Mark R. Parthemer, AEP | Source | Chief Wealth Strategist, Florida Regional Director at Glenmede Trust Company

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Mark R. Parthemer, AEP

Chief Wealth Strategist, Florida Regional Director at Glenmede Trust Company
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Mark is the Chief Wealth Strategist and Florida Regional Director at Glenmede. He is responsible for cultivating the growth and operations of the Florida region and for developing and communicating Glenmede’s position and strategy concerning tax, estate planning, and fiduciary matters pertinent to clients and their advisors. Mark has held previous roles including Managing Director and Senior Fiduciary Counsel at Bessemer Trust Company and Senior Tax professional at PricewaterhouseCoopers.

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  • IRS Finalizes Crypto Reporting Rules: Key Takeaways for Taxpayers
    Mark highlights that starting January 1, 2025, brokers must report crypto sales. He advises, “Sellers can specifically identify which digital assets have been sold.” Using crypto for purchases triggers taxable events. New rules aim to enhance compliance, with potential penalty relief for good faith efforts. Key exceptions include NFT and Stablecoin transactions.
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  • We take the client’s individual situation, assets and spending and analyze them to quantify the likelihood of achieving their goals. This information allows us to propose tactical changes that increase the likelihood of success.

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