Newsworthy Topics

WEBINAR REPLAY: Getting a Jumpstart on Taxes: How to Prepare for a Stress Free Tax Season

Mark Bradford, CFP®, ChFC®, CRPC®, AEP®, AWMA®, CEPA®

Bryn Mawr Trust Advisors

October 23, 2025

< 1 min read

October BMT Webinar

Our experts unpacked a step-by-step guide to getting ahead of the upcoming tax season. We covered critical year-end actions, essential filing requirements, and strategic timing decisions that can significantly impact your tax liability. Whether you’re a pre-retiree, business owner, or managing family finances, this session provided actionable insights to help you stay ahead of key deadlines and optimize your tax outcomes.

Key Topics:

December 31 Deadline: Last-Chance Tax Moves
April 15 Requirements: Filing and Payment Essentials
Key Deadlines to Avoid Penalties
Specific Considerations for Pre-Retirees, Business Owners & Families

Speakers:

Mark Bradford, CFP®, ChFC®, CRPC®, AEP®, AWMA®, CEPA®, Director of Wealth Planning, Bryn Mawr Trust
Garrett Spangler, JD, LLM, Senior Trust Advisor, Bryn Mawr Trust Advisors
Lisa Borrelli, CPA, Senior Wealth Strategist, Bryn Mawr Trust Advisors

Mark Bradford, CFP®, ChFC®, CRPC®, AEP®, AWMA®, CEPA®

Bryn Mawr Trust Advisors

Mark Bradford is the Director of Wealth Planning, where he leads the wealth planning team. He collaborates closely with advisors to develop and implement the company's long-term vision for wealth planning, which focuses on enhancing client relationships by providing an exceptional client experience through comprehensive and personalized planning.

Begin your journey

Have questions?

Speak with an financial expert.

Recent Articles

Newsworthy Topics, Retirement Planning

Social Security Updates: Current Changes and Future Outlook

Social Security Takes Center Stage, Again Social Security remains one of the most important and widely discussed topics in retirement…
Business Planning, Retirement Planning

The Art of Building Bridges in Business with Sal Patti (Ep. 6)

Many people talk about building relationships in business, but few live it the way Sal Patti does. In our latest…
Newsworthy Topics

Financial Strategies for Giving Season

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

View All resources

Recent Insights

Social Security Updates: Current Changes and Future Outlook

Social Security Takes Center Stage, Again Social Security remains one of the most important and widely discussed topics in retirement planning, especially with a growing wave of retirees…
Financial Strategies for Giving Season

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

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

© 2025 Bryn Mawr Trust

Equal Housing Lender

Accessibility Tools

Disclosures

© 2025 WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank. Private Banking is a division of WSFS Bank.
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.