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

A headshot of associate Garrett Spangler. He is smiling at the camera and waring a navy blue suit.
Garrett Spangler, JD, LLM
  • Bryn Mawr Capital Management
< 1 min read
October 22, 2024
Two people sitting at a table reading the 2024-2025 Bryn Mawr Trust Tax Guide
A headshot of associate Garrett Spangler. He is smiling at the camera and waring a navy blue suit.
Garrett Spangler, JD, LLM
  • Bryn Mawr Capital Management

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.

Recent Articles

  • Two the Point

    Two the Point — Tariffs, Trade Wars, and Market Resilience

    In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial…

  • Feature Article Image Four

    Steps To Take in The Face of Federal Loans and Grants Uncertainty

    The nonprofit sector found itself in unprecedented territory on January 27, 2025, when the Office of Management and Budget issued…

  • Feature Article Image Three

    Advisory Solutions: Transforming Offerings with Integrated Solutions

    According to DeVoe and Company, 2024 saw the highest number of transactions in the RIA space (269), with Q4 recording…