Resources — 2024-2025 Year-End Tax Planning Guide [PDF]

Bryn Mawr Trust Advisors

October 22, 2024

< 1 min read

Two people sitting at a table reading the 2024-2025 Bryn Mawr Trust Tax Guide

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 and legal regulations.

Garrett Spangler, JD, LLM

Bryn Mawr Trust Advisors

Garrett Spangler works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. He joined the company in 2018.

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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.

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Resources — 2024-2025 Year-End Tax Planning Guide [PDF]

Begin your journey

Have questions?

Recent Articles

Smart Planning for Cohabiting Couples

Giving with Purpose (Ep. 14)

How to Prevent Lifestyle Creep

Recent Insights

Disclosures