Glenmede Private Wealth

ACTEC Fellow Mark Parthemer is joined by guest Jenny Johnson in a podcast that breaks down the tax planning takeaways from recent Supreme Court rulings Loper Bright Enterprises v. Raimondo and Corner Post, Inc. v. Board of Governors the Federal Reserve System, explaining that Chevron deference is gone. #SupremeCourtRulings #TaxRegulations #LegalUpdates #FutureOfTax #CourtDecisions #TaxLaw #JudicialImpact #LegalPrecedents #TaxCompliance #RegulatoryChanges #estateplanning #ACTEC #ACTECFELLOW https://lnkd.in/gtS7Qfd7

“Bunching” two or more years of charitable donations into a single year can help maximize your generosity in a more tax-effective way. Working with an experienced wealth planner can provide insight into this tax strategy. https://bit.ly/3Z1vjPS #charitablegiving #tax #philanthropy

Looking to simplify your giving process and maximize your charitable impact? A Glenmede donor-advised fund (DAF) offers the flexibility to support your favorite charities at your own pace. #DonorAdvisedFund #CharitableGiving https://bit.ly/3ADj0Q7

Yesterday Glenmede Private Wealth sponsored the Washington, DC Estate Planning Council's Goldenzsweig Memorial Luncheon and Lecture. We were treated to Joe's Stone Crab Restaurant and great content from Elinor Carson Ramey and Amber Waldman, CPA as they discussed two 2024 Supreme Court decisions: Connelly, as Executor of the Estate of Connelly v. United Stated (June 6, 2024) and its potential impact on the use of insurance in business planning and Loper Bright Enterprises v. Raimondo, Secretary of Commerce (June 28, 2024) and how it might affect the regulatory process. Tyler O'Connor Ken Spruill Mike Dellapa, CFA Julian Scott from the DC team were in attendance. Also came across this great picture from summer 2022. Miss you Dutch Miller! AnnMarie Bell Brandon White,Brian Bowers Bridgette Becker

Charitable giving is a way to make a difference, and support causes important to you and your family with potential tax benefits. But in the eyes of the IRS, not all contributions are tax deductible. Learn more about charitable deduction eligibility > https://hubs.ly/Q02W3K370 #charitablegiving #charitabledeductions #taxdeduction

Nina Cohen, CAP?, Strategic Advisor, Center for Family Philanthropy & Wealth Education, was a panelist at the DAF Giving Summit in Nashville. The Summit brought together thought leaders, changemakers and technologies shaping the future of donor-advised funds and philanthropy. #donoradvisedfund #DAF #philanthropy #DAFGivingSummit

If you want to support causes important to you and your family, consider a charitable trust. One can be created during your lifetime or in a will, known as a testamentary trust. Learn more about their benefits: https://hubs.ly/Q02VzGJy0 #charitablegiving #trust #testamentary

In case you missed it, here's another chance to listen to our conversation with Thom Melcher, our Director of Private Wealth.

I am looking forward to speaking on this panel at the DAF Giving Summit and connecting with colleagues serving philanthropic clients. Please check out our session if you're attending the event!

In a recent Crain Currency article, Ken Spruill, Glenmede’s Director of the Center for Family Philanthropy and Wealth Education, discussed how Gen X should engage in serious financial planning and the importance of setting clear goals and values. Read more > https://bit.ly/481thBS