End of Year Tax Tips

Matthew Thornton, CFA®

Bryn Mawr Trust

November 6, 2024

< 1 min read

A mockup of an embedded digital video player. A transparent "Play" icon is superimposed over a photograph of a road extending into the horizon. The publication's title "Planning Perspectives" is emblazoned above. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.

Planning Perspectives is your guide to navigating the complexities of wealth management with ease.

This week we discuss end of year tax tips.

Matthew Thornton, CFA®

Bryn Mawr Trust

Matt Thornton is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2022.

Begin your journey

Contact us

Have questions?

Speak with an financial expert.

Recent Articles

Trust & Estate Planning

Special Needs Trusts: A Strategic Guide to Protecting Your Loved One’s Future

Estate planning for a loved one with special needs requires thoughtful consideration and specialized tools to ensure long‑term financial protection…
Newsworthy Topics

Thinking Differently with Philadelphia Union’s Jay Sugarman (Ep. 16)

What does it take to think differently—and still win? In this episode, Jamie Hopkins and Kate Duffy sit down with…
Newsworthy Topics

Plan with Purpose: Rethinking Retirement Planning

Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode, we explore why…

View All resources

Recent Insights

Thinking Differently with Philadelphia Union’s Jay Sugarman (Ep. 16)

What does it take to think differently—and still win? In this episode, Jamie Hopkins and Kate Duffy sit down with Jay Sugarman, Principal Owner of the Philadelphia Union…
Plan with Purpose: Rethinking Retirement Planning

Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode, we explore why it’s never too late to plant the retirement…

View All Insights

Bryn Mawr Trust | A WSFS Company Your Journey. Our Commitment.

Built on a foundation of trust, Bryn Mawr Trust has been helping individuals, families, and nonprofits achieve their financial goals for more than 130 years.

Cookie Preferences

Disclosures

Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s registration as an investment advisor does not imply a certain level of skill or training.

Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust.

It remains a client’s responsibility to advise Bryn Mawr Trust (BMT) and Bryn Mawr Trust Advisors (BMTA), in writing, if there are any changes in a client’s personal/financial situation or investment objectives for the purpose of BMT or BMTA reviewing, evaluating, and/or revising its previous recommendations and/or services, or if a client would like to impose, add, or modify any reasonable restrictions to BMT or BMTA services.

All opinions expressed by the Associate(s) on television, radio, internet, or any other medium are merely opinions. You should not treat any opinion expressed as an inducement to make a particular investment or follow a particular strategy. Opinions expressed are based upon information that the Associate(s) considered reliable at the time spoken, but there is no guarantee of completeness or accuracy, and it should not be relied upon as such. The opinions do not represent the opinions of WSFS Financial Corporation or its subsidiaries. The Associate(s) and the listed entities have no duty to update or correct any information that was provided. Past performance is not indicative of future results, and as such, neither the Associate(s) nor any of the above-listed entities guarantee any specific outcome, performance, or profit. Before acting on any information from the Associate(s), consider suitability for your personal financial situation and seek the advice of your own financial professional.

Any third-party trademarks, and products or services related thereto, mentioned are for discussion purposes only. Third-party trademarks mentioned are not commercially related to, or affiliated in any way with, Bryn Mawr Trust products or services. Third-party trademarks mentioned are also not endorsed by Bryn Mawr Trust in any way. Bryn Mawr Trust may have agreements in place with third-party trademark owners that would render this trademark disclaimer not relevant.

INVESTMENTS: NOT A DEPOSIT. NOT FDIC – INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.

End of Year Tax Tips

Begin your journey

Have questions?

Recent Articles

Special Needs Trusts: A Strategic Guide to Protecting Your Loved One’s Future

Thinking Differently with Philadelphia Union’s Jay Sugarman (Ep. 16)

Plan with Purpose: Rethinking Retirement Planning

Recent Insights

Disclosures