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.

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

Begin your journey

Have questions?

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