Planning Perspectives — Ways For Business Owners to Maximize Opportunities

Bryn Mawr Trust Advisors

February 28, 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

Your guide to navigating the complexities of wealth management with ease.

Owners of closely held businesses face additional challenges when it comes to tax planning and year-end pressures. Check out these ways for business owners to maximize opportunities before March 15.

Lisa Borrelli, CPA, MT

Bryn Mawr Trust Advisors

Lisa Borrelli works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. She joined the company in 2019.

Begin your journey

Contact us

Have questions?

Speak with an financial expert.

Recent Articles

Newsworthy Topics

Healthcare Leadership Awards: Conversations with 6 Philadelphia Leaders (Ep. 21)

In the latest episode of The Planning Perspectives Podcast, Jackie Reeves joins Jamie Hopkins and Kate Duffy to explore why…
Charity/Philanthropy, Newsworthy Topics, Tax Planning

The Path to Philanthropist: Building a Strategic Giving Plan

Discover how to give strategically by aligning your philanthropy with your key values, setting a budget, and focusing your impact…
Two the Point

Two the Point – Freedom From the Headlines

In this episode, we examine the many different states of a healthy market, which sometimes come as a surprise to…

View All resources

Recent Insights

Healthcare Leadership Awards: Conversations with 6 Philadelphia Leaders (Ep. 21)

In the latest episode of The Planning Perspectives Podcast, Jackie Reeves joins Jamie Hopkins and Kate Duffy to explore why today’s plans are more accessible, easier to manage,…
The Path to Philanthropist: Building a Strategic Giving Plan

Discover how to give strategically by aligning your philanthropy with your key values, setting a budget, and focusing your impact where it matters most.

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.