- WellSpan Health (York, PA)
- … inventory in all regions. + Plans and implements Planned Giving/ Estate Planning events in collaboration with each Regional Director and/or Development ... and collaboration with key allied professionals (Membership and involvement with York County Estate Planning Council and York County Leave a Legacy) + Membership… more
- Grant Thornton (Philadelphia, PA)
- …with the Private Wealth Services practice. Our services include complex tax returns preparation, estate , and gift tax planning strategies for your high net ... As the Private Wealth Services Tax Managing Director , you'll lead all aspects of client relationships...consult on various tax matters, primarily in the federal estate , gift , charitable planning , and… more