5 Ways to Minimize Taxes in a Portfolio

As we approach the end of tax season, U.S. News & World Report asked Paul Gaudio, Wealth Planning Strategist at Bryn Mawr Trust’s Princeton-based Wealth Specialty office, how investors can lower their tax bills for next year. Paul explained how he helps clients find opportunities to minimize tax liabilities and build wealth.

To read the article, you may access U.S. News & World Report’s website here.