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DTSTART:20261020T153000Z
DTEND:20261020T173000Z
LOCATION:Union Club of Cleveland, 1211 Euclid Ave, Cleveland, OH 44115
UID:2952620261020T153000ZLuncheon: From the Code to the Cloud: New Tax Law, FinCEN Rules, and Modern Estate Planning sponsored by Sequoia Financial Group
DTSTAMP:20260904T181122Z
DESCRIPTION:\nAbout the Program\nEstate planning continues to evolve amid new case law, expanded FinCEN oversight, sweeping charitable-giving changes under the new tax law, and the accelerating intersection of digital assets and artificial intelligence with everyday practice. This presentation reviews recent developments across each of these areas — from GRAT and QTIP litigation to Section 68's charitable deduction overhaul, from FinCEN's shifting reporting regime to AI's growing role (and risks) in professional practice — and closes with practical lessons drawn from recent celebrity estate disputes. Attendees will leave with clear, current insights to better counsel clients amid increasing complexity.\n\nAbout the Speaker\nMark R. Parthemer, JD, AEP®, ACTEC Fellow, is National Chief Wealth Strategist and Managing Director at Glenmede Trust Company, where he shapes the firm's thinking on tax, estate planning, and fiduciary matters. He's an Adjunct Professor at the University of Florida College of Law's Graduate Tax LLM Program, a Fellow of the American College of Trust and Estate Counsel, and Group Vice Chair of the ABA's RPTE Trusts and Estate Practice Group, and he previously held senior roles at Bessemer Trust, Duane Morris, and PwC. A nationally recognized speaker and author, he authors columns for both the Journal of Financial Service Professionals and the ABA's Probate & Property, and writes and hosts Estate of Affairs, a LinkedIn newsletter and video series. He is regularly quoted on tax and estate planning matters in the Wall Street Journal, CNBC, Barron's, and Bloomberg Tax. Mark lives and works in Florida, teaches in the SEC, and holds a Big Ten law degree — so he's spent his whole career advising families on how to divide loyalties without starting a lawsuit.\n\nPatrick M. Polomsky, ASA  â”‚  2026-2027 Program Chair\n\nContinuing Education – The following credits will be available for 1 hour of CE (as of 9/4/26): \nCFP® – PENDING approval by the CFP® Board.\nCLE – PENDING approval by the Ohio Supreme Court. \nGeneral – Available for those AEP®, CPA, and CWS designees who feel the program satisfies their continuing education requirements.\n\nReservation Policy – \nIN PERSON: All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only.  The meeting cost is $45 for members when paid in advance before noon 10/16/26, $60 for members at the door, $60 for guests, and $270 for a table of six (can be mix of members and non-members - please submit names to admin@epccleveland.org by 10/16/26).  If you reserve and are unable to attend, please call the office to cancel by noon 10/16/26 to avoid a no-show reservation billing.\n\nVIRUTAL: All attendees must register in advance. The meeting cost is $45 for members and $60 for guests. You will receive login credentials with your registration confirmation email.     \n\nTo reserve, click "Register Now" below.\n------\n\nThank you to our meeting sponsor: \n
SUMMARY:Luncheon: From the Code to the Cloud: New Tax Law, FinCEN Rules, and Modern Estate Planning sponsored by Sequoia Financial Group - Estate Planning Council of Cleveland 
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