insights & events

At Bryn Mawr Trust, we provide regular updates on financial markets, economic outlook, and wealth planning through various resources.

Resources — 2025-2026 Year-End Tax Planning Guide [PDF]

Staying current on the evolving tax landscape is crucial for effective financial planning.

Download our Annual Tax Planning Guide and Year-End Planning Checklist to help keep you informed and on track about current tax regulations.

Getting a Jumpstart on Taxes: How to Prepare for a Stress-Free Tax Season

October 22, 2025
12:00 p.m. – 1:00 p.m. EST

Join our experts for a step-by-step guide to get ahead of the upcoming tax season. We’ll cover critical year-end actions, essential filing requirements, and strategic timing decisions that can significantly impact your tax liability. Whether you’re a pre-retiree, business owner, or managing family finances, this session will provide actionable insights to help you stay ahead of key deadlines and optimize your tax outcomes.

Key Topics:

December 31 Deadline: Last-Chance Tax Moves
April 15 Requirements: Filing and Payment Essentials
Key Deadlines to Avoid Penalties
Specific Considerations for Pre-Retirees, Business Owners & Families

Speakers:

Mark Bradford, CFP^®, ChFC^®, CRPC^®, AEP^®, AWMA^®, CEPA^®, Director of Wealth Planning, Bryn Mawr Trust
Garrett Spangler, JD, LLM, Senior Trust Advisor, Bryn Mawr Trust Advisors
Lisa Borrelli, CPA, Senior Wealth Strategist, Bryn Mawr Trust Advisors