid assets (businesses, real estate, investment portfolios, life insurance policies, etc) to more tax advantaged, identity, asset, and estate protected income for life through the use of various planned giving structures. Asset Trader is also a registered and approved IRS continuing education (CE) provider credentialing professional planners through the professional designation known as the CETA (Certified Exit & Transition Advisor).
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Anthony Wayne March | CEO | 40 | $60,750 |
| Charles Roger Newman | Board Member | 40 | $40,800 |
| Valarie Boyd | Board Member | 40 | $36,000 |
| Maxine March | Board Member | 5 | $2,250 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/201633169349302098_public.xml