Charity/Philanthropy, Tax Planning, Trust & Estate Planning

WEBINAR: Year-End Tax Strategies

Brian Taylor, CTFA

Bryn Mawr Trust

December 13, 2024

< 1 min read

A man and a woman reviewing documents.

As the year draws to a close, it’s the perfect time to review effective tax strategies. Watch our insightful webinar where we’ll uncover powerful tax-saving methods that can help you maximize your savings before the end of the year. Whether you are an individual or a business owner, you’ll learn actionable tips to reduce your tax burden, boost your financial security, and set yourself up for a stronger financial future.

Key Topics:

Tax Advantaged Accounts
Charitable Contributions
Tax Loss Harvesting
Estate & Gift Tax Planning
Required Minimum Distributions & Roth IRA Conversions

Brian Taylor, CTFA

Bryn Mawr Trust

Brian Taylor leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2021.

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